Microsoft Lowers AI Sales Growth Targets, AI’s Impact On Venture Capital & Travel | Dec 3, 2025 The Information's TITV podcast

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Microsoft Lowers AI Sales Growth Targets, AI’s Impact on Venture Capital & Travel | Dec 3, 2025

The Information's TITV

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Microsoft Reporter Aaron Holmes talks with TITV Host Akash Pasricha about why Microsoft is lowering AI agent sales quotas and what this signals for the broader generative AI market. We also talk with Finance Editor Ken Brown about why credit ratings agencies are becoming central to the AI debt story, and Nnamdi Okike, Managing Partner and Co-Founder at 645 Ventures, on why VC fundraising is trending toward a decade low. Lastly, we get into the future of travel tech with Johannes Reck, Co-Founder & CEO of GetYourGuide, who discusses the European market and competition with Airbnb and Booking Holdings.

Articles discussed on this episode:

https://www.theinformation.com/articles/microsoft-lowers-ai-software-sales-quotas-customers-resist-newer-products

https://www.theinformation.com/articles/s-p-takes-ai-debt-deals-crypto-giants

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