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  1. The Information's TITV
  2. Anthropic Takes xAI Colossus Compute, Shivon Zillis in OpenAI Trial, Kalshi’s $22B Valuation
Anthropic Takes xAI Colossus Compute, Shivon Zillis in OpenAI Trial, Kalshi’s $22B Valuation

Anthropic Takes xAI Colossus Compute, Shivon Zillis in OpenAI Trial, Kalshi’s $22B Valuation

The Information's TITV · May 7, 2026

Anthropic leases xAI's Colossus compute, Shivon Zillis testifies in the Musk v. OpenAI trial, and Kalshi outpaces Polymarket in funding.

A 'Wild West' Startup Ecosystem is Growing Around Unregulated Prediction Markets

An ecosystem of startups providing analytics, copy-trading, and brokerage services is emerging around prediction markets. This space is highly volatile and murky, often involving anonymous founders, VPNs, and front-running, mirroring the chaotic early days of cryptocurrency markets.

Anthropic Takes xAI Colossus Compute, Shivon Zillis in OpenAI Trial, Kalshi’s $22B Valuation thumbnail

Anthropic Takes xAI Colossus Compute, Shivon Zillis in OpenAI Trial, Kalshi’s $22B Valuation

The Information's TITV·2 days ago

Orbital Data Centers Are Commercially Unviable for a Decade Due to Technical Hurdles

The concept of data centers in space is dismissed as aspirational marketing, not near-term reality. Experts cite three major unsolved challenges: the prohibitive cost to orbit, the need for advances in optical data transfer, and the fundamental physics problem of radiating heat in a vacuum.

Anthropic Takes xAI Colossus Compute, Shivon Zillis in OpenAI Trial, Kalshi’s $22B Valuation thumbnail

Anthropic Takes xAI Colossus Compute, Shivon Zillis in OpenAI Trial, Kalshi’s $22B Valuation

The Information's TITV·2 days ago

Elon Musk's xAI Pivots to 'Neocloud' Model by Renting Unused Compute to Anthropic

xAI's deal to lease its entire first Colossus data center to Anthropic is an opportunistic move to monetize billions in underutilized infrastructure. With its Grok chatbot struggling, xAI is functionally becoming a cloud provider to offset costs and show revenue ahead of a potential IPO.

Anthropic Takes xAI Colossus Compute, Shivon Zillis in OpenAI Trial, Kalshi’s $22B Valuation thumbnail

Anthropic Takes xAI Colossus Compute, Shivon Zillis in OpenAI Trial, Kalshi’s $22B Valuation

The Information's TITV·2 days ago

Musk's Plan to Absorb OpenAI Into Tesla Was a Fleshed-Out Corporate Strategy

Shivon Zillis's testimony reveals Elon Musk's proposal to merge OpenAI with Tesla was a developed plan, not a casual idea. It included preparing announcements and actively recruiting top OpenAI talent like Sam Altman, reframing the Musk-OpenAI conflict as a failed corporate takeover.

Anthropic Takes xAI Colossus Compute, Shivon Zillis in OpenAI Trial, Kalshi’s $22B Valuation thumbnail

Anthropic Takes xAI Colossus Compute, Shivon Zillis in OpenAI Trial, Kalshi’s $22B Valuation

The Information's TITV·2 days ago

Prediction Market Polymarket Cedes Lead to Kalshi Due to Disengaged US Leadership

Despite a 1.3 million user waitlist, early market leader Polymarket is failing its US relaunch and falling behind rival Kalshi. Its nominal US CEO appears focused on other ventures, contributing to operational failures that have stalled its regulated market entry.

Anthropic Takes xAI Colossus Compute, Shivon Zillis in OpenAI Trial, Kalshi’s $22B Valuation thumbnail

Anthropic Takes xAI Colossus Compute, Shivon Zillis in OpenAI Trial, Kalshi’s $22B Valuation

The Information's TITV·2 days ago

Flat-Rate Pricing for Agentic AI Tools Can Lead to Negative Gross Margins

Companies like coding assistant Cursor reportedly face negative gross margins because their flat-rate, per-seat pricing fails to cover the high compute costs from agentic tools that generate many tokens. This creates an unsustainable business model where growth exacerbates losses.

Anthropic Takes xAI Colossus Compute, Shivon Zillis in OpenAI Trial, Kalshi’s $22B Valuation thumbnail

Anthropic Takes xAI Colossus Compute, Shivon Zillis in OpenAI Trial, Kalshi’s $22B Valuation

The Information's TITV·2 days ago