Future bottlenecks: CPUs and networking

E-commerce Reporter Ann Gehan talks with TITV Host Akash Pasricha about OpenAI's sudden retreat from e-commerce integrations to focus on its core product. We also talk with Porch Capital’s David Levy about why Nvidia and AWS are pivoting to SRAM to solve the AI memory crunch and KeyBanc Capital Markets’ Jackson Ader about why software employees are demanding more stock-based compensation despite market volatility. Finally, we get into Anduril’s massive new manufacturing blitz in Ohio with Deputy Bureau Chief of Finance Cory Weinberg.

Articles discussed on this episode: 

https://www.theinformation.com/articles/openais-shopping-u-turn-complicate-enterprise-playbook

https://www.theinformation.com/articles/inside-andurils-big-gamble-ohio-weapons-factory

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