Beyond the Hype: The Real Stakes in AI, IPOs, and Cyber Attacks | July 21, 2025

Episode Description

Today’s episode features Box CEO Aaron Levie, who discusses how AI is transforming enterprise software and whether it's a threat or an opportunity. We also analyze Figma's highly anticipated IPO valuation with our financial columnist Anita Ramaswamy, discussing its impressive growth and the impact of AI. Finally, cybersecurity and enterprise tech reporter Aaron Holmes unpacks the recent Microsoft SharePoint hack, its implications for government and businesses, and the ongoing cybersecurity challenges for Microsoft, including how CEO Satya Nadella's pay is now linked to security improvements.

Articles discussed on this episode:

- https://www.theinformation.com/articles/figmas-ipo-may-hot-outlook-murky

- https://www.theinformation.com/briefings/figma-sets-tentative-ipo-pricing-range

- https://www.theinformation.com/briefings/hackers-exploit-microsoft-flaw-file-sharing-software