Episode Description

Goldman Sachs' Gabriela Borges talks with TITV Host Akash Pasricha about software earnings season, Adobe’s new CEO, and potential M&A in the SaaS sector. We also talk with Netskope CEO Sanjay Beri about AI cybersecurity growth and OpenAI's Hugging Face incident, DocuSign CEO Allan Thygesen about AI agents executing contracts, and we get into Microsoft’s Azure disclosures and Apple's upcoming foldable iPhone with The Information’s Co-Executive Editor Martin Peers.

Articles discussed on this episode:

https://www.theinformation.com/articles/nvidias-new-sales-chief-anthropics-mega-ipo-12-things-matter-tech-fall

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Chapters:

00:00 - Introduction

00:01 - Adobe's New CEO & Software Earnings Lessons

00:13 - Netskope Sales Grow 29% as AI Security Expands

00:23 - DocuSign CEO Allan Thygesen on AI Agent Workflows

00:33 - Microsoft Azure Disclosures & Apple Foldable iPhone Preview