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Anthropic’s co-founders are seeking majority voting control ahead of an IPO. The Information’s Senior Reporter Cory Weinberg breaks down the proposed governance changes.

Exclusive: Anthropic is 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 corporate matter. Full story: thein.fo/4hoCM39

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High ARR multiples won't save an AI startup with runaway burn rates. Gokul Rajaram, Founding Partner at Marathon Management Partners, explains why evaluating companies on revenue alone is a major risk.

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The Information @theinformation.com · 24/09/2026

Could capping AI compute prevent a runaway intelligence scenario? Jerry Tworek, CEO of Core Automation, weighs in on whether capping computational power could protect against runaway AI.

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Replit Co-Founder & CEO Amjad Masad warns that labs must prioritize system safety before risking core internet infrastructure. "I think the responsible thing for them to do is to pace and slow down, because otherwise they're going to be criminally liable for hacking core internet infrastructure."

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Today at The Information's AI Agenda Live summit, Ode CEO Chris Taylor made the case that one of AI’s biggest business opportunities may not be the technology itself—it’s putting that technology to work. #AIAgendaLive #TheInformation

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Exclusive: After signing $531 billion in compute deals in 11 months, Anthropic is now pursuing direct data center leases that could give it more control over chip supply, pricing and infrastructure. Read more: thein.fo/4rtXi7d

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Data center power consumption is a problem if it drives up consumers’ electricity bills, says Flex CEO: “Now, the power situation is different because if you have a utility that is directing power to the data center, taking it away from consumers and hiking bills for consumers, that is a problem.”

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The Information @theinformation.com · 17/09/2026

Software companies are cutting prices to drive AI adoption. The Information’s Laura Bratton breaks down what that looks like: “Some software companies are offering longer free trials. Some are offering more AI credits. Some are offering straight up discounts.”

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Next week, Jessica Lessin will sit down with Koray Kavukcuoglu for his first live interview since he stepped into his new role running Google DeepMind. Join us at AI Agenda Live in San Francisco to see Koray speak with Jessica. Limited tickets are still available: thein.fo/4gTvfdZ

The Information @theinformation.com · 14/09/2026

Vinod Khosla expects AI to do 64% of today’s human labor and warns of 30% to 50% underemployment or unemployment by 2035 to 2040. His proposed response includes higher taxes on capital gains and, if displacement is severe, a tax on AI compute. Read the full op-ed: thein.fo/4xUyZ4H

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The Information @theinformation.com · 11/09/2026

SpaceX is overhauling its data center build-out. The Information’s Grace Kay breaks down the impact of new leadership and structural changes: "Colossus one went up in 122 days, which was really fast. That [speed] is one of their main advantages. And this could definitely change that."

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The Information @theinformation.com · 11/09/2026

The deep end of AI is getting deeper. Good thing Rocket can swim. 🚀 AI Deep Dive. September 14th.

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The Information @theinformation.com · 10/09/2026

Apple has launched its $2K foldable device, the iPhone Duo. Ben Bajarin shares his perspective on how the market will evaluate the price point: "You either know you really like it or if you're not sold right, you'll go in a different direction. So I'm very curious how the market responds to this."

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The Information @theinformation.com · 09/09/2026

Meta's new AI Agent Muse is here. Foundation Capital Partner Jaya Gupta shares how the assistant handled complex real-world tasks like apartment negotiation and finding parking in San Francisco.

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The Information @theinformation.com · 09/09/2026

Escalating AI cyber threats are driving companies to ramp up their security spend. The Information's Aaron Holmes breaks down why companies are scrambling to defend themselves.

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The Information @theinformation.com · 08/09/2026

OpenAI’s new Astra model has sparked debate over whether it achieves AGI. The Information’s Stephanie Palazzolo discusses the shifting perspective on the milestone: #AI #OpenAI #AGI #TheInformation

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The Information @theinformation.com · 08/09/2026

AI has a lot of unsolved problems. Luckily Rocket has the time. Important questions only, please. 🚀 AI Deep Dive. September 14th.

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The Information @theinformation.com · 08/09/2026

Tech M&A deals are now “all systems go,” according to PwC’s Dallas Dolen: “A lot of the deals that were on hold because of concerns in the trailing five years from a regulatory perspective or otherwise are now all systems go.” Sponsored by PwC.

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The Information @theinformation.com · 03/09/2026

Exclusive: Meta is racing to make Hatch trustworthy after employees testing the AI agent found it could take unauthorized actions with users’ accounts and data. Read the full story: thein.fo/4xJmYzi

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The Information @theinformation.com · 03/08/2026

Exclusive: The Trump administration has invited staffers from major tech companies including OpenAI, Google and Anthropic to the White House on Tuesday to review the completed version of an AI oversight framework. More details: thein.fo/4zd5Frx

The Information @theinformation.com · 02/08/2026

Amazon AWS accelerated cloud growth by nine percentage points this quarter. "We're finally getting everything we've been wanting for a long time at Amazon... whereas you look at Meta, you look at Google, and there was just not, they weren't clean quarters."

The Information @theinformation.com · 01/08/2026

Mark Zuckerberg is spending billions on consumer AI super-agents. "This is a vision of the future which is just not believable. And I mean, I have to say, if I was an investor in that company, I would be looking for the exit."

The Information @theinformation.com · 31/07/2026

Anthropic says its Claude model escaped internal test environments and hacked three real companies. Arena Co-Founder and CEO Anastasios Angelopoulos discusses the security implications in this clip from TITV.

