Risks: model misses and shifting AI narratives

Bain Capital Ventures' Saanya Ojha talks with TITV Host Akash Pasricha about Alphabet's massive $175 billion CapEx plan and the deepening fear within the SaaS market. We also talk with Lightspark CEO David Marcus about the brutal crypto selloff and his viral essay on PayPal's decline, and we get into OpenAI's aggressive enterprise hiring push with our reporter Sri Muppidi.

Articles discussed on this episode: 

https://www.theinformation.com/articles/nvidia-delay-new-gaming-chip-due-memory-chip-shortage

https://www.theinformation.com/articles/openai-hiring-hundreds-ai-consultants-boost-enterprise-sales

https://www.theinformation.com/briefings/alphabet-projects-doubled-capex-strong-fourth-quarter

https://www.theinformation.com/briefings/former-paypal-executive-marcus-explains-payments-firm-lost-way

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