Why investors are discounting software

Uber’s incoming CFO Balaji Krishnamurthy talks with TITV Host Akash Pasricha about the company’s path to a $1 trillion TAM through autonomous vehicles and its competitive stance against Tesla. We also talk with 'Chip War' author Chris Miller about Nvidia and AMD’s struggle with China trade regulations, and The Information’s Anissa Gardizy and Catherine Perloff about a massive new commercial deal between Amazon and OpenAI. Lastly, we get into the deepening software stock selloff with our finance editor Ken Brown.

Articles discussed on this episode: 

https://www.theinformation.com/articles/amazon-discusses-getting-special-access-openai-tech

https://www.theinformation.com/newsletters/the-information-finance/big-tech-companies-racing-fund-openai

https://www.theinformation.com/briefings/uber-reports-20-higher-revenue-growth-accelerates

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