The Information’s Asia Bureau Chief Jing Yang joins TITV Host Akash Pasricha to discuss DeepSeek's massive valuation jump to $20 billion and interest from Tencent and Alibaba. We also talk with reporter Rocket Drew about the growing pains of OpenClaw and the unauthorized access to Anthropic's Mythos model.

The Information’s Valida Pau and Cory Weinberg break down SpaceX’s skyrocketing debt profile to $23 billion and its potential $60 billion deal for Cursor. Then, Ox Security CEO Neatsun Ziv explains why AI is escalating critical cybersecurity threats by 4x. Finally, Senior Finance Editor Ken Brown analyzes CoreWeave's dominance in the bond market and the risks to the broader economy if AI demand slows down.

Articles discussed on this episode:

https://www.theinformation.com/articles/tencent-alibaba-talks-invest-deepseek-20-billion-plus-valuation

https://www.theinformation.com/articles/openclaw-struggles-grow-overnight-success

https://www.theinformation.com/articles/spacex-debt-jumped-23-billion-last-year

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SpaceX's $23B Debt, DeepSeek's $20B Valuation, and OpenClaw's Growing Pains