Episode Description

Immad Akhund, Co-Founder and CEO of Mercury, talks with TITV Host Akash Pasricha about his fintech's multi-product evolution and $200M raise. We also talk with The Information's Kevin McLaughlin about Microsoft’s contentious decision to cut off a key Databricks integration, and we get into the realistic market math behind SpaceX's $1.75 trillion valuation with our editors Martin Peers and Meredith Mazzilli.

Articles discussed on this episode:

https://www.theinformation.com/newsletters/the-briefing/spacex-worth-700-billion-1-75-billion

https://www.theinformation.com/articles/microsoft-opens-new-front-fight-data-ai-agents

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Chapters:

00:00 - Introduction

01:13 - OpenAI Hits $5.7B Q1 Revenue

02:39 - Microsoft Triggers New Corporate Data War

12:43 - The Right Way to Value SpaceX

25:46 - Mercury CEO on Fintech Growth and AI Tools