SpaceX Forecasted to Burn $350B by 2030, How xAI Went From Chasing Anthropic to Powering It

SpaceX Forecasted to Burn $350B by 2030, How xAI Went From Chasing Anthropic to Powering It

The Information’s Cory Weinberg breaks down Goldman Sachs' exclusive financial models for the SpaceX IPO, detailing a massive $350 billion cash burn projection through 2030 and the S&P 500's decision to block a fast-tracked index entry. Co-executive editor Martin Peers exposes the internal engineering friction at xAI, including Elon Musk’s habit of firing researchers over unrealistic deadlines and how staff used personal accounts to access Anthropic's models. Finally, San Francisco Bureau Chief Jason Dean unpacks the exclusive scoop that data center developer Switch is in talks with KKR and Brookfield to raise capital at a valuation of at least $50 billion.


Articles discussed on this episode:

https://www.theinformation.com/articles/wall-street-expects-spacex-burn-350-billion-cash-2030

https://www.theinformation.com/articles/xai-went-chasing-anthropic-powering

https://www.theinformation.com/articles/data-center-developer-switch-talks-raise-billions-50-billion-plus-valuation


Subscribe:

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


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


Follow us:

X: https://x.com/theinformation

IG: https://www.instagram.com/theinformation/

TikTok: https://www.tiktok.com/@titv.theinformation

LinkedIn: https://www.linkedin.com/company/theinformation/


Chapters:

00:00 - Introduction

01:13 - SpaceX Models Slated to Burn $350 Billion

09:41 - Why S&P Refused to Fast-Track SpaceX

13:32 - The xAI and Anthropic Cat and Mouse Game

19:50 - The AI Paradox for Cybersecurity Stocks

23:01 - Data Center Giant Switch Eyes $50B+ Valuation


Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(405)

AI Safety Push Sparks Demand for Watchdog Groups, China’s View of AI Safety, Compute’s Down Payment

AI Safety Push Sparks Demand for Watchdog Groups, China’s View of AI Safety, Compute’s Down Payment

The Information's Rocket Drew talks with TITV Host Akash Pasricha about AI safety watchdog independence. We also talk with Tech Buzz China Founder Rui Ma about China's perspective on AI safety and Arc...

18 Sep 56min

The 50 Most Influential People in Tech, Fed Raises Rates, AI Adoption Has Stalled

The 50 Most Influential People in Tech, Fed Raises Rates, AI Adoption Has Stalled

Freedom Capital Markets' Paul Meeks talks with TITV Host Akash Pasricha about how the Fed rate hike impacts AI debt costs. We also talk with The Information's Dakin Campbell about Bridgewater Co-CIO G...

18 Sep 42min

Why Jensen Huang Rejects OpenAI & Anthropic's AI Safety Pacing Calls, Apple’s New Direction

Why Jensen Huang Rejects OpenAI & Anthropic's AI Safety Pacing Calls, Apple’s New Direction

about Apple's secret plan to enter the AI server market using Nvidia networking technology. Lastly, we get into the future of enterprise robotics and AI pacing with Tutor Intelligence CEO Josh Gruenst...

16 Sep 41min

The AI Impact Overstatement, ByteDance’s Profit Drop, Meta Muse Agent Impresses

The AI Impact Overstatement, ByteDance’s Profit Drop, Meta Muse Agent Impresses

Handshake Co-Founder & CEO Garrett Lord talks with TITV Host Akash Pasricha about AI agent limitations. We also talk with The Information's Juro Osawa about ByteDance's declining net profits amid heav...

15 Sep 33min

What Happens When AI Starts Improving AI? | TITV’s AI Deep Dive

What Happens When AI Starts Improving AI? | TITV’s AI Deep Dive

OpenAI Research Scientist Noam Brown talks with AI Deep Dive host Rocket Drew about AI agents, reinforcement learning and what happens when increasingly capable agents begin reasoning, delegating and ...

14 Sep 55min

Inside Anthropic, OpenAI and Google’s Secret AI Standards Talks, Anthropic’s $13.7B Compute Deal

Inside Anthropic, OpenAI and Google’s Secret AI Standards Talks, Anthropic’s $13.7B Compute Deal

The Information's Leo Schwartz talks with TITV Host Akash Pasricha about secret discussions between AI giants for an independent safety standards body. We also talk with Aaron Holmes and Laura Bratton...

14 Sep 47min

Oracle Cloud Infrastructure Revenue Doubles, Inside Blackstone’s Bid to Rule Over AI Financing

Oracle Cloud Infrastructure Revenue Doubles, Inside Blackstone’s Bid to Rule Over AI Financing

RBC Capital Markets' Rishi Jaluria talks with TITV Host Akash Pasricha about Oracle's quarterly earnings and cash burn trajectory. We also talk with Baseten Co-Founder Amir Haghighat about acquiring B...

11 Sep 46min

Apple iPhone Duo Debuts, Elon Musk’s Data Center Snag, Will AI Cause Humanity’s Demise?

Apple iPhone Duo Debuts, Elon Musk’s Data Center Snag, Will AI Cause Humanity’s Demise?

Creative Strategies' Ben Bajarin talks with TITV Host Akash Pasricha about Apple's foldable iPhone. We also talk with The Information's Grace Kay about SpaceX's data center strategy and The Informatio...

10 Sep 38min

Populært innen Politikk og nyheter

giver-og-gjengen-vg
aftenpodden
popradet
aftenpodden-usa
bt-dokumentar-2
forklart
stopp-verden
det-store-bildet
nokon-ma-ga
fotballpodden-2
rss-gukild-johaug
dine-penger-pengeradet
rss-espen-lee-usensurert
hanna-de-heldige
rss-ness
rss-penger-polser-og-politikk
aftenbla-bla
frokostshowet-pa-p5
e24-podden
ta-dokumentar