Software moat and future margin shifts

The Information’s Cory Weinberg joins TITV Host Akash Pasricha to discuss Uber’s potential acquisition of parking app SpotHero. We also talk with Elon Musk Reporter Theo Wayt about xAI’s massive third data center expansion in Memphis and Creative Strategies’ Austin Lyons about which photonics startups NVIDIA might target for M&A in 2026. Finally, we get into Oracle’s potential "chip-backed" securities and Brookfield’s new cloud company, Radiant, with AI & Finance Reporter Miles Kruppa.

Articles discussed on this episode: 

https://www.theinformation.com/articles/uber-considers-deal-parking-app-spothero

https://www.theinformation.com/articles/brookfield-start-cloud-business-lower-cost-ai

https://www.theinformation.com/articles/elon-musks-xai-buys-building-third-supersized-data-center

TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

Subscribe to: 

- The Information on YouTube: https://www.youtube.com/@theinformation

- The Information: https://www.theinformation.com/subscribe_h

Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda