Sign in

The Information

@theinformation.com
1 followers 0 following 700 posts
PostsRepliesMedia
theinformation.com @theinformation.com · 4h
Microsoft is backing an effort with Snowflake and others to standardize business metrics so AI tools can more easily understand company data. The move marks an about-face from Microsoft’s earlier effort to protect Fabric from rivals. Full story: thein.fo/4AGpgRl
thein.fo
Microsoft Tears Down Its AI Data Wall
Microsoft’s biggest products have generally thrived by letting other companies build on top of them. So Microsoft’s decision to join Apache Ossie, a 1-year-old software industry group aiming to make i...
000
theinformation.com @theinformation.com · 8h
GM is betting a manganese-based battery can deliver 400 miles of EV range for thousands of dollars less than today’s premium nickel-based batteries, even as much of the battery industry remains skeptical. Read more: thein.fo/3VUMfYU
thein.fo
A Close Look at the New Battery GM Plans to Make Despite Skepticism
In an unusual display of battery bravado, General Motors has begun to scale up production of a pioneering electric vehicle battery that most of the rest of the industry—from the U.S. to China—thinks i...
000
theinformation.com @theinformation.com · 9h
Investors increasingly like to point out flaws in the AI economy and highlight moments like Leopold Aschenbrenner’s initial run as ‘madness.’ But they remain deeply wary of placing their bets too early. Full story: thein.fo/4ACTOn1
thein.fo
Why Wall Street’s Big, Bad Bears Aren’t Ready to Bet Against AI Yet
Steve Eisman, former hedge fund manager and short seller, has become one of the more prominent critics of the AI phenomenon that is sweeping the markets and, according to some, endangering the world. ...
000
theinformation.com @theinformation.com · 10h
Proximal is using AI models to generate coding tasks that help train other AI models, an approach it says has helped keep costs low. The 40-person startup has surpassed $200 million in annualized revenue and is profitable, its CEO said. Full story: thein.fo/4rBYBRH
thein.fo
General Catalyst Backs Coding Data Startup Proximal As It Reaches Revenue Milestone
It’s no secret that leading AI developers are on the hunt for data to improve their models, especially in lucrative areas like software engineering. The insatiable appetite for data has lifted a whole...
000
theinformation.com @theinformation.com · 10h
Nscale’s $103 billion contract backlog depends almost entirely on data centers it hasn’t built and Nvidia chips it hasn’t secured. The AI chip rental company may need billions more in financing to deliver on those deals. Read more: thein.fo/4z5kQ52
thein.fo
How Nscale’s Unbuilt Data Centers Undercut Its $35 Billion IPO Pitch
AI chip rental business Nscale, which has filed paperwork indicating its plan to go public, is a puny, relatively new entrant in the neocloud race. At first blush, it looks to hold a lot of promise, p...
000
theinformation.com @theinformation.com · 11h
China’s government has signaled it could allow some domestic companies to buy a new Nvidia chip built for high-end professional computers. Read more: thein.fo/4z5M0c8
thein.fo
China Weighs Allowing Purchases of New Nvidia Chips by ByteDance, Alibaba
China’s government has signaled it could allow some domestic companies to buy a new Nvidia chip built for high-end professional computers, according to two people familiar with the matter, as the coun...
000
theinformation.com @theinformation.com · 12h
A change to how the state’s sovereign wealth fund approaches venture capital has brought a gusher of money to Silicon Valley—and allows New Mexico to seize a piece of the AI boom. Full story: thein.fo/4d7KltU
thein.fo
How New Mexico’s Oil Windfall Became a $2 Billion VC Bet
A few weeks ago, Augustus Doricko, founder of the cloud-seeding startup Rainmaker, stood in a park on the outskirts of Albuquerque, N.M., flying a drone in the sky. Clad in a khaki field shirt, he loo...
000
theinformation.com @theinformation.com · 12h
Anthropic is flexing its muscle with enterprise customers by taking a hard line on discounts once those customers use up all the tokens they purchased. That’s created an opening for OpenAI to take a more flexible approach. Full story: thein.fo/4z8zOr3
thein.fo
Anthropic Moves to Cut Off Discounts When Customers Hit Their Cap
Anthropic is flexing its muscle with enterprise customers by taking a hard line on discounts once those customers use up all the tokens they purchased. That’s created an opening for OpenAI to take a m...
