🇯🇵 JP
The Information
4月13日 – 4月19日
TSMC Raises Revenue Forecast as AI Chip Demand Surges (theinformation.com)
TSMC Raises Revenue Forecast as AI Chip Demand Surges (theinformation.com)
Figma’s Apple Moment; Allbirds’ AI Pivot (theinformation.com)
OpenAI Prepares to Launch Cost-Per-Click Ads In Coming Days (theinformation.com)
Accel Raises $5 Billion for Late-Stage Investments (theinformation.com)
Crypto Billionaire Justin Sun Labels Trump-Linked Crypto Vote a Scam (theinformation.com)
Apple Sends Siri Staffers to Coding ‘Bootcamp’ in Latest Shakeup For Organization (theinformation.com)
AI Buying Bots Are Driving More Refunds, Risks: Adyen Executive (theinformation.com)
Exclusive: Meta Reorganizes Reality Labs To ‘Execute Faster’ (theinformation.com)
I Helped Pick Stocks for the Dow. I’m Watching the SpaceX IPO Carefully (theinformation.com)
China’s Probe of Meta’s Manus Purchase Sends Startups Scrambling (theinformation.com)
Allbirds to Pivot to AI Chips (theinformation.com)
OpenAI Plans New Pricing for ChatGPT Ads, Explores Other Upgrades (theinformation.com)
Anthropic Exec Leaves Figma Board (theinformation.com)
Snap Lays Off 16% of Workforce (theinformation.com)
ByteDance Launches Seedance 2.0 Globally, Excluding the U.S. (theinformation.com)
New Salesforce Tool Connects Third-Party Agents With Its Customer Data (theinformation.com)
Novartis CEO Joins Anthropic’s Board (theinformation.com)
What Amazon’s Globalstar Purchase Means for SpaceX (theinformation.com)
Billion Dollar Grüns Sale Gives Consumer Investors Hope (theinformation.com)
Anthropic Changes Pricing to Bill Firms Based on AI Use Amid Compute Crunch (theinformation.com)
Deutsche Börse Acquires $200 Million Stake in Kraken (theinformation.com)
Exclusive: Meta AI Infrastructure Executive Departs (theinformation.com)
General Catalyst Appoints Palo Alto Networks’ Arora to Board (theinformation.com)
Crypto Firms Seek Access to Anthropic’s Mythos While Shoring Up Defenses (theinformation.com)
Exclusive: Anthropic Preps Opus 4.7 Model, AI Design Tool (theinformation.com)
Uber CTO Shows How Claude Code Can Blow Up AI Budgets (theinformation.com)
The Enigma of the Data Labeling Startup Explosion (theinformation.com)
Polymarket Reverses Course on Startups That Piggyback on Insider Trades (theinformation.com)
Amazon to Pay $11.5 Billion for Globalstar, Signs Apple iPhone Deal (theinformation.com)
What SpaceX’s Numbers Do and Don’t Tell Us (theinformation.com)
New SpaceX Numbers Show Reliance on Starlink (theinformation.com)
Thinking Machines Hires Founders of Personalized AI Startup Workshop Labs (theinformation.com)
Dell, HP Shares Drop After Nvidia Denies Takeover Report (theinformation.com)
Handshake, Mercor Revenue Surges on Demand for Human Contractors to Train AI (theinformation.com)
Microsoft Slowed AI Spending. Now It’s Playing Catchup (theinformation.com)
OpenAI Memo Cites “Staggering” Demand for Joint AWS Product, Says Microsoft “Limited” Business (theinformation.com)
