🇯🇵 JP
The Information
Apr 13 – Apr 19, 2026
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)
Apr 6 – Apr 12, 2026
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)
Mar 30 – Apr 5, 2026
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 Launches Another Closed-Source AI Model (theinformation.com)
ByteDance Helps OpenClaw Launch China Version of Software Marketplace (theinformation.com)
Alphabet Fund In Talks to Lead OpenRouter Investment at $1.3 Billion Valuation (theinformation.com)
Mixed OpenAI Investor Signals (theinformation.com)
Apple Turns 50 Years Old (theinformation.com)
SpaceX Said to Submit Confidential Filing for IPO (theinformation.com)
Startup That Helps Developers Pick AI Models Nears $1.3 Billion Valuation (theinformation.com)
Did Prediction Markets Cause the Crypto Crash? (theinformation.com)
Claude Code Leak Reveals Always-On ‘Kairos’ Agent (theinformation.com)
Amazon’s AI Chat Ads Yield Data but Few Sales (theinformation.com)
Exclusive: Coder Raises $90 Million Led by KKR (theinformation.com)
Iran Threats to Attack Microsoft, Google, Oracle in Middle East (theinformation.com)
OpenAI’s Fundraising; The (Dismal) IPO Class of 2021 (theinformation.com)
Sequoia Capital Names Former Leader Leone as Chairman  (theinformation.com)
Sequoia Capital Names Former Leader Leone as Chairman (theinformation.com)
‘Guardian’ Apps Aim to Stop AI Agents From Going Rogue (theinformation.com)
How an Unusual Fitness Deal Came Together (theinformation.com)
Nvidia Invests $2 Billion in Marvell (theinformation.com)
OpenAI Says Latest Funding Round Raised $122 Billion at $830 Billion Valuation (theinformation.com)
Microsoft Energy VP Departs (theinformation.com)
Oracle Lays of Thousands of Employees (theinformation.com)
Anthropic’s Coding Agent Source Code Exposed in Leak (theinformation.com)
Activist Investor Calls on Snap to Make “Meaningful Changes” (theinformation.com)
AI Is Weighing on the Software Debt Market (theinformation.com)
Chinese AI Firm Zhipu’s 2025 Revenue Jumps 132% (theinformation.com)
Fashion Brand Firm to Buy Allbirds for $39 Million (theinformation.com)
How This Startup Helps Users Generate Videos Without Breaking The Bank (theinformation.com)
Amazon’s Starlink Rival to Offer Wifi on 500 Delta Air Lines Planes (theinformation.com)
U.K. Launches Antitrust Probe of Microsoft’s Cloud and Software Bundling (theinformation.com)
SpaceX Makes a $75 Billion Offer Investors Can’t Refuse (theinformation.com)
Alibaba’s New Multimodal AI Model is Not Open-Source (theinformation.com)
DeepSeek’s Chatbot Goes Dark for Over 10 Hours (theinformation.com)
Nvidia Stock is Cheap—What That Signals (theinformation.com)
Space Data Center Startup Starcloud Raises $170 Million (theinformation.com)
Apple Kicks Out Vibe Coding App (theinformation.com)
DOJ Reportedly Probing Insider Trading on Prediction Markets (theinformation.com)
Apple Temporarily Launches AI Software in China (theinformation.com)
Microsoft Debuts New Copilot Upgrades Combining Anthropic, OpenAI Models (theinformation.com)
Apple Kicks Vibe Coding App Out of App Store, Escalating Crackdown (theinformation.com)
Nasdaq Rule Change Would Speed Index Entry for SpaceX IPO (theinformation.com)
Big Tech Schools Big Energy on Powering AI (theinformation.com)
Anthropic’s Success Sparks Server Crunch (theinformation.com)
Crypto’s Nasty Downturn Is Getting Worse (theinformation.com)
Chinese Humanoid Maker Agibot Rolls Out 10,000th Mass-Produced Unit (theinformation.com)
Mar 23 – Mar 29, 2026
