Aaron Holmes
Reporter covering Microsoft for The Information, focusing on product strategy, bundling, and regulatory/antitrust developments.
Best podcasts with Aaron Holmes
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79 snips
Mar 10, 2026 • 48min
Nvidia–Thinking Machines Deal, Tencent Enters China AI Agent Race, Vibe Coding Paradigm Shift
Aditya Agarwal, former Dropbox CTO turned investor, reflects on the vibe-coding paradigm shift. Jing Yang, Asia bureau reporter, breaks down Tencent’s push to link WeChat agents to mini programs. Aaron Holmes, Microsoft reporter, covers Office plus Copilot bundling and regulatory risk. Venky Ganesan, Menlo Ventures partner, discusses Nvidia’s Thinking Machines tie-up and broader chip-and-AI deal dynamics.
22 snips
Dec 3, 2025 • 35min
Microsoft Lowers AI Sales Growth Targets, AI’s Impact on Venture Capital & Travel | Dec 3, 2025
Aaron Holmes, a Microsoft reporter, discusses the company's decision to lower AI agent sales quotas due to client hesitations and industry-wide adjustments. Finance editor Ken Brown analyzes the increasing role of credit ratings agencies in overseeing AI debt, highlighting potential risks. Nnamdi Okike of 645 Ventures shares insights on declining venture capital fundraising and the challenges of venture debt. Lastly, Johannes Reck, CEO of GetYourGuide, explores the competitive landscape of the travel experiences market and the implications of European regulation.