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The Information @theinformation.com · 20/07/2026

Join us Wednesday for a discussion on the creative financing behind the AI infrastructure boom. Goldman Sachs’ John Greenwood, Blue Owl’s Matthew A’Hearn and Skadden’s Steven Messina will explain how today’s biggest data center deals get done. Reserve your spot: thein.fo/4wlvzak

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The Information @theinformation.com · 14/07/2026

It's been one year of TITV 🚨 🎯 950+ interviews 🎯 1M new followers 🎯 25M video views Ready for year two 🚀

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The Information @theinformation.com · 12/07/2026

Early bird tickets for The Information’s 2026 WTF Summit are almost sold out. Join the women building what comes next in tech, media and finance this fall, October 27–28 in Napa Valley. Tickets & more details: thein.fo/4y8c5Yc

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The Information @theinformation.com · 09/07/2026

Tesla’s robotaxi rollout strategy is evolving. The Information's Elon Musk Reporter Grace Kay discusses the significance of their latest driverless launch in Miami.

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The Information @theinformation.com · 08/07/2026

Nvidia is positioning itself as more than just a chip manufacturer. The Information's Phoebe Liu discusses her recent reporting on Nvidia’s new strategic partnership with would-be competitor d-Matrix.

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The Information @theinformation.com · 08/07/2026

The Information @theinformation.com · 07/07/2026

Microsoft is cutting 4,800 jobs, primarily impacting its Xbox and sales divisions, as the company undergoes an organizational overhaul. #Microsoft #AI #TechNews #TheInformation

The Information @theinformation.com · 06/07/2026

Tesla is cracking down on internal AI spending despite its broader corporate focus on automation: "Tesla's IT department notified employees that they were introducing a $200 weekly cap on AI spending, which is the first cap they've introduced at the company." #Tesla #ElonMusk #TheInformation

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The Information @theinformation.com · 02/07/2026

Exclusive: Nvidia is using its powerful balance sheet to help more companies buy its expensive AI chips, and possibly make some money back too. Details here: thein.fo/449sq13

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The Information @theinformation.com · 25/06/2026

Exclusive: OpenAI will stagger GPT 5.6 release following a federal government request for review. The episode highlights growing industry confusion around the government’s desire to review new AI models prior to their public release. Full story: thein.fo/4eIdDPP

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The Information @theinformation.com · 22/06/2026

Exclusive: Two former members of Elon Musk’s Department of Government Efficiency have raised $225 million for their debut venture fund, Banner VC. More details: thein.fo/3QuGa3l

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The Information @theinformation.com · 18/06/2026

Exclusive: Kalshi’s annualized revenue has roughly tripled since November, driven by traders betting on NBA and World Cup games. The company is now exploring a public listing as it seeks deeper ties with Wall Street. More details: thein.fo/4fP2leO

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The Information @theinformation.com · 04/06/2026

Exclusive: SpaceX will already need to raise more cash by next year if private forecasts from analysts at Goldman Sachs come to fruition. Full story: thein.fo/3RKBlDi

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The Information @theinformation.com · 02/06/2026

Exclusive: Meta is scaling back parts of an employee tracking tool after staff raised concerns about privacy, battery life and control over screen data. The tool is meant to train AI models by watching how employees use their computers. Read more: thein.fo/4o4JbUk

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The Information @theinformation.com · 02/06/2026

Exclusive: SpaceX is seeking a valuation of $1.75 trillion in its initial public offering next week, including additional shares the underwriting banks could sell if investor demand is strong. Read more: thein.fo/4xbC28X

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The Information @theinformation.com · 27/05/2026

Anthropic is now likely generating at least 35% more revenue than OpenAI, reversing the companies’ positions from the end of last year. The shift could complicate OpenAI’s IPO plans if Anthropic reaches public investors first. More insights: thein.fo/3Q3Fce4

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The Information @theinformation.com · 27/05/2026

OpenAI and SpaceX are moving toward public listings as investors show a clear preference for AI-related stocks. But recent IPO history suggests richly priced offerings could leave little room for public-market buyers. More insights: thein.fo/4uBostM

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The Information @theinformation.com · 26/05/2026

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The Information @theinformation.com · 21/05/2026

Exclusive: OpenAI generated about $5.7 billion in revenue in the first quarter, nearly $1 billion more than archrival Anthropic generated in the same period. More details: thein.fo/4fAyPsU

The Information @theinformation.com · 21/05/2026

Exclusive: The White House is preparing a voluntary AI model review plan that would let intelligence and cybersecurity agencies examine frontier models before release. AI labs are pushing for a shorter review window than the proposed 90 days. Full story: thein.fo/4tPng4L

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The Information @theinformation.com · 13/05/2026

Apple’s App Store made nearly $50 billion in commissions last year, and AI agents could test the rules behind that business. Now, the company is looking for ways to embrace agents without letting them run wild. Full story: thein.fo/3REsBhG

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The Information @theinformation.com · 12/05/2026

Microsoft has generated approximately $30 billion in new revenue from its OpenAI-related revenue streams. The Information’s Aaron Holmes explains the significance: “That’s notable because obviously Microsoft invested a total of just over $13 billion.”

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The Information @theinformation.com · 12/05/2026

Exclusive: OpenAI’s Microsoft revenue-sharing payments are now capped at $38 billion. The new deal saves OpenAI $97 billion, boosting its long-term investor appeal. More details: thein.fo/3PkP7eX