The Information's TITV Thinking Machines Co-founders Head to OpenAI, Zuckerberg’s AI Warning | Jan 15, 2026
40 snips
Jan 15, 2026 
Join Channer Liu, an Asia reporter focused on the semiconductor industry, as he discusses TSMC's record $56 billion capital spending and its dominance in advanced chipmaking. Stephanie Palazzolo dives into the drama at Thinking Machines Lab as co-founders return to OpenAI, stirring investor concerns. Analyst Gil Luria highlights Meta's heavy investment in Reality Labs amidst skepticism about its profitability. Lastly, Anita Ramaswamy sheds light on ByteDance's undervalued $330 billion, while Rocket Drew explores how companies are hiring and training AI-native talent.
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Talent Losses Damage Startup Credibility
- Losing senior researchers early undermines a young startup's credibility and investor confidence.
- Thinking Machines' high rumored valuation and limited product history amplify investor shock.
Zuckerberg's Founder Mode Depresses Valuation
- Investors price Meta cheaply because Zuckerberg treats it like his personal company and pursues big bets beyond the ad business.
- Heavy Reality Labs and AI data-center spending worries shareholders despite strong ad margins.
Why Meta Keeps Betting On Big Futures
- Zuckerberg believes wearables and frontier AI are winner-take-most markets and is betting to be a dominant player.
- He prioritizes long-term platform control over near-term investor comfort.