Sequoia

Elon takes the stand, Big Tech drops big numbers, and a small VC gets in on a billion-dollar deal

This week on the show: Todd reports from inside the Oakland federal courthouse where Elon Musk is suing OpenAI, Sam Altman, and Microsoft, with jury selection revealing just how hard it is to find anyone neutral about Musk these days. Meanwhile, Microsoft and OpenAI restructured their partnership the same morning the trial began — and less than 24 hours later, OpenAI's models landed on Amazon's cloud. Then, Microsoft and Amazon both dropped blockbuster earnings, with Azure up 40%, AWS posting its fastest growth in 15 quarters, and the two companies combining for nearly $400 billion in capital spending this year…