Show notes
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-dealSubscribe:- 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:01:13 - Introduction and The Information Polls01:13 - SpaceX and Broadcom's AI financing 15:53 - DoorDash–Instacart talks and Anaplan interview 33:19 - Microsoft's workforce strategy39:56 - General Compute and AI chip alternatives49:05 - Closing