Khosla Ventures' Vinod Khosla talks with TITV Host Akash Pasricha about AI's high costs, the risks in circular financing deals like those involving NVIDIA and Oracle, and the energy solutions to AI. We also talk with The Information's Ann Gehan about creator reaction to TikTok Shop's new advertising tool. Li Haslett Chen, Founder of Howl, discusses where AI can transform the shopping experience, noting returns as the biggest opportunity. Lastly, we get into rebuilding college for the AI era with Tade Oyerinde, Founder & Chancellor, and Jerome Pesenti, CTO, of Campus.

Articles discussed on this episode:

https://www.theinformation.com/articles/tiktok-shops-new-ad-policy-risks-alienating-merchants

https://www.theinformation.com/articles/can-ai-deliver-shoppers-want

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Vinod Khosla on AI’s High Costs, Circular Financing, and Massive Energy Needs | Oct 22, 2025

The Information's TITV