The Information

.@wolfejosh, co-founder of Lux Capital, discusses why the massive build-out of AI data centers may be overextended: "The amount of spend, the amount of CapEx, the amount of build for these multi-gigawatt data centers, it to me does not make sense." “I'm just not that optimistic that all this compute is actually going to be needed."

.@GerberKawasaki on the valuation of private AI companies: "OpenAI and all these private companies are vastly overvalued, and going public is going to be challenging for these companies." “The public markets aren’t so nice...”

.@GerberKawasaki discusses the current limitations of AI: "AI is a long way away from taking anybody's job, that's for sure." "It's actually fairly inaccurate in its analysis, especially on financial data and such."

Meta’s rogue AI agent triggered a major security alert. @jyoti_mann1 exclusively reports: "The key issue is that the agent didn't just analyze the problem, it acted without authorization."

The new company is part of a growing wave of “neolab” startups launched by researchers leaving firms like OpenAI, Google DeepMind and xAI. thein.fo/3Pm4O57

A new battleground is emerging: AI agent payments. Coinbase is racing to get ahead as agents begin transacting across the internet. thein.fo/4rDghus

Special GTC-week edition of @theinformation's AI Infrastructure newsletter: We interviewed former Andreessen Horowitz GP @AnjneyMidha and learned new details about AMP, his newly launched "grid for AI compute." Really fascinating topic and conversation: theinformation.com/newsletters/ai…

AI agents may or may not replace enterprise apps. AI agents can and will replace features sold by enterprise apps. See: @Cohesity ...

Exclusive: Amazon acquires robotics startup Rivr, boosting its efforts to automate package deliveries. Read more from @catherineperlo1 and @PauValida 👇 thein.fo/4bSawVc

Applied AI: Cohesity CIO Shows How AI Can Eat Into Revenues of ServiceNow, Splunk A CIO explains how AI can eat into revenues of enterprise apps like ServiceNow and Splunk. Read more from @aaronpholmes 👇 thein.fo/4bBV3ao

Some enterprise customers seeking access to ByteDance’s model may need to commit at least 10 million yuan ($1.45M) before negotiating usage contracts. thein.fo/4cHwWcF

@GerberKawasaki joined TITV to discuss the limitations of AI for wealth management. "I'm still using my Bloomberg trust me."

True Value: Canva may have made the right call skipping the IPO window—just as software stocks face pressure from AI and market uncertainty. thein.fo/47DahuE

AI Infrastructure: Ex-Andreessen GP Develops a ‘Grid’ for AI Servers An early Anthropic backer is launching a closely watched AI server venture. Read more from @AnissaGardizy8👇 thein.fo/4uFLEYe

Vibe coding apps can generate new apps on the fly—something Apple says conflicts with its strict App Store review model. thein.fo/3Pccveh

The Information | TITV | March 19, 2026 x.com/i/broadcasts/1…

OpenAI expects to spend $665 billion on cloud servers through 2030 as the AI race intensifies. thein.fo/4cLAUB2

Exclusive: Fal is in talks to raise up to $350M at an $8 billion valuation—nearly doubling its value in just three months. thein.fo/47a7Q2A

OpenAI is using government contracts as a launchpad for enterprise sales, a strategy that helped Palantir Technologies expand into the private sector. thein.fo/4sn2zNM

Startups hope to follow the path carved by SpaceX and Palantir Technologies, whose technology now plays a major role in U.S. defense operations. thein.fo/4sLrmKZ

Same-store sales at Sweetgreen fell 7.9% last year—prompting a shift toward protein-heavy meals and wellness culture. thein.fo/4cNFejb