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
The shortage of viable mining sites with ready access to power for AI has created an odd-bedfellow alliance between tech giants and bitcoin miners. Learn more: https://thein.fo/3JPcvP2
Google and Anthropic Tap Crypto Miners for AI Computing Power
TeraWulf was limping along as a publicly traded bitcoin mining business until AI companies suddenly wanted access to its data centers. Now the cloud startup is at the center of one of the hottest meme...
thein.fo
November 15, 2025 at 2:45 PM
The shortage of viable mining sites with ready access to power for AI has created an odd-bedfellow alliance between tech giants and bitcoin miners. Learn more: https://thein.fo/3JPcvP2
Incumbent software firms like Salesforce and Snowflake leverage data stored in their core products, giving them an edge in getting companies to try their new AI agents. Full story here: https://thein.fo/47RyexL
From Snowflake to Sierra, Every Enterprise Software Firm Is Selling the Same AI Agents
When Whoop’s analytics chief Matt Luizzi recently looked across the company’s tech stack, he saw the same thing everywhere: AI agents multiplying. Slack has one. So does Snowflake. Google Workspace, t...
www.theinformation.com
November 15, 2025 at 2:15 PM
Incumbent software firms like Salesforce and Snowflake leverage data stored in their core products, giving them an edge in getting companies to try their new AI agents. Full story here: https://thein.fo/47RyexL
Humans&, an AI startup focusing on models with emotional intelligence, has discussed raising $1 billion at a $4 billion valuation, highlighting how investors are awarding high valuations to neolabs. Learn more: https://thein.fo/3LtCa0b
Investors Chase Neolabs to Outflank OpenAI, Anthropic
Investors are rushing to back a new generation of research-focused AI startups. In just over a month, they’ve made or discussed $2.5 billion of investments into five of these startups, called neolabs,...
www.theinformation.com
November 15, 2025 at 1:15 PM
Humans&, an AI startup focusing on models with emotional intelligence, has discussed raising $1 billion at a $4 billion valuation, highlighting how investors are awarding high valuations to neolabs. Learn more: https://thein.fo/3LtCa0b
Despite Apple setting aside only 10% of manufacturing capacity for the iPhone Air, a substantial portion of what it produced remains unsold. The model represented just 3% of iPhone sales in September. Read: https://thein.fo/3LtukUh
Apple Delays Release of Next iPhone Air Amid Weak Sales
Apple is delaying the release of next year’s version of the iPhone Air, its thinnest smartphone, after the first model sold below expectations, according to three people involved in the project. Altho...
thein.fo
November 14, 2025 at 9:15 PM
Despite Apple setting aside only 10% of manufacturing capacity for the iPhone Air, a substantial portion of what it produced remains unsold. The model represented just 3% of iPhone sales in September. Read: https://thein.fo/3LtukUh
Only two non-AI, non-crypto companies are trading above their IPO price: design software maker Figma and cybersecurity company Netskope. Figma's shares are up 34%; Netskope is up 17%. Read why: https://thein.fo/4oxY0hq
AI and Crypto Companies Dominated IPO Winners in 2025
The drought in initial public offerings ended this year, led by big winners in AI and crypto, but gains were rare for companies outside those industries. Bankers expect those trends to hold in 2026. B...
www.theinformation.com
November 14, 2025 at 8:45 PM
Only two non-AI, non-crypto companies are trading above their IPO price: design software maker Figma and cybersecurity company Netskope. Figma's shares are up 34%; Netskope is up 17%. Read why: https://thein.fo/4oxY0hq
Grindr CEO George Arison pushed back against a boardchair and investor's plan to take the company private, expressing concern the move could cause the company to lose key employees and executives. Full story here: https://thein.fo/4qUFyBf
Before Buyout Offer, a Boardroom Feud Festered at Grindr
The week before Halloween, Grindr, the gay dating-and-hookup app, threw a big party near New York’s Chelsea neighborhood—its second annual Pleasure Ball. The theme: sexy garden, essentially. (“Nature’...
thein.fo
November 14, 2025 at 8:15 PM
Grindr CEO George Arison pushed back against a boardchair and investor's plan to take the company private, expressing concern the move could cause the company to lose key employees and executives. Full story here: https://thein.fo/4qUFyBf
An early investor in FC Viktoria Berlin told a local newspaper that the investment from Monarch Collective is "a real accolade," noting that international influences are good for women's football. Read the full piece: https://thein.fo/3LsXxi9
The Next Wrexham? American Investors Bet on a Berlin Women’s Soccer Club
When Kara Nortman was looking to start a women’s professional soccer team in Los Angeles, she and her co-founders—actress Natalie Portman and entrepreneur Julie Uhrman—took meetings with sports expert...
