Meta’s AI Funding Push, a Major PHP Security Flaw and Tesla’s Flat Revenue & Positive Free Cash Flow
Episode Description
Mizuho Managing Director and Internet Equity Research Analyst Lloyd Walmsley talks with TITV Host Akash Pasricha about Meta’s slowing revenue growth, new AI monetization opportunities and the financing behind its enormous infrastructure spending. We also talk with The Information reporters Aaron Holmes and Leo Schwartz about an AI-discovered PHP security vulnerability, Microsoft CEO Satya Nadella’s pay cut and Andreessen Horowitz’s plans to drop “crypto” from its blockchain fund’s name. Morningstar Senior Equity Analyst Seth Goldstein joins us to discuss Tesla’s earnings and the prospects and risks of a SpaceX merger. Lastly, Legora Co-Founder and CEO Max Junestrand discusses the legal AI startup’s $550 million funding round, competition with Harvey and AI labs, and its path toward a potential IPO.
Articles discussed in today's show:
-https://www.theinformation.com/articles/datadog-offered-buy-security-startup-upwind-nearly-4-billion
-https://www.theinformation.com/newsletters/the-briefing/closing-defenders-window-nigh
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Chapters:
01:13 - Introduction and Meta earnings
16:58 - AI-discovered PHP security flaw
22:51 - The shrinking AI cybersecurity defender’s window
32:03 - Nadella’s pay and Andreessen Horowitz’s crypto shift
35:49 - Tesla earnings and potential SpaceX merger
47:30 - Legora’s growth and AI legal competition
54:31 - Legora on security and IPO plans
58:01 - Closing