"Mr. IPO" Jay Ritter joins TITV Host Akash Pasricha to break down the historic, oversubscribed SpaceX public debut and whether astronomical price-to-sales ratios are flashing tech bubble signals. We also talk with The Information's Aaron Holmes about why Anthropic's aggressive 30-day data retention policy is causing Microsoft and regulated industries to freeze their rollouts of Claude Fable, and explore Xbox's painful path toward cost-cutting and layoffs as profit margins shrink to just 3%. Lastly, we get into Palantir's expensive defensive play against OpenAI and Anthropic with our applied AI reporter Laura Bratton.

Articles discussed on this episode:

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Chapters:

00:00 - Introduction & AI Cyber Threats

02:22 - The Historic SpaceX Public Market Debut & Tech Bubble Risks

14:22 - How Frontier LLMs & Big Tech are Disrupting Software

25:16 - AI Regulatory Realities, AWS, & Corporate Layoffs

34:08 - Enterprise AI Strategy: Palantir & Multi-Million Dollar Budgets