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Artificial Intelligence

Nvidia Bet on Reflection for Open-Source AI. Now the Startup Is Playing Catch-Up.

Last August, a co-founder of Reflection AI flew to California to meet Nvidia CEO Jensen Huang. The tech magnate persuaded him to drop the fledgling startup’s efforts to make an AI coding tool, said someone familiar with the meeting, and shift to something that at the time seemed more novel: open-source AI models that developers can download and modify. With Huang’s backing and $800 million in initial investment from Nvidia, Reflection CEO Misha Laskin and his co-founder and technology...

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OpenRouter Financials Suggest Steep Price For Possible Acquirer Stripe

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Stephanie Palazzolo

OpenAI’s ChatGPT Nears 1 Billion Weekly Active Users Seven Months After Target

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The Information Finance

Demand Heats Up For Spend Now, Lease Later AI Financing

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Why Data Labeling Startups Are Paying HVAC Companies $150,000 For Data

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Stephanie Palazzolo

The Information

Exclusive: Thinking Machines Cofounder to Return to OpenAI

Lilian Weng will be working on using AI models to develop new models, otherwise known as recursive self-improvement research.

TSMC’s Japan Plant Gradually Resumes Operation After Earthquake

The chip giant is still conducting detailed inspections at the plant in southern Japan to assess the impact.

PayPal's Message to Shareholders: 'Trust Us'

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Trump Admin Nears AI Rules Framework, Microsoft’s Mythos Alternative, Why Claude Code is King

Trump Administration Bans New Humanoid Robots From China

The new restrictions on foreign-made robots reflect Washington’s growing tech rivalry with Beijing.

OpenAI, Anthropic Endorse Letter Asking US to Help Pace AI Development

More than 1,100 senior executives and other employees at leading AI companies signed the letter.

Jump Capital Raises $350 Million Fund For AI Investments

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Inside Claude Opus 5, Open-Source AI Regulation, Google’s Chip Financing Strategy

Amazon Hires Google TPU Veteran to Work on Trainium Software

Robert Hundt, ex-software leader for Google's Tensor Processing Unit chips, will focus on the software developers use to run models on Amazon's Trainium chips.

Commvault Shares Drop On Growth Slowdown

The data security firm’s shares fell after its executives reiterated their forecast that its deceleration in revenue growth would persist this year.

Cursor Customers Fight Price Hikes in Contract Talks

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Why Tech Giants Are Protecting Open-Source AI, Runway’s New Model Router for AI

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

Artificial Intelligence

Crackdown on AI Lovers Ignites Heartbreak in China—and Hopes to Get Them Back

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The Summer Fun List: Gear, Gadgets and Toys That Come Highly Recommended

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PayPal CEO Says ‘Open’ To Evaluating Deal Offers

PayPal shares jumped 4% after reporting second-quarter revenue growth.

Meta and BlackRock Partner on $14bn El Paso Data Center

The joint venture underscore the growing demand for capital to fund AI infrastructure

Artificial Intelligence

Anthropic’s Claude Code Reigns Despite Rising Interest in Codex, Open-Source Models

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U.S. Investigates Chinese AI Companies, Google Cloud Revenue Rises 82%, Anthropic’s Unusual IPO Plan

ASML Shares Slide After Information Report on China Producing DUV Tool

If the Chinese company can successfully manufacture the tools, it could eat into the Dutch chipmaking company’s dominant market position.

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What Andy Jassy Told Me at Davos

Jessica LessinFounder and CEOThe Information

OpenAI to acquire Anthropic

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Nvidia Makes Multibillion Dollar Investment in Ilya Sutskever’s Safe Superintelligence

Sutskever said in a statement that Safe Superintelligence is 'focused on overlooked aspects of how the human brain functions.'

OpenAI and Anthropic Are Quietly Teaming Up in Washington

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SpaceXAI’s Explores Texas Data Center, Oracle’s Costly Surprises, AI-Generated Movies Incoming

Chinese AI Startup Moonshot Seeks More Nvidia Blackwell Chips for Next Model

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The Information Staff

US AI Policy Debate Reignited by Kimi K3, Where Anthropic is Lagging, AMD’s New Helios AI System

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Community Commentary

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).

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.