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The most authoritative publication covering tech that high-powered tech execs and founders read daily.
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Financing the AI Revolution: https://www.theinformation.com/events/fair-2025
Subscribe: https://www.theinformation.com/subscribe
Financing the AI Revolution: https://www.theinformation.com/events/fair-2025
Anthropic is targeting small acquisitions to help developers test and design code. The company currently generates 80% of its revenue from selling models to app developers. Read: https://thein.fo/3MbEbyk
Anthropic in Advanced Talks to Buy Developer Tool Startup in First Acquisition
Anthropic is in advanced discussions to buy Bun, a maker of software used to run and manage code more efficiently, according to a person with knowledge of the deal. The artificial intelligence company...
thein.fo
December 7, 2025 at 6:15 PM
Anthropic is targeting small acquisitions to help developers test and design code. The company currently generates 80% of its revenue from selling models to app developers. Read: https://thein.fo/3MbEbyk
Google’s Gemini 3 excels in critical areas, particularly "agentic coding," where the AI automates complex software development tasks. Data from developer platform Warp CEO Zack Lloyd showed Gemini 3’s superior performance on agentic development benchmarks. Read the report: https://thein.fo/4iDmrrR
OpenAI Pivots to Counter Gemini 3
OpenAI has fundamentally shifted from a position of unchallenged dominance to a defensive “code red” as Google made gains in a part of the AI model development process that OpenAI has struggled in for...
thein.fo
December 7, 2025 at 5:45 PM
Google’s Gemini 3 excels in critical areas, particularly "agentic coding," where the AI automates complex software development tasks. Data from developer platform Warp CEO Zack Lloyd showed Gemini 3’s superior performance on agentic development benchmarks. Read the report: https://thein.fo/4iDmrrR
Antitrust concerns pose a significant threat to Netflix's WBD acquisition, with one former CEO stating he "could not think of a more effective way to reduce competition in Hollywood." Read: https://thein.fo/3McPhTQ
Netflix’s Warner Purchase is an $82.7 Billion Blunder
Netflix’s $82.7 billion proposed acquisition of Warner Bros. Discovery, announced Friday morning, will likely prove a stupendous error by a management team that until now has rarely put a foot wrong. ...
thein.fo
December 7, 2025 at 5:15 PM
Antitrust concerns pose a significant threat to Netflix's WBD acquisition, with one former CEO stating he "could not think of a more effective way to reduce competition in Hollywood." Read: https://thein.fo/3McPhTQ
Google has agreed to backstop Fluidstack’s leases to use three data centers currently under development, with Fluidstack agreeing to host Google’s TPUs in at least one New York–based data center. Details: https://thein.fo/48TE03u
Google’s Cloud Partner for Its AI Chips Is in Talks to Raise $700 Million
Fluidstack, a cloud provider aiding Google’s AI chip push, is in talks to raise more than $700 million in new financing, according to two people with knowledge of the deal. A one-year-old investment f...
thein.fo
December 7, 2025 at 4:45 PM
Google has agreed to backstop Fluidstack’s leases to use three data centers currently under development, with Fluidstack agreeing to host Google’s TPUs in at least one New York–based data center. Details: https://thein.fo/48TE03u
Sunday Insights: Dealmakers are toasting a solid year for tech M&A.
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Read more from Valida Pau 👇
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Dealmakers Are Toasting a Solid Year for Tech M&A
U.S. tech mergers rebounded to their highest levels since 2021 this year, driven by big bets on AI and more tie-ups under a deal-friendly presidential administration. Total tech merger value reached $...
www.theinformation.com
December 7, 2025 at 4:21 PM
Sunday Insights: Dealmakers are toasting a solid year for tech M&A.
Read more from Valida Pau 👇
https://thein.fo/3YaZ2o3
Read more from Valida Pau 👇
https://thein.fo/3YaZ2o3
An equal share of our survey respondents use AI coding for personal projects as they do for work tasks, suggesting significant experimentation and creative use of AI outside of professional requirements. Read the details: https://thein.fo/4pg3gXx
Survey: Daily AI Use Is High, but Mostly for Simple Tasks
Four out of five readers of The Information say they use new AI tools daily, mostly as a search and information tool, according to our latest subscriber survey. The next most common use cited by subsc...
thein.fo
December 7, 2025 at 3:45 PM
An equal share of our survey respondents use AI coding for personal projects as they do for work tasks, suggesting significant experimentation and creative use of AI outside of professional requirements. Read the details: https://thein.fo/4pg3gXx
Some former Apple executives hope for a dark-horse candidate, with Tony Fadell, former iPod co-inventor, telling associates he would be open to replacing Cook as CEO. Read: https://thein.fo/4oCDJXo
Why Silicon Valley is Buzzing About Apple CEO Succession
Tim Cook has been CEO of Apple for nearly 15 years, during which time he has achieved the highly improbable: After replacing an iconic founder, Steve Jobs, Cook transformed Apple into one of the top t...
