The Information's TITV

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.

Ross Gerber, CEO of Gerber Kawasaki, warns how AI tools are reshaping wealth management. Matt Schumer, GP at Schumer Capital, explains why recent model releases mark a true automation inflection. Anita Ramaswamy, financial columnist, makes the case that ServiceNow is undervalued. They discuss leadership churn at Musk companies, AI-driven advisor scaling, and shifts in software valuation and pricing models.

Rocket Drew, AI and robotics reporter, explains how OpenClaw agents learn new skills and trade-offs. Rishi Jaluria, software equity analyst, breaks down CEO changes and valuation pressure in software. Catherine Perloff, Amazon reporter, outlines AWS’s plans for a publisher content marketplace. Anne Guillen, e-commerce reporter, covers OpenAI’s ad rollout, shopping ambitions, and tough tax hurdles.

Rocket Drew, AI and robotics reporter, on the wild OpenClaw craze and personal agents. Vincent Vanhoucke, Waymo distinguished engineer, on the Waymo World Model and Genie 3 simulation for rare driving scenarios. Kevin McLaughlin, enterprise software reporter, on Microsoft’s strategy vs OpenAI’s Frontier and the platform battle for AI agent interfaces. Multiple short, punchy conversations about simulation, services, and agent risks.

Laura Mandaro, managing editor who leads editorial analysis; Nico Gruppen, head of applied research experienced with LLMs and coding tools; Michael Linford, COO scaling payments and BNPL; Jason Helfstein, internet research lead tracking cloud and capex. They debate SaaS market fears and forward-deployed engineers. They compare OpenAI vs Anthropic coding tools. They unpack Nvidia’s Blackwell rollout and Amazon’s huge CapEx plan.

David Marcus, LightSpark CEO and former PayPal president, outlines payments tech and crypto infrastructure. Saanya Ojha, Bain Capital Ventures partner and tech trends writer, explains big techs' $175B AI capex push and enterprise AI sales. They discuss Google’s infrastructure bets, Nvidia’s gaming chip delay, crypto market turmoil, and OpenAI hiring engineers to embed AI in companies.

Balaji Krishnamurthy, incoming CFO of Uber, outlines mobility, delivery growth and autonomy plans. Chris Miller, author of Chip War, analyzes NVIDIA, AMD, TSMC and US‑China chip tensions. Ken Brown, finance editor, breaks down the software stock sell-off and investor shifts. Short, sharp conversations on autonomy’s TAM, GPU export headaches, and why software face fresh valuation pressure.

Brent Thill, Jefferies tech analyst known for software and market analysis, and Craig Moffett, telecom and satellite specialist from MoffettNathanson. They dive into Musk’s SpaceX–xAI megamerger and whether space-based data centers make economic sense. They also cover Palantir’s rare combination of fast revenue growth and strong margins. Short, sharp takes on space strategy, infrastructure math, and software market dynamics.

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.

Amy Dockser Marcus, health and science reporter exploring fertility and reproduction in space. Martin Peers, editorial analyst who breaks down AI industry strategy. Raquel Urtasun, Waabi CEO building self-driving trucks and robotaxis with a major Uber tie-up. Gil Luria, tech analyst on Apple, memory markets, and semiconductors. They discuss Waabi’s $1B raise and 25,000 robotaxis, Apple’s booming iPhone and memory crunch, the OpenAI vs Anthropic rivalry, and space fertility research.