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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
Gemini's global website visits doubled between August and November, while ChatGPT's rose about 1% over the same period. Read the details: https://thein.fo/4pzGvOA
ChatGPT Nears 900 Million Weekly Active Users But Gemini is Catching Up
The competition between AI chatbots has been heating up, with Google’s Gemini nipping at OpenAI’s heels. On Monday, I wrote about how Gemini’s share of weekly mobile app downloads increased in late No...
thein.fo
December 10, 2025 at 2:45 PM
Gemini's global website visits doubled between August and November, while ChatGPT's rose about 1% over the same period. Read the details: https://thein.fo/4pzGvOA
Exclusive: DeepSeek is developing its next major AI model using Nvidia’s Blackwell chips, which the U.S. has forbidden from being exported to China.
Read more 👇
https://thein.fo/4aFrDJx
Read more 👇
https://thein.fo/4aFrDJx
DeepSeek is Using Banned Nvidia Chips in Race to Build Next Model
DeepSeek, the Chinese AI startup, has been developing its next major model using several thousand Nvidia’s state-of-the-art Blackwell chips which the U.S. has forbidden from being exported to China, a...
thein.fo
December 10, 2025 at 2:15 PM
Exclusive: DeepSeek is developing its next major AI model using Nvidia’s Blackwell chips, which the U.S. has forbidden from being exported to China.
Read more 👇
https://thein.fo/4aFrDJx
Read more 👇
https://thein.fo/4aFrDJx
Inclusion on WADA’s monitoring list doesn't guarantee a ban, but signals the need for close study on a substance's effect on athletic performance. Learn more: 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...
www.theinformation.com
December 10, 2025 at 1:15 PM
Inclusion on WADA’s monitoring list doesn't guarantee a ban, but signals the need for close study on a substance's effect on athletic performance. Learn more: https://thein.fo/3XEcvoo
Broadcom's high salaries and large RSU chunks contribute to a low voluntary attrition rate, despite regular layoffs and an internal "line of doom" for underperforming departments. Full story: 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 9, 2025 at 11:00 PM
Broadcom's high salaries and large RSU chunks contribute to a low voluntary attrition rate, despite regular layoffs and an internal "line of doom" for underperforming departments. Full story: https://thein.fo/3KJcCMk
True Value: Arista Networks appears undervalued, boasting a 64% gross margin that significantly exceeds rivals. Its potential for faster growth makes it the better AI data center networking stock for investors. Full story here: https://thein.fo/4rOjWHk
Arista Is the AI Data Center Networking Stock to Watch
All the data centers hastily going up around the country for AI need networking pipes and software for moving data around. A few companies specialize in selling the networking gear, but one company, A...
thein.fo
December 9, 2025 at 10:15 PM
True Value: Arista Networks appears undervalued, boasting a 64% gross margin that significantly exceeds rivals. Its potential for faster growth makes it the better AI data center networking stock for investors. Full story here: https://thein.fo/4rOjWHk
Investment bank Morgan Stanley is working with Fluidstack on fundraising, and Google has also considered investing in the London-based AI cloud provider. Full 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 9, 2025 at 9:45 PM
Investment bank Morgan Stanley is working with Fluidstack on fundraising, and Google has also considered investing in the London-based AI cloud provider. Full details: https://thein.fo/48TE03u
The costs of a bot invasion can be high; Cloudflare signed a $1.2 million contract with a customer after a massive surge in AI scrapers raised their server costs. Full story here: https://thein.fo/4pNtmko
Inside Web Publishers’ Quest to Stamp Out AI Bots Posing as Humans
In recent months, some websites have become increasingly concerned about an influx of traffic from what they suspect are artificial intelligence chatbots, which can drive up those sites’ costs and swi...
thein.fo
December 9, 2025 at 9:15 PM
The costs of a bot invasion can be high; Cloudflare signed a $1.2 million contract with a customer after a massive surge in AI scrapers raised their server costs. Full story here: https://thein.fo/4pNtmko
Netflix Co-CEO Greg Peters argued the WBD deal will provide greater consumer choice, despite consumers already having access to WB content via HBO Max. Get the details: 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 9, 2025 at 8:45 PM
Netflix Co-CEO Greg Peters argued the WBD deal will provide greater consumer choice, despite consumers already having access to WB content via HBO Max. Get the details: https://thein.fo/3McPhTQ
WADA is monitoring GLP-1 drugs like semaglutide (Ozempic/Wegovy) to evaluate their impact on performance in elite competition. Read: 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...
www.theinformation.com
December 9, 2025 at 8:15 PM
WADA is monitoring GLP-1 drugs like semaglutide (Ozempic/Wegovy) to evaluate their impact on performance in elite competition. Read: https://thein.fo/3XEcvoo
Applied AI: OpenAI, Anthropic, Google, and Microsoft are among the leading companies set to announce a new group—the Agentic Artificial Intelligence Foundation—to develop open-source standards for AI agents. Learn more: https://thein.fo/3YhB36I
OpenAI, Anthropic, Google Agree to Develop Agent Standards Together
For AI agents to work properly in automating white-collar tasks, the companies developing the agents and the companies running the enterprise apps those agents use will need to agree on technical stan...
thein.fo
December 9, 2025 at 7:45 PM
Applied AI: OpenAI, Anthropic, Google, and Microsoft are among the leading companies set to announce a new group—the Agentic Artificial Intelligence Foundation—to develop open-source standards for AI agents. Learn more: https://thein.fo/3YhB36I
Arista Is the AI Data Center Networking Stock to Watch
Arista Networks stands out as undervalued among companies that specialize in selling networking gear for AI data centers.
