The Information
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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
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
OpenAI has lowered its projections for AI agent revenue by $26 billion over the next five years, expecting to rely more on growing subscription revenue from ChatGPT. Learn more: 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 8, 2025 at 8:45 PM
OpenAI has lowered its projections for AI agent revenue by $26 billion over the next five years, expecting to rely more on growing subscription revenue from ChatGPT. Learn more: https://thein.fo/4acV9Xd
Netflix executives are set to be distracted for the next year to 18 months as they attempt to win regulatory approval for the $82.7 billion Warner Bros. Discovery deal. 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 8, 2025 at 8:15 PM
Netflix executives are set to be distracted for the next year to 18 months as they attempt to win regulatory approval for the $82.7 billion Warner Bros. Discovery deal. Details: https://thein.fo/3McPhTQ
The debt deal for Meta's Hyperion data center was the first complicated data center project to get a bond rating, facilitated through a special purpose vehicle majority-owned by Blue Owl. Learn more: 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 8, 2025 at 7:15 PM
The debt deal for Meta's Hyperion data center was the first complicated data center project to get a bond rating, facilitated through a special purpose vehicle majority-owned by Blue Owl. Learn more: https://thein.fo/44zixdC
Sam Altman privately warned employees of “temporary economic headwinds” and “rough vibes” due to Google’s resurgence. The development of ‘Garlic’ aims to solve key pretraining problems where Google has recently excelled. Full Deep Research 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 8, 2025 at 6:45 PM
Sam Altman privately warned employees of “temporary economic headwinds” and “rough vibes” due to Google’s resurgence. The development of ‘Garlic’ aims to solve key pretraining problems where Google has recently excelled. Full Deep Research report: https://thein.fo/4iDmrrR
K2 Space is designing satellites to provide communications from a higher orbit than those used by SpaceX’s Starlink service. Learn about the technology: 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 8, 2025 at 6:15 PM
K2 Space is designing satellites to provide communications from a higher orbit than those used by SpaceX’s Starlink service. Learn about the technology: https://thein.fo/3XSgUUR
A small but growing number of AI developers at OpenAI, Google, and other companies are skeptical that today's technical approaches will lead to major breakthroughs. Full story here: 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 8, 2025 at 5:45 PM
A small but growing number of AI developers at OpenAI, Google, and other companies are skeptical that today's technical approaches will lead to major breakthroughs. Full story here: https://thein.fo/3YdqHEP
The company is considering listing the entire company in its IPO, which includes its internet satellite service, Starlink. This marks a shift from earlier expectations that Starlink would be spun off and taken public separately. Learn 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 8, 2025 at 4:45 PM
The company is considering listing the entire company in its IPO, which includes its internet satellite service, Starlink. This marks a shift from earlier expectations that Starlink would be spun off and taken public separately. Learn more: https://thein.fo/3YbNJfn
Monet Bank aims to be the "premier digital asset financial institution" and the "essential bridge between crypto and traditional finance." Learn more: 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 8, 2025 at 4:15 PM
Monet Bank aims to be the "premier digital asset financial institution" and the "essential bridge between crypto and traditional finance." Learn more: https://thein.fo/4iRbSl6
Fluidstack projected it would generate more than $400 million in sales this year, up from more than $65 million in revenue last year. See why the company is raising money: 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 8, 2025 at 3:45 PM
Fluidstack projected it would generate more than $400 million in sales this year, up from more than $65 million in revenue last year. See why the company is raising money: https://thein.fo/48TE03u
AI Agenda: Cohere CEO Says His Gross Profit Margins Are Great
Cohere explains why its gross profit margins are higher than Anthropic’s. Also, researchers at NeurIPS cast doubt about today’s techniques.
Read more from @stephpalazzolo.bsky.social 👇
https://thein.fo/4aAgY2O
Cohere explains why its gross profit margins are higher than Anthropic’s. Also, researchers at NeurIPS cast doubt about today’s techniques.
Read more from @stephpalazzolo.bsky.social 👇
https://thein.fo/4aAgY2O
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 8, 2025 at 3:15 PM
AI Agenda: Cohere CEO Says His Gross Profit Margins Are Great
Cohere explains why its gross profit margins are higher than Anthropic’s. Also, researchers at NeurIPS cast doubt about today’s techniques.
Read more from @stephpalazzolo.bsky.social 👇
https://thein.fo/4aAgY2O
Cohere explains why its gross profit margins are higher than Anthropic’s. Also, researchers at NeurIPS cast doubt about today’s techniques.
Read more from @stephpalazzolo.bsky.social 👇
https://thein.fo/4aAgY2O
Hock Tan, Broadcom CEO, has applied a disciplined M&A mentality, cutting an acquired company's portfolio to only the most profitable parts, a process he calls identifying "diamonds and turds." Read: 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 8, 2025 at 2:45 PM
Hock Tan, Broadcom CEO, has applied a disciplined M&A mentality, cutting an acquired company's portfolio to only the most profitable parts, a process he calls identifying "diamonds and turds." Read: https://thein.fo/3KJcCMk
At AI’s Biggest Event, Some Researchers Said the Field Needs an Overhaul
Read more from Stephanie Palazzolo 👇
https://thein.fo/48VEtCe
Read more from Stephanie Palazzolo 👇
https://thein.fo/48VEtCe
December 8, 2025 at 2:34 PM
At AI’s Biggest Event, Some Researchers Said the Field Needs an Overhaul
Read more from Stephanie Palazzolo 👇
https://thein.fo/48VEtCe
Read more from Stephanie Palazzolo 👇
https://thein.fo/48VEtCe
The Electric: Why Is Archer Aviation So Slow Getting Its Aircraft In the Air?
