Consumption pricing and platform consolidation

The Information’s Sri Muppidi breaks down exclusive reporting on Nvidia, Amazon, and Microsoft’s multi-billion dollar talks to join OpenAI’s $100 billion funding round. We then speak with Theory Ventures’ Tomasz Tunguz about Meta’s bullish earnings and Microsoft’s data center capacity crunch, followed by Ross Gerber on Tesla’s decision to kill the Model S and Model X. Finally, Armis CEO Yevgeny Dibrov discusses why his company sold to ServiceNow for $7.75 billion instead of pursuing an IPO.

Articles discussed on this episode: 

https://www.theinformation.com/articles/nvidia-microsoft-amazon-talks-invest-60-billion-openai

https://www.theinformation.com/briefings/servicenow-shares-dip-7-sales-forecast-ceo-clarifies-m-strategy

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