thein.fo
December 7, 2025 at 3:15 PM
Some former Apple executives hope for a dark-horse candidate, with Tony Fadell, former iPod co-inventor, telling associates he would be open to replacing Cook as CEO. Read: https://thein.fo/4oCDJXo
K2 Space is building powerful satellites for about $15 million each, substantially cheaper than older manufacturers' costs. Get the full scoop: https://thein.fo/3XSgUUR
Satellite Startup Set to Quadruple Valuation to $3 Billion
K2 Space, a young satellite manufacturing startup stocked with former SpaceX engineers, is raising hundreds of millions of dollars in a funding round that would roughly quadruple its valuation to abou...
www.theinformation.com
December 7, 2025 at 2:15 PM
K2 Space is building powerful satellites for about $15 million each, substantially cheaper than older manufacturers' costs. Get the full scoop: https://thein.fo/3XSgUUR
Private debt, a major AI funder, poses a new hazard for investors because ratings agencies do not review it. S&P notes they don't see what goes on inside companies like OpenAI. Full story here: https://thein.fo/44zixdC
S&P Takes on AI Debt Deals and Crypto Giants
More than a few years ago, I met with ratings agency analysts covering giant telecom equipment companies like Lucent Technologies. The telecom bust had already begun, but the analysts remained optimis...
www.theinformation.com
December 7, 2025 at 1:15 PM
Private debt, a major AI funder, poses a new hazard for investors because ratings agencies do not review it. S&P notes they don't see what goes on inside companies like OpenAI. Full story here: https://thein.fo/44zixdC
Anthropic has told investment banks it plans more acquisitions to strengthen its coding capabilities. Coding-related tasks now make up the majority of its revenue. More: https://thein.fo/3MbEbyk
Anthropic in Advanced Talks to Buy Developer Tool Startup in First Acquisition
Anthropic is in advanced discussions to buy Bun, a maker of software used to run and manage code more efficiently, according to a person with knowledge of the deal. The artificial intelligence company...
thein.fo
December 7, 2025 at 12:45 AM
Anthropic has told investment banks it plans more acquisitions to strengthen its coding capabilities. Coding-related tasks now make up the majority of its revenue. More: https://thein.fo/3MbEbyk
Addressing existential risks from AI, Sutskever discussed merging human bodies with AI—a more advanced Neuralink-like effort. He estimates that AGI capable of on-the-fly learning could take five to 20 years to develop. Learn more: https://thein.fo/4peYucO
OpenAI Co-Founder Sutskever Joins the Skeptics
As Sri and I head to San Diego for the annual Neural Information Processing Systems conference this week (get in touch if you’ll also be there!), we’re excited to learn more about reinforcement learni...
thein.fo
December 7, 2025 at 12:15 AM
Addressing existential risks from AI, Sutskever discussed merging human bodies with AI—a more advanced Neuralink-like effort. He estimates that AGI capable of on-the-fly learning could take five to 20 years to develop. Learn more: https://thein.fo/4peYucO
The potential multi-million dollar investment would help Fluidstack compete in an increasingly crowded field of firms renting specialized servers to AI developers, including customers like Mistral AI and Anthropic. Learn more: https://thein.fo/48TE03u
Google’s Cloud Partner for Its AI Chips Is in Talks to Raise $700 Million
Fluidstack, a cloud provider aiding Google’s AI chip push, is in talks to raise more than $700 million in new financing, according to two people with knowledge of the deal. A one-year-old investment f...
thein.fo
December 6, 2025 at 10:45 PM
The potential multi-million dollar investment would help Fluidstack compete in an increasingly crowded field of firms renting specialized servers to AI developers, including customers like Mistral AI and Anthropic. Learn more: https://thein.fo/48TE03u
AWS is diversifying its AI alliances. Following an expanded Anthropic-Google deal, Amazon unveiled a new multiyear deal to rent servers to OpenAI. Continue reading: https://thein.fo/489QMdY
As AWS Preps New AI Models, Relations With Anthropic Get Complicated
There’s a lot about Amazon’s efforts to put itself in the middle of the AI frenzy that hasn’t gone to plan over the past couple years. Its attempt to develop Amazon AI models that can compete with the...
