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Stephanie Palazzolo @ The Information · 10/01/2025 14:56 EDT

Mira Murati’s Thinking Machines Lab Launches First Finetuning Product

Thinking Machines Lab, the AI startup cofounded by former OpenAI Chief Technology Officer Mira Murati, announced its first product, an application programming interface that allows developers to finetune, or tweak, open-source models. The product, called Tinker, allows developers to customize ... Read more ›

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The Information
Valida Pau @ The Information 2 place · 10/01/2025 13:36 EDT

Cybersecurity Startup Snyk Considers Buyout Interest as IPO Plans Stall

Snyk, a startup that sells security tools for developers, seemed like a shoe-in for a lucrative initial public offering a few years ago. Sales were doubling or tripling every year, reaching into the hundreds of millions of dollars annually, as exploding corporate use of open-source software code created vulnerabilities that businesses needed to patch. Snyk’s valuation soared to more than $8 billion. Now, the decade-old company seems stuck. The tech... Read more ›

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The Information
Sylvia Varnham O'Regan @ The Information 2 place · 10/01/2025 13:08 EDT

TikTok Insiders Bet No. 2, Adam Presser, Will Run New Venture

President Donald Trump’s recent announcement that a joint venture will oversee TikTok’s U.S. business left unanswered the important question of who will run the new company. Inside TikTok, executives say there’s a very obvious candidate: Adam Presser, the longtime No. 2 to TikTok CEO Shou Zi Chew, and one of the top Americans at the company. In August, Presser became the new head of TikTok’s U.S. Data Security unit, which... Read more ›

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The Information
Nick Wingfield @ The Information · 10/01/2025 11:00 EDT

Microsoft CEO Relinquishes Some Duties to Focus on Technology

Microsoft CEO Satya Nadella is handing off some of his business responsibilities so he can redouble his focus on the company’s biggest technical challenges. In a message to Microsoft employees on Wednesday, Nadella said that the changes will result in Judson Althoff, who has been Microsoft’s ... Read more ›

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The Information
Miles Kruppa @ The Information · 10/01/2025 10:52 EDT

Fermi America IPO Is a Leap of Faith on Debt, Data Centers—and Trump

Fermi America has a grand plan: Assemble the largest data center complex ever, an Amarillo, Texas, facility that will suck up enough energy to power 8 million homes. Still, when the company’s shares begin trading on the Nasdaq on Wednesday, Fermi is essentially asking investors to take a Texas-size leap of faith on a months-old business that could become the next topsy-turvy meme stock. Adding to the risk: It’s run... Read more ›

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The Information
Theo Wayt @ The Information · 10/01/2025 10:26 EDT

Apple, OpenAI Seek to Throw Out Elon Musk’s xAI Antitrust Lawsuit

Apple and OpenAI asked a federal judge to dismiss an antitrust lawsuit brought by Elon Musk’s xAI that alleged the two companies squashed competition in artificial intelligence by steering users toward ChatGPT instead of competitors like xAI’s Grok. In a court filing late Tuesday, Apple called ... Read more ›

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The Information
Stephanie Palazzolo @ The Information · 10/01/2025 10:00 EDT

Will Reinforcement Learning Get Us to AGI? This Anthropic Researcher Thinks So

Thanks to everyone who attended our AI Agenda Live event in New York yesterday! It was incredible to get to meet so many subscribers in person and hear from leaders in AI research, robotics and VC about what they’re seeing in this crazy industry right now. (For a full recap of the event, check out my colleagues’ write-up here.)My last panel with Sholto Douglas, a researcher from Anthropic who leads... Read more ›

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The Information
Cory Weinberg @ The Information · 09/30/2025 20:18 EDT

Slop-Proof Investing Strategies

The biggest stars of MLB, Shohei Ohtani of the Los Angeles Dodgers and Aaron Judge of the New York Yankees, are taking the field on day one of the playoffs this evening. The league’s attendance and TV ratings are up. America’s pastime, often left for dead, has proven to be good business for its players and owners.I mention this not just because I am writing with one eye on the... Read more ›

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The Information
The Information Staff @ The Information · 09/30/2025 18:50 EDT

Business Adoption of AI Will Take Years, Say Venture Capitalists and Executives

Artificial intelligence services will take years to penetrate the economy, because businesses need to figure out how to use new AI products and train workers to use them, according to speakers at The Information’s AI Agenda Live conference on Tuesday. Sarah Guo, founder and partner at venture capital firm Conviction, noted that cloud computing had taken 20 years to catch on across industries where systems and habits are deeply engrained.... Read more ›

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The Information
Yueqi Yang @ The Information 3 place · 09/30/2025 15:57 EDT

Stripe Plans to Apply for Federal Charter in Stablecoin Push

Stripe is planning to apply for a charter with a federal banking regulator to meet the requirements of new U.S. stablecoin legislation, which will allow it to keep issuing stablecoins for clients when the law takes effect. The company is preparing to apply for a national trust charter with the ... Read more ›

