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

The Information's Ann Gehan and Catherine Perloff discuss OpenAI's retreat from direct e-commerce and its new ad tech discussions with The Trade Desk, and we get into Starlink’s mobile expansion challenges in Europe with our reporter Theo Wayt. Baird's Managing Director and Senior Semiconductor Analyst Tristan Guerra talks with TITV Host Akash Pasricha about Broadcom's surging AI chip business, and Alexa Liautaud, Partner at General Catalyst unpacks the evolving landscape of defense tech investing.  Articles discussed on this episode:  https://www.theinformation.com/articles/openai-tops-25-billion-annualized-revenue-anthropic-narrows-gap https://www.theinformation.com/articles/openai-scales-back-shopping-plans-chatgpt https://www.theinformation.com/articles/openai-held-early-talks-trade-desk-sell-ads  https://www.theinformation.com/articles/spacex-pitches-starlink-wary-telecom-firms-barcelona 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/