Microsoft’s 18% Revenue Growth YoY, Meta’s AI Investments Weighing On Q2 Profits

Citi Managing Director Ron Josey talks with TITV Host Akash Pasricha about Meta's ad deceleration and long-term enterprise AI strategy. We also talk with RBC Capital Markets Managing Director Rishi Jaluria about Microsoft’s record $100B Azure run rate and Copilot adoption, and we get into controlling runaway AI agent costs with Dome Systems Co-Founder and former HashiCorp CEO Dave McJannet.Articles discussed on this episode: https://www.theinformation.com/newsletters/the-briefing/meta-learn-cost-control-microsoftSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction00:01:13 - Meta's Q2 Deceleration & Free Cash Flow Crunch00:15:22 - Microsoft Azure Crosses $100B & AI Monetization00:28:17 - Former HashiCorp CEO Dave McJannet on Dome Systems & AI Agents