On the Ground at UBS’ Private AI, Software and Internet Conference

Episode Description

The Information’s TITV is on the ground at UBS’ Private AI, Software and Internet Conference in Menlo Park. TITV Host Akash Pasricha has exclusive access to UBS leaders asking about the future of AI and SaaS.

Kicking it off, UBS’ Chief AI Officer Daniele Magazzeni talks with TITV Host Akash Pasricha about the enterprise AI playbook. He also talks with UBS Research Analyst, AI and Software, Karl Keirstead about the SaaS stock reckoning and Locus Robotics CFO Dustin Pederson about bottlenecks in frontier robotics. Lastly, we get into the $60B SpaceX-Cursor acquisition with our reporters Rocket Drew and Grace Kay.

Articles discussed on this episode:

https://www.theinformation.com/articles/cursor-reinventing-spacex-deal-looms

https://www.theinformation.com/articles/startups-try-new-cloud-companies-aws-faces-heavy-demand

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Chapters:

00:00 - Introduction

01:45 - DeepSeek's IPO Plans & Stripe's $53B PayPal Bid

02:15 - Inside SpaceX’s $60B Cursor Acquisition

08:23 - Startups Bypass AWS for Nvidia GPUs

15:02 - UBS Chief AI Officer on Enterprise AI Playbook

24:34 - SaaS Stock Reckoning: The App Layer vs. Infra

42:39 - Locus Robotics CFO on Physical AI & Warehouse Bots

52:02 - Closing & Show Wrap-up