The Information

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

Last year, Alex Bouaziz, CEO of $17 billion payroll startup Deel, was several months into an escalating legal battle with an archrival, Rippling, when he texted one of his investors, Ben Horowitz, about an issue. He alerted Horowitz to a recent podcast in which Rippling CEO Parker Conrad had criticized Horowitz’s venture capital firm, Andreessen Horowitz, for standing by Deel amid a corporate spying scandal. (Rippling had sued Deel in March 2025, accusing it of paying a Rippling employee to...

By

China’s AI Lab Zhipu Weighs Custom Chip As Demand for its GLM Model Soars

By

and

SoftBank, Altimeter, D1 to Invest in Thrive Holdings’ $2 Billion Financing

By

Julia Hornstein

Facing a Revolt, HubSpot Reverses Decision to Use Customer Data For AI Feature

By

Kevin McLaughlin

Three Charts Show How xAI, Meta and Anthropic Are Entering Each Other’s Turf

By

Anthropic’s Lead in Safety with C+ Grade, Walmart’s Ad Growth Beats Amazon’s, Chinese Custom Chips

Former AWS Government Sales Chief Joins Anthropic

Anthropic hires an AWS sales leader who played a key role in landing one of the most important agreements in cloud computing's history.

Exclusive: SpaceXAI Plans to Launch New Model with Cursor as Soon as Wednesday

Elon Musk said last month that SpaceX and Tesla staff were testing the jointly developed model.

Microsoft Begins Gaming Retreat

By

Tesla Limits Engineer AI Spending, Microsoft to Cut 4,800 Jobs, Claude Enabling a SaaSpocalypse?

SpaceX stock slides Nearly 7% as it joins Nasdaq 100

The decline comes even as index-tracking funds are expected to increase demand for shares of the rocket ship company.

Amazon Looks to Raise $25 Billion in US Bonds

The company has already raised around $79 billion in debt in the past year

Wall Street Takes on Chip Financing

By

The Information Staff

Featured Newsletters

Laura Bratton takes you inside how businesses are using AI to automate work.

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.

Microsoft’s True Value of $3.8T, Nvidia’s Cloud Revenue Cut, Can AI Be Conscious?

Beijing Considers Restricting Overseas Access to Top Chinese AI Models

The discussions come amid an intense AI rivalry between the U.S. and China.

TeraWulf Shares Soar on $19 Billion Anthropic Data Center Deal

The deal furthers the company's move away from bitcoin mining.

Carmakers Seek a New Revenue Stream in Hot Technologies

By

Trump Lifts Claude Fable 5 Ban, Anthropic Preps Agent in Microsoft Teams, Elon Musk’s Inner Circle

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

Pickleball Is the Past. The Tech Elite Is Obsessed With Padel

By

Style and Shopping

What to Wear When Work’s a Beach

By

SpaceX President Shotwell to Donate SpaceX Stock to Trump Accounts

As of SpaceX’s IPO last month, Gwynne Shotwell owned about 12.8 million shares of the rocket ship company, filings show.

Exclusive: Mercor Hit Over $2 Billion in Gross Annualized Revenue

The growth comes from increased demand from AI app developers and Fortune 500 customers looking to build their own or fine-tune existing AI models.

AI Infrastructure

From Prometheus to Hadrian: Silicon Valley's Push to Reindustrialize America

By

Ann Davis Vaughan

Anthropic’s Invasion of Slack, OpenAI Cuts Inference Costs in Half, Amazon’s Higher Anthropic Costs

Microsoft to Cut 4,800 Jobs in Sales, Xbox; Sell Several Xbox Game Studios

Microsoft told staff that the cuts were due to shifting its business to focus more on AI products, but that “the roles eliminated today are not being replaced by AI.”

Trending on forum

What Andy Jassy Told Me at Davos

Jessica 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.

Broadcom and Apple Extend Tech Collaboration Through 2031

The new deal involves the development and supply of custom chips for various Apple products.

Pika vs. Higgsfield Feud Over Copying Shows How AI Makes Mimicry Easy

By

Why Anthropic’s Mythos Forced a $7.4B DeepSeek Fundraise, Congress’ Plan to Regulate AI Agents

Singapore Files New Charges in Nvidia Chip Fraud Case

The new charges expand an ongoing probe into the smuggling of Nvidia chips.

How Small Firms Use Claude to Quit Salesforce

By

Upcoming Events

TITV's One-Year Anniversary Party

\San Francisco, CA

Intimate Dinner with The Information and EY in New York City

\New York, NY

AI Agenda Live SF 2026

\San Francisco, CA

Latest in Pro

Wall Street Takes on Chip Financing

Is an AI Price War Brewing?

Community Commentary

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).

Elizabeth RichardsonConsultant And OwnerElizabeth Richardson LLC

on… Why Trump Officials and VCs Love This Nuclear Power Startup’s Brute-Force Approach

This is a very balanced story. It shows the hope and the hype in an industry coming of age. July 4, 2026, is not far away. I'll be watching. If Taylor pulls it off? The great American Story. If he doesn't? Echoes of Nikola. I like X-Energy's odds a bit more.

Ivan FatovicCeo, Founder OfModamily

on… A Claude Catharsis: Accepting When Your Life’s Work Becomes Free and Abundant

Experiencing this firsthand right now. Eight years ago, I paid a team ~$20K to build a prototype — architecture, schema, the works. Months of coordination, specs, and revisions. This weekend, I rebuilt a comparable version myself in two days. Same founder. Same product instincts. Radically different leverage. The builders who adapt to these tools are going to compound advantage very, very quickly.