‘Reinforcement Learning Gym’ Startup, Buoyed by Labs’ Appetite For Training Data, Reaches $750 Million Valuation (theinformation.com)
Tether Hires JPMorgan Executive for U.S. Stablecoin Expansion (theinformation.com)
Microsoft Plots New Copilot Features Inspired by OpenClaw (theinformation.com)
Altman Addresses Home Attack (theinformation.com)
4月6日 – 4月12日
Netflix on Deck This Week; Pressure on Software Stocks Intensifies (theinformation.com)
Atlassian and Figma Lead the R&D Arms Race (theinformation.com)
Silicon Valley, Ready to Laugh Again? (theinformation.com)
The ‘Tokenmaxxing’ Tide May Already Be Turning (theinformation.com)
OpenAI Stargate Execs to Join Meta’s New Compute Unit (theinformation.com)
CoreWeave Strikes Multi-Year Deal with Anthropic (theinformation.com)
Hong Kong Approves StanChart-Led Group, HSBC to Issue Stablecoins (theinformation.com)
Tesla Can Sell Driving Software in Netherlands in Step Toward EU-Wide Sales (theinformation.com)
Cisco in Talks to Buy AI Security Startup Astrix for at Least $250 Million (theinformation.com)
How a Self-Taught Programmer Became the Father of Claude Code (theinformation.com)
SK Hynix Is the Overlooked Memory Chip Maker (theinformation.com)
Powell, Bessent Said to Invite Bank Leaders to Discuss Anthropic’s Mythos (theinformation.com)
OpenAI Stargate Leaders Depart in Latest Shakeup to Data Center Strategy (theinformation.com)
Exclusive: OpenAI ‘Stargate’ Exec Peter Hoeschele Leaves Company (theinformation.com)
Anthropic Considers Designing its Own Chip (theinformation.com)
Google Will Use Intel Chips in Data Centers (theinformation.com)
SpaceX Posted Nearly $5 Billion Loss Last Year from AI Spending (theinformation.com)
OpenAI, Forecasts and Guesses (theinformation.com)
At HumanX, Anthropic Stokes AI Optimism (theinformation.com)
OpenAI Tweaks AI Coding Agent Pricing Amid Rising Use (theinformation.com)
Exclusive: Meta Reassigns Engineers to Improve AI Models (theinformation.com)
SpaceX Woos Investors As C-Suite Shakeups Continue (theinformation.com)
Even Without Mythos, Researchers Say AI is Getting Scary Good at Hacking (theinformation.com)
Exclusive: Mercor Hit Over $1 Billion in Annualized Revenue Before Breach (theinformation.com)
CPU Startup SiFive Raises $400 Million (theinformation.com)
Amazon Considers Selling AI Chips Beyond AWS (theinformation.com)
Meta Expands Cloud Deals With CoreWeave to $35 Billion through 2032 (theinformation.com)
Unilever Acquires Supplement Startup Grüns (theinformation.com)
Tesla Considers Producing Smaller, Cheaper SUV (theinformation.com)
The $3 Billion AI Medicare Broker Backed By Two Vice Presidents (theinformation.com)
OpenAI Forecasts Advertising to Hit $102 billion by 2030 (theinformation.com)
Alibaba Anonymously Launches New AI Video Model (theinformation.com)
Meta Tries to Light a Fire in AI Market (theinformation.com)
D.C. Court Denies Anthropic Motion to Stay Pentagon Blacklisting (theinformation.com)
Workday CTO Joins Anthropic Amid Startup’s Push to Build HR Apps (theinformation.com)
