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PodcastThe Information's TITVSeptember 28, 2026

Jensen Huang's Rogue AI Shield, Zuckerberg's Cloud Play, Tesla Optimus Scale-Up Snags

NVIDIA, Meta, Tesla, and Zapier are each racing to control AI's next bottleneck—agent safety, enterprise cloud, robot autonomy, and reliable automation.

  • NVIDIA's safety push: Jensen Huang released an 'open agent safety platform' framework to harden systems against rogue AI agents; Gil Luria calls the product itself "symbolic," with the real goal being industry coordination and American open-model leadership.
  • Meta's enterprise gambit: Zuckerberg hired MongoDB CEO Dev Ittycheria as "chief enterprise platform officer" to build a cloud/AI suite targeting the ~$500B AWS/Azure/Google Cloud market; MongoDB shares fell ~20%.

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