The Information's TITV Inside the OpenClaw & Moltbook Craze, SpaceX’s FCC Filing for Orbital Data Centers
102 snips
Feb 2, 2026 
Rocket Drew, AI and robotics reporter who tracks open-source agents; Anna Barber, GP at Everywhere Ventures focused on early-stage startups; Catherine Perloff, AWS reporter with cloud and enterprise AI expertise. They dig into the OpenClaw local-agent craze and Moltbook’s agent interactions. They unpack SpaceX’s massive FCC filing for orbital data centers and AWS’s internal reorg shifting product priorities.
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Provide Raw Feedback And Intros
- Give founders raw, candid feedback and warm introductions to customers immediately.
- Help them network into the next round of investors to sustain high-velocity growth.
Unicorns Stuck By Past Valuations
- Many unicorns are capital-constrained because raising would force down rounds or valuation loss.
- These companies often try to grow organically or seek secondary markets and partial exits instead.
Oracle Frames Data-Center Plan Broadly
- Oracle's $45–50B raise explicitly aims to build data-center capacity for multiple big AI and compute customers, not just OpenAI.
- That clarification should ease lender concerns and unlock more projects.