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The Information
Rocket Drew @ The Information · 04/06/2026 17:57 EDT

OpenAI Asks Attorneys General to Investigate Musk

OpenAI’s chief strategy officer, Jason Kwon, on Monday asked the attorneys general for California and Delaware to investigate Elon Musk’s alleged efforts to undermine OpenAI, according to a copy of the letter viewed by The Information. OpenAI argues that Musk has attempted to interfere with ... Read more

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The Information
Anissa Gardizy @ The Information · 04/06/2026 15:01 EDT

Can TensorWave Leapfrog Nvidia’s Big Moat?

Hello! Anissa here. Is Nvidia’s CUDA Vulnerable?Tatarchuk likes to poke the bear. The bear, in this case, is Nvidia. Tatarchuk has every incentive to challenge the chip company’s dominance. He runs startup TensorWave, which rents out AI chips from Nvidia rival Advanced Micro Devices.Last year, during Nvidia’s GTC conference, Tatarchuk hosted an event in San Jose, Calif., Beyond CUDA, drawing hundreds of attendees eager to talk about alternatives to Nvidia’s... Read more

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The Information
Martin Peers @ The Information · 04/06/2026 11:03 EDT

Oracle Names CFO

Oracle named Schneider Electric’s former chief financial officer Hilary Maxson to be CFO, the first time in years the software-and-cloud giant has had a CFO. Maxson’s appointment comes as Oracle has borrowed heavily to fund a huge investment in AI data centers. Maxson, who had announced her ... Read more

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The Information
Theo Wayt @ The Information · 04/06/2026 11:00 EDT

Why SpaceX Has an Uphill Battle Growing Starlink Mobile

SpaceX executives say its Starlink Mobile direct-to-cell service offered through mobile carriers will eventually reach hundreds of millions of customers around the globe, which would help justify SpaceX’s valuation. But right now, the service’s revenue is tiny. T-Mobile, for instance, SpaceX’s only mobile partner in the U.S., is offering its customers access to Starlink Mobile in exchange for paying SpaceX a total of around $100 million as it hits service... Read more

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The Information
Rocket Drew @ The Information · 04/06/2026 10:00 EDT

Forget all the chatter about which AI coding tool is winning the race. The companies behind the leading AI coding tools are learning the benefits of peaceful co-existence. On Thursday, for instance, Cursor announced a new version of its app designed for coding with AI agents from different coding providers simultaneously, including Anthropic’s Claude Code and OpenAI’s Codex. OpenAI, meanwhile, last week released a software “plugin” that gives Claude Code... Read more

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The Information
Jyoti Mann @ The Information · 04/06/2026 09:00 EDT

Meta Employees Vie for AI ‘Token Legend’ Status

Employees at Meta Platforms who want to show off their AI superuser chops are competing on an internal leaderboard for status as a “Session Immortal”—or, even better, “Token Legend.” The rankings, set up by a Meta employee on its intranet using company data, measure how many tokens—the units of data processed by AI models—employees are burning through. Dubbed “Claudeonomics” after the flagship product of AI startup Anthropic, the leaderboard aggregates... Read more

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The Information
Amir Efrati @ The Information · 04/06/2026 00:49 EDT

OpenAI CFO Questions 2026 IPO Readiness

OpenAI CEO Sam Altman and CFO Sarah Friar are diverging over the company’s timeline for an initial public offering as Altman pushes for a public debut as early as the fourth quarter, The Information reported. Friar has privately expressed concerns that the AI startup will not be ... Read more

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The Information
Martin Peers @ The Information · 04/05/2026 18:00 EDT

The first quarter is over, and tech earnings season is only a couple of weeks away. Here’s something worth thinking about: Big tech stocks out of favor with investors—particularly Microsoft, Amazon and Meta Platforms—need to show something striking when they report for the quarter if they want to get out of the doghouse they’re in.If they don’t, sentiment is likely to become even more negative. In the next few months,... Read more

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The Information
Anissa Gardizy @ The Information · 04/05/2026 16:32 EDT

OpenAI CEO and CFO Diverge on IPO Timing

Sam Altman has committed OpenAI to spend $600 billion in the next five years and privately said he wants to go public as soon as the fourth quarter despite expectations his company will burn more than $200 billion before it starts generating cash. Behind the scenes, Sarah Friar, his chief financial officer, has voiced concerns that reflect the tensions and risks inherent in the CEO’s extraordinarily ambitious plans. Read more

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The Information
Aaron Tilley @ The Information · 04/05/2026 11:00 EDT

For much of the last decade, the number of new apps launching in Apple’s App Store each year went into a tailspin, falling a whopping 48% between 2016 and 2024, according to data from research firm Sensor Tower. At least that was the case until last year. In 2025, the number of new apps that showed up in the App Store globally suddenly exploded, growing 30% to nearly 600,000 compared... Read more

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The Information
Abram Brown @ The Information 3 place · 04/04/2026 17:07 EDT