SpaceX’s IPO Challenge (theinformation.com)
Midjourney Revenue Now ‘Significantly’ Above $200 Million (theinformation.com)
Washington State Sues Kalshi (theinformation.com)
SpaceX Hype Boosts Stocks in Its Crosshairs (theinformation.com)
Inside JPMorgan's Tech100: Bezos, Amodei and the Billionaire Who Wasn't There (theinformation.com)
The ‘For All Mankind’ Showrunners Think They Know What Silicon Valley Likes (theinformation.com)
Physical Intelligence Said to Discuss $11 Billion Valuation (theinformation.com)
Google Reportedly in Talks to Finance Multibillion-dollar Data Center for Anthropic (theinformation.com)
Microsoft Leases Texas Data Center Site After Oracle and OpenAI Walked Away (theinformation.com)
Midjourney Is Profitable and Chasing Hardware Dreams. But Can It Survive Google? (theinformation.com)
Tencent Bets on OpenClaw to Make Up for Lost Ground in China AI Battle (theinformation.com)
U.S. Officials Say China’s Largest Chipmaker Has Supplied to Iran’s Military (theinformation.com)
Anthropic Discusses Q4 IPO, Preps Advanced ‘Claude Mythos’ and ‘Capybara’ AI (theinformation.com)
Anthropic Wins Injunction Blocking Pentagon Blacklisting of Firm (theinformation.com)
Social Media’s New Legal Overhang (theinformation.com)
How the Next General Partners Are Winning Deals (theinformation.com)
David Sacks Leaves White House AI and Crypto Czar Role (theinformation.com)
Anthropic Discusses Going Public as Soon as the Fourth Quarter (theinformation.com)
X Lays Off CMO, Other Staff Ahead of SpaceX IPO (theinformation.com)
Meta Raises Investment in El Paso Data Center to $10 Billion (theinformation.com)
Exclusive: OpenAI Surpasses $100 Million Annualized Revenue From Ads Pilot (theinformation.com)
Aligned Data Centers Raises $2.6 Billion in Debt (theinformation.com)
Amazon AI Chip Product Leader Departs (theinformation.com)
Microsoft Freezes Hiring at Key Cloud, Sales Groups to Improve Margins (theinformation.com)
Apple Plans to Open Siri Integration to More AI Assistants (theinformation.com)
Ozempic Maker Says AI Agents Are Shortening Its Clinical Trials (theinformation.com)
OpenAI Puts Plans for Erotica in ChatGPT on Hold Indefinitely (theinformation.com)
Microsoft Freezes Hiring in Major Cloud and Sales Groups (theinformation.com)
Claude is Gaining on OpenClaw (theinformation.com)
Introducing The Information’s 2026 List of Next General Partners (theinformation.com)
Where Last Year’s ‘Next General Partner’ Finalists Are Now (theinformation.com)
Meta’s Future Value and the Social Media Verdict (theinformation.com)
Judge Approves Testimony that Microsoft Could Owe Elon Musk $25 Billion (theinformation.com)
AI Startup Sierra Unveils Self-Service Agent-Building Product (theinformation.com)
Blackstone Nears Deal to Buy Data Center Firm Rowan (theinformation.com)
SpaceX IPO Bankers Will Forgo Coveted ‘Lead Left’ Position (theinformation.com)
Meta, YouTube Found Liable In Landmark Social Media Addiction Case (theinformation.com)
Amazon Adds Returns Dropoffs at FedEx Stores (theinformation.com)
Space Stocks Rally On Report of SpaceX IPO Filing (theinformation.com)
The Bull Case for AI Just Got Stronger (theinformation.com)
Apple Can ‘Distill’ Google’s Big Gemini Model (theinformation.com)
Meta Launches Meta Small Business (theinformation.com)
Meta Platforms to Lay Off Hundreds (theinformation.com)
AMD-Backed Vultr Seeks $1 Billion for AI Cloud Push (theinformation.com)
Chinese Authorities Bar Manus Cofounders From Leaving Country (theinformation.com)
