Hyperscalers: Cloud Strengths Versus Applications

The Information’s Aaron Holmes talks with TITV Host Akash Pasricha about Satya Nadella’s deep-dive into Microsoft's product management to fix Copilot. We also talk with Graphite CEO Merrill Lutsky about selling his startup to Cursor, and Madrona Ventures' Matt McIlwain about the future of software investing in 2026. AI Reporter Rocket Drew speaks about the safety risks of humanoid robots, and EV reporter Steve LeVine about Ford's decision to ditch EV production for AI data centers.

Articles discussed on this episode: 

https://www.theinformation.com/articles/microsofts-nadella-pressures-deputies-accelerate-copilot-improvements

https://www.theinformation.com/articles/electric-fords-leap-powering-ai-data-centers-reflects-industry-adrift

https://www.theinformation.com/briefings/waymo-suspends-san-francisco-service-city-outage

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