Expected recovery and right multiples

The Information’s Ann Gehan talks with TITV Host Akash Pasricha about OpenAI’s rollout of ads and the massive tax challenges facing its future shopping ambitions. We also talk with Catherine Perloff about Amazon's secret plans to launch a content marketplace for publishers to sell data to AI companies, and Rishi Jaluria of RBC Capital Markets about the carnage in software stocks and the wave of CEO changes at companies like Workday and Snowflake. Lastly, we get into the technical mechanics of how OpenClaw agents learn new skills with our reporter Rocket Drew.

Articles discussed on this episode: 

https://www.theinformation.com/articles/chatgpt-shopping-get-complicated-fast

https://www.theinformation.com/articles/amazon-discusses-ai-content-marketplace-publishers

https://www.theinformation.com/newsletters/ai-agenda/openclaw-learns-new-things

https://www.theinformation.com/newsletters/the-briefing/workdays-ceo-shuffle-sign-things-come

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