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The Information
Natasha Mascarenhas @ The Information · 09/30/2025 14:33 EDT

Cyberstarts’ New Fund Is a Bet on Cybersecurity M&A

Venture capitalist Gili Raanan is best known for his first investments in cloud security startups Wiz and Cyera. But as startups stay private for longer, his Israel-based venture firm Cyberstarts is now also investing in later rounds. It now has another $380 million for those more mature investments, thanks to a new fund raised this week to invest exclusively in the firm’s existing portfolio. The fund is about a fifth... Read more ›

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The Information
Kalley Huang @ The Information 3 place · 09/30/2025 14:02 EDT

Meta Plans to Acquire Chip Startup Rivos

Meta Platforms plans to acquire the chip startup Rivos, according to a person familiar with the matter. The deal comes after Meta CEO Mark Zuckerberg in July said his company would spend “hundreds of billions of dollars” on expanding its computing capacity to enable its ambitions in artificial ... Read more ›

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The Information
Aaron Holmes @ The Information 3 place · 09/30/2025 13:30 EDT

Microsoft Hopes Anthropic Will Solve Its Copilot Problems

After AI coding apps like Cursor and Replit popularized “vibe coding,” Microsoft wants to make “vibe working” happen.Microsoft on Monday unveiled Office Agent, which lets people create complex PowerPoint presentations and Excel spreadsheets based on simple written prompts in the Copilot chatbot.  Read more ›

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The Information
Shane Burke @ The Information 3 place · 09/30/2025 13:00 EDT

Top AI Chatbots Lose Ground Among Our Readers

ChatGPT remains by far the most widely used chatbot among people responding to The Information Pro’s latest subscriber survey, but it lost ground over the past seven months. So did most other chatbots, possibly a sign that our readers are experimenting with fewer chatbots and have decided on those they want to primarily use. Overall, the use of artificial intelligence services has become even more widespread among our readers since... Read more ›

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The Information
Ann Gehan @ The Information · 09/30/2025 12:54 EDT

Amazon Unveils Revamped Device Lineup to Help Boost Alexa Usage

Amazon unveiled a range of updated smart home and consumer devices at a launch event in New York on Tuesday, as the e-commerce giant tries to boost adoption of its revamped Alexa voice assistant, known as Alexa+. The latest versions of Amazon’s Ring home cameras, Fire TVs, Kindle tablets and ... Read more ›

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The Information
Anissa Gardizy @ The Information · 09/30/2025 11:37 EDT

CoreWeave Expands GPU Deal With Meta

CoreWeave signed a new cloud deal with Meta Platforms, in which it will provide as much as $14.2 billion worth of compute capacity to the firm through 2031. CoreWeave disclosed the deal on Tuesday in a filing with the Securities and Exchange Commission. The new deal extends the companies’ ... Read more ›

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The Information
Stephanie Palazzolo @ The Information · 09/30/2025 10:00 EDT

Three New Papers AI Researchers Are Reading; What To Expect at AI Agenda Live

It wouldn’t be the eve of our AI Agenda Live conference without a midnight scoop! In case you missed it, check out last night’s story from Amir, Cory and me on OpenAI’s financials for the first half of 2025.I might be slightly sleep-deprived, but I’m thrilled to be seeing many of you in just a few hours at our AI Agenda Live: The Next Wave event in New York!It’s our... Read more ›

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The Information
Yueqi Yang @ The Information · 09/30/2025 09:00 EDT

SEC Is Moving to Allow Stocks to Trade Like Cryptocurrencies

The Securities and Exchange Commission is working on a plan to allow stocks to trade like cryptocurrencies on the blockchain, but is facing strong opposition from traditional financial firms such as Citadel Securities, according to people involved in the process. The SEC’s staff is talking to industry representatives about the plan, which is a top priority of the Trump administration’s crypto-friendly regulatory push, according to the people. If the plan... Read more ›

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The Information
Martin Peers @ The Information · 09/30/2025 08:40 EDT

Spotify Founder Ek Steps Aside as CEO

Spotify founder and CEO Daniel Ek is kicking himself upstairs, shifting to the role of executive chairman, the music streaming firm announced on Tuesday. Ek will be succeeded by Spotify’s co-presidents Gustav Soderstrom and Alex Norstrom, who will become co-CEOs. Spotify said Ek’s role “will ... Read more ›

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The Information
Juro Osawa @ The Information · 09/30/2025 04:07 EDT

U.S. Expands Trade Blacklist to Cover Subsidiaries of Chinese Firms

The U.S. Department of Commerce is expanding its export restrictions to cover the subsidiaries of blacklisted firms in a move that steps up Washington’s effort to block Chinese companies’ access to U.S. technology and suppliers. Under the new export rules the department announced on Monday, the ... Read more ›

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