thein.fo
December 6, 2025 at 10:15 PM
AWS is diversifying its AI alliances. Following an expanded Anthropic-Google deal, Amazon unveiled a new multiyear deal to rent servers to OpenAI. Continue reading: https://thein.fo/489QMdY
While Google’s TPUs are highly specialized for matrix multiplication, the core calculation for AI, GPUs offer better software compatibility since most AI researchers use PyTorch, which runs better on GPUs than on TPUs. Full details: https://thein.fo/3Ka5j05
How Google’s AI Chips Stack Up to Nvidia’s
Google’s efforts to sell or lease its artificial intelligence server chips so they can run in any company’s data center—and not just in Google Cloud—have generated headlines, stock moves and a notewor...
thein.fo
December 6, 2025 at 9:45 PM
While Google’s TPUs are highly specialized for matrix multiplication, the core calculation for AI, GPUs offer better software compatibility since most AI researchers use PyTorch, which runs better on GPUs than on TPUs. Full details: https://thein.fo/3Ka5j05
S&P lowered its assessment of Tether, the world's largest stablecoin, to its lowest possible level (5), citing a rise in the stablecoin’s riskier asset holdings. Read: https://thein.fo/44zixdC
S&P Takes on AI Debt Deals and Crypto Giants
More than a few years ago, I met with ratings agency analysts covering giant telecom equipment companies like Lucent Technologies. The telecom bust had already begun, but the analysts remained optimis...
www.theinformation.com
December 6, 2025 at 9:15 PM
S&P lowered its assessment of Tether, the world's largest stablecoin, to its lowest possible level (5), citing a rise in the stablecoin’s riskier asset holdings. Read: https://thein.fo/44zixdC
Broadcom's custom chip business, which makes ASICs to challenge Nvidia's dominance, has been lifted by the unfolding AI age, scoring megadeals with customers like OpenAI and Meta Platforms. Read more: https://thein.fo/3KJcCMk
‘Diamonds and Turds’: How Hock Tan Turned Broadcom Into an AI Juggernaut
Early last year, Broadcom CEO Hock Tan decided to host what he likes to call a “coffee chat” with the employees of VMware, the software giant that the Broadcom CEO had recently purchased for $84 billi...
thein.fo
December 6, 2025 at 8:45 PM
Broadcom's custom chip business, which makes ASICs to challenge Nvidia's dominance, has been lifted by the unfolding AI age, scoring megadeals with customers like OpenAI and Meta Platforms. Read more: https://thein.fo/3KJcCMk
Growing its “everyday essentials” category is key: CEO Andy Jassy noted sales in this category have grown twice as fast as the rest of Amazon’s business this year. Get the full story: https://thein.fo/4pd0Adj
Amazon Plans Ultrafast Delivery Offering
Amazon is planning a new ultrafast delivery offering for groceries and other daily essentials in major urban areas in the U.S., a critical test of the e-commerce giant’s ambitions to sell more daily s...
thein.fo
December 6, 2025 at 8:45 PM
Growing its “everyday essentials” category is key: CEO Andy Jassy noted sales in this category have grown twice as fast as the rest of Amazon’s business this year. Get the full story: https://thein.fo/4pd0Adj
Beyond pricing, attentive customer service is attracting clients to ByteDance. Startup founders say ByteDance engineers offer quick support, unlike Alibaba, which can be difficult for smaller companies to get attention from. Get the story: https://thein.fo/3Y4F12k
ByteDance Challenges Alibaba’s Reign in China’s AI Cloud Market
ByteDance is best known in the U.S. as the owner of TikTok. In China, the tech giant is also becoming known as a major force in cloud computing—so much so that it is now threatening Alibaba Group, lon...
thein.fo
December 6, 2025 at 7:45 PM
Beyond pricing, attentive customer service is attracting clients to ByteDance. Startup founders say ByteDance engineers offer quick support, unlike Alibaba, which can be difficult for smaller companies to get attention from. Get the story: https://thein.fo/3Y4F12k
Looking ahead, 52% of our survey respondents expect conditions for the tech industry to improve in the next six months. This marks a brighter outlook compared to last month’s sentiment tracking. Read the survey findings: https://thein.fo/4pg3gXx
Survey: Daily AI Use Is High, but Mostly for Simple Tasks
Four out of five readers of The Information say they use new AI tools daily, mostly as a search and information tool, according to our latest subscriber survey. The next most common use cited by subsc...
thein.fo
December 6, 2025 at 7:45 PM
Looking ahead, 52% of our survey respondents expect conditions for the tech industry to improve in the next six months. This marks a brighter outlook compared to last month’s sentiment tracking. Read the survey findings: https://thein.fo/4pg3gXx
Nick Turley, the low-profile product manager who heads ChatGPT, is on the front lines as OpenAI shifts into “code red” to address threats from Google.
