Episode Description

Citi Managing Director Ron Josey talks with TITV Host Akash Pasricha about Meta's ad deceleration and long-term enterprise AI strategy. We also talk with RBC Capital Markets Managing Director Rishi Jaluria about Microsoft’s record $100B Azure run rate and Copilot adoption, and we get into controlling runaway AI agent costs with Dome Systems Co-Founder and former HashiCorp CEO Dave McJannet.

Articles discussed on this episode:

https://www.theinformation.com/newsletters/the-briefing/meta-learn-cost-control-microsoft

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Chapters:

00:00 - Introduction

00:01:13 - Meta's Q2 Deceleration & Free Cash Flow Crunch

00:15:22 - Microsoft Azure Crosses $100B & AI Monetization

00:28:17 - Former HashiCorp CEO Dave McJannet on Dome Systems & AI Agents