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Liz Reid, VP and head of search at Google, at Google I/O today. David Paul Morris/Bloomberg/Getty.
The Briefing

Google’s AI Search Leap Forward

By Martin Peers · May 19, 2026 5:00pm PDT
If you pay attention to one thing in AI this week, it should be Google’s I/O presentation on Tuesday. The tech giant unveiled a bunch of AI tools, most significantly the addition of new AI features such as agents to Google Search. Any distinction that existed between Google’s Gemini AI chatbot and its search bar is disappearing.No longer should... If you pay attention to one thing in AI this week, it should be Google’s I/O presentation on...
Exclusive

5 Charts That Make Sense of SpaceX’s IPO Numbers

By Cory Weinberg and Valida Pau · May 19, 2026 2:08pm PDT
SpaceX’s initial public offering prospectus will read like a kaleidoscope when it’s unveiled publicly in the coming days. There will be a dazzling mixture of storylines and figures that show huge financial losses, exciting promises, impressive growth and unmet expectations. Information in the prospectus will help investors knit together parts of... SpaceX’s initial public offering prospectus will read like a kaleidoscope when it’s unveiled...
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...
Art: Clark Miller (Photo: Getty Images)
Policy

CFTC Chair Races to Stop States From Killing Prediction Markets

By Nancy Scola · May 2, 2026 7:04am PDT
When Michael Selig took up his new position as head of the Commodity Futures Trading Commission a few months ago, he quickly embarked on an effort that seems fitting for a Trump administration official who would like to make it possible for every American living room to become a wagering parlor. Selig is a sports fan, and he filled the space... When Michael Selig took up his new position as head of the Commodity Futures Trading Commission a...
Getty Images.
The Information Finance

Did Prediction Markets Cause the Crypto Crash?

By Ken Brown · Apr 1, 2026 8:00am PDT · 3 comments
Please join The Information at the New York Stock Exchange on Monday, April 27, for The Information’s “Financing the AI Revolution” forum. Hear from top executives and investors on how the rapid build-out of AI is reshaping tech, finance and capital markets. Learn more here.On Kalshi, the wildly popular prediction market, bettors assigned just a... Please join The Information at the New York Stock Exchange on Monday, April 27, for The...