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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
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Financing the AI Revolution: https://www.theinformation.com/events/fair-2025
Visa and Mastercard Are Moving Fast Into Stablecoins
Visa and Mastercard are moving fast into crypto payments, looking for deals and ramping up offerings.
Read more from Yueqi Yang 👇
https://thein.fo/3LKU7aH
Visa and Mastercard are moving fast into crypto payments, looking for deals and ramping up offerings.
Read more from Yueqi Yang 👇
https://thein.fo/3LKU7aH
November 21, 2025 at 2:31 PM
Visa and Mastercard Are Moving Fast Into Stablecoins
Visa and Mastercard are moving fast into crypto payments, looking for deals and ramping up offerings.
Read more from Yueqi Yang 👇
https://thein.fo/3LKU7aH
Visa and Mastercard are moving fast into crypto payments, looking for deals and ramping up offerings.
Read more from Yueqi Yang 👇
https://thein.fo/3LKU7aH
AMD's aggressive road map is putting pressure on its rival. Nvidia executives were caught off guard by AMD's claimed performance gains for the upcoming MI400 series and sought out analysts for clarity. Learn more: https://thein.fo/3LOC3MG
How AMD’s Lisa Su Got Under Nvidia’s Skin
When Advanced Micro Devices holds offsite meetings with senior leaders, its executives often find themselves sitting at the poker table at the end of the night with one particularly skillful player of...
www.theinformation.com
November 21, 2025 at 1:15 PM
AMD's aggressive road map is putting pressure on its rival. Nvidia executives were caught off guard by AMD's claimed performance gains for the upcoming MI400 series and sought out analysts for clarity. Learn more: https://thein.fo/3LOC3MG
Exclusive: OpenAI CEO Sam Altman says he’s bracing for possible ‘economic headwinds’ in ‘catching up’ to a resurgent Google.
Read more from @stephpalazzolo.bsky.social and @erinkwoo.bsky.social 👇
https://thein.fo/3K9BEE1
Read more from @stephpalazzolo.bsky.social and @erinkwoo.bsky.social 👇
https://thein.fo/3K9BEE1
OpenAI CEO Braces For Possible ‘Economic Headwinds’ in ‘Catching Up’ to a Resurgent Google
OpenAI CEO Sam Altman told colleagues last month that Google’s recent progress in artificial intelligence could “create some temporary economic headwinds for our company,” though he added that OpenAI ...
thein.fo
November 21, 2025 at 12:03 AM
Exclusive: OpenAI CEO Sam Altman says he’s bracing for possible ‘economic headwinds’ in ‘catching up’ to a resurgent Google.
Read more from @stephpalazzolo.bsky.social and @erinkwoo.bsky.social 👇
https://thein.fo/3K9BEE1
Read more from @stephpalazzolo.bsky.social and @erinkwoo.bsky.social 👇
https://thein.fo/3K9BEE1
Dealmaker: In Las Vegas, Kalshi Is King
At Goldman Sachs’ Las Vegas startup summit, Kalshi was king and IPO hopes—and disappointments—were on display.
Read more from Cory Weinberg 👇
https://www.theinformation.com/articles/las-vegas-kalshi-king
At Goldman Sachs’ Las Vegas startup summit, Kalshi was king and IPO hopes—and disappointments—were on display.
Read more from Cory Weinberg 👇
https://www.theinformation.com/articles/las-vegas-kalshi-king
In Las Vegas, Kalshi Is King
For 15 years, Goldman Sachs' private tech conference in Las Vegas has been the event for taking the pulse of startup dealmaking. Years ago, it was possible to run into founders such as Uber's Travis Kalanick and Instagram's Kevin Systrom raising money ...
www.theinformation.com
November 20, 2025 at 11:58 PM
Dealmaker: In Las Vegas, Kalshi Is King
At Goldman Sachs’ Las Vegas startup summit, Kalshi was king and IPO hopes—and disappointments—were on display.
Read more from Cory Weinberg 👇
https://www.theinformation.com/articles/las-vegas-kalshi-king
At Goldman Sachs’ Las Vegas startup summit, Kalshi was king and IPO hopes—and disappointments—were on display.