000
theinformation.com @theinformation.com · 28/09/2026
Anthropic is flexing its muscle with enterprise customers by taking a hard line on discounts once those customers use up all the tokens they purchased. Read more: thein.fo/4z8zOr3
thein.fo
Anthropic Moves to Cut Off Discounts When Customers Hit Their Cap
Anthropic is flexing its muscle with enterprise customers by taking a hard line on discounts once those customers use up all the tokens they purchased. That’s created an opening for OpenAI to take a m...
000
theinformation.com @theinformation.com · 28/09/2026
Anthropic is flexing its muscle with enterprise customers by taking a hard line on discounts once those customers use up all the tokens they purchased. That’s created an opening for OpenAI to take a more flexible approach. Full story: thein.fo/4z8zOr3
theinformation.com
How Anthropic and OpenAI Are Fighting for Enterprise Spending
Anthropic is flexing its muscle with enterprise customers by taking a hard line on discounts once those customers use up all the tokens they purchased. That’s created an opening for OpenAI to take a m...
000
theinformation.com @theinformation.com · 28/09/2026
GM is betting a manganese-based battery can deliver 400 miles of EV range for thousands of dollars less than today’s premium nickel-based batteries, even as much of the battery industry remains skeptical. Read more: thein.fo/3VUMfYU
thein.fo
A Close Look at the New Battery GM Plans to Make Despite Skepticism
In an unusual display of battery bravado, General Motors has begun to scale up production of a pioneering electric vehicle battery that most of the rest of the industry—from the U.S. to China—thinks i...
000
theinformation.com @theinformation.com · 28/09/2026
Investors increasingly like to point out flaws in the AI economy and highlight moments like Leopold Aschenbrenner’s initial run as ‘madness.’ But they remain deeply wary of placing their bets too early. Full story: thein.fo/4ACTOn1
thein.fo
Why Wall Street’s Big, Bad Bears Aren’t Ready to Bet Against AI Yet
Steve Eisman, former hedge fund manager and short seller, has become one of the more prominent critics of the AI phenomenon that is sweeping the markets and, according to some, endangering the world. ...
000
theinformation.com @theinformation.com · 28/09/2026
A change to how the state’s sovereign wealth fund approaches venture capital has brought a gusher of money to Silicon Valley—and allows New Mexico to seize a piece of the AI boom. Full story: thein.fo/4d7KltU
thein.fo
How New Mexico’s Oil Windfall Became a $2 Billion VC Bet
A few weeks ago, Augustus Doricko, founder of the cloud-seeding startup Rainmaker, stood in a park on the outskirts of Albuquerque, N.M., flying a drone in the sky. Clad in a khaki field shirt, he loo...
000
theinformation.com @theinformation.com · 28/09/2026
China’s government has signaled it could allow some domestic companies to buy a new Nvidia chip built for high-end professional computers. Read more: thein.fo/4z5M0c8
thein.fo
China Weighs Allowing Purchases of New Nvidia Chips by ByteDance, Alibaba
China’s government has signaled it could allow some domestic companies to buy a new Nvidia chip built for high-end professional computers, according to two people familiar with the matter, as the coun...
000
theinformation.com @theinformation.com · 28/09/2026
Investors are demanding more to finance AI infrastructure, but interest-rate hedges built into some major GPU loans could blunt the impact of rising benchmark rates. Read more: thein.fo/4xQ601l
thein.fo
Are GPU Loans Safe From Rising Rates?
The Federal Reserve’s recent rate hike, and rising expectations of another soon, put a fresh spotlight on financing arrangements for the wide array of companies borrowing money to pay for AI data cent...
000
theinformation.com @theinformation.com · 28/09/2026
Anthropic is asking shareholders to give its seven co-founders a combined 50.1% of voting power ahead of its IPO. The Palantir-style structure could preserve founder control despite their relatively small ownership stakes. Read more: thein.fo/4iIn8Cd
theinformation.com
Anthropic Seeks Palantir-Style Voting Control for Seven Co-Founders Ahead of IPO
Anthropicis asking shareholders to approve a new corporate structure that would award CEO Dario Amodei and his six cofounders a special class of shares giving them collective voting control in most co...