thein.fo
November 14, 2025 at 7:45 PM
An early investor in FC Viktoria Berlin told a local newspaper that the investment from Monarch Collective is "a real accolade," noting that international influences are good for women's football. Read the full piece: https://thein.fo/3LsXxi9
Anthropic projects 80% of its revenue this year will come from selling AI models to business customers via API, contributing to its projected cost efficiency. Full story here: https://thein.fo/43kkoma
Anthropic to Outpace OpenAI in Server Efficiency, Internal Projections Show
As OpenAI and Anthropic seek to make similar breakthroughs in artificial intelligence, their financial paths may be headed in different directions. Both companies produced financial projections a few ...
thein.fo
November 14, 2025 at 7:15 PM
Anthropic projects 80% of its revenue this year will come from selling AI models to business customers via API, contributing to its projected cost efficiency. Full story here: https://thein.fo/43kkoma
AI companies are partnering with crypto miners to secure crucial data center capacity, leading to a scramble for power-rich sites. Full story here: https://thein.fo/3JPcvP2
Google and Anthropic Tap Crypto Miners for AI Computing Power
TeraWulf was limping along as a publicly traded bitcoin mining business until AI companies suddenly wanted access to its data centers. Now the cloud startup is at the center of one of the hottest meme...
thein.fo
November 14, 2025 at 6:45 PM
AI companies are partnering with crypto miners to secure crucial data center capacity, leading to a scramble for power-rich sites. Full story here: https://thein.fo/3JPcvP2
Older database and data-streaming firms like Snowflake and Confluent are now competing with young AI application startups like Sierra and Decagon by selling their own AI agents for customer support and sales. Learn more: https://thein.fo/47RyexL
From Snowflake to Sierra, Every Enterprise Software Firm Is Selling the Same AI Agents
When Whoop’s analytics chief Matt Luizzi recently looked across the company’s tech stack, he saw the same thing everywhere: AI agents multiplying. Slack has one. So does Snowflake. Google Workspace, t...
www.theinformation.com
November 14, 2025 at 6:15 PM
Older database and data-streaming firms like Snowflake and Confluent are now competing with young AI application startups like Sierra and Decagon by selling their own AI agents for customer support and sales. Learn more: https://thein.fo/47RyexL
Isara, co-founded by former OpenAI safety researcher Eddie Zhang, is developing software to enable thousands of AI agents to work in tandem on complex tasks like analyzing financial data. Read: https://thein.fo/3LtCa0b
Investors Chase Neolabs to Outflank OpenAI, Anthropic
Investors are rushing to back a new generation of research-focused AI startups. In just over a month, they’ve made or discussed $2.5 billion of investments into five of these startups, called neolabs,...
www.theinformation.com
November 14, 2025 at 5:45 PM
Isara, co-founded by former OpenAI safety researcher Eddie Zhang, is developing software to enable thousands of AI agents to work in tandem on complex tasks like analyzing financial data. Read: https://thein.fo/3LtCa0b
The Boardroom Fight Over the World's Gayest Company
Inside the boardroom feud behind Grindr's buyout offer.
Read more from Cory Weinberg 👇
https://thein.fo/4oG0RFh
Inside the boardroom feud behind Grindr's buyout offer.
Read more from Cory Weinberg 👇
https://thein.fo/4oG0RFh
Before Buyout Offer, a Boardroom Feud Festered at Grindr
The week before Halloween, Grindr, the gay dating-and-hookup app, threw a big party near New York’s Chelsea neighborhood—its second annual Pleasure Ball. The theme: sexy garden, essentially. (“Nature’...
www.theinformation.com
November 14, 2025 at 5:31 PM
The Boardroom Fight Over the World's Gayest Company
Inside the boardroom feud behind Grindr's buyout offer.
Read more from Cory Weinberg 👇
https://thein.fo/4oG0RFh
Inside the boardroom feud behind Grindr's buyout offer.
Read more from Cory Weinberg 👇
https://thein.fo/4oG0RFh
Privacy compliance startup OneTrust, last valued at $4.5 billion, is exploring a sale, with private equity buyers among the interested parties. Learn more: https://thein.fo/4oGp5z2
OneTrust, Privacy Startup Last Valued at $4.5 Billion, Discusses Private Equity Sale
OneTrust, a nine-year-old startup that benefited from a wave of European and U.S. laws regulating how companies collect and share website data, is exploring a sale—possibly to private equity buyers, a...
