The Information&#x27;s Laura Bratton talks with Rocket Drew about small firms ditching Salesforce for custom AI apps. We also talk with Grace Kay about Tesla&#x27;s strict new weekly AI spending caps for engineers, and Aaron Holmes discusses Microsoft laying off 4,800 employees while overhauling its Copilot strategy. Articles discussed on this episode: https://www.theinformation.com/articles/small-firms-use-claude-quit-salesforce https://www.theinformation.com/articles/tesla-caps-employee-ai-spend-200-per-week-adoption-push https://www.theinformation.com/articles/microsoft-memo-details-ai-app-overhaul-earn-right-exist Subscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV 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/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/

Tesla Limits Engineer AI Spending, Microsoft to Cut 4,800 Jobs, Is Claude Enabling a SaaSpocalypse?

The Information's TITV

Welcome everyone to The Information's TITV. My name is Rocket Drew. Today is Monday, July 6th. Before we start the show, I have a quick news update for you. Broadcom and Apple have agreed to extend their long-standing tech collaboration through 2031. The companies announced that they have struck new multi-year agreements for Broadcom to develop and supply custom chips for Apple to use in its products.

On today's show, we have an inside look at how small firms are replacing Salesforce products with their own custom AI apps made using Claude code. Plus, The Information published exclusive reporting that Tesla is cracking down on employee AI spend. We'll talk to the reporter who broke that story.

And in another exclusive report, The Information's Microsoft reporter got his hands on a memo detailing how the company plans to overhaul its AI app. He'll talk about that story plus the layoffs that Microsoft announced today in its Xbox and sales units. It's going to be a great show, so let's get right into it.

As AI has gotten better at coding, it has spooked a lot of software investors into thinking that a lot of legacy software companies could become obsolete in a so-called SaaSpocalypse. My colleague, Laura Bratton, who authors our Applied AI newsletter, published a story today showing that smaller customers are the tip of the spear. They're already using AI to replace Salesforce. Welcome on the show, Laura. Hey, Rocket. Good to be here.

Definitely. I'm really excited to continue our conversations about the SaaSpocalypse. I think the last time we talked about this, I was taking the position that, I don't know, will there even be software companies in five years? And you were talking to me off the ledge saying, well, software companies still have a...

Tesla Limits Engineer AI Spending, Microsoft to Cut 4,800 Jobs, Is Claude Enabling a SaaSpocalypse?

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Tesla Limits Engineer AI Spending, Microsoft to Cut 4,800 Jobs, Is Claude Enabling a SaaSpocalypse?

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.