Read more from Cory Weinberg 👇
https://www.theinformation.com/articles/las-vegas-kalshi-king
Databricks' overall annualized sales reached $4 billion in its July quarter, marking a 50% increase year over year, and the company is free cash flow positive over the prior 12 months. Learn more: https://thein.fo/3XxpV5k
Databricks in Talks to Raise Capital at a Valuation Above $130 Billion
Databricks, a database provider whose tools help customers develop and use AI, is in talks to raise money at a valuation of more than $130 billion, up around 30% from its valuation in a financing roun...
thein.fo
November 20, 2025 at 9:15 PM
Databricks' overall annualized sales reached $4 billion in its July quarter, marking a 50% increase year over year, and the company is free cash flow positive over the prior 12 months. Learn more: https://thein.fo/3XxpV5k
Apptronik’s Apollo humanoid robot is working in facilities for Mercedes-Benz, logistics company GXO, and manufacturing company Jabil—all of which are customers of the Austin-based company. Details: https://thein.fo/4i1wx5m
Google-Backed Apptronik in Talks to Raise Funding at $5 Billion Valuation
Apptronik, a humanoid robot maker backed by Google, is in the process of raising at least $400 million at a $5 billion valuation not including the new money, according to two people familiar with the ...
thein.fo
November 20, 2025 at 8:45 PM
Apptronik’s Apollo humanoid robot is working in facilities for Mercedes-Benz, logistics company GXO, and manufacturing company Jabil—all of which are customers of the Austin-based company. Details: https://thein.fo/4i1wx5m
Chaos and Competition: The Future of AI Agents in 2026 - Deep Research Report
The AI agent race is moving into a demanding "prove-it" era. Success in 2026 will be decided by superior products, not just foundational model power. Read the report: https://thein.fo/4rcNuy2
The AI agent race is moving into a demanding "prove-it" era. Success in 2026 will be decided by superior products, not just foundational model power. Read the report: https://thein.fo/4rcNuy2
Chaos and Competition: The Future of AI Agents in 2026
The race to launch and successfully sell AI agents in 2026 will be decided by which companies can create a differentiated product in an environment where every firm is offering nearly identical AI age...
www.theinformation.com
November 20, 2025 at 8:15 PM
Chaos and Competition: The Future of AI Agents in 2026 - Deep Research Report
The AI agent race is moving into a demanding "prove-it" era. Success in 2026 will be decided by superior products, not just foundational model power. Read the report: https://thein.fo/4rcNuy2
The AI agent race is moving into a demanding "prove-it" era. Success in 2026 will be decided by superior products, not just foundational model power. Read the report: https://thein.fo/4rcNuy2
The new prediction market is part of Coinbase's strategy to become an “everything exchange,” expanding its range of offerings for crypto clients. Read more: https://thein.fo/48lzkDc
Coinbase to Launch Prediction Market Powered by Kalshi
Coinbase is preparing to launch a prediction market to allow its crypto clients to bet on events such as elections and sports, according to two people familiar with the matter. The market will be powe...
thein.fo
November 20, 2025 at 7:45 PM
The new prediction market is part of Coinbase's strategy to become an “everything exchange,” expanding its range of offerings for crypto clients. Read more: https://thein.fo/48lzkDc
Applied AI: Businesses Still Dream of Using AI to Replace Enterprise Apps
Read more from Kevin McLaughlin and Aaron Holmes 👇
https://thein.fo/3LPW9GA
Read more from Kevin McLaughlin and Aaron Holmes 👇
https://thein.fo/3LPW9GA
Businesses Still Dream of Using AI to Replace Enterprise Apps
We’ve been hearing for years about the theoretical threat AI poses to enterprise software apps like Salesforce, ServiceNow and Workday. While a disaster scenario for these firms hasn’t happened becaus...
