The Information's TITV OpenAI’s Shopping U-Turn Complications, Nvidia’s Groq Chip, Synthesia’s AI Video for Enterprise
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Mar 23, 2026 
Cory Weinberg, deputy bureau chief covering Anduril’s Ohio factory and manufacturing strategy. Jackson Ader, KeyBanc MD tracking stock-based compensation trends at software firms. David Levy, Porch Capital partner and ex-AWS bizdev analyzing chip and memory shifts. They dig into OpenAI’s retreat from in-chat shopping, SRAM vs HBM memory choices for AI inference, and Anduril’s big manufacturing push in Ohio.
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AI Bottlenecks Keep Moving Toward Orchestration And Networking
- Hardware bottlenecks shift: from GPUs-on-boats to power, memory, then potentially CPUs and networking next.
- Orchestration and networking demand rise as agentic AI workloads proliferate, stressing CPUs and interconnects.
Software Stock Compensation Rose Dramatically Since 2020
- Software companies have steadily increased stock-based compensation (SBC) as a percent of revenue over the past five years.
- The trend peaked post-2020 IPO wave and partially retrenched after valuation resets but rebounded as hiring resumed.
Employees Still Prefer Equity Over Cash Despite Reset
- Despite market volatility, surveyed software employees prefer more equity (35%) than they currently receive (~25%).
- The psychology: employees chase life-changing equity upside and still hope to be the next breakout like NVIDIA.