The Information
banner
theinformation.com
The Information
@theinformation.com
The most authoritative publication covering tech that high-powered tech execs and founders read daily.

Subscribe: https://www.theinformation.com/subscribe

Financing the AI Revolution: https://www.theinformation.com/events/fair-2025
Tech workers are turning Oura rings into wedding bands, blending biometrics with marriage vows. https://thein.fo/3ZGF2KS
In Sickness and in Health: Wellness-Obsessed Techies Adopt Oura Rings as Wedding Bands
When AI researcher Sebastian Raschka got married in November 2023, he and his now-wife, Liza, went nontraditional. They wedded in Las Vegas at an Elvis-themed chapel, then celebrated by attending a U2...
thein.fo
February 14, 2026 at 11:15 PM
The deal was struck before xAI merged with SpaceX, effectively tying a cash-burning AI bet to Musk’s most valuable asset. https://thein.fo/3OhPXYV
Apollo Nears $3 Billion Chip-Funding Deal Tied to XAI
Apollo Global Management, one of Wall Street’s biggest private credit firms, is nearing a deal to lend about $3.4 billion to an investment vehicle that will purchase Nvidia chips and lease them to Elo...
thein.fo
February 14, 2026 at 10:45 PM
Bitcoin has fallen to $67,000, down 43% since September, intensifying pressure on trading firms and lenders. https://thein.fo/4atNVMC
Downbeat Crypto Sector Looks to AI for Rescue
Crypto’s market crash has prompted much soul-searching within the industry, I learned at this week’s annual crypto Consensus conference in Hong Kong. The answer: To stay relevant, the industry must ti...
thein.fo
February 14, 2026 at 10:15 PM
AWS has circulated slides grouping the AI content marketplace alongside core AI products like Bedrock and QuickSight. https://thein.fo/45XMgOf
Amazon Discusses AI Content Marketplace With Publishers
Amazon has indicated to publishing industry executives that it is planning to launch a marketplace where publishers can sell their content to firms offering AI products, according to two people who sp...
www.theinformation.com
February 14, 2026 at 9:45 PM
The AI battle isn’t just over agents — it’s over who controls the hub that manages them. Most companies will likely want just one. https://thein.fo/4avb0yP
A New AI Superagent Race Is Pitting OpenAI and Anthropic Against Microsoft and Salesforce
Even as Anthropic and OpenAI unnerve stock market investors with business-focused AI products that could undermine existing enterprise software firms, the software incumbents are trying to catch up. C...
thein.fo
February 14, 2026 at 9:15 PM
The wildness is the point: consumer AI agents are arriving before norms, guardrails or business models—and that’s why the moment feels explosive. https://thein.fo/4r0LqbT
After OpenClaw, a Wild, Weird Age of Consumer Agents Lies Ahead
Until recently, agentic AI, where AIs can take virtual actions and control computers, seemed like an esoteric technology that wasn't close to going mainstream--at least for use at home on tasks like checking into flights, responding to emails and contro...
thein.fo
February 14, 2026 at 8:45 PM
SpaceX CFO Bret Johnsen now oversees xAI’s finance chief, tying an $8B-EBITDA space business to an AI startup with heavy cash demands. See the full org chart: https://thein.fo/3MF9vGd
Musk Restructures xAI Team Amid Senior Departures, SpaceX Merger
Elon Musk has overhauled xAI’s leadership structure following its merger with SpaceX and as he pressures the AI firm to accelerate progress on Grok AI models, The Information’s latest org chart for th...
www.theinformation.com
February 14, 2026 at 8:15 PM
The AI arms race isn’t just about technology—it’s reshaping big tech’s financial models, pushing even the strongest balance sheets toward harder choices. https://thein.fo/404fU0B
How Capex Ramp Up Will Squeeze Google, Amazon, Meta
Big tech’s dramatic ramp-up in projected capital expenditures this year will all but wipe out free cash flow for Amazon, Google and Meta Platforms. That will force some of those companies to make some...
thein.fo
February 14, 2026 at 7:45 PM
Exclusive: Anduril is discussing a new funding round that could value the company at $60 billion or more, roughly double its valuation from last June. https://thein.fo/4riGejC
Anduril Discusses New Funding at $60 Billion-Plus Valuation
Defense tech startup Anduril is in talks to raise billions in new funding at a valuation of at least $60 billion including the new investment, according to a person with knowledge of the plans. The va...
www.theinformation.com
February 14, 2026 at 7:15 PM
Citigroup, Barclays and Standard Chartered have tapped data from Ant Group to help hedge foreign exchange exposure for corporate clients. https://thein.fo/3ZAhabM
How Chinese Fintech Giant Ant Uses AI to Help Banks Hedge Currency Risks
Will AI make investment bankers and traders irrelevant? That's one of the most talked-about questions in finance these days.In reality, banks are already feeling the impact of AI on their behind-the-s...
thein.fo
February 14, 2026 at 6:45 PM
Weekend: In sickness and in health: wellness-obsessed techies adopt Oura rings as wedding bands.

