How investors treat Elon’s promises

The Information’s Stephanie Palazzolo talks with TITV Host Akash Pasricha about Meta’s $2 billion acquisition of AI agent startup Manus and the biggest inflection points of the 2025 AI race. We also talk with SuRo Capital’s Willy Lee about the future of Neoclouds like CoreWeave and OpenAI’s competitive risks, and Aaron Tilley joins to predict how Apple will reverse its AI slump in 2026. Finally, we get into whether Elon Musk actually met his ambitious 2025 goals for Tesla and SpaceX with our reporter Theo Wayt.

Articles discussed on this episode: 

https://www.theinformation.com/articles/2026-predictions-apple-will-reverse-ai-slumphttps://www.theinformation.com/articles/top-ai-themes-2025-watching-next-year

https://www.theinformation.com/briefings/metas-acquisition-values-manus-2-billion

https://www.theinformation.com/briefings/meta-acquires-manus-ai-agent

TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

Subscribe to: 

- The Information on YouTube: https://www.youtube.com/@theinformation

- The Information: https://www.theinformation.com/subscribe_h

Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda