Why SpaceX-Telsa Merger Makes Sense, Airtable’s $1.3B Sale, Claude Code Alternatives

Aaref Hilaly, Partner at Bain Capital Ventures, and Chase Packard, Founding Partner at Marathon, talk with guest TITV Host Stephanie Palazzolo about Airtable’s $1.3B acquisition. We also talk with The Information’s Anita Ramaswamy about why a SpaceX-Tesla merger makes sense, Laura Bratton about enterprises building internal AI coding agents to complement Claude Code, and we get into AI interpretability with Goodfire CEO Eric Ho. Articles discussed on this episode: https://www.theinformation.com/newsletters/applied-ai/firms-like-coinbase-building-coding-agents-complement-anthropics-claude-code https://www.theinformation.com/articles/spacex-tesla-merger-benefit-shareholders-companies 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/ Chapters: 00:00 - Introduction 00:01 - Airtable Acquired by Bending Spoons for $1.3B 00:11 - Why a SpaceX-Tesla Merger Could Benefit Shareholders 00:21 - Enterprise AI Coding: Coinbase & Shopify Diversify Beyond Claude Code 00:29 - Goodfire Launches 'Silico' AI Interpretability Platform