The Information’s Microsoft reporter Aaron Holmes talks with TITV Host Akash Pasricha about Satya Nadella's decision to shift focus to Microsoft's core technology and away from commercial business. We also talk with AI reporter Stephanie Palazzolo about the takeaways from The Information’s AI Agenda Live conference and Nick Patience from The Futurum Group about the new DeepSeek model. Lastly, we get into the corporate data wars with ClickUp CEO Zeb Evans and the potential TikTok US CEO with DC Correspondent Sylvia Varnham O'Regan.

Articles discussed on this episode:

https://www.theinformation.com/articles/tiktok-insiders-bet-2-adam-presser-will-run-new-venture

https://www.theinformation.com/briefings/microsoft-ceo-relinquishes-duties-focus-technology

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