The Information
@theinformation.com
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
Best new tech & business podcasts: Stripe co-founder John Collison hosts "Cheeky Pint," a series of brief, 40-minute conversations with tech leaders like Satya Nadella and Brian Armstrong. Learn more: https://thein.fo/4sjiSLA
The Best New Tech and Business Podcasts 2025
Quantity is so often the enemy of quality, a truth made plainly apparent across podcast feeds these days: Everyone and their cousin—or, rather, everyone and their Series B investor—is trying to do a l...
thein.fo
December 30, 2025 at 9:45 PM
Best new tech & business podcasts: Stripe co-founder John Collison hosts "Cheeky Pint," a series of brief, 40-minute conversations with tech leaders like Satya Nadella and Brian Armstrong. Learn more: https://thein.fo/4sjiSLA
Beyond prediction markets, our latest subscriber survey shows tech industry optimism fell this month, with 41% of readers expecting conditions to improve. See the latest sentiment tracker: https://thein.fo/4jf3Dza
Prediction Markets Win Attention, but Few Reader Bets
Prediction markets, which offer wagers on real-world events, have gone from fringe to mainstream. More than three quarters of The Information’s readers say they are aware of prediction markets like Ka...
thein.fo
December 30, 2025 at 9:15 PM
Beyond prediction markets, our latest subscriber survey shows tech industry optimism fell this month, with 41% of readers expecting conditions to improve. See the latest sentiment tracker: https://thein.fo/4jf3Dza
Tech leaders spent 2025 seeking favor with Donald Trump to shape AI regulation and win federal contracts. While some executives offered major donations and gifts, others remained at odds with the administration. Full story here: https://thein.fo/3LhJYlP
10 Charts That Explain 2025
Love it or hate it, artificial intelligence dominated another year in tech. As AI firms like OpenAI and Anthropic raced to release smarter models, the largest tech firms mapped out massive data center...
www.theinformation.com
December 30, 2025 at 8:45 PM
Tech leaders spent 2025 seeking favor with Donald Trump to shape AI regulation and win federal contracts. While some executives offered major donations and gifts, others remained at odds with the administration. Full story here: https://thein.fo/3LhJYlP
Anthropic is moving up the tech stack with its own coding assistant to avoid becoming a commoditized model provider. Our Deep Research tool examined the risks of the company competing with its own customers. Full story here: https://thein.fo/44GUfyv
How OpenAI and Anthropic Are Navigating the Research-Product Divide
The tension between “pure research” and “commercial growth” is being put to the test as OpenAI and Anthropic attempt to scale into global giants while pursuing the horizon of AGI. We asked Deep Resear...
thein.fo
December 30, 2025 at 8:15 PM
Anthropic is moving up the tech stack with its own coding assistant to avoid becoming a commoditized model provider. Our Deep Research tool examined the risks of the company competing with its own customers. Full story here: https://thein.fo/44GUfyv
Exclusive: Elon Musk’s xAI Buys Building for Third Supersized Data Center
Elon Musk’s xAI is developing a third supersized data center dubbed “Macroharder.”
Read more from Theo Wayt 👇
https://thein.fo/4jhAOm1
Elon Musk’s xAI is developing a third supersized data center dubbed “Macroharder.”
Read more from Theo Wayt 👇
https://thein.fo/4jhAOm1
Elon Musk’s xAI Buys Building for Third Supersized Data Center
Elon Musk’s xAI has bought a building for a third supersized data center it’s planning outside Memphis, Tennessee, in pursuit of the company’s goal of getting 1 million chips online to power its artif...
thein.fo
December 30, 2025 at 8:05 PM
Exclusive: Elon Musk’s xAI Buys Building for Third Supersized Data Center
Elon Musk’s xAI is developing a third supersized data center dubbed “Macroharder.”
Read more from Theo Wayt 👇
https://thein.fo/4jhAOm1
Elon Musk’s xAI is developing a third supersized data center dubbed “Macroharder.”
Read more from Theo Wayt 👇
https://thein.fo/4jhAOm1
Waymo has completed over 14 million driverless trips so far this year, triple its 2024 total, as it scales paid robotaxi services across five major cities. Full story here: https://thein.fo/4aC5FYa
The Long Game Behind Waymo’s Potential $100 Billion Valuation
Can Waymo justify a $100 billion valuation? That’s a question investors will answer as Alphabet’s autonomous ride-hailing company discusses raising funding at a valuation that amounts to 280 times its...