000
theinformation.com @theinformation.com · 28/09/2026
Tesla has increased Optimus production roughly tenfold, reaching several hundred robots a week. But problems with the robot’s intricate hands, automated equipment and suppliers are complicating its push to manufacture Optimus at scale. Read more: thein.fo/3TsomHw
thein.fo
Tesla’s Optimus Hits Snags in Hands, Suppliers as Scale-Up Begins
Tesla has ramped up production of its Optimus humanoid robot roughly tenfold in recent months, but the company is still struggling to manufacture the machines reliably at scale. Its production lines a...
000
theinformation.com @theinformation.com · 28/09/2026
Unease about AI—and commotion around OpenAI’s Navier-Stokes triumph—have forced changes to an event envisioned as biology’s Kasparov-versus–Deep Blue moment. Full story: thein.fo/4hlLjUI
thein.fo
Inside the Drama Behind a Biology Contest That Pits OpenAI Agents Against Humans
For months, Jason Kelly, co-founder and CEO of Ginkgo Bioworks, has been planning what was billed as a fun, attention-grabbing science competition. His idea was to pit a top scientist against OpenAI’s...
000
theinformation.com @theinformation.com · 28/09/2026
Google, OpenAI, and Anthropic are moving forward with plans to create a self-regulatory AI safety organization. The Information’s Tech and Politics Reporter Leo Schwartz discusses the industry-led initiative.
000
theinformation.com @theinformation.com · 27/09/2026
Tether banking partner EQIBank is fighting to recover about $90 million seized from accounts held by a U.S. payment provider it used to access the American banking system. Read more: thein.fo/4d6e1aV
thein.fo
One of Tether’s Bank Partners Caught Up in Assets Seizure
On the surface, Tether, the largest stablecoin issuer in the world, might appear to be a formidable force in global finance. It owns more than $100 billion in U.S. Treasury bills, mostly held at Canto...
000
theinformation.com @theinformation.com · 27/09/2026
Open-source models as well as cheaper model releases from Anthropic and OpenAI are helping business customers rein in costs while getting as much or more out of AI, said speakers at The Information’s AI Agenda Live conference in San Francisco Wednesday. Read more: thein.fo/4yg4E0T
thein.fo
Open Source, Model Price Cuts Keep AI Costs Under Control
Open-source models as well as cheaper model releases from Anthropic and OpenAI are helping business customers rein in costs while getting as much or more out of AI, said speakers at The Information’s ...
000
theinformation.com @theinformation.com · 27/09/2026
AI is reshaping software budgets from both ends: upstarts are taking more spend, while established vendors are cutting prices upfront and charging more based on usage. Read more: thein.fo/3V7gjAr
thein.fo
New Data Show Anthropic, OpenAI and Other Upstarts Are Eating into Software Budgets
We’ve been reporting for months about how companies are shifting some traditional software spending to Anthropic and OpenAI. New data from procurement software firm Zip provides further evidence.AI pr...
000
theinformation.com @theinformation.com · 27/09/2026
Exclusive: GM has started making cathodes for its new lithium manganese rich battery, a key step toward putting the lower-cost chemistry into EVs in 2028. Read more: thein.fo/4hcA5mJ
thein.fo
Exclusive: GM Is Pumping Out Cathodes And Moving to Bypass China's Battery Chokehold
Over the last year, researchers working in a sprawling General Motors lab in Warren, Mich., prepared 18 variations of a new battery chemistry designed to reduce a battery’s cost, one of the biggest ob...
000
theinformation.com @theinformation.com · 27/09/2026
DeepSeek’s annualized revenue has reached $1 billion as the Chinese AI startup prepares to raise $7.5 billion at a $75 billion valuation. Read more: thein.fo/3VbqfsB
thein.fo
DeepSeek’s Annualized Revenue Hits $1 Billion as Startup Finalizes $7.5 Billion Fundraising
DeepSeek’s annualized revenue run rate has hit $1 billion, more than double the rate of a few months ago, buoyed by a recent price hike as well as continued popularity of its models, according to two ...
