Alexa Liautaud

Partner at General Catalyst focused on global resilience and defense-tech investing, discussing enterprise and government partnerships and investments in defense and space-related startups.

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Mar 5, 2026 • 50min

OpenAI Scales Back ChatGPT Shopping Plans, Starlink in Europe, Broadcom’s Revenue Projections

Alexa Liautaud, General Catalyst partner investing in defense and space startups. Theo Waite, reporter on Starlink’s push into European mobile partnerships. Tristan Guerra, Baird semiconductor analyst on Broadcom’s AI chip ramps. Catherine Perloff, ad-tech and Amazon reporter on OpenAI’s ad talks. Anne Guillen, e-commerce reporter on OpenAI’s shift from in-chat checkout to app-based shopping. They discuss OpenAI’s commerce pivot, ad partnerships, Starlink’s telco hurdles, and Broadcom’s AI momentum.

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