Read more from Sri Muppidi, Rocket Drew, Jessica E. Lessin and @stephpalazzolo.bsky.social 👇
https://thein.fo/449rpGL
Read more from Sri Muppidi, Rocket Drew, Jessica E. Lessin and @stephpalazzolo.bsky.social 👇
https://thein.fo/449rpGL
The ChatGPT Product Chief Responding to a ‘Code Red’
OpenAI CEO Sam Altman recently declared a “code red” to galvanize the AI startup’s staff to make bigger improvements to its flagship product, ChatGPT. The success of that push could hinge on Nick Turl...
thein.fo
December 6, 2025 at 7:15 PM
Nick Turley, the low-profile product manager who heads ChatGPT, is on the front lines as OpenAI shifts into “code red” to address threats from Google.
Read more from Sri Muppidi, Rocket Drew, Jessica E. Lessin and @stephpalazzolo.bsky.social 👇
https://thein.fo/449rpGL
Read more from Sri Muppidi, Rocket Drew, Jessica E. Lessin and @stephpalazzolo.bsky.social 👇
https://thein.fo/449rpGL
SpaceX is aiming for an initial public offering in the second half of 2026, according to people familiar with discussions with investors and financial institution representatives. Read more: https://thein.fo/3YbNJfn
SpaceX Aims For 2026 IPO After Hitting $800 Billion Valuation
Elon Musk’s SpaceX has told investors and financial institution representatives that it is aiming for an initial public offering in the second half of next year, according to two people familiar with ...
thein.fo
December 6, 2025 at 6:45 PM
SpaceX is aiming for an initial public offering in the second half of 2026, according to people familiar with discussions with investors and financial institution representatives. Read more: https://thein.fo/3YbNJfn
Hardware engineering head John Ternus is seen as the leading internal candidate for Apple CEO by former executives. Learn more: https://thein.fo/4oCDJXo
Why Silicon Valley is Buzzing About Apple CEO Succession
Tim Cook has been CEO of Apple for nearly 15 years, during which time he has achieved the highly improbable: After replacing an iconic founder, Steve Jobs, Cook transformed Apple into one of the top t...
thein.fo
December 6, 2025 at 6:45 PM
Hardware engineering head John Ternus is seen as the leading internal candidate for Apple CEO by former executives. Learn more: https://thein.fo/4oCDJXo
The Arena: Can GLP-1 weight loss drugs be fair in sports? Serena Williams has brought fresh attention to the issue.
Read more from @germanotes.bsky.social 👇
https://thein.fo/3XEcvoo
Read more from @germanotes.bsky.social 👇
https://thein.fo/3XEcvoo
Can Weight-Loss Drugs Be Fair in Sports? Serena Williams Just Raised the Stakes
An earthquake shook the sporting universe this week: Serena Williams, the 23-time Grand Slam tennis champion, has taken the first step toward a potential comeback by reentering the sport’s anti-doping...
thein.fo
December 6, 2025 at 6:17 PM
The Arena: Can GLP-1 weight loss drugs be fair in sports? Serena Williams has brought fresh attention to the issue.
Read more from @germanotes.bsky.social 👇
https://thein.fo/3XEcvoo
Read more from @germanotes.bsky.social 👇
https://thein.fo/3XEcvoo
Microsoft is overhauling AI agent features for Windows PCs that automatically take actions on a customer's computer, following privacy concerns with a previous version dubbed Recall. Read: https://thein.fo/4acV9Xd
Microsoft Lowers AI Software Growth Targets as Customers Resist Newer Products
Executives at Microsoft and other enterprise software firms heralded 2025 as the year artificial intelligence would be capable of automating tasks that involve multiple steps, such as generating dashb...
thein.fo
December 6, 2025 at 5:45 PM
Microsoft is overhauling AI agent features for Windows PCs that automatically take actions on a customer's computer, following privacy concerns with a previous version dubbed Recall. Read: https://thein.fo/4acV9Xd
OpenAI is developing a new large language model, codenamed “Garlic,” to counter Google’s recent gains. Our Deep Research finds Chief Research Officer Mark Chen told colleagues Garlic is performing well against Google’s Gemini 3 in coding and reasoning tasks. Learn more: https://thein.fo/4iDmrrR
OpenAI Pivots to Counter Gemini 3
OpenAI has fundamentally shifted from a position of unchallenged dominance to a defensive “code red” as Google made gains in a part of the AI model development process that OpenAI has struggled in for...
thein.fo
December 6, 2025 at 5:15 PM
OpenAI is developing a new large language model, codenamed “Garlic,” to counter Google’s recent gains. Our Deep Research finds Chief Research Officer Mark Chen told colleagues Garlic is performing well against Google’s Gemini 3 in coding and reasoning tasks. Learn more: https://thein.fo/4iDmrrR