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Grafana Labs CEO Raj Dutt. Screenshot via YouTube
Exclusive

Grafana Labs in Talk to Raise at $9 Billion Valuation

By Katie Roof and Cory Weinberg · Feb 13, 2026 1:22pm PST
Grafana Labs, a software startup that helps companies monitor cloud and AI activity and spending, is finalizing a new funding round that would value it at about $9 billion, people familiar with the matter said. That’s up from $6.6 billion in a 2024 funding round. The funding talks follow Grafana’s growth in annual recurring revenue, which hit... Grafana Labs, a software startup that helps companies monitor cloud and AI activity and spending,...
Art by Clark Miller (photo: Getty Images)
The Big Read

Blue Owl Eyes New Deals as It Pushes Deeper Into AI Boom

By Miles Kruppa · Feb 13, 2026 6:00am PST
If there are growing worries about the scale of money pouring into AI, word of that hasn’t reached Marc Lipschultz. He is co-CEO of Blue Owl Capital, a publicly traded investment firm that has struck a series of huge AI data center deals. And he’s gearing up for far more of them. Right now, he says Blue Owl is working on more than $100 billion... If there are growing worries about the scale of money pouring into AI, word of that hasn’t...
Masayoshi Son, CEO of Softbank. Photo by Akio Kon/ Getty Images
The Briefing

How SoftBank’s OpenAI Bet Could Benefit CEO Son

By Cory Weinberg · Feb 12, 2026 5:00pm PST
The “rough vibes” at OpenAI have gotten less choppy, allowing SoftBank boss Masayoshi Son to shed some personal financial risk in the company’s big OpenAI investment.A little-noticed disclosure in SoftBank’s earnings report released Thursday said that Son no longer was on the hook for the roughly $1 billion personal guarantee he had pledged so a... The “rough vibes” at OpenAI have gotten less choppy, allowing SoftBank boss Masayoshi Son to shed...
Art by Clark Miller.

Crypto Is Getting Bashed in Markets and Washington

By Yueqi Yang · Feb 10, 2026 6:00am PST · 1 comment
The crypto industry is facing twin crises—in the markets and in Washington—that are threatening to derail its dream of mainstream acceptance. With the worst crypto sell-off since the collapse of FTX in the background, the industry has run into strong opposition to a wide-ranging bill it is trying to push through Congress. To break... The crypto industry is facing twin crises—in the markets and in Washington—that are...
Art by Clark Miller.
Opinion

Fix Private Markets Before Small Investors Are Invited In

By Rett Wallace · Dec 30, 2025 8:00am PST · 16 comments
Wall Street’s latest push into private markets may give individual investors and their 401(k) accounts access to shares of unicorns like SpaceX and OpenAI. It may also allow them to add billions of additional dollars to the liquidity trap currently plaguing more sophisticated investors. Private markets have suffered from illiquidity, not lack of... Wall Street’s latest push into private markets may give individual investors and their 401(k)...
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Subscriber Survey

Prediction Markets Win Attention, but Few Reader Bets

By Shane Burke · Dec 26, 2025 10:41am PST
Prediction markets, which offer wagers on real-world events, have gone from fringe to mainstream. More than three quarters of The Information’s readers say they are aware of prediction markets like Kalshi and Polymarket, according to our latest subscriber survey. But few are actually betting, with just one in five respondents saying they have... Prediction markets, which offer wagers on real-world events, have gone from fringe to mainstream....