The Information

Microsoft’s New Security Chief Replaces Top Execs to Force an AI Overhaul

Microsoft, the largest cybersecurity software seller in the world, is overhauling that business to cash in on corporate anxieties about AI-powered hacks. Hayete Gallot, who took over Microsoft’s security business in February, has directed more teams to develop AI security products such as those that find bugs in IT systems. At the same time, she is making cuts to some more traditional security products as well as consolidating engineering teams. In doing so, she has replaced several...

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Kevin McLaughlin

Google Plans New ‘Frozen’ Chip to Run Its AI Models Much More Efficiently

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Apple Hunts for AI Chip Acquisitions

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Startup OpenRouter Fields Multibillion-Dollar Takeover Interest

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Stephanie Palazzolo

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Kevin McLaughlin

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AI Infrastructure

Exclusive: Oracle Data Centers Face Multibillion-Dollar Cost Surprises

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Ann Davis Vaughan

AWS Is Overloaded. These Cloud Startups Are Picking Up the Slack.

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Catherine Perloff

Cursor Is Reinventing Itself as SpaceX Deal Looms

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Nuclear Startup Valar Atomics in Talks for $6 Billion Valuation After Power Milestone

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Julia Hornstein

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‘ChatGPT for Doctors’ Mulls New Financing at $20 Billion Valuation

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Stephanie Palazzolo

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160 Enterprise Software Startups That Could Be for Sale This Year

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Trump’s AI Agenda Collides With Reality

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Anthropic in Talks to Add Billions to Bank Credit Line Ahead of IPO

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ASML Plans Price Increases for Chipmaking Equipment, Despite TSMC Resistance

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Private Jets Are Scarce. Blame the Gusher of AI Wealth

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DeepSeek’s Annualized Revenue Nears $500 Million, Boosting Fundraise and IPO Plans

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Sunday Insights

Alphabet, SpaceX Spur Record U.S. Equity Sales

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Americans Deserve a Dividend From AI Companies’ Riches

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Andreessen Horowitz Backs Startup Aiming to ‘Parent’ AI Agents

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Stephanie Palazzolo

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

Trump’s AI Agenda Collides With Reality

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Private Jets Are Scarce. Blame the Gusher of AI Wealth

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Nobody is Immune From the Nvidia GPU Crunch

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Catherine Perloff

What the New Kimi K3 Model Really Means for the U.S.-China AI Race

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China’s Windrose Needed U.S. ID Numbers. So It Borrowed a Georgia Address

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Stripe’s PayPal Bid Puts Payments Firm in Play—Could Musk Jump In?

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Why Andreessen Horowitz’s New Investor Left Apple

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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

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Samsung Is the New Memory Chip Underdog—for Now

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Anita Ramaswamy

The Four Keys to Surviving the SaaSpocalypse

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Uber Does a Big Deal and Netflix’s Growth Slows

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M&A Buzz Centers on Data Software Startups

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Are AI Providers Really a Threat to Their Customers?

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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.