Microsoft Reporter Aaron Holmes talks with TITV Host Akash Pasricha about Microsoft's plan to build OpenClaw-inspired autonomous agents and OpenAI's internal memo regarding staggering AWS demand. We also talk with Laura Bratton about the R&D spending race and Emergence Capital GP Jake Saper about why SaaS companies must shift to selling outcomes to survive the AI era. Lastly, we get into Microsoft's struggle to secure data center power with Columnist Ann Davis Vaughan.

Articles discussed on this episode:

https://www.theinformation.com/articles/microsoft-plots-new-copilot-features-inspired-openclaw

https://www.theinformation.com/articles/atlassian-figma-lead-r-d-arms-race

https://www.theinformation.com/newsletters/ai-infrastructure/microsoft-slowed-ai-spending-now-playing-catchup

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Microsoft’s OpenClaw-inspired Copilot Features & Slowed AI Spending, Atlassian & Figma’s Lead in R&D

The Information's TITV

Microsoft’s OpenClaw-inspired Copilot Features & Slowed AI Spending, Atlassian & Figma’s Lead in R&D