thein.fo
November 14, 2025 at 5:15 PM
Privacy compliance startup OneTrust, last valued at $4.5 billion, is exploring a sale, with private equity buyers among the interested parties. Learn more: https://thein.fo/4oGp5z2
True Value: Lyft's stock is defying expectations, surging nearly 80% in 2025 and beating Uber's 50% gain. The ride-hailing company is transforming from a money pit into a cash generator. Full story here: https://thein.fo/3LLpzFz
Lyft Investors Are Enjoying the Ride
Here’s a stock market fact that will surprise nearly everyone who has followed the ride-hailing industry: Lyft’s stock performance is beating Uber’s by a fair margin this year. Lyft is riding a surpri...
thein.fo
November 14, 2025 at 4:45 PM
True Value: Lyft's stock is defying expectations, surging nearly 80% in 2025 and beating Uber's 50% gain. The ride-hailing company is transforming from a money pit into a cash generator. Full story here: https://thein.fo/3LLpzFz
The audience for AI characters understands the difference between fantasy and reality, just like novel readers, according to the opinion of janitorAI CEO Jan Zoltkowski. Read the full opinion: https://thein.fo/49MTIhJ
How I Stopped Worrying and Learned to Love the Bots
The decisions by major AI companies—xAI in July, Meta in August, and OpenAI last month—to open their chatbots to erotica have supercharged debate around humans forming romantic relationships with AI. ...
thein.fo
November 14, 2025 at 4:15 PM
The audience for AI characters understands the difference between fantasy and reality, just like novel readers, according to the opinion of janitorAI CEO Jan Zoltkowski. Read the full opinion: https://thein.fo/49MTIhJ
Exclusive: Blue Owl is emerging as a crucial equity investor in AI infrastructure, taking on the riskiest slices of big data center projects for potentially higher returns. Learn more: https://thein.fo/4hQ8Dto
OpenAI’s Stargate Project Gets $3 Billion Blue Owl Investment
Blue Owl Capital, one of Wall Street’s biggest private lenders, is ramping up its big bet on artificial intelligence with a roughly $3 billion investment in a New Mexico data center that’s part of Ope...
thein.fo
November 14, 2025 at 3:45 PM
Exclusive: Blue Owl is emerging as a crucial equity investor in AI infrastructure, taking on the riskiest slices of big data center projects for potentially higher returns. Learn more: https://thein.fo/4hQ8Dto
Genki Robotics, the humanoid startup from Android creator Andy Rubin, is in a "red-hot and frothy" space that has drawn in VCs willing to fund companies at eye-watering valuations. Learn more: https://thein.fo/47FtwUQ
Android Creator Andy Rubin Launches Robotics Startup in Tokyo
Andy Rubin, creator of Android and a former Google executive, has launched a new startup focused on humanoid robots, said a person with direct knowledge of the venture. His venture is the latest addit...
thein.fo
November 14, 2025 at 3:15 PM
Genki Robotics, the humanoid startup from Android creator Andy Rubin, is in a "red-hot and frothy" space that has drawn in VCs willing to fund companies at eye-watering valuations. Learn more: https://thein.fo/47FtwUQ
Foxglove develops software to help companies manage vital multimodal data from robots, including videos, GPS, and 3D data from lidar sensors. This data is key for spotting issues and training AI. Full story here: https://thein.fo/43uCuSu
Robotics Data Startup Raises $40 Million Led By Bessemer
Before we get to today’s column, Steph and Sri broke news Tuesday night about a flurry of investments VCs are making in so-called “neolabs,” or new labs hoping to exploit approaches to developing AI m...
www.theinformation.com
November 14, 2025 at 2:45 PM
Foxglove develops software to help companies manage vital multimodal data from robots, including videos, GPS, and 3D data from lidar sensors. This data is key for spotting issues and training AI. Full story here: https://thein.fo/43uCuSu
Google and Anthropic Tap Crypto Miners for AI Computing Power
Surging demand for AI computing power from Google and Anthropic gives a jolt to crypto miners.
Read more from Miles Kruppa 👇
https://thein.fo/4rhWQbZ
Surging demand for AI computing power from Google and Anthropic gives a jolt to crypto miners.
Read more from Miles Kruppa 👇
https://thein.fo/4rhWQbZ
Google and Anthropic Tap Crypto Miners for AI Computing Power
TeraWulf was limping along as a publicly traded bitcoin mining business until AI companies suddenly wanted access to its data centers. Now the cloud startup is at the center of one of the hottest meme-stock trades. Shares in TeraWulf and competing crypt...
www.theinformation.com
November 14, 2025 at 2:30 PM
Google and Anthropic Tap Crypto Miners for AI Computing Power
Surging demand for AI computing power from Google and Anthropic gives a jolt to crypto miners.
Read more from Miles Kruppa 👇
https://thein.fo/4rhWQbZ
Surging demand for AI computing power from Google and Anthropic gives a jolt to crypto miners.
