Anticipating Microsoft's Earnings and AI Software Insights

Joe Marchese, Co-Founder of Human Ventures, talks with Jessica Lessin, our founder, CEO, and editor-in-chief, about AI's effect on ad businesses. Shaown Nandi, Director of Technology at Amazon Web Services, discusses the Chief AI Officer role. Kashish Gupta and Harsha Kapre join to discuss Snowflake’s investment in Hightouch, and our reporter Aaron Holmes breaks down AI’s impact on lowering software switching costs.

Articles discussed on this episode: 

• https://www.theinformation.com/articles/cursors-global-success-lifted-china
• https://www.theinformation.com/articles/ai-cloud-startup-fireworks-discusses-4-billion-valuation-deal-lightspeed-index
• https://www.theinformation.com/articles/microsofts-rivals-lean-ai-pry-away-longtime-customers
• https://www.theinformation.com/articles/spotify-is-booming-except-for-its-ad-business 

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