Anne Guillen
E‑commerce reporter for The Information covering OpenAI's ChatGPT apps, merchant integrations, and early traction and implementation challenges for commerce features.
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34 snips
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.
17 snips
Mar 11, 2026 • 49min
Nvidia’s $2B Nebius Deal, Oracle’s Q3 Comeback, OpenAI to Launch Sora in ChatGPT
Tomasz Tunguz, venture investor focused on SaaS and cloud infrastructure; Tyler Radke, Citi software equity analyst; Anne Guillen, e‑commerce reporter on ChatGPT apps; Dallas Dolan, PwC tech leader on AI-driven SaaS sales. They unpack Nvidia’s big Nebius bet and NeoCloud strategies. They dig into Oracle’s cloud rebound and margins. They explore ChatGPT apps, Sora video integration, commerce friction, and outcome-based AI selling.
