Comparables and valuation skepticism

The Information’s Wayne Ma talks with TITV Host Akash Pasricha about Apple's new org chart following recent executive exits, including the demotion of the AI group. We also talk with Features Editor Nick Wingfield about the origins and viability of putting data centers in space, and TMF Associates’ Tim Farrar analyzes the big questions around a potential $1.5 trillion SpaceX IPO and its reliance on the Starlink story. Lastly, we get into xAI's uphill battle to sell Grok to businesses with The Information’s Theo Wayt, and the harsh reality of AI’s colossal power infrastructure needs with Ann Davis Vaughan, as she launches her debut AI Infrastructure newsletter. 

Articles discussed on this episode: 

https://www.theinformation.com/articles/bragawatt-data-center-era-brings-reality-checks-energy-breakthroughs

https://www.theinformation.com/articles/elon-musk-suddenly-talking-space-data-centers

https://www.theinformation.com/articles/xai-uphill-battle-selling-grok-businesses

https://www.theinformation.com/articles/people-running-apple-executive-exodus

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