www.theinformation.com
November 20, 2025 at 7:15 PM
Applied AI: Businesses Still Dream of Using AI to Replace Enterprise Apps
Read more from Kevin McLaughlin and Aaron Holmes 👇
https://thein.fo/3LPW9GA
Read more from Kevin McLaughlin and Aaron Holmes 👇
https://thein.fo/3LPW9GA
Tesla could avoid manufacturing and deployment limits on the Cybercab by including a steering wheel and mirrors, despite Elon Musk's stated design preference for the autonomous vehicle. See how: https://thein.fo/3K8yuQW
How Musk Could Tie Together Tesla and xAI
At Tesla’s annual meeting earlier this month, shareholders showed little enthusiasm for a proposal that the electric vehicle maker invest in one of CEO Elon Musk’s other companies, xAI. But Musk’s rev...
thein.fo
November 20, 2025 at 6:45 PM
Tesla could avoid manufacturing and deployment limits on the Cybercab by including a steering wheel and mirrors, despite Elon Musk's stated design preference for the autonomous vehicle. See how: https://thein.fo/3K8yuQW
Exclusive: The White House is working on an executive order to foil state AI regulations by directing the Justice Department to sue states that pass their own AI laws. Full story here: https://thein.fo/4a59oNt
White House Working on Executive Order to Foil State AI Regulations
The White House is working on an executive order that will direct the Justice Department to sue states that pass their own laws regulating artificial intelligence, according to a draft of the order re...
thein.fo
November 20, 2025 at 6:15 PM
Exclusive: The White House is working on an executive order to foil state AI regulations by directing the Justice Department to sue states that pass their own AI laws. Full story here: https://thein.fo/4a59oNt
The easy money for AI may be raised, but we believe a crack in the market isn't coming anytime soon due to strong investor demand. The path forward, however, won't be smooth. Full story here: https://thein.fo/4pjT7sf
It's too Soon to Call an End to the AI Boom
I'm the senior finance editor here at The Information. I'll be writing this new column on money, dealmaking and bubbles of all sorts every Wednesday. If you have any feedback or suggestions on topics I should explore, feel free to reply directly with yo...
www.theinformation.com
November 20, 2025 at 5:45 PM
The easy money for AI may be raised, but we believe a crack in the market isn't coming anytime soon due to strong investor demand. The path forward, however, won't be smooth. Full story here: https://thein.fo/4pjT7sf
Exclusive: SoftBank is investing up to $3 billion to remodel an Ohio factory to produce equipment for OpenAI’s forthcoming data centers. The site will supply data centers in Texas and other unannounced locations. Read the full story: https://thein.fo/3K5qVdK
SoftBank to Invest Up to $3 Billion in Factory for OpenAI Data Centers
SoftBank plans to invest up to $3 billion to remodel an electric vehicle plant in Lordstown, Ohio, that will produce equipment for OpenAI’s forthcoming data centers, according to two people with knowl...
www.theinformation.com
November 20, 2025 at 5:00 PM
Exclusive: SoftBank is investing up to $3 billion to remodel an Ohio factory to produce equipment for OpenAI’s forthcoming data centers. The site will supply data centers in Texas and other unannounced locations. Read the full story: https://thein.fo/3K5qVdK
Unlike an exchange like Coinbase, Blockchain.com operates as a crypto brokerage, executing trades for customers using its own inventory or other exchanges. This year's revenue has already exceeded 2024's $5 billion. Read: https://thein.fo/4oOmjbc
Blockchain.com Plans to Go Public in 2026, Adds Co-CEO
Blockchain.com, a crypto brokerage and wallet provider, is planning to go public next year, the company’s newly named co-chief executive revealed, aiming to list after several volatile years. The comp...
thein.fo
November 20, 2025 at 4:45 PM
Unlike an exchange like Coinbase, Blockchain.com operates as a crypto brokerage, executing trades for customers using its own inventory or other exchanges. This year's revenue has already exceeded 2024's $5 billion. Read: https://thein.fo/4oOmjbc
The maximum payout OpenAI faces in Elon Musk's lawsuit is over $1 billion, an amount based on what his original $38 million donation to the nonprofit would be worth today. Full story here: https://thein.fo/4oPKyG5
Elon Musk’s Lawsuit Could Cost OpenAI More Than $1 Billion
When OpenAI announced that it had completed its corporate restructuring last month, it became less likely that Elon Musk’s federal lawsuit against the company would foil OpenAI’s plans. Musk hasn’t gi...
