Ann Guillen
E-commerce reporter at The Information focusing on retail and platform businesses; reported on Pinterest's internal 'Code Red' and ad-revenue challenges discussed in the episode.
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49 snips
Jan 28, 2026 • 40min
Amazon Layoffs & Shutdown of Fresh and Go Stores, The Anthropic Cowork Threat | Jan 28, 2026
Ken Brown, finance editor who tracks SPACs and speculative listings; Ann Guillen, e-commerce reporter who covers Amazon retail moves; Aaron Holmes, Microsoft reporter focused on strategy and product responses; Josh Beck, Raymond James AI and cloud lead offering investment perspective. They discuss Amazon’s big layoffs and grocery-store shutdowns. Microsoft’s reaction to Anthropic’s Cowork and desktop AI tools. The return of speculative SPAC activity.
33 snips
Feb 17, 2026 • 50min
OpenAI Snaps Up OpenClaw, Yahoo’s AI Search Engine ‘Scout,’ Inside Anduril’s $60B+ Valuation Talks
Corey Weinberg, finance reporter covering deal-making, breaks down Anduril’s $60B fundraising talks. Jim Lanzone, Yahoo CEO steering a turnaround, explains the new AI search Scout. Ann Guillen, e-commerce reporter, details Pinterest’s internal Code Red over ad revenue. Rocket Drew, AI and robotics reporter, reports on OpenClaw and OpenAI’s agent race. They dive into valuations, AI agents, ad fixes, and search monetization.
