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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
Can specialized AI startups compete with the frontier labs as they move into applications?
“All of the legal advancements from the Frontier Labs have been very shallow.”
Legora CEO @MaxJunestrand argues that the labs have made limited progress in legal AI, while his company is building its products using 17 different models.
Datadog has made another attempt to buy Upwind, offering nearly $4 billion as demand for AI-related security software grows. The startup’s annual recurring revenue has climbed past $50 million, more than doubling since the end of 2025.
Full story: thein.fo/4sgiyh7
AI is making it easier to discover security vulnerabilities.
But increasingly capable Chinese open-source models could leave defenders with far less time to fix them.
The Information's @leomschwartz explains why the cybersecurity advantage enjoyed by defenders may be disappearing.
“You're not going to have two months anymore. You might not even have a few days.”
Read more: thein.fo/4zOZTf2
SB Energy could delay its IPO until December or later, with the SoftBank-controlled data center developer closely watching Anthropic’s expected November listing before deciding when to go public.
Read more: thein.fo/47CyMrt
Meta could turn data from its AI products into a major advantage for its advertising business.
Mizuho analyst @wammertime explains why Zuckerberg's plans to let users share their Muse data with Meta's broader platform could be significant.
“That has the potential to make a step function improvement in the ad targeting of the core family of apps business.”
Hackers automated attacks on 400+ banks using Claude and Grok. Who should be held accountable?
🗳️ The hackers, full stop
🗳️ The model makers
🗳️ Cloud and API providers
🗳️ Regulators who moved too slowly
🗳️ No one – this was inevitable
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
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: 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
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 is helping finance demand for its own chips through more than $170 billion in investments and commitments, even as shares of AI cloud providers tumble and several Nvidia-backed firms delay IPO plans.
Read more: thein.fo/4hWbkLU
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
