Show notes
"Mr. IPO" Jay Ritter joins TITV Host Akash Pasricha to break down the historic, oversubscribed SpaceX public debut and whether astronomical price-to-sales ratios are flashing tech bubble signals. We also talk with The Information's Aaron Holmes about why Anthropic's aggressive 30-day data retention policy is causing Microsoft and regulated industries to freeze their rollouts of Claude Fable, and explore Xbox's painful path toward cost-cutting and layoffs as profit margins shrink to just 3%. Lastly, we get into Palantir's expensive defensive play against OpenAI and Anthropic with our applied AI reporter Laura Bratton.Articles discussed on this episode: https://www.theinformation.com/newsletters/ai-agenda/microsoft-anthropic-customers-held-using-claude-fablehttps://www.theinformation.com/articles/60-readers-say-hackers-edge-cybersecurityhttps://www.theinformation.com/briefings/spacex-prices-ipo-135-per-share-starts-trading-fridaySubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction & AI Cyber Threats02:22 - The Historic SpaceX Public Market Debut & Tech Bubble Risks14:22 - How Frontier LLMs & Big Tech are Disrupting Software25:16 - AI Regulatory Realities, AWS, & Corporate Layoffs34:08 - Enterprise AI Strategy: Palantir & Multi-Million Dollar Budgets