Nebius in Talks to Buy Israeli AI Startup AI21 After Nvidia Deal Fizzles (theinformation.com)
Exclusive: Former Andreessen General Partner Midha Raises $1.3 Billion (theinformation.com)
Perplexity’s ARR Rises to $500 Million (theinformation.com)
Meta Unveils New AI Models (theinformation.com)
Nvidia Worth $22 Trillion? This Old-School Financial Model Says Yes. (theinformation.com)
Meta Shutters Internal AI Token Leaderboard (theinformation.com)
The Startup Building Code Management Software for ‘Tokenmaxxers’ (theinformation.com)
Polygon Labs in Talks to Raise Up to $100 Million for Payments Business (theinformation.com)
Alibaba Streamlines Responsibilities for AI Executive (theinformation.com)
AWS Partner Caylent Acquires AI Contact Center-Focused Consulting Firm (theinformation.com)
Anthropic’s Revenue Growth Suggests OpenAI Is Overvalued (theinformation.com)
How Anthropic Could Hit $100 Billion in Annualized Revenue This Year (theinformation.com)
Musk Seeks to Remove Altman, Brockman from OpenAI Nonprofit (theinformation.com)
Anthropic Announces AI Cybersecurity Project Powered By Claude Mythos Model (theinformation.com)
AWS CEO Says Claude Code Won’t Replace SaaS (theinformation.com)
Microsoft’s GitHub Sees Booming Traffic—and Outages—as AI Agents Flood Platform (theinformation.com)
Microsoft Cloud Exec Joins Anthropic as Head of Infrastructure (theinformation.com)
Amazon Reduces Package Volume with USPS (theinformation.com)
Intel Says It’s Joining SpaceX and Tesla ‘Terafab’ Project (theinformation.com)
Anthropic’s Compute Crunch Strikes Again (theinformation.com)
Amazon’s Tough Stance on Prices Prompts Brands to Pull Products (theinformation.com)
OpenAI Suggests Industrial Policies for Superintelligence (theinformation.com)
Anthropic Signs 3.5 Gigawatt Deal with Broadcom and Google for TPUs (theinformation.com)
OpenAI’s Never-Ending Soap Opera (theinformation.com)
Anthropic Says It’s Topped $30 Billion in Annualized Revenue (theinformation.com)
ServiceNow CEO Saw Compensation Jump Nearly 40% in 2025 (theinformation.com)
OpenAI Asks Attorneys General to Investigate Musk (theinformation.com)
Can TensorWave Leapfrog Nvidia’s Big Moat? (theinformation.com)
Oracle Names CFO (theinformation.com)
Why SpaceX Has an Uphill Battle Growing Starlink Mobile (theinformation.com)
Codex and Claude Code Can Work Together (theinformation.com)
Meta Employees Vie for AI ‘Token Legend’ Status (theinformation.com)
OpenAI CFO Questions 2026 IPO Readiness (theinformation.com)
3月30日 – 4月5日
What the Coming Big IPOs Mean for Tech Stocks (theinformation.com)
OpenAI CEO and CFO Diverge on IPO Timing (theinformation.com)
The Vibe Coding Effect? Apple’s App Store Saw 84% Jump in New Apps in Quarter (theinformation.com)
TBPN’s Lovable Underdog Era Ends (theinformation.com)
Frontier Tower, A Hot Spot for Strange Tech, Plots Global Expansion and New Hotel (theinformation.com)
OpenAI’s Simo To Take Several Weeks of Medical Break (theinformation.com)
