Episode Description

The Information's Microsoft reporter Aaron Holmes talks with TITV Host Akash Pasricha about GitHub's recent outages. We also talk with The Information's Deputy Bureau Chief of Finance Cory Weinberg about BlackRock's interest in the SpaceX IPO and Genspark Co-Founder and COO Wen Sang about his company's AI agent application strategy. Lastly, we get into the generative AI database market concentration of OpenAI and Anthropic with AI reporter Stephanie Palazzolo.

Articles discussed on this episode:

https://www.theinformation.com/articles/microsoft-executives-sound-alarm-githubs-eroding-ai-lead

https://www.theinformation.com/articles/anthropic-openais-share-ai-startup-revenues-rises-89

https://www.theinformation.com/articles/blackrock-weighs-multibillion-dollar-investment-spacex-ipo

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Chapters

00:00 - Introduction

01:13 - Microsoft Executives Sound Alarm Over GitHub

10:32 - BlackRock Weighs up to $10B investment in SpaceX IPO

17:26 - Genspark’s COO on the AI application race

27:22 - Anthropic, OpenAI generate 89% of AI startup revenue