Episode Description

Neuberger Senior Research Analyst Dan Flax talks with TITV Host Akash Pasricha about Meta’s AI strategy, Google’s cloud growth, Microsoft’s Azure business and why hyperscalers may keep spending aggressively despite higher interest rates. We also talk with Inspired Capital Founder and Managing Partner Alexa von Tobel about the firm’s new $450 million fund, Salesforce’s acquisition strategy and how AI agents could change marketing and commerce. Daytona Co-Founder and CEO Ivan Burazin explains the company’s $60 million raise at a $1 billion valuation and how its sandboxes help AI agents execute tasks, including work supporting Meta’s Muse model training. Lastly, The Information Finance Editor Meredith Mazzilli breaks down CoreWeave’s debt structure, the risks facing neocloud financing and the potential role of insurers in funding AI infrastructure.

Articles discussed in today's show:

-https://www.theinformation.com/articles/coreweaves-debt-binge-brought-perilous-moment-reckoning

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Chapters:

01:13 - Introduction and Signal Award

02:49 - Big Tech earnings and Meta’s AI strategy

07:14 - Google Cloud, TPUs and AI monetization

10:30 - Microsoft Azure and enterprise AI

13:35 - Hyperscaler capital spending

16:45 - Inspired Capital’s $450M fund

21:26 - AI agents and the future of marketing

25:58 - Daytona’s $1B valuation and agent infrastructure

32:22 - Meta’s Muse and Daytona’s sandboxes

32:56 - CoreWeave’s debt and neocloud financing