www.theinformation.com
December 30, 2025 at 7:45 PM
Waymo has completed over 14 million driverless trips so far this year, triple its 2024 total, as it scales paid robotaxi services across five major cities. Full story here: https://thein.fo/4aC5FYa
Opinion: Rett Wallace writes that Wall Street’s push to bring individual investors and 401(k) accounts into private markets risks adding billions to a liquidity trap currently plaguing sophisticated investors. Read more: https://thein.fo/4qR2j8D
Fix Private Markets Before Small Investors Are Invited In
Wall Street’s latest push into private markets may give individual investors and their 401(k) accounts access to shares of unicorns like SpaceX and OpenAI. It may also allow them to add billions of ad...
thein.fo
December 30, 2025 at 7:15 PM
Opinion: Rett Wallace writes that Wall Street’s push to bring individual investors and 401(k) accounts into private markets risks adding billions to a liquidity trap currently plaguing sophisticated investors. Read more: https://thein.fo/4qR2j8D
One stablecoin startup, Kontigo, advertised that users could transact globally without identity checks. JPMorgan later froze the firm's accounts as regulators continue to warn about the use of stablecoins for money laundering. Read: https://thein.fo/4pbMbgA
Stablecoin Startups Spark Trouble for JPMorgan
JPMorgan Chase in recent months has frozen accounts used by at least two fast-growing stablecoin startups, highlighting the risk that cryptocurrency transactions pose for banks, which are required to ...
www.theinformation.com
December 30, 2025 at 6:45 PM
One stablecoin startup, Kontigo, advertised that users could transact globally without identity checks. JPMorgan later froze the firm's accounts as regulators continue to warn about the use of stablecoins for money laundering. Read: https://thein.fo/4pbMbgA
Apple’s decision to limit AI spending could be vindicated in 2026 as the market grows skeptical of massive data center investments. Read the full prediction: https://thein.fo/4aEe1ym
2026 Predictions: Apple Will Reverse Its AI Slump
As AI has completely consumed the tech industry, Apple has held back from the colossal investments in the technology its peers have been making. Wall Street, pundits and media outlets have criticized ...
thein.fo
December 30, 2025 at 6:15 PM
Apple’s decision to limit AI spending could be vindicated in 2026 as the market grows skeptical of massive data center investments. Read the full prediction: https://thein.fo/4aEe1ym
We included Ghost of Yōtei in our top video games of 2025. This samurai epic distinguishes itself by lingering on the cost of vengeance across a politically unstable frontier. Full list: https://thein.fo/3Ycf8hr
The Best Video Games of 2025
In the early 1980s, while driving his sports car, the game designer Eugene Jarvis was struck by another vehicle that ran a red light. His car did not survive the collision, but Jarvis, mercifully, did...
thein.fo
December 30, 2025 at 5:45 PM
We included Ghost of Yōtei in our top video games of 2025. This samurai epic distinguishes itself by lingering on the cost of vengeance across a politically unstable frontier. Full list: https://thein.fo/3Ycf8hr
Fix Private Markets Before Small Investors Are Invited In
Private markets need to be fixed before small investors are invited in.
Read more 👇
https://thein.fo/3YVHPzf
Private markets need to be fixed before small investors are invited in.
Read more 👇
https://thein.fo/3YVHPzf
December 30, 2025 at 4:33 PM
Fix Private Markets Before Small Investors Are Invited In
Private markets need to be fixed before small investors are invited in.
Read more 👇
https://thein.fo/3YVHPzf
Private markets need to be fixed before small investors are invited in.
Read more 👇
https://thein.fo/3YVHPzf
AI Agenda: The Top AI Themes of 2025 and What We’re Watching For Next Year
Read more from @stephpalazzolo.bsky.social 👇
https://thein.fo/4jlDE9p
Read more from @stephpalazzolo.bsky.social 👇
https://thein.fo/4jlDE9p
The Top AI Themes of 2025 and What We’re Watching For Next Year
Meta Platform’s announcement on Monday that it has acquired Chinese agent startup Manus represents a big win for Manus’ backers, including Benchmark, ZhenFund and HongShan, who last invested in Manus ...
thein.fo
December 30, 2025 at 3:45 PM
AI Agenda: The Top AI Themes of 2025 and What We’re Watching For Next Year
Read more from @stephpalazzolo.bsky.social 👇
https://thein.fo/4jlDE9p
Read more from @stephpalazzolo.bsky.social 👇
https://thein.fo/4jlDE9p
AI rivals are more interconnected than ever. New alliances, including Amazon providing $38 billion in servers to OpenAI, have deepened industry interdependencies. Full story here: https://thein.fo/3YgmfW4
OpenAI, Meta and Their AI Rivals Ramp Up Turf Wars and Partnerships, in Three Charts
You can call 2025 the year of the robot, at least for the major AI companies. While companies such as Anthropic, Meta and xAI filled out their AI hardware and software lineups, nearly everyone started...