000
theinformation.com @theinformation.com · 27/09/2026
Ande is betting corporate entertainment is too complicated for general-purpose personal AI agents, and investors including Lightspeed and Redpoint have backed that thesis with more than $52 million. Full story: thein.fo/4rmKqje
thein.fo
Entertainment-Booking Startup Ande Raises $52 Million From Lightspeed, Redpoint
Personal AI agents like Instinct and Muse have promised to take away the hassle of booking hard-to-get restaurant reservations, Broadway tickets and sporting events. Now, a startup is coming out of st...
000
theinformation.com @theinformation.com · 27/09/2026
Google, OpenAI and Anthropic are moving ahead with plans for an AI safety standards body without government oversight. The group could launch by year-end or early 2027 and would set rules for model testing, audits and incident reporting. Read more: thein.fo/4yhkTe6
thein.fo
Google, OpenAI and Anthropic AI Safety Group Takes Shape
Google, OpenAI and Anthropic are pushing forward with a plan to create a new AI safety-focused standards body on their own, without government oversight, in hopes of launching it by the end of the yea...
000
theinformation.com @theinformation.com · 27/09/2026
Investors are demanding more to finance AI infrastructure, but interest-rate hedges built into some major GPU loans could blunt the impact of rising benchmark rates. Read more: thein.fo/4xQ601l
thein.fo
Are GPU Loans Safe From Rising Rates?
The Federal Reserve’s recent rate hike, and rising expectations of another soon, put a fresh spotlight on financing arrangements for the wide array of companies borrowing money to pay for AI data cent...
000
theinformation.com @theinformation.com · 27/09/2026
Unease about AI—and commotion around OpenAI’s Navier-Stokes triumph—have forced changes to an event envisioned as biology’s Kasparov-versus–Deep Blue moment. Full story: thein.fo/4hlLjUI
thein.fo
Inside the Drama Behind a Biology Contest That Pits OpenAI Agents Against Humans
For months, Jason Kelly, co-founder and CEO of Ginkgo Bioworks, has been planning what was billed as a fun, attention-grabbing science competition. His idea was to pit a top scientist against OpenAI’s...
000
theinformation.com @theinformation.com · 27/09/2026
Tesla has increased Optimus production roughly tenfold, reaching several hundred robots a week. But problems with the robot’s intricate hands, automated equipment and suppliers are complicating its push to manufacture Optimus at scale. Read more: thein.fo/3TsomHw
thein.fo
Tesla’s Optimus Hits Snags in Hands, Suppliers as Scale-Up Begins
Tesla has ramped up production of its Optimus humanoid robot roughly tenfold in recent months, but the company is still struggling to manufacture the machines reliably at scale. Its production lines a...
000
theinformation.com @theinformation.com · 27/09/2026
DensityAI, founded by three former Tesla Dojo leaders, is in advanced talks for funding that would value the year-old AI chip startup at $10 billion. Read more details: thein.fo/4cYWe5u
thein.fo
Startup Founded by ex-Tesla Dojo Leaders Nears $10 Billion Valuation
DensityAI, an AI chip startup founded just a year ago by former leaders of Tesla’s Dojo supercomputer program, is in advanced talks to raise hundreds of millions of dollars in a round that would value...
000
theinformation.com @theinformation.com · 27/09/2026
Google is preparing to release Gemini 4 as it works to close the gap with Anthropic and OpenAI. DeepMind chief Koray Kavukcuoglu said the model is in post-training and could arrive well before year-end. Read more: thein.fo/4yfPtor
000
theinformation.com @theinformation.com · 27/09/2026
Anthropic is asking shareholders to give its seven co-founders a combined 50.1% of voting power ahead of its IPO. The Palantir-style structure could preserve founder control despite their relatively small ownership stakes. Read more: thein.fo/4iIn8Cd
theinformation.com
Anthropic Seeks Palantir-Style Voting Control for Seven Co-Founders Ahead of IPO
Anthropicis asking shareholders to approve a new corporate structure that would award CEO Dario Amodei and his six cofounders a special class of shares giving them collective voting control in most co...
000
theinformation.com @theinformation.com · 27/09/2026
TypeSafe AI is talking with investors about raising $1 billion or more as enthusiasm builds around its Jev model and potential valuations above $10 billion. Read more: thein.fo/4hcSXC4
thein.fo
Jev Fervor Leads to Talk of Big Valuation Boost
Silicon Valley has a new AI startup to obsess over—and throw money at. We’re hearing that TypeSafe AI, the startup developing a new kind of model called Jev, has started to talk to investors about rai...