thein.fo
November 20, 2025 at 4:14 PM
The maximum payout OpenAI faces in Elon Musk's lawsuit is over $1 billion, an amount based on what his original $38 million donation to the nonprofit would be worth today. Full story here: https://thein.fo/4oPKyG5
Sourcegraph changed the default model powering its coding assistant Amp from Anthropic's to Google's Gemini 3 after internal evaluations showed a 17 percentage point outperformance. Learn more: https://thein.fo/48mj05c
Google Unseats Anthropic With Gemini 3
Before we get to Gemini 3, we want to highlight this morning’s news that former Harvard University President Larry Summers has resigned from OpenAI’s board of directors following a congressional commi...
thein.fo
November 20, 2025 at 3:45 PM
Sourcegraph changed the default model powering its coding assistant Amp from Anthropic's to Google's Gemini 3 after internal evaluations showed a 17 percentage point outperformance. Learn more: https://thein.fo/48mj05c
AI Agenda: What’s Next for State AI Laws After Trump Order
A forthcoming Executive Order could replace state AI laws with a federal standard that would likely not resemble existing state laws.
Read more from Rocket Drew 👇
https://thein.fo/488H2zl
A forthcoming Executive Order could replace state AI laws with a federal standard that would likely not resemble existing state laws.
Read more from Rocket Drew 👇
https://thein.fo/488H2zl
What’s Next for State AI Laws After Trump Order
The White House plans an executive order to block states from passing laws regulating AI, as we reported Wednesday. Instead of state laws, the order suggests there should be a federal law governing th...
thein.fo
November 20, 2025 at 3:14 PM
AI Agenda: What’s Next for State AI Laws After Trump Order
A forthcoming Executive Order could replace state AI laws with a federal standard that would likely not resemble existing state laws.
Read more from Rocket Drew 👇
https://thein.fo/488H2zl
A forthcoming Executive Order could replace state AI laws with a federal standard that would likely not resemble existing state laws.
Read more from Rocket Drew 👇
https://thein.fo/488H2zl
Nvidia's Cuda software remains a significant hurdle for AMD. While big customers like OpenAI have the resources to write custom software for AMD chips, smaller customers rely on an open-source community that lags Cuda's performance. Full story here: https://thein.fo/3LOC3MG
How AMD’s Lisa Su Got Under Nvidia’s Skin
When Advanced Micro Devices holds offsite meetings with senior leaders, its executives often find themselves sitting at the poker table at the end of the night with one particularly skillful player of...
www.theinformation.com
November 20, 2025 at 2:45 PM
Nvidia's Cuda software remains a significant hurdle for AMD. While big customers like OpenAI have the resources to write custom software for AMD chips, smaller customers rely on an open-source community that lags Cuda's performance. Full story here: https://thein.fo/3LOC3MG
Exclusive: SoftBank to Invest Up to $3 Billion in Factory for OpenAI Data Centers
SoftBank plans to invest up to $3 billion in a former EV factory in Lordstown, Ohio to supply OpenAI data centers.
Read more from Sri Muppidi👇
https://thein.fo/3Ka9w3A
SoftBank plans to invest up to $3 billion in a former EV factory in Lordstown, Ohio to supply OpenAI data centers.
Read more from Sri Muppidi👇
https://thein.fo/3Ka9w3A
SoftBank to Invest Up to $3 Billion in Factory for OpenAI Data Centers
SoftBank plans to invest up to $3 billion to remodel an electric vehicle plant in Lordstown, Ohio, that will produce equipment for OpenAI’s forthcoming data centers, according to two people with knowl...
www.theinformation.com
November 20, 2025 at 2:16 PM
Exclusive: SoftBank to Invest Up to $3 Billion in Factory for OpenAI Data Centers
SoftBank plans to invest up to $3 billion in a former EV factory in Lordstown, Ohio to supply OpenAI data centers.
Read more from Sri Muppidi👇
https://thein.fo/3Ka9w3A
SoftBank plans to invest up to $3 billion in a former EV factory in Lordstown, Ohio to supply OpenAI data centers.
