Reddit's IPO Filing & India's AI Regulation | EP 7
Episode description
In this episode, we dissect Reddit's IPO filing, diving into critical aspects outlined in their S-1 - spanning across user growth, advertising, and data licensing to AI model providers. In the second half, we shift focus to India's recent contentious policy requiring government approvals for all AI model providers and applications before launch.
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Timestamps:
(00:00) Introduction
(01:36) Tee up - Reddit IPO
(03:52) What makes Reddit a great product
(10:17) User growth outlook - how much more room exists?
(13:59) Investment in their Ads product
(22:58) Data Licensing to AI companies
(28:35) Tee up - India's controversial AI regulation
(30:36) Why this is happening now, election year, Indian political landscape & election interference risks
(34:16) Who is impacted by this regulation
(40:55) India's history with a licensing regime, regulatory capture risks
(42:44) What is the right mechanism to regulate