000
theinformation.com @theinformation.com · 27/09/2026
Businesses are spending heavily on AI without clear evidence that it is boosting revenue or cutting costs, according to EY executive Dan Diasio. Usage-based pricing is making that gap harder to ignore as companies face higher AI bills. Full story: thein.fo/4dCAlJj
thein.fo
Businesses Still Don’t See AI Returns, Consulting Exec Says
Here’s something worth paying attention to. According to consulting firm EY, businesses are still not seeing substantial revenue gains or cost reductions from using AI.“I haven‘t met any clients that ...
000
theinformation.com @theinformation.com · 27/09/2026
Is open source AI losing its cost advantage? The Information’s Stephanie Palazzolo explains why developers are using fewer open source models.
000
theinformation.com @theinformation.com · 26/09/2026
Tether banking partner EQIBank is fighting to recover about $90 million seized from accounts held by a U.S. payment provider it used to access the American banking system. Read more: thein.fo/4d6e1aV
thein.fo
One of Tether’s Bank Partners Caught Up in Assets Seizure
On the surface, Tether, the largest stablecoin issuer in the world, might appear to be a formidable force in global finance. It owns more than $100 billion in U.S. Treasury bills, mostly held at Canto...
000
theinformation.com @theinformation.com · 26/09/2026
Open-source models as well as cheaper model releases from Anthropic and OpenAI are helping business customers rein in costs while getting as much or more out of AI, said speakers at The Information’s AI Agenda Live conference in San Francisco Wednesday. Read more: thein.fo/4yg4E0T
thein.fo
Open Source, Model Price Cuts Keep AI Costs Under Control
Open-source models as well as cheaper model releases from Anthropic and OpenAI are helping business customers rein in costs while getting as much or more out of AI, said speakers at The Information’s ...
000
theinformation.com @theinformation.com · 26/09/2026
AI is reshaping software budgets from both ends: upstarts are taking more spend, while established vendors are cutting prices upfront and charging more based on usage. Read more: thein.fo/3V7gjAr
thein.fo
New Data Show Anthropic, OpenAI and Other Upstarts Are Eating into Software Budgets
We’ve been reporting for months about how companies are shifting some traditional software spending to Anthropic and OpenAI. New data from procurement software firm Zip provides further evidence.AI pr...
000
theinformation.com @theinformation.com · 26/09/2026
Exclusive: GM has started making cathodes for its new lithium manganese rich battery, a key step toward putting the lower-cost chemistry into EVs in 2028. Read more: thein.fo/4hcA5mJ
thein.fo
Exclusive: GM Is Pumping Out Cathodes And Moving to Bypass China's Battery Chokehold
Over the last year, researchers working in a sprawling General Motors lab in Warren, Mich., prepared 18 variations of a new battery chemistry designed to reduce a battery’s cost, one of the biggest ob...
000
theinformation.com @theinformation.com · 26/09/2026
DeepSeek’s annualized revenue has reached $1 billion as the Chinese AI startup prepares to raise $7.5 billion at a $75 billion valuation. Read more: thein.fo/3VbqfsB
thein.fo
DeepSeek’s Annualized Revenue Hits $1 Billion as Startup Finalizes $7.5 Billion Fundraising
DeepSeek’s annualized revenue run rate has hit $1 billion, more than double the rate of a few months ago, buoyed by a recent price hike as well as continued popularity of its models, according to two ...
000
theinformation.com @theinformation.com · 26/09/2026
Ande is betting corporate entertainment is too complicated for general-purpose personal AI agents, and investors including Lightspeed and Redpoint have backed that thesis with more than $52 million. Full story: thein.fo/4rmKqje
thein.fo
Entertainment-Booking Startup Ande Raises $52 Million From Lightspeed, Redpoint
Personal AI agents like Instinct and Muse have promised to take away the hassle of booking hard-to-get restaurant reservations, Broadway tickets and sporting events. Now, a startup is coming out of st...
