How the CapEx boom frames tech spending

The Information’s E-comm Reporter Ann Gehan talks with TITV Host Akash Pasricha about Shopify's Q3 earnings and their AI strategy. We also talk with Financial Analysis Columnist Anita Ramaswamy about Uber's growth and Palantir's accelerating US commercial business. OpenAI & Anthropic Reporter Sri Muppidi details Anthropic’s new $70B revenue projection and its race to profitability against OpenAI. The Information's CEO Jessica Lessin speaks with BlackRock’s Tony Kim about the OpenAI-AWS deal, shifting alliances in AI, and the CapEx boom's effect on big tech valuations. Lastly, we get into how corporations are using AI and its effect on the labor market with Goldman Sachs Senior Global Economist Joseph Briggs.

Articles discussed on this episode:

https://www.theinformation.com/articles/introducing-informations-50-promising-startups-2025

https://www.theinformation.com/articles/information-50s-top-performers-2024

https://www.theinformation.com/briefings/shopify-continues-boost-revenue-shares-fall-increased-costs

https://www.theinformation.com/articles/anthropic-projects-70-billion-revenue-17-billion-cash-flow-2028

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