Conviction's Sarah Guo on the Google Windsurf Deal; SpaceX's Investment in xAI | Jul 14, 2025

We talk with Conviction's Sarah Guo about the Google Windsurf deal and the state of AI startups and with Hinge Health CEO Dan Perez about AI's role in digital health. Our reporter Natasha Mascarenhas also joins to discuss the Windsurf deal and SpaceX's investment in xAI. Articles discussed on this episode: https://www.theinformation.com/articl... TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Subscribe to The Information: https://www.theinformation.com/subscr... Sign up for the AI Agenda newsletter: https://www.theinformation.com/featur...