Silver Lake Co-Founder Glenn Hutchins on AI IPO Risks, China & Software Margins

Silver Lake Co-Founder Glenn Hutchins shares a sophisticated look at the corporate shifts defining the current stage of AI adoption. He details why highly leveraged software balance sheets risk falling behind as capital demands pivot toward raw AI infrastructure. Subscribe: https://www.theinformation.com/subscribe_youtube The Information’s 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/