PE exits, multiples and the SaaSpocalypse context

Former Tesla Executive Jon McNeill talks with TITV Host Akash Pasricha about Elon Musk’s management "algorithm" and why Tesla is pivoting to humanoid robots. We also talk with Aaron Holmes about Microsoft’s hiring freeze in its Azure cloud and sales divisions, Jing Yang and Juro Osawa about Tencent’s aggressive bet on OpenClaw in the China AI race, Julia Hornstein about the next generation of Silicon Valley General Partners. Finally we get into the private equity AI boom in this week’s Editor’s Cut with Martin Peers and Ken Brown.

Articles discussed on this episode: 

https://www.theinformation.com/articles/microsoft-freezes-hiring-major-cloud-sales-groups

https://www.theinformation.com/articles/tencent-bets-openclaw-make-lost-ground-china-ai-battle

https://www.theinformation.com/newsletters/dealmaker/next-general-partners-winning-deals

https://www.theinformation.com/projects/general-partners-venture-firms-2026

Subscribe: 

• YouTube: https://www.youtube.com/@theinformation 

• The Information: https://www.theinformation.com/subscribe_h
  

Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

Follow us:

X: https://x.com/theinformation

IG: https://www.instagram.com/theinformation/

TikTok: https://www.tiktok.com/@titv.theinformation

LinkedIn: https://www.linkedin.com/company/theinformation/