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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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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The Information’s Catherine Perloff talks with Senior Finance Editor Ken Brown about OpenAI models finally arriving on AWS Bedrock and why some customers are underwhelmed. We also talk with Sri Muppidi about OpenAI’s massive shift toward the $8 ChatGPT Go plan and Rocket Drew about Elon Musk’s high-stakes testimony in the OpenAI trial. Lastly, we get into the future of crypto regulation with Cody Carbone and Maria Sharapova’s new podcast “Pretty Tough” with Jessica Lessin.

Articles discussed on this episode:

https://www.theinformation.com/articles/openai-sees-8-chatgpt-driving-consumer-subscribers-122-million-year

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The Information's Aaron Holmes breaks down the behind-the-scenes negotiations between Sam Altman and Satya Nadella to avoid a legal war over OpenAI's partnership with AWS. We also talk with Erin Woo about Google's new deal to put AI on classified Pentagon systems and Rocket Drew about the jury selection in the Elon Musk vs. Sam Altman trial. Lastly, we get into the "buoyancy" of AI debt markets with Cory Weinberg and the future of agentic AI hardware with BEP Research's Ben Pouladian.

Articles discussed on this episode:

https://www.theinformation.com/articles/google-signs-classified-ai-deal-pentagon-amid-employee-opposition

https://www.theinformation.com/articles/nadella-altman-averted-legal-war-aws

https://www.theinformation.com/newsletters/the-briefing/microsoft-comes-openai-deal-winner-risks-ai-financing

https://www.theinformation.com/briefings/musk-altman-brockman-agree-stay-social-media-trial

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At the New York Stock Exchange, Glenn Hutchins, co-founder of Silver Lake, talks with TITV Host Akash Pasricha about the renegotiated Microsoft-OpenAI deal and why he believes the software sector is currently sitting on a "melting ice cube" of leverage. We also talk with Arvindh Kumar of EQT about the new private equity playbook for AI implementation and why "probabilistic" mistakes in enterprise software can be fatal, and we get into the $200 billion IPO outlook for SpaceX and OpenAI with The Information’s Cory Weinberg and Ken Brown.

Articles discussed on this episode:

https://www.theinformation.com/briefings/china-blocks-metas-2-billion-acquisition-manus

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The Information’s Aaron Holmes and Anissa Gardizy talk with TITV Host Akash Pasricha about why Microsoft and large cloud providers are "hoarding" GPUs, creating a new bottleneck for AI startups. We also talk with Harvey's Niko Gruppen about the launch of GPT 5.5 and whether it puts OpenAI back in "pole position" over Anthropic’s Claude Code. Our Co-Executive editor Martin Peers breaks down Meta's decision to cut 10% of its workforce to fuel AI spending and Intel's surprising 125% stock surge. Finally, Julia Hornstein joins to reveal the inside story of why SpaceX is moving to acquire the coding startup Cursor for a staggering $60 billion.

Articles discussed on this episode:

https://www.theinformation.com/articles/behind-cursors-deal-spacex-anthropic-compute-costs-loomed-large

https://www.theinformation.com/articles/microsoft-cloud-providers-tighten-grip-gpus-pressuring-ai-customers

https://www.theinformation.com/newsletters/the-briefing/big-techs-new-layoffs-phase-underway

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Ross Gerber, President and CEO of Gerber Kawasaki, talks with TITV Host Akash Pasricha about Tesla's Q1 results, Elon Musk's depressing tone, and the mysterious $2 billion AI hardware deal. We also talk with The Information's Erin Woo about "agent sprawl" at Google Cloud Next and The Home Depot's struggle to automate workflows, and we get into the "SaaS apocalypse" and insurers dropping AI coverage with reporter Laura Bratton

Articles discussed on this episode:

https://www.theinformation.com/articles/berkshire-hathaway-chubb-win-approval-drop-ai-insurance-coverage

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