Read more from Jemima McEvoy 👇
https://thein.fo/46a889b
In Sickness and in Health: Wellness-Obsessed Techies Adopt Oura Rings as Wedding Bands
When AI researcher Sebastian Raschka got married in November 2023, he and his now-wife, Liza, went nontraditional. They wedded in Las Vegas at an Elvis-themed chapel, then celebrated by attending a U2...
www.theinformation.com
February 14, 2026 at 6:15 PM
CEO Bill McDermott says the recent security deals complete ServiceNow’s platform vision and downplayed speculation about more large acquisitions. https://thein.fo/4coTdf3
What Investors Are Missing About ServiceNow
Software stocks have started to recover after last week’s disastrous sell-off, but hardly enough to reverse a rout that has plagued the sector since fears that AI would render its products irrelevant ...
thein.fo
February 14, 2026 at 5:45 PM
Co-CEO Marc Lipschultz says the firm’s pipeline of projects is effectively “infinite,” underscoring Wall Street’s continued appetite for AI infrastructure. https://thein.fo/4ajIG3C
Blue Owl Eyes New Deals as It Pushes Deeper Into AI Boom
If there are growing worries about the scale of money pouring into AI, word of that hasn’t reached Marc Lipschultz. He is co-CEO of Blue Owl Capital, a publicly traded investment firm that has struck ...
thein.fo
February 14, 2026 at 5:15 PM
Large marketplaces are prime audit targets because they must track thousands of shifting tax rules across states. https://thein.fo/4a7diVO
ChatGPT Shopping Could Get Complicated Fast
OpenAI has touted shopping inside ChatGPT as a major business opportunity as it tries to raise tens of billions in fresh cash. Meanwhile, the company is still nailing down some online commerce basics....
thein.fo
February 14, 2026 at 4:45 PM
Three teams have already demonstrated 1,000 Wh/kg in small batteries and are racing to power a drone within two years. https://thein.fo/4tzrHSm
Exclusive From The Electric: These U.S. Startups Are Developing Superbatteries for Long-Range Combat Drones
The Department of Energy is developing superbatteries that would substantially extend the range of combat drones such as those used by Ukraine. The greater range would allow the drones to conduct surv...
thein.fo
February 14, 2026 at 4:11 PM
Anthropic’s Claude Code uses a persistent file, claude.md, where users store background instructions and preferences. https://thein.fo/4rQBfH3
How OpenClaw Learns New Things
The sizable gap between how AIs and humans learn new things has inspired researchers to rethink the math behind today’s AI models.But developers have found a more immediate and practical workaround to...
www.theinformation.com
February 14, 2026 at 3:45 PM
Weekend: Silicon Valley CEOs are finding a new ethos from AI tools: I’ll do it myself.

Read more from Abram Brown 👇
https://thein.fo/4aiN4zH
February 14, 2026 at 3:30 PM
Coinbase briefly withdrew support for the second major crypto bill after an amendment restricted how stablecoins could pay yield. https://thein.fo/400O45v
Crypto Is Getting Bashed in Markets and Washington
The crypto industry is facing twin crises—in the markets and in Washington—that are threatening to derail its dream of mainstream acceptance. With the worst crypto sell-off since the collapse of FTX i...
thein.fo
February 14, 2026 at 2:45 PM
Using AI to investigate leaks may be a new twist, but Silicon Valley secrecy isn’t. Apple, Tesla and Anthropic are also known for aggressively protecting product plans. https://thein.fo/4rO9WNx
How OpenAI Uses ChatGPT to Catch ‘Leakers’
Here at The Information, we’re always trying to break through the hype to understand how folks are actually using AI in the real world. And recently, I came across a new application of AI that I can’t...
thein.fo
February 14, 2026 at 2:15 PM
The deal extends Beast Industries beyond media, food and restaurants into banking—aimed squarely at Gen Z and Gen Alpha. https://thein.fo/3MxD64k
MrBeast’s Beast Industries to Buy Gen Z–Focused Banking App
Beast Industries, the entertainment conglomerate founded by Jimmy “MrBeast” Donaldson, has agreed to buy Step Mobile, a teen-focused banking app, the companies plan to announce Monday. The acquisition...
thein.fo
February 14, 2026 at 1:15 PM
Exclusive: Anduril is in talks with investors to raise billions more in funding at a valuation of roughly $60 billion.

Read more from Katie Roof, Valida Pau and Cory Weinberg 👇
https://thein.fo/4az8KXg
Anduril Discusses New Funding at $60 Billion-Plus Valuation
Defense tech startup Anduril is in talks to raise billions in new funding at a valuation of at least $60 billion including the new investment, according to a person with knowledge of the plans. The va...
thein.fo
February 14, 2026 at 12:49 AM
As autonomous AI agents proliferate, they’ll use crypto — especially stablecoins — as their preferred payment method. https://thein.fo/4atNVMC
Downbeat Crypto Sector Looks to AI for Rescue
Crypto’s market crash has prompted much soul-searching within the industry, I learned at this week’s annual crypto Consensus conference in Hong Kong. The answer: To stay relevant, the industry must ti...
thein.fo
February 13, 2026 at 11:15 PM
Some developers say agents like OpenClaw can “self-improve” by writing and refining their own skills over time. https://thein.fo/4rQBfH3
How OpenClaw Learns New Things
The sizable gap between how AIs and humans learn new things has inspired researchers to rethink the math behind today’s AI models.But developers have found a more immediate and practical workaround to...
www.theinformation.com
February 13, 2026 at 10:45 PM
Private credit firms like Apollo are becoming key financiers of AI infrastructure, demanding high returns as the cost of building frontier models explodes. https://thein.fo/3OhPXYV
Apollo Nears $3 Billion Chip-Funding Deal Tied to XAI
Apollo Global Management, one of Wall Street’s biggest private credit firms, is nearing a deal to lend about $3.4 billion to an investment vehicle that will purchase Nvidia chips and lease them to Elo...
thein.fo
February 13, 2026 at 10:15 PM
Exclusive: Grafana Labs, which helps companies monitor AI and cloud activity, is in talks to raise at a $9 billion valuation.

Read more from Katie Roof and Cory Weinberg 👇
https://thein.fo/4tBwMtk
Grafana Labs in Talk to Raise at $9 Billion Valuation
Grafana Labs, a software startup that helps companies monitor cloud and AI activity and spending, is finalizing a new funding round that would value it at about $9 billion, people familiar with the ma...
thein.fo
February 13, 2026 at 9:45 PM