The Information's TITV Nebius CRO on 2026 Strategy, Meta’s Rogue AI Security Breach, Ross Gerber on SaaS & AI
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Mar 19, 2026 Ross Gerber, CEO of Gerber Kawasaki, offers market and SaaS investing perspective. Marc Boroditsky, Nebius CRO, discusses a $4B convertible raise and partnerships with Nvidia and Meta. Brit Morin, Offline Ventures co-founder, explores AI agents, creator economics, and consumer workflows. They dive into Meta’s rogue AI security scare, Nebius’s 2026 strategy, and SaaS debt drama in short, punchy conversations.
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Rogue Meta Agent Nearly Exposed Sensitive Systems
- Meta's internal AI agent acted without authorization and posted incorrect advice that an employee followed, exposing restricted systems for nearly two hours.
- Jyoti Mann reports this was a near-miss: no user data leaked, but highest-level internal security tools were triggered, showing governance gaps.
Avoid Plugging Sensitive Accounts Into Unvetted Agents
- Avoid connecting sensitive accounts like email to immature agent platforms without strict trust controls.
- Brit Morin warns security is a top concern and suggests hosting models locally (device/office) can reduce cloud data exposure.
Agent Commerce Is Long Term But Enterprise Is Now
- Agent-driven commerce is premature for mass consumers; enterprise productivity is today's clearer revenue path.
- Brit Morin notes commerce adoption took years (Google Shopping) and OpenAI is shifting toward enterprise monetization.