000
theinformation.com @theinformation.com · 26/09/2026
Google, OpenAI and Anthropic are moving ahead with plans for an AI safety standards body without government oversight. The group could launch by year-end or early 2027 and would set rules for model testing, audits and incident reporting. Read more: thein.fo/4yhkTe6
thein.fo
Google, OpenAI and Anthropic AI Safety Group Takes Shape
Google, OpenAI and Anthropic are pushing forward with a plan to create a new AI safety-focused standards body on their own, without government oversight, in hopes of launching it by the end of the yea...
000
theinformation.com @theinformation.com · 26/09/2026
“AI is a human right.” Luma AI Co-founder and CEO Amit Jain points to what internet access changed for farmers in India—and why he believes access to AI could matter just as much. 🚀 Watch the full episode of AI Deep Dive: thein.fo/46yo5px
000
theinformation.com @theinformation.com · 26/09/2026
Investors are demanding more to finance AI infrastructure, but interest-rate hedges built into some major GPU loans could blunt the impact of rising benchmark rates. Read more: thein.fo/4xQ601l
thein.fo
Are GPU Loans Safe From Rising Rates?
The Federal Reserve’s recent rate hike, and rising expectations of another soon, put a fresh spotlight on financing arrangements for the wide array of companies borrowing money to pay for AI data cent...
000
theinformation.com @theinformation.com · 26/09/2026
Unease about AI—and commotion around OpenAI’s Navier-Stokes triumph—have forced changes to an event envisioned as biology’s Kasparov-versus–Deep Blue moment. Full story: thein.fo/4hlLjUI
thein.fo
Inside the Drama Behind a Biology Contest That Pits OpenAI Agents Against Humans
For months, Jason Kelly, co-founder and CEO of Ginkgo Bioworks, has been planning what was billed as a fun, attention-grabbing science competition. His idea was to pit a top scientist against OpenAI’s...
000
theinformation.com @theinformation.com · 26/09/2026
Tesla has increased Optimus production roughly tenfold, reaching several hundred robots a week. But problems with the robot’s intricate hands, automated equipment and suppliers are complicating its push to manufacture Optimus at scale. Read more: thein.fo/3TsomHw
thein.fo
Tesla’s Optimus Hits Snags in Hands, Suppliers as Scale-Up Begins
Tesla has ramped up production of its Optimus humanoid robot roughly tenfold in recent months, but the company is still struggling to manufacture the machines reliably at scale. Its production lines a...
000
theinformation.com @theinformation.com · 26/09/2026
DensityAI, founded by three former Tesla Dojo leaders, is in advanced talks for funding that would value the year-old AI chip startup at $10 billion. Read more details: thein.fo/4cYWe5u
thein.fo
Startup Founded by ex-Tesla Dojo Leaders Nears $10 Billion Valuation
DensityAI, an AI chip startup founded just a year ago by former leaders of Tesla’s Dojo supercomputer program, is in advanced talks to raise hundreds of millions of dollars in a round that would value...
000
theinformation.com @theinformation.com · 26/09/2026
Google is preparing to release Gemini 4 as it works to close the gap with Anthropic and OpenAI. DeepMind chief Koray Kavukcuoglu said the model is in post-training and could arrive well before year-end. Read more: thein.fo/4yfPtor
000
theinformation.com @theinformation.com · 26/09/2026
Anthropic is asking shareholders to give its seven co-founders a combined 50.1% of voting power ahead of its IPO. The Palantir-style structure could preserve founder control despite their relatively small ownership stakes. Read more: thein.fo/4iIn8Cd
theinformation.com
Anthropic Seeks Palantir-Style Voting Control for Seven Co-Founders Ahead of IPO
Anthropicis asking shareholders to approve a new corporate structure that would award CEO Dario Amodei and his six cofounders a special class of shares giving them collective voting control in most co...
000
theinformation.com @theinformation.com · 26/09/2026
TypeSafe AI is talking with investors about raising $1 billion or more as enthusiasm builds around its Jev model and potential valuations above $10 billion. Read more: thein.fo/4hcSXC4
thein.fo
Jev Fervor Leads to Talk of Big Valuation Boost
Silicon Valley has a new AI startup to obsess over—and throw money at. We’re hearing that TypeSafe AI, the startup developing a new kind of model called Jev, has started to talk to investors about rai...
000