TBPN’s Lovable Underdog Era Ends

Welcome, Weekenders! In this newsletter:• The Big Read: A familiar Silicon Valley foe is the mastermind behind those explosive chatbot lawsuits• Tech Culture: San Francisco’s mecca for mad scientists eyes global expansion • Plus, Recommendations—our weekly pop culture picks: “The Idiot,” “Dune Messiah” and “The AI Doc: Or How I Became an Apocaloptimist”Many, many, many people have had much to say in the last several days about OpenAI buying TBPN,... Read more

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The Information
Eli Rosenberg @ The Information 2 place · 04/04/2026 09:54 EDT

Frontier Tower, A Hot Spot for Strange Tech, Plots Global Expansion and New Hotel

Near the corner of Sixth and Market streets in downtown San Francisco, Frontier Tower has become a 15-story haven for the wildest and weirdest thinkers in technology. Floor 11 is full of longevity and health tech enthusiasts. The crypto folks are a floor above, with a lounge full of expensive furniture. AI is on floor 9. And the big event there this weekend is down on floor 8, where a... Read more

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The Information
Stephanie Palazzolo @ The Information 2 place · 04/03/2026 15:15 EDT

OpenAI’s Simo To Take Several Weeks of Medical Break

OpenAI’s CEO of AGI Deployment, Fidji Simo, is taking “several weeks” of medical leave, according to an internal memo seen by The Information. Simo suffers from a chronic condition called postural orthostatic tachycardia syndrome which has led her to primarily work from her home in southern ... Read more

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The Information
Ann Gehan @ The Information 3 place · 04/03/2026 13:16 EDT

Amazon Curbs Misleading Markdowns Ahead of Prime Day Sale

Amazon is taking steps to curb misleading markdowns on its retail site ahead of its annual Prime Day sale this summer, steps that could cut down on eye-popping Prime Day deals while addressing complaints that some discounts are overstated. Over the next two months, Amazon will closely track what shoppers have been paying for items in the run-up to the event, according to communications to sellers reviewed by The Information.... Read more

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The Information
Andrew Zaleski @ The Information · 04/03/2026 12:01 EDT

Jay Edelson Wants to Sue Your AI

To a degree, Jay Edelson, the class-action litigator who has made himself a constant thorn in the side of Silicon Valley’s biggest companies, likes to present a laid-back image. No power suits and wing tips for him—he prefers hoodies and sneakers. His constant companion at his Chicago office is Arlo, a white-and-gray sheepadoodle. On workday breaks, he likes to challenge employees at his firm, Edelson PC, to pickleball on a... Read more

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The Information
Aaron Holmes @ The Information · 04/03/2026 11:20 EDT

Microsoft Hit Copilot Sales Goals in March Quarter, Commercial CEO Tells Staff

Microsoft hit an internal goal for sales of its Copilot AI software in the first three months of 2026, commercial CEO Judson Althoff told staff on Thursday, according to someone who heard the remarks. Althoff did not disclose what the goal was, but called it “audacious,“ this person said. ... Read more

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The Information
Theo Wayt @ The Information · 04/03/2026 09:45 EDT

SpaceX Delays Next Starship Test Launch Again

SpaceX has pushed back the timeline for the next test launch of its next-generation Starship rocket again, with CEO Elon Musk now saying the next test will occur in May. Starship has not launched since October 2025, and still needs several more test launches before it can start making commercial ... Read more

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The Information
Qianer Liu @ The Information · 04/03/2026 09:00 EDT

DeepSeek’s New AI Model Will Be a Victory for Huawei

When DeepSeek introduces its next-generation model, likely in the next few weeks, it will mark a milestone in China’s yearslong quest for semiconductor self-sufficiency. That’s because the new model, called V4, will be able to run on the latest chips designed by Huawei Technologies. And in preparation for V4’s launch, Chinese tech giants, including Alibaba Group, ByteDance and Tencent Holdings, have placed bulk orders for Huawei’s upcoming chip totaling hundreds... Read more

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The Information
Katie Roof @ The Information · 04/02/2026 21:55 EDT

Database Startup Supabase in Talks to Double Valuation to $10 Billion

Singapore’s GIC is in talks to lead an investment in database startup Supabase at a valuation of about $10 billion, double the level it raised at last fall, according to two people with direct knowledge of the discussions. Supabase is aiming to raise about $500 million in the fundraising round, but the number could change, they said. Read more

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The Information
Laura Bratton @ The Information · 04/02/2026 21:44 EDT

Salesforce Agentforce Executive Departs for Rival Sierra

A Salesforce executive who oversaw its flagship AI tool, Agentforce, has left the company for up-and-coming rival Sierra, an AI startup founded by OpenAI chair and former Salesforce co-CEO Bret Taylor. The executive, Eric Eyken-Sluyters, will serve as Sierra’s president of field operations, ... Read more

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30.04.2026 04:22
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