Episode Description

Is 1Password headed for an IPO? CEO David Faugno joins The Information's Akash to discuss the company's $500 million in annual recurring revenue, its new AI agent security tools and the growing cybersecurity risks posed by AI.

Plus, Coco Labs co-founder and CEO Anusha Ramesh explains how her Jeff Dean-backed startup is tackling AI's design problem, and The Information's Laura Bratton breaks down why Salesforce customers could soon face new fees for using external AI agents like Claude.

In The Editor's Cut, managing editor Laura Mandaro discusses our exclusive reporting on SB Energy's potential IPO delay, what Anthropic's anticipated public debut could mean for the market, and the mounting pressure on neocloud companies.

Articles discussed in today's show:

https://www.theinformation.com/newsletters/applied-ai/salesforce-customers-brace-new-fees-use-claude-apps

https://www.theinformation.com/articles/sb-energy-considers-waiting-december-later-ipo

https://www.theinformation.com/newsletters/dealmaker/anthropics-elevator-problem-persuading-investors-share-ai-dream

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Chapters

01:59 — 1Password CEO on cybersecurity, AI agents and IPO prospects

18:13 — Coco Labs wants to fix AI-generated design

27:42 — Salesforce customers face new Claude-related fees

37:31 — The Editor's Cut: SB Energy, Anthropic and the IPO market