The Information's TITV Microsoft Lowers AI Sales Growth Targets, AI’s Impact on Venture Capital & Travel | Dec 3, 2025
22 snips
Dec 3, 2025 
Aaron Holmes, a Microsoft reporter, discusses the company's decision to lower AI agent sales quotas due to client hesitations and industry-wide adjustments. Finance editor Ken Brown analyzes the increasing role of credit ratings agencies in overseeing AI debt, highlighting potential risks. Nnamdi Okike of 645 Ventures shares insights on declining venture capital fundraising and the challenges of venture debt. Lastly, Johannes Reck, CEO of GetYourGuide, explores the competitive landscape of the travel experiences market and the implications of European regulation.
AI Snips
Chapters
Transcript
Episode notes
AI Agent Sales Are Growing Slower Than Hopes
- Microsoft moderated growth targets for AI agent sales because demand and adoption are slower than expected.
- Enterprises hesitate to spend heavily until agents prove reliable and integrate with workflows.
Promise Vs. Practicality For Enterprise Agents
- Sellers find the promise of automating large parts of work a high bar for enterprises to justify spending.
- Customers remain optimistic but often doubt current AI agents can function without costly mistakes.
Marketwide Recalibration On AI Agents
- Multiple vendors including OpenAI, Google and Salesforce are dialing back agent sales targets.
- The whole market is recalibrating expectations for a new and untested product category.