The Information's TITV New AI Superagent Dashboard Race, SpaceX-xAI Acquisition Analysis, Tech Stocks That Stand Out
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Feb 12, 2026 
Baiju Bhatt, founder and CEO of Aetherflux building orbital solar power and data centers. Joseph Olagno, investor at Buttonwood Funds focused on SpaceX, xAI synergies and IPO implications. Nancy Tengler, CEO/CIO at Laffer Tengler Investments, veteran public‑markets investor. They discuss the AI agent dashboard battle, SpaceX’s xAI acquisition and synergies for orbital data centers, and the race to deploy compute and power in space.
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Narrative And Team Trump Short-Term Valuations
- For transformative tech, near-term valuation matters less than long-term fundamentals and management.
- Tengler compares early Amazon and Tesla to show narrative and leadership matter.
Agents Can Now 'Use' Software Like Humans
- Foundation models enable agents that can interact with software like humans by 'seeing' and using apps.
- Aaron Holmes says that capability expands agent possibilities across HR, IT, and finance.
No-API Integration Changes Use Cases
- Computer-use agents can control a desktop to reorganize files or move spreadsheet data without bespoke integrations.
- Holmes cites Anthropic's CoWork and viral consumer tools as early examples.