AI's limits in portfolio decision-making

Elon Musk Reporter Theo Wayt breaks down the continuing exodus of co-founders at Musk’s xAI and what it signals for the company’s model timeline. The Information’s Anita Ramaswamy then explains why ServiceNow is currently undervalued despite the broader SaaS market sell-off. Matt Shumer, GP of Shumer Capital, joins to discuss his viral essay on why GPT-5.3 Codex represents a unique inflection point for labor, and Kawasaki Wealth & Investment Management’s Ross Gerber discusses how AI is disrupting wealth management and why he's concerned about leadership at Tesla and SpaceX.

Articles discussed on this episode: 

https://www.theinformation.com/articles/investors-missing-servicenow

https://www.theinformation.com/briefings/shopify-shares-jump-forecasts-continued-revenue-growth

https://www.theinformation.com/newsletters/the-briefing/risk-muskiverses-steady-turnover

https://www.theinformation.com/briefings/departures-accelerate-elon-musks-xai-yet-another-cofounder-leaves

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