At the New York Stock Exchange, Glenn Hutchins, co-founder of Silver Lake, talks with TITV Host Akash Pasricha about the renegotiated Microsoft-OpenAI deal and why he believes the software sector is currently sitting on a "melting ice cube" of leverage. We also talk with Arvindh Kumar of EQT about the new private equity playbook for AI implementation and why "probabilistic" mistakes in enterprise software can be fatal, and we get into the $200 billion IPO outlook for SpaceX and OpenAI with The Information’s Cory Weinberg and Ken Brown.

Articles discussed on this episode:

https://www.theinformation.com/briefings/china-blocks-metas-2-billion-acquisition-manus

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From the New York Stock Exchange: Financing the AI Revolution

The Information's TITV