SpaceX’s True Value Debate, Microsoft’s New Front in Agent Data Wars, Mercury CEO on $200M Raise

Immad Akhund, Co-Founder and CEO of Mercury, talks with TITV Host Akash Pasricha about his fintech's multi-product evolution and $200M raise. We also talk with The Information's Kevin McLaughlin about Microsoft’s contentious decision to cut off a key Databricks integration, and we get into the realistic market math behind SpaceX's $1.75 trillion valuation with our editors Martin Peers and Meredith Mazzilli.Articles discussed on this episode: https://www.theinformation.com/newsletters/the-briefing/spacex-worth-700-billion-1-75-billionhttps://www.theinformation.com/articles/microsoft-opens-new-front-fight-data-ai-agentsSubscribe: 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 - Introduction01:13 - OpenAI Hits $5.7B Q1 Revenue02:39 - Microsoft Triggers New Corporate Data War12:43 - The Right Way to Value SpaceX25:46 - Mercury CEO on Fintech Growth and AI Tools