The Information's TITV Musk's $1.5T SpaceX IPO Target, Grok’s Slow Enterprise Push, Space Data Centers | Dec 15, 2025
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Dec 15, 2025 Nick Wingfield, a technology reporter specializing in space, and Tim Farrar, president of TMF Associates and satellite industry expert, dive into the intriguing potential of space data centers powered by solar energy. Wingfield discusses how these centers could tackle power and cooling challenges, while Farrar analyzes the implications of a $1.5 trillion IPO for SpaceX, emphasizing its reliance on Starlink's success. Together, they explore the intricacies of SpaceX’s business model and the future of the satellite industry.
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Apple Treats AI As A Product
- Apple folded AI back under software engineering to treat it as a product rather than a standalone C-suite priority.
- This signals Apple prioritizes practical, user-facing AI features over chasing superintelligence research.
No Clear Immediate Succession Move
- Apple split Jeff Williams's broad portfolio after his retirement rather than naming a single, equivalent successor.
- That suggests Apple is not rushing to establish a clear successor to Tim Cook right now.
Apple's AI Team Is Google-Heavy
- Apple's Foundation Models Team is heavily staffed with hires from Google, raising retention questions after executive departures.
- The reliance on ex-Google talent creates uncertainty about how long that expertise will remain at Apple.