Figma

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Sunday Insights

As SpaceX and OpenAI Prepare for Public Debuts, What Recent IPO History Signals

By Julia Hornstein · May 24, 2026 8:00am PDT · 1 comment
Smart-ring maker Oura and crypto company Blockchain.com said last week they had filed paperwork to go public, adding to a growing number of companies, including OpenAI, that are making moves to list in the wake of SpaceX’s upcoming mega initial public offering. If recent history is any guide, the startups closely tied to AI will do well. For the... Smart-ring maker Oura and crypto company Blockchain.com said last week they had filed paperwork...
Pro subscription required icon Pro subscription required icon Art by Clark Miller.
Deep Research

Venture Capital Reshuffle Looms As IPO Drought Ends

By The Information Staff · May 21, 2026 12:44pm PDT
A potential cluster of mega-listings by SpaceX, OpenAI and Anthropic this year could cement the dominance of venture firms that managed to get into the most important private companies of the last decade. For years, venture investing has been defined by a lack of cash returns. Startups stayed private longer, initial public offerings slowed, and... A potential cluster of mega-listings by SpaceX, OpenAI and Anthropic this year could cement the...
Art by Mike Sullivan
AI Agenda

Is the Gap Widening Between Anthropic and Open-Source Models?

By Stephanie Palazzolo · May 19, 2026 7:00am PDT · 1 comment
Some developers have told me that the rising costs of frontier AI models from Anthropic and other firms could prompt them to shift to cheaper open-source AI. After all, when companies as sophisticated as Uber are accidentally blowing through their entire year’s AI budget in a matter of months, it makes sense to cut back by using a less capable... Some developers have told me that the rising costs of frontier AI models from Anthropic and other...
Mike Krieger from Anthropic. David Paul Morris/Bloomberg via Getty Images.
The Briefing

Figma’s Apple Moment; Allbirds’ AI Pivot

By Martin Peers · Apr 15, 2026 5:00pm PDT
AI really is transforming the world! The latest example: Dying shoemaker Allbirds is turning itself into an AI chip firm called NewBird AI. Its stock rocketed 600% in response. But before we dig into that bizarre story, we should highlight what may be today’s more meaningful news: Anthropic executive Mike Krieger’s departure from the board of... AI really is transforming the world! The latest example: Dying shoemaker Allbirds is turning...