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🚀 AI Deep Dive Episode 6: Are We Building World Models The Wrong Way?
@rocketalignment and World Mechanics co-founder @soniajoseph_ explore how models represent physics, whether interpretability could improve training and why language alone may not be enough for physical AI.
00:00 Intro
01:39 What counts as a world model?
07:12 Looking inside models for physical understanding
11:28 Interpretable training and the bitter lesson
19:24 Physics, language and understandable explanations
28:07 Surgical robots and manufacturing
31:10 Language models and recursive self-improvement
38:13 JEPA and specialized world models
45:25 What video models actually learn about physics
Netflix has already pulled many of its biggest growth levers. Now it needs advertising to deliver.
Wedbush Securities Senior Analyst Alicia Reese explains why Netflix's ad business is becoming increasingly important.
“The password sharing crackdown, adding members, introducing the ad tier in the first place. Those are all behind them. They need, you know, this new growth driver.”
A potential Tesla–SpaceX merger could help Elon Musk consolidate his AI, chipmaking and connectivity ambitions.
TMF Associates President Tim Farrar explains why combining the companies could also help Musk protect his business empire.
“Really Musk has got to defend the whole of his empire, you know. Keep it together. Not allow any part of it to be picked off.”
The countdown is on 🚨🚨
Less than one week until The Information’s WTF Summit returns to Napa Valley, bringing together the women building what’s next in tech, media and finance.
On stage will be:
📌 Bari Weiss, Editor in Chief, CBS News; Co-founder & CEO, The Free Press
📌 Whitney Wolfe Herd, Founder & CEO, Bumble Inc.
📌 Whitney Cummings, Comedian, Writer, Director & Entrepreneur
📌 Anne Wojcicki, Founder & CEO, 23andMe Research Institute
📌 Sarah Heck, Head of Public Affairs, Anthropic
and more—getting candid about AI, leadership, capital and the next era of building.
Two days. One extraordinary room. And there’s still time to be part of it.
🎟️ Last chance to join us: thein.fo/4ilDjEM
Sam Altman says the company needs to figure out when AI becomes too powerful to safely develop or release.
Internally dubbed “pacing 2.0,” the effort would establish limits on AI systems that can continuously improve themselves.
Read more: thein.fo/3WCUYPR
Nvidia has committed more than $170 billion in investments, guarantees and other financial support to help AI cloud providers and data center developers expand.
As investors grow wary of these companies’ debt and growth plans, Nvidia could face pressure to provide even more support.
Read more: thein.fo/4hWbkLU
OpenAI and Anthropic face growing calls to slow AI development by restricting the computing power available to researchers.
The proposal could buy time for better safeguards, but it would challenge a key competitive advantage in the race to build more powerful models.
Full story: thein.fo/4jEmS7T
Exclusive: Private equity firms weighed a $100 billion-plus takeover of Microsoft's Xbox division, which has struggled with falling revenue and thin profit margins as Microsoft pours capital into AI.
Read more: thein.fo/4i70cKR
What worries you most about Anthropic’s prospectus?
🗳️ An $80.7 billion net loss
🗳️ Two customers at about 20% of revenue
🗳️ Compute spending trajectory
🗳️ Whether growth can keep compounding
Cast your vote in The Information Polls app, and see what the rest of the tech industry thinks.
Download now to vote: thein.fo/4eKOhkZ

ALT A promotional image for "The Information Polls" app shows a challenge to prove tech knowledge by answering five daily polls. The current poll asks if AI agents will replace most SaaS seats by 2030, with results showing 62% voted "No" and 38% voted "Yes." A "Download free app" button is at the bottom.
AI agents aren't just changing how companies work. They're changing how companies are built.
Leaders from @blocks, @Cloudflare and @Klaviyo joined The Information's Co-Executive Editor @amir Efrati at AI Agenda Live 2026 in San Francisco to discuss how agentic AI is reshaping company structures, accelerating development and redefining the role of employees.
Read more: thein.fo/4BBFmfR
Sam Altman told OpenAI staff that one approach to AI safety could involve merging the biggest AI labs into a single organization.
But with OpenAI and Anthropic racing toward IPOs, coordinating with rivals could prove difficult.
Full story: thein.fo/47r0RlB
Today on TITV:
Elon Musk says Tesla and SpaceX have formed committees to explore a potential merger. Would combining the companies make financial sense?
Plus, Netflix's slowest revenue growth in three years, a $48 million bet on AI marketing startup Different and prediction markets ahead of the midterms.
The Information | TITV | October 21, 2026 xitter.cf/i/broadcasts/1qxvveNWv…
The Information | TITV | October 21, 2026 xitter.cf/i/broadcasts/1qxvveNWv…
Today on TITV:
Elon Musk says Tesla and SpaceX have formed committees to explore a potential merger. Would combining the companies make financial sense?
Plus, Netflix's slowest revenue growth in three years, a $48 million bet on AI marketing startup Different and prediction markets ahead of the midterms.
📺 Tune in at 10 am PT / 1 pm ET on: thein.fo/3VRWSfn
The Information retweeted
SCOOP w/ @aaronpholmes: A group of PE firms in recent months explored a deal for Xbox that could have valued it up to $150 billion.
Nvidia has already put more than $170 billion on the line to support AI cloud providers and other major customers. Now it's considering another major investment in Firmus, which is seeking at least $2 billion in private funding after its IPO fell apart.
Full story: thein.fo/3UzBXxf
Hackers used AI models from Anthropic, SpaceX and Moonshot AI to automate cyberattacks on more than 400 financial targets in Latin America.
Exclusive research shows how the attackers bypassed AI safeguards to steal sensitive data with little human involvement.
Read more: thein.fo/4z5PZ8S
CoreWeave shares have fallen roughly 20% in a week as investors question its debt-heavy approach to financing AI data centers.
With borrowing costs climbing, the company’s troubles are raising concerns about how the broader AI boom will be financed.
Read more: thein.fo/4zGZ6wu
The Information retweeted
Nvidia is in talks to invest many $100s of millions in Australian neocloud Firmus, which abruptly pulled its IPO early this month.
More details in @theinformation:
theinformation.com/articles/…
Exclusive: DeepSeek is helping Huawei design its next generation of AI chips, with Huawei engineers working inside DeepSeek’s offices.
The collaboration could help China train advanced AI models without relying on Nvidia.
Read more: thein.fo/4jqD8cr
OpenAI is preparing a cheaper model in its mid-tier Terra family as it looks to undercut Anthropic on price while offering developers more choices.
Full story: thein.fo/4irv4XQ








