Supply security and HBM inventory strategy

The Information's Ann Gehan and Catherine Perloff discuss OpenAI's retreat from direct e-commerce and its new ad tech discussions with The Trade Desk, and we get into Starlink’s mobile expansion challenges in Europe with our reporter Theo Wayt.

Baird's Managing Director and Senior Semiconductor Analyst Tristan Guerra talks with TITV Host Akash Pasricha about Broadcom's surging AI chip business, and Alexa Liautaud, Partner at General Catalyst unpacks the evolving landscape of defense tech investing. 

Articles discussed on this episode: 

https://www.theinformation.com/articles/openai-tops-25-billion-annualized-revenue-anthropic-narrows-gap

https://www.theinformation.com/articles/openai-scales-back-shopping-plans-chatgpt

https://www.theinformation.com/articles/openai-held-early-talks-trade-desk-sell-ads 

https://www.theinformation.com/articles/spacex-pitches-starlink-wary-telecom-firms-barcelona

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