Amazon Curbs Misleading Markdowns Ahead of Prime Day Sale (theinformation.com)
Jay Edelson Made Facebook Pay. Now He’s Coming for Silicon Valley’s AI (theinformation.com)
Microsoft Hit Copilot Sales Goals in March Quarter, Commercial CEO Tells Staff (theinformation.com)
SpaceX Delays Next Starship Test Launch Again (theinformation.com)
DeepSeek’s New AI Model Will Be a Victory for Huawei (theinformation.com)
Database Startup Supabase in Talks to Double Valuation to $10 Billion (theinformation.com)
Salesforce Agentforce Executive Departs for Rival Sierra (theinformation.com)
Anthropic Acquires Startup Coefficient Bio for About $400 Million (theinformation.com)
Why OpenAI's TBPN Deal is No Joke (theinformation.com)
Blackstone Agrees to Take Stake in Data Center Firm Rowan (theinformation.com)
OpenAI’s Fidji Simo Pushes Company to Stay Out of Social Media (theinformation.com)
Blackstone Extends the Data Center Buying Spree (theinformation.com)
Tether Makes Final Push for Fundraising at $500 Billion Valuation (theinformation.com)
Why OpenAI’s Fidji Simo Bought the TBPN Podcast Amid Crusade Against ‘Side Quests’ (theinformation.com)
Pentagon Appeals Judge’s Order Pausing Anthropic Blacklisting (theinformation.com)
Anthropic ‘Mythos’ Model Signals New Era of AI Cybersecurity Risks (theinformation.com)
OpenAI Buys TBPN (theinformation.com)
Amazon in Talks to Acquire Globalstar (theinformation.com)
Microsoft Releases AI Models for Transcription, Speech, Image Generation (theinformation.com)
Tesla Vehicle Deliveries Climb 6% Year-Over-Year (theinformation.com)
An AI Storytelling Startup is On Pace to Generate $100 Million in Annual Sales (theinformation.com)
For Blackstone, Private Credit Fears Miss the Big Picture (theinformation.com)
Alibaba がクローズドソースの AI モデルをまた投入 (theinformation.com)
ByteDance が OpenClaw の Software Marketplace 中国版ローンチを支援 (theinformation.com)
Alphabet 傘下ファンド、OpenRouter への13億ドル評価でのリード投資を協議中 (theinformation.com)
OpenAI 投資家からの混合シグナル (theinformation.com)
Apple、創立 50 周年を迎える (theinformation.com)
SpaceX、IPO向け機密書類を提出か (theinformation.com)
開発者向け AI モデル選択スタートアップが $1.3 billion 評価額に接近 (theinformation.com)
予測市場が暗号資産暴落の引き金か (theinformation.com)
Claude Code 漏洩で常時稼働の「Kairos」エージェント露わに (theinformation.com)
Amazon のAI Chat Ads がデータはもたらすものの売上は低迷 (theinformation.com)
独占: Coder、KKRが主導する資金調達で9000万ドルを獲得 (theinformation.com)
イラン、中東でMicrosoft、Google、Oracleへの攻撃を威嚇 (theinformation.com)
OpenAIの資金調達計画、2021年IPO組の悲劇と対比 (theinformation.com)
Sequoia Capital、元リーダーのLeoneをチェアマンに任命 (theinformation.com)
Sequoia Capital、元リーダーのLeoneをチェアマンに任命 (theinformation.com)
Guardian アプリ、暴走する AI エージェント防止を狙う (theinformation.com)
異例のフィットネス取引、いかにして成立したのか (theinformation.com)
Nvidiaが Marvellに20億ドルを投資 (theinformation.com)
OpenAI、最新ファンディングで時価評価8,300億ドルにて1,220億ドルを調達と発表 (theinformation.com)
Microsoft Energy VP退職 (theinformation.com)
Oracle、数千人規模の従業員削減を実施 (theinformation.com)
Anthropic のコーディングエージェント Claude Code、ソース流出 (theinformation.com)
アクティビスト投資家、Snapに「実質的な変化」を求める (theinformation.com)
AIがソフトウェア債務市場に圧力をかけている (theinformation.com)
