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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
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:
Meta's revenue growth slowed in Q3 as the company reported $2.12 billion in negative free cash flow. How will it fund its AI ambitions?
Plus, an AI-discovered security flaw affecting widely used web software, Tesla's latest earnings and Legora's $550 million raise at an $8.8 billion valuation.
The Information | TITV | October 22, 2026 xitter.cf/i/broadcasts/1yxBePgBl…
The Information | TITV | October 22, 2026 xitter.cf/i/broadcasts/1yxBePgBl…
Today on TITV:
Meta's revenue growth slowed in Q3 as the company reported $2.12 billion in negative free cash flow. How will it fund its AI ambitions?
Plus, an AI-discovered security flaw affecting widely used web software, Tesla's latest earnings and Legora's $550 million raise at an $8.8 billion valuation.
📺 Tune in at 10 am PT / 1 pm ET on: thein.fo/4i1mpvg
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
The Information retweeted
Scoop: a16z's flagship blockchain fund plans to drop "crypto" from its name and rebrand as a16z frontier.
a16z crypto was one of the first and largest mainstream blockchain funds, raising a monster $4.5 billion vehicle in 2022, and more recently a $2.2 billion fund earlier this year.
Andreessen Horowitz also became one of the most vocal—and deep-pocketed—defenders of crypto in Washington, D.C.
Longtime general partner Ali Yahya is also leaving the fund.
a16z crypto has already been investing in non-blockchain startups like Kalshi and the AI compute market startup Ornn, and this move to expand beyond crypto echoes recent strategies by other top blockchain firms including Paradigm and Haun Ventures.
Still, general partner Chris Dixon has long been a public face for the Web3 movement, and the decision represents a symbolic shift for one of the most prominent crypto venture operations.
Full story here: theinformation.com/articles/…
The Information retweeted
I wrote our evening briefing last night on the PHP vulnerability coalition, the first major engagement of the Super Intelligence Force, and a concern I keep hearing from cyber experts: the rise of cyber-capable Chinese open-source models like GLM 5.3 means the "defender's window" may not exist for much longer
theinformation.com/newslette…
Exclusive: Andreessen Horowitz plans to rebrand a16z crypto as a16z frontier and expand beyond blockchain investing.
The shift comes as the firm’s latest $2.2 billion fund is less than half the size of its 2022 predecessor.
Read more: thein.fo/3ULeKrX
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
Private equity firms explored a potential buyout of Microsoft’s Xbox business that could have valued it at $100 billion to $150 billion.
The discussions never reached Microsoft, but they suggest the struggling gaming division could attract buyers if its turnaround fails.
Read more: thein.fo/4ejZ7OM
Hundreds of AI cloud providers are racing to build data centers, but executives expect only seven to 10 to survive.
Nvidia is helping keep the market afloat through investments, credit support and customer referrals.
Read more: thein.fo/4dPplsi
Hackers turned Claude and Grok into a network of AI agents that autonomously targeted more than 400 financial institutions and other financial targets, according to cybersecurity research shared with The Information.
Read more: thein.fo/4z5PZ8S
AI can generate ads and emails. But running an entire marketing operation is a different challenge.
Different Co-Founder and CEO Ajeet Singh explains why the next step for AI marketing is automating the entire workflow, from content creation to campaign optimization.
“The problem is that you can't run marketing. Running marketing is a lot more than just generating content.”
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
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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