The Information's TITV

Inside Elon Musk’s SpaceX AI Cloud Pivot, The Risks of Giving AI Agents Your Credit Card

October 1, 2026·48 min
Episode Description from the Publisher

The Information’s Elon Musk reporter Grace Kay talks with TITV Host Akash Pasricha about how SpaceX’s AI unit became a cloud computing provider and its talks with Microsoft. We also talk with The Information’s Yueqi Yang about the security, privacy and payment disputes that come with trusting AI agents to shop for you. Synthesia Co-founder and CEO Victor Riparbelli joins us to discuss interactive avatars for training, coaching and customer research. Lastly, Circle Co-founder and CEO Jeremy Allaire explains why he thinks Anthropic should go public, why AI needs regulation and how stablecoins could power payments between agents.Articles discussed in today’s show:https://www.theinformation.com/articles/spacexs-ai-unit-turned-ai-cloud-firmhttps://www.theinformation.com/newsletters/the-information-special-report/can-trust-agent-credit-cardSubscribe: 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 - Introduction02:14 - SpaceX’s AI Cloud Pivot & Microsoft Talks10:23 - Should You Trust AI Agents With Your Credit Card?19:46 - Synthesia’s Interactive Avatars & Enterprise AI30:35 - Circle CEO on Anthropic’s IPO & AI Regulation46:10 - Stablecoins & Payments Between AI Agents

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