Valuation and Foundry Strategy Risks

HSBC’s Frank Lee talks with TITV Host Akash Pasricha about Intel’s disappointing revenue guidance and capacity constraints despite the AI boom. We also talk with BitGo CEO Mike Belshe about their public debut and the shift toward retail-driven IPOs, and The Information’s Laura Mandaro about Capital One’s $5.15 billion acquisition of Brex. We then get into the reality behind the TikTok deal and OpenAI's ad testing with editors Martin Peers and Meredith Mazzilli. Finally, we go inside the political transformation of OpenAI President Greg Brockman with reporters Stephanie Palazzolo and Jemima McEvoy.

Articles discussed on this episode: 

https://www.theinformation.com/articles/intel-now-pricier-tsmc-makes-sense

https://www.theinformation.com/newsletters/the-briefing/brexit-fintech

https://www.theinformation.com/newsletters/dealmaker/exit-brex-investors-rising-zombie-funds

https://www.theinformation.com/briefings/tiktok-completes-sale-data-security-arm-joint-venture

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