Read more from Miles Kruppa 👇
https://thein.fo/4rhWQbZ
Exclusive: SportsEngine, a youth sports tech company, was acquired by Comcast-owned NBC Sports Group in 2016 for an undisclosed sum, having been valued at $133 million in its Series D funding two years prior. See the details: https://thein.fo/47AZ12r
Comcast Cable Spinoff Versant Explores Sale of Youth Sports App
Versant, Comcast’s planned spinoff of its cable channels, is exploring a sale of its youth sports management app, SportsEngine, people familiar with the matter said. It’s the latest indication that th...
thein.fo
November 14, 2025 at 1:15 PM
Exclusive: SportsEngine, a youth sports tech company, was acquired by Comcast-owned NBC Sports Group in 2016 for an undisclosed sum, having been valued at $133 million in its Series D funding two years prior. See the details: https://thein.fo/47AZ12r
Exclusive: OneTrust, a $4.5 billion-valuation startup that benefited from the rise in global privacy regulations, has discussed a sale to private equity buyers.
Read more from Valida Pau and Cory Weinberg 👇
https://thein.fo/49NJjCs
Read more from Valida Pau and Cory Weinberg 👇
https://thein.fo/49NJjCs
OneTrust, Privacy Startup Last Valued at $4.5 Billion, Discusses Private Equity Sale
OneTrust, a nine-year-old startup that benefited from a wave of European and U.S. laws regulating how companies collect and share website data, is exploring a sale—possibly to private equity buyers, a...
thein.fo
November 13, 2025 at 11:46 PM
Exclusive: OneTrust, a $4.5 billion-valuation startup that benefited from the rise in global privacy regulations, has discussed a sale to private equity buyers.
Read more from Valida Pau and Cory Weinberg 👇
https://thein.fo/49NJjCs
Read more from Valida Pau and Cory Weinberg 👇
https://thein.fo/49NJjCs
The German "50 plus 1 rule," which requires legally incorporated fan groups to own at least 50% of a club, puts a ceiling on how much Monarch Collective can invest in and govern FC Viktoria Berlin. See the details: https://thein.fo/3LsXxi9
The Next Wrexham? American Investors Bet on a Berlin Women’s Soccer Club
When Kara Nortman was looking to start a women’s professional soccer team in Los Angeles, she and her co-founders—actress Natalie Portman and entrepreneur Julie Uhrman—took meetings with sports expert...
thein.fo
November 13, 2025 at 9:45 PM
The German "50 plus 1 rule," which requires legally incorporated fan groups to own at least 50% of a club, puts a ceiling on how much Monarch Collective can invest in and govern FC Viktoria Berlin. See the details: https://thein.fo/3LsXxi9
SportsEngine, which manages communications and scheduling for 45,000 sports organizations, is estimated by a person familiar with its financials to be valued between $150 million and $200 million. Learn more: https://thein.fo/47AZ12r
Comcast Cable Spinoff Versant Explores Sale of Youth Sports App
Versant, Comcast’s planned spinoff of its cable channels, is exploring a sale of its youth sports management app, SportsEngine, people familiar with the matter said. It’s the latest indication that th...
thein.fo
November 13, 2025 at 8:45 PM
SportsEngine, which manages communications and scheduling for 45,000 sports organizations, is estimated by a person familiar with its financials to be valued between $150 million and $200 million. Learn more: https://thein.fo/47AZ12r
OpenAI plans to spend over $40 billion on backup servers in 2028 alone, a significant factor inflating its overall compute costs compared to Anthropic. Learn more: https://thein.fo/43kkoma
Anthropic to Outpace OpenAI in Server Efficiency, Internal Projections Show
As OpenAI and Anthropic seek to make similar breakthroughs in artificial intelligence, their financial paths may be headed in different directions. Both companies produced financial projections a few ...
thein.fo
November 13, 2025 at 8:15 PM
OpenAI plans to spend over $40 billion on backup servers in 2028 alone, a significant factor inflating its overall compute costs compared to Anthropic. Learn more: https://thein.fo/43kkoma
Customer reviews for the iPhone Air complained about compromises to battery life, cameras, and speakers made to achieve the device's thin design. Full details: https://thein.fo/3LtukUh
Apple Delays Release of Next iPhone Air Amid Weak Sales
Apple is delaying the release of next year’s version of the iPhone Air, its thinnest smartphone, after the first model sold below expectations, according to three people involved in the project. Altho...
thein.fo
November 13, 2025 at 7:45 PM
Customer reviews for the iPhone Air complained about compromises to battery life, cameras, and speakers made to achieve the device's thin design. Full details: https://thein.fo/3LtukUh