Read more from Sri Muppidi👇
https://thein.fo/3Ka9w3A
Pinterest’s Chief Technology Officer states they don't invest in image-generating AI because "our users don’t want that," preferring a hyperpersonalized visual discovery experience. Full story here: https://thein.fo/48jn7Pj
Pinterest’s AI Strategy Focuses on What Users Want
Since ChatGPT came out three years ago, there has been no shortage of tech companies whose businesses some see as potential victims of competition from chatbots. That list has ranged from Google to Sa...
thein.fo
November 20, 2025 at 2:15 PM
Pinterest’s Chief Technology Officer states they don't invest in image-generating AI because "our users don’t want that," preferring a hyperpersonalized visual discovery experience. Full story here: https://thein.fo/48jn7Pj
The Electric: Five years ago, combustion cars and oil appeared to be on their way out. Now they look likely to remain prominent fixtures for decades longer.
Read more from @sl-thepowerhouse.bsky.social 👇
https://thein.fo/3LSmK5B
Read more from @sl-thepowerhouse.bsky.social 👇
https://thein.fo/3LSmK5B
The Electric: Look for Gasoline Cars to be Crowding Roads for Decades Longer
On Tuesday, Paul Sankey, a longtime oil analyst based in Brooklyn, N.Y., dropped by a local dealer to turn in a traditional Audi sedan he had leased. But as he did so, a new subcompact SUV from the Ge...
thein.fo
November 20, 2025 at 1:03 PM
The Electric: Five years ago, combustion cars and oil appeared to be on their way out. Now they look likely to remain prominent fixtures for decades longer.
Read more from @sl-thepowerhouse.bsky.social 👇
https://thein.fo/3LSmK5B
Read more from @sl-thepowerhouse.bsky.social 👇
https://thein.fo/3LSmK5B
A private equity sale of OneTrust would follow a board dispute in 2023, where OneTrust CEO Kabir Barday filed a counterclaim alleging "tyrannical behavior," leading to the resignation and sale of shares by the co-chairmen. Full details: 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 19, 2025 at 11:15 PM
A private equity sale of OneTrust would follow a board dispute in 2023, where OneTrust CEO Kabir Barday filed a counterclaim alleging "tyrannical behavior," leading to the resignation and sale of shares by the co-chairmen. Full details: https://thein.fo/4oGp5z2
Scoop: The White House is working on an executive order that will direct the Justice Department to sue states that pass their own laws regulating AI.
Read more from @sylviavo.bsky.social and @aaronpholmes.bsky.social 👇
https://thein.fo/4pcoF3e
Read more from @sylviavo.bsky.social and @aaronpholmes.bsky.social 👇
https://thein.fo/4pcoF3e
White House Working on Executive Order to Foil State AI Regulations
The White House is working on an executive order that will direct the Justice Department to sue states that pass their own laws regulating artificial intelligence, according to a draft of the order re...
thein.fo
November 19, 2025 at 10:45 PM
Scoop: The White House is working on an executive order that will direct the Justice Department to sue states that pass their own laws regulating AI.
Read more from @sylviavo.bsky.social and @aaronpholmes.bsky.social 👇
https://thein.fo/4pcoF3e
Read more from @sylviavo.bsky.social and @aaronpholmes.bsky.social 👇
https://thein.fo/4pcoF3e
Coinbase is set to launch a prediction market for its crypto clients to bet on events including elections and sports, powered by prediction market company Kalshi. Full story here: https://thein.fo/48lzkDc
Coinbase to Launch Prediction Market Powered by Kalshi
Coinbase is preparing to launch a prediction market to allow its crypto clients to bet on events such as elections and sports, according to two people familiar with the matter. The market will be powe...
thein.fo
November 19, 2025 at 10:15 PM
Coinbase is set to launch a prediction market for its crypto clients to bet on events including elections and sports, powered by prediction market company Kalshi. Full story here: https://thein.fo/48lzkDc
Lyft is making moves to expand its business outside core ride hailing, including its acquisition of European taxi business Freenow and a recent push into luxury chauffeuring. Find the full story: 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 19, 2025 at 9:45 PM
Lyft is making moves to expand its business outside core ride hailing, including its acquisition of European taxi business Freenow and a recent push into luxury chauffeuring. Find the full story: https://thein.fo/3LLpzFz