Box CEO Aaron Levie talks with TITV Host Akash Pasricha about layoffs, AI agent pricing and more. We also talk with Deputy Bureau Chief of Finance Cory Weinberg about Cerebras' $48B IPO and Robhinood Co-founder Baiju Bhatt about his new startup Cowboy Space Corporation. Lastly, we get into AI margin math and headcount trends with Meredith Mazzilli and Managing org structures in the AI era with PwC’s Dallas Dolen.

Articles discussed on this episode:

https://www.theinformation.com/articles/techs-ai-margin-math-getting-messier

https://www.theinformation.com/briefings/cerebras-raises-pricing-range-ahead-ipo

https://www.theinformation.com/newsletters/the-briefing/cerebras-ipo-will-test-investor-appetite-ai-chip-startups

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Chapters: 00:00 - Introduction 01:13 - Cerebras Bumps IPO Valuation to $48B 08:26 - Tech’s AI Margin Math: Shopify & Spotify 16:10 - Cowboy Space Corp: Data Centers in Orbit 29:26 - Box CEO Aaron Levie on AI Agents & Pricing 53:42 - Managing Org Structures in the AI Era

Box CEO on Layoffs & AI, Cerebras’ IPO Price Bump, Robinhood Co-founder’s New Company

The Information's TITV