SpaceX’s True Value Debate, Microsoft’s New Front in Agent Data Wars, Mercury CEO on $200M Raise

SpaceX’s True Value Debate, Microsoft’s New Front in Agent Data Wars, Mercury CEO on $200M Raise

From The Information's TITV by The Information

May 22, 2026 · 42 min

About this episode

The episode discusses SpaceX's valuation, Microsoft's data strategy, and features an interview with Mercury's CEO on their recent funding.

Immad Akhund, Co-Founder and CEO of Mercury, talks with TITV Host Akash Pasricha about his fintech's multi-product evolution and $200M raise. We also talk with The Information's Kevin McLaughlin about Microsoft’s contentious decision to cut off a key Databricks integration, and we get into the realistic market math behind SpaceX's $1.75 trillion valuation with our editors Martin Peers and Meredith Mazzilli. Articles discussed on this episode: https://www.theinformation.com/newsletters/the-briefing/spacex-worth-700-billion-1-75-billion https://www.theinformation.com/articles/microsoft-opens-new-front-fight-data-ai-agents Subscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV 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/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 01:13 - OpenAI…

People in this episode

Host: Akash Pasricha

Guest: Immad Akhund

Topics covered

  • SpaceX valuation
  • Microsoft data wars
  • fintech growth
  • AI tools
  • investment
  • corporate strategy

Keywords

  • SpaceX
  • Microsoft
  • Mercury
  • fintech
  • AI
  • investment
  • data integration
  • valuation
  • corporate strategy

Mentioned in this episode

Organizations: Mercury, SpaceX, Microsoft, Databricks, The Information

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