Capital One’s $5B Brex Buy, Intel’s Sales Slump & OpenAI’s Greg Brockman Goes MAGA | Jan 23, 2026

HSBC’s Frank Lee talks with TITV Host Akash Pasricha about Intel’s disappointing revenue guidance and capacity constraints despite the AI boom. We also talk with BitGo CEO Mike Belshe about their public debut and the shift toward retail-driven IPOs, and The Information’s Laura Mandaro about Capital One’s $5.15 billion acquisition of Brex. We then get into the reality behind the TikTok deal and OpenAI's ad testing with editors Martin Peers and Meredith Mazzilli. Finally, we go inside the political transformation of OpenAI President Greg Brockman with reporters Stephanie Palazzolo and Jemima McEvoy. Articles discussed on this episode:  https://www.theinformation.com/articles/intel-now-pricier-tsmc-makes-sense https://www.theinformation.com/newsletters/the-briefing/brexit-fintech https://www.theinformation.com/newsletters/dealmaker/exit-brex-investors-rising-zombie-funds https://www.theinformation.com/briefings/tiktok-completes-sale-data-security-arm-joint-venture 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/theinformationIG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/