Bold Names

Longtime space rivals Elon Musk and Jeff Bezos [https://www.wsj.com/business/jeff-bezos-trump-blue-origin-9f5ac75b?gaa_at=eafs&gaa_n=ASWzDAgGVwUSw00gbCNV5t2KDjkk9ukxklfnvn7T5WhHT4cn8-fA4SM4vCpcSKakVMQ%3D&gaa_ts=6894a70b&gaa_sig=4NIVNjzkqNLIHW-9LgVYjlJayQSQ0pvyKkLie_WZdiwj-tom8JKf2tMivi3LYdcgo-J-AL_XI-Bt16fg7UhpJg%3D%3D?mod=WSJ_BNPOD] are vying to reach outer space with their giant rockets. Meanwhile, an ecosystem of other space-related startups are racing to be ready to set up shop on the moon and Mars. Lunar Outpost is one of three companies competing to build a space truck for NASA's Artemis missions [https://www.wsj.com/politics/policy/senate-republicans-seek-to-protect-nasa-programs-targeted-for-cuts-d7cc4415?gaa_at=eafs&gaa_n=ASWzDAhDabrISx5hgOJSNCPCyEJMQ1cQa6sa9wW_ztVQ6NQ_Qy0TxEf34Mo6HBAYrWM%3D&gaa_ts=6894ac65&gaa_sig=69yaN4bheUCDTJ6ToetHbNm_hxu4k5j2D4ZopiqMvjG0jgllkjwYQmv34DiwHcU12GVHcdEgxTHKINv59jGrNA%3D%3D?mod=WSJ_BNPOD]. Founder and CEO Justin Cyrus is betting there will be a commercial rush to tap into the moon’s resources, including critical minerals [https://www.wsj.com/articles/the-moon-is-a-huge-potential-resource-but-who-owns-it-11563152580?gaa_at=eafs&gaa_n=ASWzDAiQbRr_8g6KAvCE8d9i4ZIo9sgXycb8w5e-dVpAwDHfrEx-vISwKW76X7YWWEo%3D&gaa_ts=6894acd3&gaa_sig=or8AnR9Avr3AZb31ubzhHC_JszKeMJo9fwQPAktHhJRngRxeRUiDb1R5jgzThwaImAFzlUnB919DW9foXii6gQ%3D%3D?mod=WSJ_BNPOD]. He says he wants his company to be the “mobility provider” for the lunar economy. On the latest episode of Bold Names, Cyrus joins WSJ’s Christopher Mims [https://www.wsj.com/news/author/christopher-mims] and Tim Higgins [https://www.wsj.com/news/author/tim-higgins] to discuss why the U.S. and its biggest rivals are in a race to build permanent bases on the moon. Check Out Past Episodes: How Tubi Is Coming for Netflix and YouTube in the New Streaming Wars [https://www.wsj.com/podcasts/wsj-the-future-of-everything/how-tubi-is-coming-for-netflix-and-youtube-in-the-new-streaming-wars/946eaa37-6506-4022-94e5-004d425bdb6a?mod=WSJ_BNPOD] Tariffs, EVs and China: A CEO Insider’s View of the Car Business [https://www.wsj.com/podcasts/wsj-the-future-of-everything/tariffs-evs-and-china-a-ceo-insiders-view-of-the-car-business/87de9e1d-1fda-44da-bd31-e233cd758d8c?mod=WSJ_BNPOD] Booz Allen CEO on Silicon Valley’s Turn to Defense Tech: ‘We Need Everybody.’ [https://www.wsj.com/podcasts/wsj-the-future-of-everything/booz-allen-ceo-on-silicon-valleys-turn-to-defense-tech-we-need-everybody/9fb081a8-d126-43f8-8a58-f87396cca1f7?mod=WSJ_BNPOD] Let us know what you think of the show. Email us at BoldNames@wsj.com Sign up for the WSJ's free Technology newsletter [https://www.wsj.com/newsletters/technology?mod=WSJ_BNPOD]. Read Christopher Mims’s Keywords column. [https://www.wsj.com/news/types/keywords?mod=WSJ_BNPOD]Read Tim Higgins’s column [https://www.wsj.com/news/types/tim-higgins?mod=WSJ_BNPOD].  Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Tubi [https://www.wsj.com/business/media/super-bowl-viewership-hits-new-record-with-big-boost-from-free-streaming-179cbdbb?gaa_at=eafs&gaa_n=ASWzDAiKxQk-aZzzvdW0JBSfpwonOxBFxQZyquvugojHt2nXV7b8ToZuVNqPvkUftEU%3D&gaa_ts=688b8574&gaa_sig=3w5PCKPlhplNd3LZoIojcXSDlhQam-RZtHkdCEjlvWh1uVnQk-H_0sSzfwbQtO3WBBArBKBAIIay4eH2DHTY1g%3D%3D?mod=WSJ_BNPOD] is a free ad-supported streaming service that's gaining ground on big players like Netflix [https://www.wsj.com/business/media/netflix-is-running-out-of-worlds-to-conquer-8bc98326?gaa_at=eafs&gaa_n=ASWzDAh6Sg3NF60rr6h6XLY8ygI9Th_YHwISz0kOt3KlGKuFYYaZrpu-dxTlE8C00K4%3D&gaa_ts=688b85a2&gaa_sig=Vi3pWjjzxX6nG0UuMqtKS88Byu8gJPEEk662HvVm07wMa5fvElFzat4IRcRB-gHFlo35md6K9p8rn9m_cLV7pw%3D%3D?mod=WSJ_BNPOD] and Amazon. It has the largest content library of any streaming platform, full of obscure gems and films by up and comers, including one starring TikTok influencer Noah Beck. Tubi CEO Anjali Sud says that by putting viewers first, the streamer is "expanding the definition of quality" when it comes to content. On the Bold Names podcast, Sud speaks to WSJ’s Christopher Mims [https://www.wsj.com/news/author/christopher-mims] and Tim Higgins [https://www.wsj.com/news/author/tim-higgins] about how Tubi is thinking about original content, audience retention and strategy in a changing streaming landscape. Plus, why she says Tubi will be the home for the next generation of Hollywood talent. Check Out Past Episodes: 70,000 Bets a Minute: How FanDuel’s Parent Is Winning at Sports Gambling [https://www.wsj.com/podcasts/wsj-the-future-of-everything/70000-bets-a-minute-how-fanduels-parent-is-winning-at-sports-gambling/0fc210bb-4392-469e-bbba-1d20e59fa67f?mod=WSJ_BNPOD] Venture Capitalist Sarah Guo’s Surprising Bet on Unsexy AI [https://www.wsj.com/podcasts/wsj-the-future-of-everything/venture-capitalist-sarah-guos-surprising-bet-on-unsexy-ai/732eeab6-c7a9-4fa0-857b-b751c8c0fcb7?mod=WSJ_BNPOD] Why José Andrés Says We Need Leaders Who Believe in ‘Longer Tables’ [https://www.wsj.com/podcasts/wsj-the-future-of-everything/why-jose-andres-says-we-need-leaders-who-believe-in-longer-tables/1dcb6fbf-45b5-40e5-8777-6ac021b7697e?mod=WSJ_BNPOD] Let us know what you think of the show. Email us at BoldNames@wsj.com Sign up for the WSJ's free Technology newsletter [https://www.wsj.com/newsletters/technology?mod=WSJ_BNPOD]. Read Christopher Mims’s Keywords column. [https://www.wsj.com/news/types/keywords?mod=WSJ_BNPOD] Read Tim Higgins’s column [https://www.wsj.com/news/types/tim-higgins?mod=WSJ_BNPOD]. Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Informatica isn’t a household name, but it plays a crucial role in helping companies like Toyota and Unilever manage and organize vast amounts of data. As artificial intelligence becomes more powerful, that data is like a gold mine. Customer relationship software company Salesforce recently struck a multibillion-dollar deal to acquire Informatica. [https://www.wsj.com/business/deals/salesforce-nears-8-billion-deal-for-informatica-407dc27c?gaa_at=eafs&gaa_n=ASWzDAj7_Rmlf73S6voQOE4e920kUNtG5OVxozkS4nTlpEwRrzqKqWTfq1mcmbJQvfg%3D&gaa_ts=68814b35&gaa_sig=BCtPLIhp94RPtfsFcujCPb6CVbv7TQYiK8VSPDOS33kJvxnCfGXaDKrXPowG_yu_OEvDXhb4IdEPleu128e0-g%3D%3D?mod=WSJ_BNPOD] On the latest episode of the Bold Names podcast, Informatica CEO Amit Walia speaks to WSJ’s Christopher Mims [https://www.wsj.com/news/author/christopher-mims] and Tim Higgins [https://www.wsj.com/news/author/tim-higgins] about why his company is worth $8 billion to Salesforce’s AI ambitions [https://www.wsj.com/tech/ai/salesforce-deal-buys-it-some-time-in-ai-race-725790b5?gaa_at=eafs&gaa_n=ASWzDAggvjLonYogj06_TeLR6L-tNpk_pFpUMTj5XH44OwvxM44-Xr8zZyuEohWALqw%3D&gaa_ts=68824c53&gaa_sig=cc5ypLj9yv07R755wLeddreW9w2x_jWzfKU54XwFzK6aHgm2x19n_esA6gZFb1Oznwd765ggtWGhjrd0iPNmlw%3D%3D?mod=WSJ_BNPOD]. Check Out Past Episodes: Salesforce CEO Marc Benioff and the AI ‘Fantasy Land’ [https://www.wsj.com/podcasts/wsj-the-future-of-everything/bold-names-salesforce-ceo-marc-benioff-and-the-ai-fantasy-land/804EFA7D-B834-4BD2-B634-E90D8985A2CB?mod=WSJ_BNPOD] Tariffs, EVs and China: A CEO Insider’s View of the Car Business [https://www.wsj.com/podcasts/wsj-the-future-of-everything/tariffs-evs-and-china-a-ceo-insiders-view-of-the-car-business/87DE9E1D-1FDA-44DA-BD31-E233CD758D8C?mod=WSJ_BNPOD] How Microsoft’s AI Chief Defines ‘Humanist Super Intelligence’ [https://www.wsj.com/podcasts/wsj-the-future-of-everything/how-microsofts-ai-chief-defines-humanist-super-intelligence/07B536C5-AEDF-444E-87EE-6AD0E784F3F0?mod=WSJ_BNPOD] Venture Capitalist Sarah Guo’s Surprising Bet on Unsexy AI [https://www.wsj.com/podcasts/wsj-the-future-of-everything/venture-capitalist-sarah-guos-surprising-bet-on-unsexy-ai/732EEAB6-C7A9-4FA0-857B-B751C8C0FCB7?mod=WSJ_BNPOD] Let us know what you think of the show. Email us at BoldNames@wsj.com Sign up for the WSJ's free Technology newsletter [https://www.wsj.com/newsletters/technology?mod=WSJ_BNPOD]. Read Christopher Mims’s Keywords column. [https://www.wsj.com/news/types/keywords?mod=WSJ_BNPOD]Read Tim Higgins’s column [https://www.wsj.com/news/types/tim-higgins?mod=WSJ_BNPOD].  Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

With Elon Musk’s Tesla piloting its robotaxi service in Austin, Texas [https://www.wsj.com/business/autos/tesla-robotaxi-explained-e3db95b8?mod=WSJ_BNPOD] and Waymo expanding [https://www.wsj.com/business/autos/waymo-wants-to-bring-its-robotaxis-to-new-york-city-b5a6ad3a?mod=WSJ_BNPOD], it’s the perfect time to revisit our interview with Zoox CEO Aicha Evans. She went deep with WSJ’s Tim Higgins and Christopher Mims on her decisions to sell the company to Amazon for over $1.2 billion [https://www.wsj.com/articles/amazon-in-advanced-talks-to-buy-self-driving-car-tech-company-zoox-11590538611?mod=WSJ_BNPOD] and to keep Zoox’s radical design for a driverless car that looks like a lounge on wheels. As she and her rivals work to win customers’ trust, Evans’s insights into robotaxi safety are even more timely. Plus, in a brand-new segment Higgins and Mims dig into why this moment is so crucial for the robotaxi business to reach surprising new customers–like parents. Check Out Past Episodes: Tariffs, EVs and China: A CEO Insider’s View of the Car Business [https://www.wsj.com/podcasts/wsj-the-future-of-everything/tariffs-evs-and-china-a-ceo-insiders-view-of-the-car-business/87DE9E1D-1FDA-44DA-BD31-E233CD758D8C?mod=WSJ_BNPOD] How Microsoft’s AI Chief Defines ‘Humanist Super Intelligence’ [https://www.wsj.com/podcasts/wsj-the-future-of-everything/how-microsofts-ai-chief-defines-humanist-super-intelligence/07B536C5-AEDF-444E-87EE-6AD0E784F3F0?mod=WSJ_BNPOD] How Zipline’s Drones Are Taking Off in the U.S. and Rivaling Amazon [https://www.wsj.com/podcasts/wsj-the-future-of-everything/how-ziplines-drones-are-taking-off-in-the-us-and-rivaling-amazon/C2491180-3EE1-4648-97B8-71E73EC1E56B?mod=WSJ_BNPOD] Humanoid Robot Startups Are Hot. This AI Expert Cuts Through the Hype. [https://www.wsj.com/podcasts/wsj-the-future-of-everything/humanoid-robot-startups-are-hot-this-ai-expert-cuts-through-the-hype/4911ec21-54e6-4137-8a1a-fa4feca4ff25?mod=WSJ_BNPOD] Let us know what you think of the show. Email us at BoldNames@wsj.com Sign up for the WSJ's free Technology newsletter [https://www.wsj.com/newsletters/technology?mod=WSJ_BNPOD]. Read Christopher Mims’s Keywords column [https://www.wsj.com/news/types/keywords?mod=WSJ_BNPOD]. Read Tim Higgins’s column [https://www.wsj.com/news/types/tim-higgins?mod=WSJ_BNPOD]. Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

For months, the complex global auto industry has grappled with the added challenge of navigating the Trump administration’s trade war [https://www.wsj.com/economy/trade/trump-tariffs-deadline-august-trade-war-e916eb77?gaa_at=eafs&gaa_n=ASWzDAhG69XUau4-jPerWvDR4BZBo72AJQLzNo45tnRN086tk8wwzTvOeoN7lfBpgdE%3D&gaa_ts=686e981f&gaa_sig=UCwiJ8yJt5ybAaRv93sNZ9s6IP8JeZtK04ERjQs_UlnB7-e-I_XOKPlZh_5KBcwzTp-x9UwlLbQwsOUwL9UMyQ%3D%3D?mod=WSJ_BNPOD]. That gives Swamy Kotagiri, the CEO of Magna International, a first-hand perspective of how tariffs, trade negotiations and shifting supply chains [https://www.wsj.com/economy/trade/trump-tariffs-countries-goods-explained-b9878e1a?mod=WSJ_BNPOD] are reshaping the future of the business, today. How is the largest auto parts manufacturer in North America adjusting its plans now that the industry’s traditional patterns have been disrupted? Kotagiri speaks to WSJ’s Christopher Mims [https://www.wsj.com/news/author/christopher-mims] and Tim Higgins [https://www.wsj.com/news/author/tim-higgins] on the latest episode of the Bold Names podcast. Check Out Past Episodes: This CEO Says Global Trade Is Broken. What Comes Next? [https://www.wsj.com/podcasts/wsj-the-future-of-everything/this-ceo-says-global-trade-is-broken-what-comes-next/44B7B466-1693-4ABB-8970-8C84F5231448?mod=WSJ_BNPOD] What This Former USAID Head Had to Say About Elon Musk and DOGE [https://www.wsj.com/podcasts/wsj-the-future-of-everything/what-this-former-usaid-head-had-to-say-about-elon-musk-and-doge/0358F2DB-8AA2-4DB3-8DE0-03575EC59088mod=WSJ_BNPOD] ‘Businesses Don’t Like Uncertainty’: How Cisco Is Navigating AI and Trump 2.0 [https://www.wsj.com/podcasts/wsj-the-future-of-everything/businesses-dont-like-uncertainty-how-cisco-is-navigating-ai-and-trump-20/C605071C-F5E6-4F2E-8655-BD7F0D787786?mod=WSJ_BNPOD] Why This Tesla Pioneer Says the Cheap EV Market 'Sucks' [https://www.wsj.com/podcasts/wsj-the-future-of-everything/why-this-tesla-pioneer-says-the-cheap-ev-market-ucks/F2C785BA-16E6-419B-811C-C0E1E2729C7B?mod=WSJ_BNPOD] Let us know what you think of the show. Email us at BoldNames@wsj.com Sign up for the WSJ's free Technology newsletter [https://www.wsj.com/newsletters/technology?mod=WSJ_BNPOD]. Read Christopher Mims’s Keywords column [https://www.wsj.com/news/types/keywords?mod=WSJ_BNPOD]. Read Tim Higgins’s column [https://www.wsj.com/news/types/tim-higgins?mod=WSJ_BNPOD]. Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]