Episode Description

D.A. Davidson Head of Technology Research Gil Luria and The Information's AI finance reporter Dakin Campbell talk with TITV Host Akash Pasricha about SpaceX and Broadcom's multibillion-dollar AI chip financing arrangements, special-purpose vehicles and the risks of financing data centers with debt. We also talk with The Information's deals reporter Valida Pau about DoorDash's advanced talks to acquire Instacart for roughly $17 billion, and Anaplan CEO Charlie Gottdiener about enterprise AI agents, accurate financial forecasting and Anthropic's IPO filing. The Information's Microsoft reporter Aaron Holmes discusses voluntary buyouts offered to 60,000 Microsoft employees, potential further cost reductions and the future of Xbox. Lastly, General Compute CTO and co-founder Jason Goodison joins us for a conversation about its $100 million Series A, alternative AI chips and the economics of inference.

Articles discussed in today's show:

-https://www.theinformation.com/briefings/microsoft-offers-buyouts-60-000-employees

-https://www.theinformation.com/briefings/spacex-agrees-pay-40-billion-lease-chips-apollo

-https://www.theinformation.com/briefings/doordash-nears-deal-buy-instacart-17-billion-deal

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Chapters:

01:13 - Introduction and The Information Polls

01:13 - SpaceX and Broadcom's AI financing (within opening source window; precise transition unverified)

15:53 - DoorDash–Instacart talks and Anaplan interview (individual transitions unverified)

33:19 - Microsoft's workforce strategy (discussion continues)

39:56 - General Compute and AI chip alternatives

49:05 - Closing