thein.fo
December 30, 2025 at 2:45 PM
AI rivals are more interconnected than ever. New alliances, including Amazon providing $38 billion in servers to OpenAI, have deepened industry interdependencies. Full story here: https://thein.fo/3YgmfW4
Predictions 2026: Apple Will Reverse Its AI Slump
Read more from Aaron Tilley 👇
https://www.theinformation.com/articles/2026-predictions-apple-will-reverse-ai-slump?utm_campaign=Editorial&utm_content=Predictions+2026&utm_medium=organic_social&utm_source=bluesky
Read more from Aaron Tilley 👇
https://www.theinformation.com/articles/2026-predictions-apple-will-reverse-ai-slump?utm_campaign=Editorial&utm_content=Predictions+2026&utm_medium=organic_social&utm_source=bluesky
December 30, 2025 at 2:28 PM
Predictions 2026: Apple Will Reverse Its AI Slump
Read more from Aaron Tilley 👇
https://www.theinformation.com/articles/2026-predictions-apple-will-reverse-ai-slump?utm_campaign=Editorial&utm_content=Predictions+2026&utm_medium=organic_social&utm_source=bluesky
Read more from Aaron Tilley 👇
https://www.theinformation.com/articles/2026-predictions-apple-will-reverse-ai-slump?utm_campaign=Editorial&utm_content=Predictions+2026&utm_medium=organic_social&utm_source=bluesky
From an orgasm cult run as a startup to a history of money tracking back 5,000 years, our nonfiction picks cover the intersections of technology, business, and power. Explore the full book list: https://thein.fo/4jpvDQT
20 Great Books to Read Over the Holidays 2025
“Suspense is an artform,” said Bruce Holsinger, the author of “Culpability,” a tense family drama about the ramifications of a horrific car accident. Oh, yes, I should add: The mini-van was driving it...
thein.fo
December 30, 2025 at 1:14 PM
From an orgasm cult run as a startup to a history of money tracking back 5,000 years, our nonfiction picks cover the intersections of technology, business, and power. Explore the full book list: https://thein.fo/4jpvDQT
OpenAI could reach its $100 billion goal by counting creative financing like debt for data centers and power generation alongside traditional equity. Full story here:
https://thein.fo/45r8LdV
https://thein.fo/45r8LdV
Where Could OpenAI’s Next $100 Billion in Funding Come From?
The eye-popping $100 billion of capital OpenAI wants in a new funding round has everyone wondering where that kind of cash might come from. The round would value the company at about $750 billion prio...
thein.fo
December 29, 2025 at 10:15 PM
OpenAI could reach its $100 billion goal by counting creative financing like debt for data centers and power generation alongside traditional equity. Full story here:
https://thein.fo/45r8LdV
https://thein.fo/45r8LdV
Our subscriber survey reveals that Kalshi is the most popular platform among readers who bet, followed by Polymarket and Robinhood. Detailed findings here: https://thein.fo/4jf3Dza
Prediction Markets Win Attention, but Few Reader Bets
Prediction markets, which offer wagers on real-world events, have gone from fringe to mainstream. More than three quarters of The Information’s readers say they are aware of prediction markets like Ka...
thein.fo
December 29, 2025 at 9:45 PM
Our subscriber survey reveals that Kalshi is the most popular platform among readers who bet, followed by Polymarket and Robinhood. Detailed findings here: https://thein.fo/4jf3Dza
True Value: While Waymo's current valuation of $100 billion is 280 times its revenue, the company’s long game involves growing into that figure by taking market share from traditional ride-hailing leaders. Read: https://thein.fo/4aC5FYa
The Long Game Behind Waymo’s Potential $100 Billion Valuation
Can Waymo justify a $100 billion valuation? That’s a question investors will answer as Alphabet’s autonomous ride-hailing company discusses raising funding at a valuation that amounts to 280 times its...
www.theinformation.com
December 29, 2025 at 9:12 PM
True Value: While Waymo's current valuation of $100 billion is 280 times its revenue, the company’s long game involves growing into that figure by taking market share from traditional ride-hailing leaders. Read: https://thein.fo/4aC5FYa
Snowflake raised its product revenue growth projections for the fiscal year following a quarter that beat internal forecasts. More here: https://thein.fo/3YI6lUt
Snowflake in Talks to Buy App Monitoring Startup Observe Inc. For Around $1 Billion
Snowflake is in talks to buy app monitoring startup Observe Inc. for around $1 billion, which would likely be the biggest deal in Snowflake’s history, according to people with knowledge of the discuss...
