AI Public Companies' Impact on Software Stocks

The Information's Theo Wayt and Cory Weinberg talk with TITV Host Akash Pasricha about the massive $250 billion merger between SpaceX and xAI and what it means for Musk's space-based AI ambitions. We also talk with MoffettNathanson’s Craig Moffett about the "thin" industrial logic of Elon’s space data centers and Jefferies’ Brent Thill about Palantir’s record growth amid a broader software market reset. Finally, we get into Disney’s CEO succession and why the company is betting its future on parks with our co-executive editor Martin Peers.

Articles discussed on this episode: 

https://www.theinformation.com/articles/inside-musks-spacex-xai-megamerger

https://www.theinformation.com/briefings/wall-street-dumps-software-stocks-ai-disruption-fear-lingers

https://www.theinformation.com/briefings/disney-names-parks-chief-damaro-new-ceo

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