EPISODE · Jul 16, 2026 · 47 MIN
NY’s Data Center Moratorium, Microsoft’s New Security AI Overhaul, The American AI Dividend Debate
from The Information's TITV · host The Information
Jing Yang, Asia Bureau Chief, talks with TITV Host Akash Pasricha about DeepSeek's IPO plans and their almost $500M annualized revenue. We also talk with Leo Schwartz about NY's data center moratorium and the reactions of the Trump administration, Aaron Holmes about Microsoft's security overhaul, and we get into an AI dividend proposal with ACME’s Scott Stanford.Articles discussed on this episode: https://www.theinformation.com/articles/microsofts-new-security-chief-replaces-top-execs-force-ai-overhaulSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV 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/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - DeepSeek Financials & Shanghai IPO14:06 - NY Data Center Moratorium & Trump EO22:52 - Microsoft Security Division Overhaul30:09 - Should AI Giants Pay an AI Dividend?
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NY’s Data Center Moratorium, Microsoft’s New Security AI Overhaul, The American AI Dividend Debate
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