中国AI企業Zhibuの2025年営収が132%急増 (theinformation.com)
ファッションブランド企業がAllbirdsを$39 Millionで買収へ (theinformation.com)
このスタートアップがユーザーの予算を抑えた動画生成を実現する方法 (theinformation.com)
AmazonのStarlink対抗製品、Delta Air Linesの500機でWifi提供へ (theinformation.com)
英国がMicrosoftのクラウドとソフトウェアバンドリングの独占禁止法調査を開始 (theinformation.com)
SpaceXが投資家が拒否できない$75 Billionのオファーを提示 (theinformation.com)
Alibaba の新マルチモーダル AI モデル、オープンソースではなし (theinformation.com)
DeepSeek のチャットボット、10時間以上ダウン (theinformation.com)
Nvidia株は割安か、それが示唆するもの (theinformation.com)
Starcloud、宇宙データセンター事業で$170Mを調達 (theinformation.com)
Apple が Vibe Coding アプリを削除 (theinformation.com)
DOJ、予測市場でのインサイダー取引を調査中との報道 (theinformation.com)
Apple、中国で AI ソフトウェアを一時的にローンチ (theinformation.com)
Microsoft、Anthropic と OpenAI のモデルを組み合わせた新しい Copilot アップグレードを発表 (theinformation.com)
AppleがVibe Coding AppをApp Storeから削除、取り締まり激化 (theinformation.com)
Nasdaq ルール変更、SpaceX IPO のインデックス入り加速 (theinformation.com)
ビッグテック、エネルギー企業に AI 電源化で助言 (theinformation.com)
Anthropic の成功、サーバーひっ迫を招く (theinformation.com)
暗号資産の急落がさらに悪化中 (theinformation.com)
中国ヒューマノイドメーカーAgibot、量産第1万台達成 (theinformation.com)
3月23日 – 3月29日
SpaceX の IPO の課題 (theinformation.com)
Midjourney の売上が2億ドルを「大幅に」上回る (theinformation.com)
ワシントン州が Kalshi を提訴 (theinformation.com)
SpaceXの話題が標的企業の株価を押し上げ (theinformation.com)
JPMorgan Tech100内幕：Bezos、Amodei、不在だった億万長者 (theinformation.com)
「For All Mankind」制作陣、シリコンバレーの好みを知ると確信 (theinformation.com)
Physical Intelligence、$11B 評価額での協議進む (theinformation.com)
Google、Anthropic 向けの数十億ドル規模データセンター資金化について協議中と報じられ (theinformation.com)
Microsoft、Oracle と OpenAI が撤退した Texas データセンター施設をリース (theinformation.com)
Midjourneyが黒字化、ハードウェア事業に進出—だがGoogleとの競争に勝てるか (theinformation.com)
Tencent が中国のAI戦で遅れを取り戻すため OpenClaw に賭ける (theinformation.com)
US当局がChina最大手チップメーカーのイラン軍への供給を確認 (theinformation.com)
Anthropic が Q4 IPO 検討、進化版「Claude Mythos」と「Capybara」AI を準備 (theinformation.com)
Anthropic、ペンタゴンのブラックリスト化を差し止める仮処分獲得 (theinformation.com)
ソーシャルメディアの新たな法的リスク (theinformation.com)
次世代General Partners、ディール獲得の方法論 (theinformation.com)
David Sacks がホワイトハウスの AI・暗号資産担当長官を辞任 (theinformation.com)
Anthropic が今年下半期中の上場を検討 (theinformation.com)
X、SpaceX IPO前にCMOら幹部を削減 (theinformation.com)
Meta、El Pasoデータセンター投資を$10Bに拡大 (theinformation.com)
独占：OpenAI、広告パイロットで$100M年間売上を突破 (theinformation.com)
Aligned Data Centers、デット調達で$2.6B確保 (theinformation.com)
Amazon の AI チップ事業トップが退職 (theinformation.com)
Microsoft、マージン改善のため主要クラウド・営業部門での採用を凍結 (theinformation.com)
Apple、Siri 統合をより多くの AI アシスタントに開放へ (theinformation.com)
Ozempic製造元、AIエージェントが臨床試験を短縮していると明言 (theinformation.com)
OpenAIがChatGPTのエロティカ計画を無期限延期 (theinformation.com)
MicrosoftがCloud・Sales部門の採用活動を凍結 (theinformation.com)
Claude が OpenClaw に肩を並べつつある (theinformation.com)
The Information、2026年「Next General Partners」リスト発表 (theinformation.com)
昨年の「Next General Partner」ファイナリスト、その後の活躍は (theinformation.com)
Meta の将来価値とソーシャルメディア判決 (theinformation.com)
裁判官、Microsoft が Elon Musk に $25 Billion を支払う可能性の証言を認める (theinformation.com)
AI スタートアップ Sierra、セルフサービスのエージェント構築プロダクトを発表 (theinformation.com)