Chinese AI Firm SenseTime Reports First Positive Operating Margin (theinformation.com)
Meta Approves New Executive Stock Plan Tied to Aggressive Stock Goals (theinformation.com)
Amazon Buys Fauna Humanoid Startup (theinformation.com)
The Math Behind Anthropic’s Mad Revenue Growth (theinformation.com)
SpaceX Aims to File for IPO as Soon as This Week (theinformation.com)
OpenAI Wrongfoots Disney (theinformation.com)
Judge in Anthropic-Pentagon Case Calls Pentagon’s Actions ‘Troubling’ (theinformation.com)
Jury: Meta Must Pay $375 Million in New Mexico Child Safety Case (theinformation.com)
Health Ring Oura Interviews Banks for IPO as Soon as This Year (theinformation.com)
Slack, Workday and LinkedIn Are Resisting Customers’ AI Agents (theinformation.com)
OpenAI CEO Shifts Responsibilities, Preps ‘Spud’ AI Model (theinformation.com)
Software Stocks Drop Once Again on AI Fears (theinformation.com)
Meta and OpenAI Say They Will Buy Arm’s First AI Server Chip (theinformation.com)
Meta Names Bosworth to Oversee Internal AI Use (theinformation.com)
Why AI Coding Agents Need Multiple Personalities to Do Their Best Work (theinformation.com)
AWS Accelerates Internal AI Agents Following Staff Cuts (theinformation.com)
Google’s Gemini Steals a March on OpenAI (theinformation.com)
OnlyFans Owner Dies of Cancer Amid Sale Talks (theinformation.com)
OpenAI CEO Sam Altman to Leave Board of Fusion Startup Helion Energy (theinformation.com)
Meta Hires AI Startup Dreamer’s Team (theinformation.com)
Senators Propose Bill to Ban Sports Bets on Prediction Markets (theinformation.com)
Nvidia’s New Server Rack Will Run AI Chips Made by Rivals (theinformation.com)
Why Notion is Switching From Cursor to Claude Code and Codex (theinformation.com)
OpenAI Hires Ad Sales Exec from Meta (theinformation.com)
OpenAI’s Shopping U-Turn Could Complicate Enterprise Playbook (theinformation.com)
Humanoid Maker Unitree Seeks to Raise $610 million in Shanghai IPO (theinformation.com)
Mar 16 – Mar 22, 2026
Stock Comp and Software’s Illusory Profits (theinformation.com)
Elon Musk Says Tesla and SpaceX Will Manufacture Chips at ‘Terafab’ (theinformation.com)
Tech M&A Chilled by AI, Inflation Fears (theinformation.com)
OpenAI’s First Advertisers Can’t Prove ChatGPT Ads Work (theinformation.com)
OpenAI Expects to Increase Headcount to Roughly 8,000 This Year (theinformation.com)
AI’s Enthusiasm Chasm (theinformation.com)
Compute Costs? No, Caviar and Cocktails: In the Bay Area, AI Splurges on Private Parties (theinformation.com)
Inside Anduril’s Big Gamble: An Ohio Weapons Factory (theinformation.com)
Apple Acquisition Talks, Fraud Accusations: Behind One App Startup’s Nasty Split (theinformation.com)
Anthropic Filing Reveals Negotiations Continued After ‘Supply Chain’ Declaration (theinformation.com)
Elon Musk Misled Twitter Investors, Jury Finds (theinformation.com)
CIA Venture Arm Invests in Data Center Developer Prometheus Hyperscale (theinformation.com)
Nvidia Robotics Chief: AI Agents Will Bring About ChatGPT Moment for Robotics (theinformation.com)
Jeff Bezos’ Blue Origin Wants to Launch Data Centers into Space (theinformation.com)
A Rising Star at Microsoft Promises a Restored Xbox—and No ‘Soulless AI Slop’ (theinformation.com)
Amazon is Working on AI-Powered Mobile Device (theinformation.com)
Trump Administration Releases Artificial Intelligence Policy Framework (theinformation.com)
8 Questions Investors Need to Ask About SpaceX’s IPO (theinformation.com)
Crypto Wallet Firm Ledger Hires New CFO Ahead of Potential IPO (theinformation.com)