www.theinformation.com
December 29, 2025 at 8:45 PM
Snowflake raised its product revenue growth projections for the fiscal year following a quarter that beat internal forecasts. More here: https://thein.fo/3YI6lUt
In a near-future India shaped by climate change, a family's plan to escape to Michigan unspools into a web of secrets and deception reminiscent of the film Parasite. Read our book list: https://thein.fo/4jpvDQT
20 Great Books to Read Over the Holidays 2025
“Suspense is an artform,” said Bruce Holsinger, the author of “Culpability,” a tense family drama about the ramifications of a horrific car accident. Oh, yes, I should add: The mini-van was driving it...
thein.fo
December 29, 2025 at 8:15 PM
In a near-future India shaped by climate change, a family's plan to escape to Michigan unspools into a web of secrets and deception reminiscent of the film Parasite. Read our book list: https://thein.fo/4jpvDQT
Recent commerce features, such as a checkout powered by Stripe and a partnership with Shopify, are providing OpenAI with the merchant data needed to scale an ad business. Learn more: https://thein.fo/4pbre5l
OpenAI’s Ads Push Starts Taking Shape
OpenAI executives have kept a tight lid on how the company could show advertisements to users of its popular ChatGPT chatbot, leaving the broader digital ad industry eager for clues. Behind the scenes...
www.theinformation.com
December 29, 2025 at 7:45 PM
Recent commerce features, such as a checkout powered by Stripe and a partnership with Shopify, are providing OpenAI with the merchant data needed to scale an ad business. Learn more: https://thein.fo/4pbre5l
Data center construction is surging, with projects underway set to consume 25.3 gigawatts of power. This 38% increase from last year now exceeds the peak energy demand of New York City. Read: https://thein.fo/3LhJYlP
10 Charts That Explain 2025
Love it or hate it, artificial intelligence dominated another year in tech. As AI firms like OpenAI and Anthropic raced to release smarter models, the largest tech firms mapped out massive data center...
www.theinformation.com
December 29, 2025 at 7:15 PM
Data center construction is surging, with projects underway set to consume 25.3 gigawatts of power. This 38% increase from last year now exceeds the peak energy demand of New York City. Read: https://thein.fo/3LhJYlP
Hades II earned a spot on our list of the top video games of 2025. This sequel preserves a mastery of the roguelike form while shifting perspective to a new protagonist in a cosmic family dispute. Full story here: https://thein.fo/3Ycf8hr
The Best Video Games of 2025
In the early 1980s, while driving his sports car, the game designer Eugene Jarvis was struck by another vehicle that ran a red light. His car did not survive the collision, but Jarvis, mercifully, did...
thein.fo
December 29, 2025 at 6:45 PM
Hades II earned a spot on our list of the top video games of 2025. This sequel preserves a mastery of the roguelike form while shifting perspective to a new protagonist in a cosmic family dispute. Full story here: https://thein.fo/3Ycf8hr
Nearly every major AI player has shifted focus to humanoid robots, with Tesla leading the hardware race while Google, Amazon, and Nvidia prioritize the software. Read: https://thein.fo/3YgmfW4
OpenAI, Meta and Their AI Rivals Ramp Up Turf Wars and Partnerships, in Three Charts
You can call 2025 the year of the robot, at least for the major AI companies. While companies such as Anthropic, Meta and xAI filled out their AI hardware and software lineups, nearly everyone started...
thein.fo
December 29, 2025 at 6:15 PM
Nearly every major AI player has shifted focus to humanoid robots, with Tesla leading the hardware race while Google, Amazon, and Nvidia prioritize the software. Read: https://thein.fo/3YgmfW4
The Long Game Behind Waymo’s Potential $100 Billion Valuation
Waymo's expected $100 billion is a sky-high valuation given its current revenue but its recent pace of growth suggests the valuation is justified.
Read more from Anita Ramaswamy 👇
https://thein.fo/4jlxd6m
Waymo's expected $100 billion is a sky-high valuation given its current revenue but its recent pace of growth suggests the valuation is justified.
Read more from Anita Ramaswamy 👇
https://thein.fo/4jlxd6m
The Long Game Behind Waymo’s Potential $100 Billion Valuation
Can Waymo justify a $100 billion valuation? That’s a question investors will answer as Alphabet’s autonomous ride-hailing company discusses raising funding at a valuation that amounts to 280 times its...
www.theinformation.com
December 29, 2025 at 5:50 PM
The Long Game Behind Waymo’s Potential $100 Billion Valuation
Waymo's expected $100 billion is a sky-high valuation given its current revenue but its recent pace of growth suggests the valuation is justified.
Read more from Anita Ramaswamy 👇
https://thein.fo/4jlxd6m
Waymo's expected $100 billion is a sky-high valuation given its current revenue but its recent pace of growth suggests the valuation is justified.
Read more from Anita Ramaswamy 👇
https://thein.fo/4jlxd6m