Blackstone、データセンター企業 Rowan 買収で契約間近 (theinformation.com)
SpaceX IPO 銀行家が求められている『Lead Left』ポジションを放棄 (theinformation.com)
Meta・YouTubeがSNS依存訴訟で責任認定 先例となる判決 (theinformation.com)
Amazon、FedEx店舗への返品ドロップオフを追加 (theinformation.com)
SpaceX上場申請報道でスペース関連株が上昇 (theinformation.com)
AIへの強気論がより有力に (theinformation.com)
AppleがGoogleの大規模Geminiモデルの「蒸留」に成功 (theinformation.com)
MetaがMeta Small Businessを立ち上げ (theinformation.com)
Meta Platformsが数百人規模のリストラを予定 (theinformation.com)
AMD傘下のVultrがAIクラウド展開に10億ドル調達目指す (theinformation.com)
中国当局がManus共同創業者の出国を禁止 (theinformation.com)
中国AI企業SenseTimeが初営業利益黒字を報告 (theinformation.com)
Meta が攻撃的株価目標と連動した新経営幹部株式計画を承認 (theinformation.com)
Amazon、ヒューマノイド企業Faunaを買収 (theinformation.com)
Anthropicの爆発的成長を支える数学とは (theinformation.com)
SpaceX、今週中のIPO申請を目指す (theinformation.com)
OpenAI、Disneyの盲点を突く (theinformation.com)
Anthropic-Pentagon事件の判事、Pentagon行動を「問題」と指摘 (theinformation.com)
陪審団：Meta、New Mexico児童安全事件で375m支払い義務 (theinformation.com)
Health Ring Oura が今年中の IPO に向けて銀行と面接 (theinformation.com)
Slack、Workday、LinkedInが顧客向けAIエージェントに抵抗 (theinformation.com)
OpenAI CEO が職責変更、'Spud' AI モデル開発へ (theinformation.com)
ソフトウェア株、AI 懸念で再び下落 (theinformation.com)
MetaとOpenAIがArmの初AI サーバーチップ購入を表明 (theinformation.com)
Meta、Bosworth を AI 利用の内部統括責任者に任命 (theinformation.com)
AIコーディングエージェント、最高のパフォーマンスには複数のパーソナリティが必要な理由 (theinformation.com)
AWS、人員削減後に社内 AI エージェント開発を加速 (theinformation.com)
Google の Gemini が OpenAI を先制 (theinformation.com)
OnlyFans創業者、癌で逝去—売却交渉の最中 (theinformation.com)
OpenAI CEO Sam Altman、核融合スタートアップHelion Energyの取締役会から退任へ (theinformation.com)
Meta、AI スタートアップ Dreamer のチーム採用 (theinformation.com)
上院議員が予測市場でのスポーツベット禁止法を提案 (theinformation.com)
Nvidia の新サーバーラック、競合他社製 AI チップを搭載 (theinformation.com)
Notion、CursorからClaude Code・Codexに切り替える理由 (theinformation.com)
OpenAI、Metaから広告営業幹部を採用 (theinformation.com)
OpenAI のショッピング方針転換、エンタープライズ戦略を複雑化させる可能性 (theinformation.com)
ヒューマノイドメーカー Unitree が上海IPOで $610 M 調達を目指す (theinformation.com)
3月16日 – 3月22日
株式報酬とソフトウェアの幻想的利益 (theinformation.com)
Elon Musk、TeslaとSpaceXが『Terafab』でチップを製造すると語る (theinformation.com)
テックM&Aが冷え込み：AI不安とインフレが市場を冷やす (theinformation.com)
OpenAI の初期広告主、ChatGPT 広告の効果を証明できず (theinformation.com)
OpenAI、今年中に従業員数を約8,000人に増やす見通し (theinformation.com)
AI の熱狂の深淵 (theinformation.com)
計算コスト? いや、キャビアとカクテル: ベイエリアで AI が豪華なプライベートパーティーに浪費 (theinformation.com)
Anduril の大きな賭け: オハイオの兵器工場の内部 (theinformation.com)
Apple 買収交渉、詐欺疑惑: あるアプリスタートアップの険悪な分裂の背景 (theinformation.com)
Anthropic書類、「サプライチェーン」宣言後も交渉が続いていたことが判明 (theinformation.com)
Elon Musk、Twitter投資家を誤導と陪審員が判定 (theinformation.com)
CIA傘下ベンチャー、データセンター開発企業Prometheus Hyperscaleに投資 (theinformation.com)
Nvidia ロボティクス責任者：AI エージェントがロボティクスに ChatGPT 的な転機をもたらす (theinformation.com)
Jeff Bezos の Blue Origin、データセンターを宇宙へ打ち上げる計画 (theinformation.com)
Microsoft の新星、復活した Xbox と『魂のない AI スロップ』なしを約束 (theinformation.com)
Amazon が AI 搭載モバイルデバイスを開発中 (theinformation.com)
Trump 政権が人工知能ポリシーフレームワークをリリース (theinformation.com)
SpaceX の IPO について投資家が質問すべき 8 つの質問 (theinformation.com)
暗号ウォレット企業LedgerがIPO前に新CFOを採用 (theinformation.com)