Read more from Anita Ramaswamy 👇
https://thein.fo/4aLkQxY
Arista Networks stands out as undervalued among companies that specialize in selling networking gear for AI data centers.
Read more from Anita Ramaswamy 👇
https://thein.fo/4aLkQxY
Arista Is the AI Data Center Networking Stock to Watch
All the data centers hastily going up around the country for AI need networking pipes and software for moving data around. A few companies specialize in selling the networking gear, but one company, A...
thein.fo
December 9, 2025 at 7:21 PM
Arista Is the AI Data Center Networking Stock to Watch
Arista Networks stands out as undervalued among companies that specialize in selling networking gear for AI data centers.
Read more from Anita Ramaswamy 👇
https://thein.fo/4aLkQxY
Arista Networks stands out as undervalued among companies that specialize in selling networking gear for AI data centers.
Read more from Anita Ramaswamy 👇
https://thein.fo/4aLkQxY
The bank plans to undercut fees charged by payments companies like Visa and Mastercard by utilizing dollar-pegged stablecoins for payment settlement. Details: https://thein.fo/4iRbSl6
New Crypto Bank to be Unveiled by Billionaire Trump Backer Andy Beal
Texas billionaire banker Andy Beal, a big donor to President Donald Trump, is shifting the focus of one of two banks he owns to crypto. The move would ease a bottleneck that has made it difficult for ...
www.theinformation.com
December 9, 2025 at 7:15 PM
The bank plans to undercut fees charged by payments companies like Visa and Mastercard by utilizing dollar-pegged stablecoins for payment settlement. Details: https://thein.fo/4iRbSl6
With model capabilities converging, the competitive battle has shifted to product and user experience. OpenAI's "code red" focus on improving the ChatGPT "experience" is an acknowledgment of this industry change. See our Deep Research findings: 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 9, 2025 at 6:45 PM
With model capabilities converging, the competitive battle has shifted to product and user experience. OpenAI's "code red" focus on improving the ChatGPT "experience" is an acknowledgment of this industry change. See our Deep Research findings: https://thein.fo/4iDmrrR
Some AI researchers at the NeurIPS conference are calling for an overhaul of current methods, advocating for AI that can learn continually, mirroring human intelligence. Read: https://thein.fo/3YdqHEP
At AI’s Biggest Event, Some Researchers Said the Field Needs an Overhaul
A small but growing number of artificial intelligence developers at OpenAI, Google and other companies say they’re skeptical that today’s technical approaches to AI will achieve major breakthroughs in...
thein.fo
December 9, 2025 at 6:15 PM
Some AI researchers at the NeurIPS conference are calling for an overhaul of current methods, advocating for AI that can learn continually, mirroring human intelligence. Read: https://thein.fo/3YdqHEP
ChatGPT is nearing 900 million weekly active users, according to a person with knowledge of its growth. Full story here: https://thein.fo/4pzGvOA
ChatGPT Nears 900 Million Weekly Active Users But Gemini is Catching Up
The competition between AI chatbots has been heating up, with Google’s Gemini nipping at OpenAI’s heels. On Monday, I wrote about how Gemini’s share of weekly mobile app downloads increased in late No...
thein.fo
December 9, 2025 at 5:45 PM
ChatGPT is nearing 900 million weekly active users, according to a person with knowledge of its growth. Full story here: https://thein.fo/4pzGvOA
AI’s impact on jobs, energy, and data centers is emerging as a central theme in upcoming midterm election campaigns. We look at how candidate platforms are shifting. Read: https://thein.fo/3XFsaUm
How the AI Backlash Could Shape the Midterm Elections
Lately, Maura Keller—a Democrat running in Georgia’s 3rd Congressional district in next year’s midterm elections—has been going to community meetings where one topic comes up again and again “almost o...
thein.fo
December 9, 2025 at 5:15 PM
AI’s impact on jobs, energy, and data centers is emerging as a central theme in upcoming midterm election campaigns. We look at how candidate platforms are shifting. Read: https://thein.fo/3XFsaUm
SpaceX executives have shelved the idea of a Starlink spinoff as the company's core rocket business continues to improve. 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 9, 2025 at 4:15 PM
SpaceX executives have shelved the idea of a Starlink spinoff as the company's core rocket business continues to improve. https://thein.fo/3YbNJfn
Cohere charges a flat monthly rate for customers to run its AI models on their own servers, allowing the company to avoid hardware costs and achieve better margins. Learn more: https://thein.fo/4aEvB5f
Cohere CEO Says His Gross Profit Margins Are Great; Takeaways From NeurIPS
Before we get to today’s column, check out this story about last week’s Neural Information Processing Systems conference, where a number of researchers cast doubt on some of today’s most popular techn...
