Microsoft Offers Buyouts to 60,000 Employees, DoorDash Nears Deal to Buy Instacart for $17B

<p>D.A. Davidson Head of Technology Research Gil Luria and The Information&#39;s AI finance reporter Dakin Campbell talk with TITV Host Akash Pasricha about SpaceX and Broadcom&#39;s multibillion-dollar AI chip financing arrangements, special-purpose vehicles and the risks of financing data centers with debt. We also talk with The Information&#39;s deals reporter Valida Pau about DoorDash&#39;s advanced talks to acquire Instacart for roughly $17 billion, and Anaplan CEO Charlie Gottdiener about enterprise AI agents, accurate financial forecasting and Anthropic&#39;s IPO filing. The Information&#39;s Microsoft reporter Aaron Holmes discusses voluntary buyouts offered to 60,000 Microsoft employees, potential further cost reductions and the future of Xbox. Lastly, General Compute CTO and co-founder Jason Goodison joins us for a conversation about its $100 million Series A, alternative AI chips and the economics of inference.</p><p><br></p><p>Articles discussed in today&#39;s show:</p><p>-<a href="https://www.theinformation.com/briefings/microsoft-offers-buyouts-60-000-employees">https://www.theinformation.com/briefings/microsoft-offers-buyouts-60-000-employees</a></p><p>-<a href="https://www.theinformation.com/briefings/spacex-agrees-pay-40-billion-lease-chips-apollo">https://www.theinformation.com/briefings/spacex-agrees-pay-40-billion-lease-chips-apollo</a></p><p>-<a href="https://www.theinformation.com/briefings/doordash-nears-deal-buy-instacart-17-billion-deal">https://www.theinformation.com/briefings/doordash-nears-deal-buy-instacart-17-billion-deal</a></p><p><br></p><p>Subscribe:</p><p>- YouTube: https://www.youtube.com/@theinformation</p><p>- The Information: https://www.theinformation.com/subscribe_h</p><p><br></p><p>Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda</p><p><br></p><p>TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.</p><p><br></p><p>Follow us:</p><p>X: https://x.com/theinformation</p><p>IG: https://www.instagram.com/theinformation/</p><p>TikTok: https://www.tiktok.com/@titv.theinformation</p><p>LinkedIn: https://www.linkedin.com/company/theinformation/</p><p><br></p><p>Chapters:</p><p>01:13 - Introduction and The Information Polls</p><p>01:13 - SpaceX and Broadcom&#39;s AI financing </p><p>15:53 - DoorDash–Instacart talks and Anaplan interview </p><p>33:19 - Microsoft&#39;s workforce strategy</p><p>39:56 - General Compute and AI chip