Enterprise Software Reporter Kevin McLaughlin talks with TITV Host Akash Pasricha about SAP's move to block unauthorized AI agents from accessing corporate data. We also talk with Stephanie Palazzolo about Anthropic's talks to buy AI inference chips from U.K. startup Fractal and Ken Brown about how fund managers are selling big tech stocks to make room for the SpaceX IPO. Lastly, we get into the impact of mega-IPOs on the venture capital ecosystem with Darian Shirazi, Managing Partner at Gradient.

Articles discussed on this episode:

https://www.theinformation.com/articles/spacex-ipo-set-drive-billions-tech-stock-sales

https://www.theinformation.com/articles/anthropic-talks-buy-ai-chips-u-k-startup

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UBS IT Hardware Analyst David Vogt talks with Rocket Drew about Apple's iPhone rebound in China and the upcoming CEO transition to John Ternus. We also talk with UBS’ Gary Marcus about his takeaways from the first week of the Musk v. Altman trial and the dangers of autonomous AI agents, and we get into Shopify's move to obtain nationwide money transmitter licenses with Senior Editor Meredith Mazzilli.

Articles discussed on this episode:

https://www.theinformation.com/articles/shopify-seeks-licenses-push-deeper-fintech

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TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

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Jefferies Senior Analyst Brent Thill joins Senior Finance Editor Ken Brown to break down Meta’s massive $145 billion CapEx forecast and why Mark Zuckerberg’s monetization plan is rattling Wall Street. We also talk with RBC Capital Markets’ Rishi Jaluria about Microsoft’s $9 billion in AI revenue and the enterprise adoption of Copilot, and we get into the "brutal" cross-examination of Elon Musk in the OpenAI trial with Rocket Drew. Lastly, we discuss Starlink’s declining revenue per user with Theo Wayt and the technical hurdles of GPU utilization at xAI with Stephanie Palazzolo.

Articles discussed on this episode:

https://www.theinformation.com/articles/musk-battles-openai-lawyer-claims-co-founders-stole-charity

https://www.theinformation.com/articles/spacexs-starlink-revenue-per-user-fell-18-customers-quadrupled

https://www.theinformation.com/newsletters/ai-agenda/xai-shows-hard-use-lot-gpus

https://www.theinformation.com/briefings/microsoft-cloud-revenue-accelerates-office-365-copilot-sales-rise-33

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TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

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