BlackRock Weighs $10B Investment in SpaceX IPO, Microsoft’s GitHub Alarm, Genspark COO on AI Apps

The Information's Microsoft reporter Aaron Holmes talks with TITV Host Akash Pasricha about GitHub's recent outages. We also talk with The Information's Deputy Bureau Chief of Finance Cory Weinberg about BlackRock's interest in the SpaceX IPO and Genspark Co-Founder and COO Wen Sang about his company's AI agent application strategy. Lastly, we get into the generative AI database market concentration of OpenAI and Anthropic with AI reporter Stephanie Palazzolo. Articles discussed on this episode:  https://www.theinformation.com/articles/microsoft-executives-sound-alarm-githubs-eroding-ai-lead https://www.theinformation.com/articles/anthropic-openais-share-ai-startup-revenues-rises-89 https://www.theinformation.com/articles/blackrock-weighs-multibillion-dollar-investment-spacex-ipo Subscribe:  YouTube: https://www.youtube.com/@theinformation  The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Follow us: X: https://x.com/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters 00:00 - Introduction 01:13 - Microsoft Executives Sound Alarm Over GitHub 10:32 - BlackRock Weighs up to $10B investment in SpaceX IPO 17:26 - Genspark’s COO on the AI application race 27:22 - Anthropic, OpenAI generate 89% of AI startup revenue