thein.fo
December 9, 2025 at 3:45 PM
Cohere charges a flat monthly rate for customers to run its AI models on their own servers, allowing the company to avoid hardware costs and achieve better margins. Learn more: https://thein.fo/4aEvB5f
AI Agenda: ChatGPT Nears 900 Million Weekly Active Users But Gemini is Catching Up
The AI chatbot race is heating up.
Read more from Sri Muppidi 👇
https://thein.fo/4pzGvOA
The AI chatbot race is heating up.
Read more from Sri Muppidi 👇
https://thein.fo/4pzGvOA
ChatGPT Nears 900 Million Weekly Active Users But Gemini is Catching Up
The competition between AI chatbots has been heating up, with Google’s Gemini nipping at OpenAI’s heels. On Monday, I wrote about how Gemini’s share of weekly mobile app downloads increased in late No...
thein.fo
December 9, 2025 at 3:19 PM
AI Agenda: ChatGPT Nears 900 Million Weekly Active Users But Gemini is Catching Up
The AI chatbot race is heating up.
Read more from Sri Muppidi 👇
https://thein.fo/4pzGvOA
The AI chatbot race is heating up.
Read more from Sri Muppidi 👇
https://thein.fo/4pzGvOA
Applied AI Scoop: OpenAI, Anthropic, Google Agree to Develop Agent Standards Together
Read more from Aaron Holmes 👇
https://thein.fo/4q0BtKB
Read more from Aaron Holmes 👇
https://thein.fo/4q0BtKB
OpenAI, Anthropic, Google Agree to Develop Agent Standards Together
For AI agents to work properly in automating white-collar tasks, the companies developing the agents and the companies running the enterprise apps those agents use will need to agree on technical stan...
www.theinformation.com
December 9, 2025 at 2:45 PM
Applied AI Scoop: OpenAI, Anthropic, Google Agree to Develop Agent Standards Together
Read more from Aaron Holmes 👇
https://thein.fo/4q0BtKB
Read more from Aaron Holmes 👇
https://thein.fo/4q0BtKB
How the AI Backlash Could Shape the Midterm Elections
Fears about AI-related job cuts and surging power bills are becoming key issues for candidates ahead of next year’s midterm elections.
Read more from Sylvia Varnham O’Regan 👇
https://thein.fo/49ZoLai
Fears about AI-related job cuts and surging power bills are becoming key issues for candidates ahead of next year’s midterm elections.
Read more from Sylvia Varnham O’Regan 👇
https://thein.fo/49ZoLai
December 9, 2025 at 2:25 PM
How the AI Backlash Could Shape the Midterm Elections
Fears about AI-related job cuts and surging power bills are becoming key issues for candidates ahead of next year’s midterm elections.
Read more from Sylvia Varnham O’Regan 👇
https://thein.fo/49ZoLai
Fears about AI-related job cuts and surging power bills are becoming key issues for candidates ahead of next year’s midterm elections.
Read more from Sylvia Varnham O’Regan 👇
https://thein.fo/49ZoLai
Though Tim Cook has kept Apple's core businesses thriving, his admirers believe the company needs a jolt in the innovation department, particularly regarding the rise of AI. Read our report: 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 9, 2025 at 1:15 PM
Though Tim Cook has kept Apple's core businesses thriving, his admirers believe the company needs a jolt in the innovation department, particularly regarding the rise of AI. Read our report: https://thein.fo/4oCDJXo
Apple's leadership bench has seen an unusual level of turnover, including the recent departures of four senior leaders this week, intensifying succession talk. Full details: 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 8, 2025 at 10:15 PM
Apple's leadership bench has seen an unusual level of turnover, including the recent departures of four senior leaders this week, intensifying succession talk. Full details: https://thein.fo/4oCDJXo
While only 5% of AI users seek companionship from a chatbot, 14% have used it for relationship or social advice, and 12% for mental health questions. Read our subscriber survey: 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 8, 2025 at 9:45 PM
While only 5% of AI users seek companionship from a chatbot, 14% have used it for relationship or social advice, and 12% for mental health questions. Read our subscriber survey: https://thein.fo/4pg3gXx
Serena Williams, known GLP-1 user, has re-entered the anti-doping test pool, raising scrutiny on weight-loss drugs in elite sports. Full story here: 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...
www.theinformation.com
December 8, 2025 at 9:15 PM
Serena Williams, known GLP-1 user, has re-entered the anti-doping test pool, raising scrutiny on weight-loss drugs in elite sports. Full story here: https://thein.fo/3XEcvoo