Show notes
The Information’s Senior Reporter Cory Weinberg talks with TITV Host Akash Pasricha about Anthropic’s $16.8 billion quarter and the questions facing its IPO. We also talk with Elon Musk Reporter Grace Kay about Cursor’s investigation into whether confidential data reached SpaceX for AI training. Lastly, SHAKTI AI Founder and Partner Keval Desai discusses how open-weight models could shift value toward AI applications.Vote for us for the Signal Awards: https://vote.signalaward.com/PublicVoting#/2026/shows/video-podcast/most-innovative-video-podcastArticles discussed in today’s show:- Anthropic’s Rapid But Slowing Growth Could Weigh on IPO Valuationhttps://www.theinformation.com/articles/anthropics-rapid-slowing-growth-weigh-ipo-valuation- Cursor Staff Investigated Whether Confidential Data Reached SpaceX for AI Traininghttps://www.theinformation.com/articles/cursor-staff-investigated-whether-confidential-data-reached-spacex-ai-trainingSubscribe:- YouTube: https://www.youtube.com/@theinformation- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:01:13 - Introduction02:23 - Anthropic’s $16.8 billion quarter06:25 - Cash flow and future compute commitments08:22 - Cursor’s training-data investigation12:04 - Cursor’s earlier data-security issues13:49 - The business of open-weight AI17:18 - Where AI’s value could shift