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."

OpenAI’s Sora is officially shutting down. @steph_palazzolo reports on the future of the Sora team: “So now the Sora research team is going to be focused more on world models and kind of use cases that are related to the field of robotics.”

.@Cisco’s President @jpatel41 on AI agent risks: “This is going to be a huge problem.” “And the difference between delegation and trusted delegation is the difference… between bankruptcy and market leadership.”

The lawsuit alleges de With took source code and confidential materials to Apple, claims his legal team disputes. thein.fo/4d2GVtd

Commerce partners had already committed engineering resources, merchant onboarding and promotional efforts to support the rollout. thein.fo/4t3nzcc

Starlink Mobile is one of SpaceX’s biggest bets, but a key question remains whether consumers will actually pay for connectivity they may rarely need. thein.fo/47L9sjr

Full story: theinformation.com/articles/space…

.@SpaceX is aiming to file for its IPO as soon as this week. Here's what you need to know:

The new MGX ETL rack uses Nvidia’s Spectrum-X networking to keep the company at the center of AI infrastructure. thein.fo/4lJQuzH

Sharma is meeting one-on-one with Xbox staff and playing both released and unreleased games to understand where improvements can be made. thein.fo/47fJTa9

Exclusive: Vultr’s $1 billion raise shows the AI cloud boom isn’t just Big Tech’s game—smaller players are being forced into capital intensity they historically avoided. thein.fo/41sfx0E

Today on TITV: -Exclusive: SpaceX aims to file for IPO as soon as this week -OpenAI shakeup: Altman redefines responsibilities | @steph_palazzolo -Arm Launches its own CPU chip | Umesh Padval, Managing Partner at Seligman Ventures

The Information | TITV | March 25, 2026 x.com/i/broadcasts/1…

Killing the Sora app isn’t a product call, it’s a resource allocation decision as OpenAI diverts scarce compute toward its next flagship model. thein.fo/484d8gg

Whenever I meet a tech investor, he or she asks me: "Who's the next GP I should back?" I get this question so frequently that we now report out an annual list. Tomorrow, we drop this year's list and here's a Zoom we're hosting for the behind the scenes. theinformation.com/events/lvs-mee…

Today on TITV: -Exclusive: SpaceX aims to file for IPO as soon as this week | @Katie_Roof -OpenAI shakeup: Altman redefines responsibilities | @steph_palazzolo -Arm Launches its own CPU chip | Umesh Padval, Managing Partner at Seligman Ventures -Exclusive: Meta to lay off hundreds of employees | @mvpeers 📺 Tune in at 10 am PT / 1 pm ET on thein.fo/4nn33AK

AWS is deploying AI to handle work previously done by technical specialists, some of whom were cut in recent job reductions. thein.fo/4t7cGWN

turns out Apple is ~distilling~ Google's Gemini model to produce other AI models for the Siri/consumer features it wants to launch

They will be submitting a confidential filing! So you will not see the numbers until June-ish

My Oura IPO scoop is feeling overshadowed by my SpaceX IPO scoop

Many campaigns have barely spent their budgets, with some advertisers using just 15% to 20% so far. thein.fo/4bAf0yj