The Information

Founders Fund, Khosla Ventures Visit China as Country’s AI Prowess Rises

U.S. venture capitalists have slashed investments in Chinese startups in recent years as relations between the two superpowers have soured. But behind the scenes, plenty are taking weekslong trips to meet with the country’s tech founders—a sign of the influence Chinese startups like DeepSeek wield in the hottest parts of tech. Last month, three partners at Peter Thiel’s Founders Fund—Sean Liu, John Luttig and Joey Krug—visited tech companies in Beijing, Shanghai and...

By

Julia Hornstein

,

,

and

Anthropic in Talks for 1-Gigawatt Data Center Lease With Apollo-Backed Developer

By

and

Wall Street’s GPU Futures Push Stalls at the CFTC

By

Exclusive: GM Is Pumping Out Cathodes And Moving to Bypass China's Battery Chokehold

By

What To Expect at AI Agenda Live; Crusoe and Thinking Machines Labs Strike a Compute Deal

By

Stephanie Palazzolo

OpenAI Agent Hacked Australian Government, Prime Minister Says

Prime minister Anthony Albanese said it took OpenAI "way too long to inform the government what had occurred."

Patreon Co-Founder Sam Yam Joins OpenAI to Lead New Creator Division

The hire marks fresh interest in creators for OpenAI, which shut down its Sora video app and API in March to focus on coding and business customers.

AI, the UN, Xi and Trump

By

Anthropic Says Its AI Helped Discover a Possible New Gene-Editing Tool

Claude found a novel CRISPR-like DNA pattern

Sam Altman and Dario Amodei Brief UN Security Council

The executives touted the potential of AI while calling for international coordination.

Barrick Gold Inks Five-Year AI Deal Before IPO

By

Former Lone Pine Capital Director Launches $500 Million-Plus Tech Fund

The fund will invest in around a dozen AI infrastructure, semiconductor and other tech companies.

Amazon Gives Sellers 12 Months of AI Software Quick Plus For Free

Merchants selling on Amazon’s site can also connect Amazon’s Sellers Assistant product to Quick and Claude

Featured Newsletters

Every Monday and Thursday

An exclusive publication covering the nascent battery and electric vehicle revolutions.

Four times/week (subscribers only)

Stay ahead of the innovation and disruption happening in AI. Stephanie Palazzolo covers the tech, startups, companies and people making headlines.

Five times/week

Get smarter about the most important stories in tech, media and finance by following Silicon Valley’s most-read executive newsletter.

Introducing the AI Inflection Index: What 9,500 Articles Say About What’s Coming Next

By

OpenAI and Anthropic Release Cheaper AI Models, Investors Visit China as Country’s AI Prowess Rises

China Leads U.S. in Top AI Talent, Study Finds

China has surpassed the U.S. as the country where the best AI researchers work, according to research by think tank Carnegie China.

Shares of Chinese AI Model Firms Fall After Report of Regulatory Probe

The share moves came after The Information reported that China’s internet regulator is probing potential data leaks to Anthropic.

New Data Show Anthropic, OpenAI and Other Upstarts Are Eating into Software Budgets

By

What happens when Silicon Valley logs off—the trends, people and companies shaping tech culture.

Introducing The Information’s 50 Most Influential People in Tech

By

and

Jessica E. Lessin

Early Anthropic Investor Seeks VC Glory With Cash and Compute

By

OpenAI Partners With Grab in Southeast Asia for AI Skills Program

The program aims to help drivers, delivery riders and merchants adopt ChatGPT for work.

Anthropic in Talks to Lease Apollo-Controlled Stream Data Centers

Google could guarantee aspects of the project

Why America’s AI Dream Is Failing to Launch

By

Ryan Cunningham

and

Exclusive: Microsoft to Boost Copilot Discounts as It Launches AI ‘Super App’

Microsoft plans to offer the Copilot discounts in hopes of winning more subscribers that will also generate usage-based revenue from new features.

Exclusive: Meta’s Muse Surpassed 500,000 Users After First Week

Internal data indicates Meta’s vision for personalized AI assistants may be starting to resonate with consumers.

Trending on forum

Are you using Grok Bot?

Jessica E. LessinFounder and CEOThe Information

OpenAI to acquire Anthropic

Alan JacobsonFounder, CeorevenueModel.ai

Eight Women Speak Out

Brian DemseyFounderHallucinations.cloud

Search our community Directory to engage with others who are serious about tech and business.

Luckey’s Erebor Bank Plots Syria Expansion

By

The Software Pricing War and AI Power Bottlenecks

Entertainment-Booking Startup Ande Raises $52 Million From Lightspeed, Redpoint

By

Stephanie Palazzolo

Software Firms Discount AI to Keep Customers From Anthropic, OpenAI

By

,

and

Catherine Perloff

China Probes DeepSeek, Moonshot Over Potential Data Leaks to Anthropic

By

and

Upcoming Events

AI Agenda Live SF 2026

\San Francisco, CA

AI’s Power Challenge: Building the Infrastructure for the Next Generation of AI

\Zoom Webinar

The Information’s 2026 WTF Summit

\Yountville, CA 94599

Latest in Pro

Introducing the AI Inflection Index: What 9,500 Articles Say About What’s Coming Next

The Numbers Behind Chinese Open-Source Models’ Performance and Adoption

Community Commentary

Donald ValentinaConsigliere

on… When Andreessen Horowitz Has a Sticky Situation to Solve, It Calls ‘The Wolf’

Fascinating. More like this please.

Zachary MagdovitzPartner, Co-FounderLorimer Ventures

on… When Andreessen Horowitz Has a Sticky Situation to Solve, It Calls ‘The Wolf’

Favorite read in a while.

Paul BaierCEOGai Insights

on… Anthropic and OpenAI’s Share of AI Startup Revenues Rises to 89%

The key question is weather profit concentration follows the same pattern as this revenue concentration. Apple, Microsoft and Google all has declining margin cost, so scale drove profit concentration. I assume this will occur in these market, but this hasn't yet been the case (likely token price increases by OpenAI and Anthropic next year post IPO will help).