Neocloud differentiation and efficiency-first bets

PitchBook’s Franco Granda and Elon Musk Reporter Theo Wayt talk with TITV Host Akash Pasricha about SpaceX’s confidential IPO filing and whether a $1.75 trillion valuation is actually justifiable. We also talk with Financial Analysis Columnist Anita Ramaswamy about Blackstone’s exposure to the SaaS sell-off and the $400 million confidence vote from its own employees, and Emergence Capital’s Yazan El-Baba about why the AI sector must pivot to efficiency before hitting the public markets. Finally, we get into the existential regulatory battle facing prediction markets with our Senior Finance Editor Ken Brown.

Articles discussed on this episode: 

https://www.theinformation.com/articles/blackstone-private-credit-fears-miss-big-picture

https://www.theinformation.com/newsletters/the-briefing/mixed-openai-investor-signals

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