SpaceX and XAI's Financial Profiles

The Information's Theo Wayt and Cory Weinberg talk with TITV Host Akash Pasricha about the massive $250 billion merger between SpaceX and xAI and what it means for Musk's space-based AI ambitions. We also talk with MoffettNathanson’s Craig Moffett about the "thin" industrial logic of Elon’s space data centers and Jefferies’ Brent Thill about Palantir’s record growth amid a broader software market reset. Finally, we get into Disney’s CEO succession and why the company is betting its future on parks with our co-executive editor Martin Peers.

Articles discussed on this episode: 

https://www.theinformation.com/articles/inside-musks-spacex-xai-megamerger

https://www.theinformation.com/briefings/wall-street-dumps-software-stocks-ai-disruption-fear-lingers

https://www.theinformation.com/briefings/disney-names-parks-chief-damaro-new-ceo

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/