Three times over the las year, Archer Aviation has canceled public exhibitions of its air taxi Midnight, ceding the limelight to rival Joby Aviation.
Read more from @sl-thepowerhouse.bsky.social
https://thein.fo/48YicUj
Three times over the las year, Archer Aviation has canceled public exhibitions of its air taxi Midnight, ceding the limelight to rival Joby Aviation.
Read more from @sl-thepowerhouse.bsky.social
https://thein.fo/48YicUj
The Electric: How Archer Aviation Has Ceded the Lead to Air Taxi Rival Joby Aviation
Archer Aviation has been on a roll. It has cut electric air taxi deals in Japan and with Florida billionaire investor Stephen Ross. Last month, it received its first revenue from Abu Dhabi as part of ...
thein.fo
December 8, 2025 at 1:45 PM
The Electric: Why Is Archer Aviation So Slow Getting Its Aircraft In the Air?
Three times over the las year, Archer Aviation has canceled public exhibitions of its air taxi Midnight, ceding the limelight to rival Joby Aviation.
Read more from @sl-thepowerhouse.bsky.social
https://thein.fo/48YicUj
Three times over the las year, Archer Aviation has canceled public exhibitions of its air taxi Midnight, ceding the limelight to rival Joby Aviation.
Read more from @sl-thepowerhouse.bsky.social
https://thein.fo/48YicUj
Bot-detection firms like DataDome and Cloudflare are becoming increasingly important vendors for publishers looking to fight back against sophisticated AI bots. Read more: 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 8, 2025 at 1:15 PM
Bot-detection firms like DataDome and Cloudflare are becoming increasingly important vendors for publishers looking to fight back against sophisticated AI bots. Read more: https://thein.fo/4pNtmko
A current share sale by SpaceX, which would allow existing investors and employees to sell their shares, would value the company at $800 billion—double its valuation from a sale this summer. Read: 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 7, 2025 at 10:15 PM
A current share sale by SpaceX, which would allow existing investors and employees to sell their shares, would value the company at $800 billion—double its valuation from a sale this summer. Read: https://thein.fo/3YbNJfn
At one U.S. Azure sales unit, quotas for the AI product Foundry were lowered to roughly 25% growth for the current fiscal year after less than a fifth of salespeople met last year's 50% target. Full story here: 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 7, 2025 at 9:45 PM
At one U.S. Azure sales unit, quotas for the AI product Foundry were lowered to roughly 25% growth for the current fiscal year after less than a fifth of salespeople met last year's 50% target. Full story here: https://thein.fo/4acV9Xd
Beal Bank, with over $4 billion in assets, is being renamed Monet Bank following a previously undisclosed regulatory approval from the Texas Department of Banking. Full story here: 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 7, 2025 at 9:15 PM
Beal Bank, with over $4 billion in assets, is being renamed Monet Bank following a previously undisclosed regulatory approval from the Texas Department of Banking. Full story here: https://thein.fo/4iRbSl6
While OpenAI clearly labels its bots, engineers rarely see a Grok crawler, despite evidence that Grok has access to content published daily in real time. Full details: 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 7, 2025 at 8:45 PM
While OpenAI clearly labels its bots, engineers rarely see a Grok crawler, despite evidence that Grok has access to content published daily in real time. Full details: https://thein.fo/4pNtmko
Google plans to produce over 5 million TPUs by 2027 to boost supply, but the company would need to overhaul its entire supply chain to mirror Nvidia’s business model and ensure reliable customer use outside of Google Cloud. Read more: 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 7, 2025 at 7:46 PM
Google plans to produce over 5 million TPUs by 2027 to boost supply, but the company would need to overhaul its entire supply chain to mirror Nvidia’s business model and ensure reliable customer use outside of Google Cloud. Read more: https://thein.fo/3Ka5j05
ChatGPT’s performance is critical for OpenAI’s ability to raise another $100 billion to weather projected cash burn. The company has projected $10 billion in revenue this year from subscriptions. Read more: https://thein.fo/48RHhiP
OpenAI CEO Declares ‘Code Red’ to Combat Threats to ChatGPT, Delays Ads Effort
OpenAI CEO Sam Altman on Monday told employees he was declaring a “code red” to marshalmore resources to improve ChatGPT as threats rise from Google and other artificial intelligence competitors, acco...
thein.fo
December 7, 2025 at 7:15 PM
ChatGPT’s performance is critical for OpenAI’s ability to raise another $100 billion to weather projected cash burn. The company has projected $10 billion in revenue this year from subscriptions. Read more: https://thein.fo/48RHhiP
Microsoft is in talks to design future chips with Broadcom, which would involve switching its business from Marvell, another maker of custom chips. Learn 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 7, 2025 at 6:45 PM
Microsoft is in talks to design future chips with Broadcom, which would involve switching its business from Marvell, another maker of custom chips. Learn more: https://thein.fo/3KJcCMk
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