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The Information
Wayne Ma @ The Information · 02/15/2026 21:37 EDT

Disney, Paramount Send Legal Letters to ByteDance Over AI Videos

Disney, Paramount Skydance and the largest union for U.S. entertainment professionals sent cease-and-desist letters to ByteDance after videos generated by the Chinese tech giant’s AI video model, Seedance 2.0, went viral on social media, the entertainment publication Variety reported. Since ... Read more ›

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The Information
Nick Wingfield @ The Information · 02/15/2026 15:13 EDT

OpenAI in Advanced Talks to Hire OpenClaw Founder, Team

OpenAI is in advanced talks to hire Peter Steinberger, the founder of the popular open-source personal agent project OpenClaw, and several team members. The team would likely work on personal agents at OpenAI. They are also discussing setting up a foundation for the existing OpenClaw project. ... Read more ›

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The Information
Jessica E. Lessin @ The Information · 02/15/2026 15:01 EDT

OpenAI in Advanced Talks to Hire OpenClaw Founder, Others Connected to Agent Project

OpenAI is in advanced discussions to hire OpenClaw founder Peter Steinberger and a handful of other people helping to maintain the red hot open-source software for powering personal agents, according to two people directly involved in the discussions. If those efforts are successful, Steinberger and his team will likely work on personal agents at OpenAI, as well as other products, the people said. As part of the discussions, the teams... Read more ›

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The Information
Nick Wingfield @ The Information · 02/15/2026 13:44 EDT

Pentagon Considers Ending Anthropic Relationship Over Dispute

The U.S. Department of War is considering ending its partnership with Anthropic over a dispute about how the startup’s AI model, Claude, can be used by the U.S. military, according to an Axios report. Defense officials have been pushing leading AI firms to allow military use of their tools for “ ... Read more ›

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The Information
Valida Pau @ The Information · 02/15/2026 11:20 EDT

SpaceX IPO Could Tap Hordes of Individual Investors

A potential record-setting SpaceX initial public offering has sent Wall Street into overdrive. Main Street wants a cut of the action. Bankers and institutional investors who talk to SpaceX executives have been debating how much the company should set aside for individual investors to buy at the IPO price—through brokerages including Robinhood, SoFi and Morgan Stanley’s E-Trade—as well as for wealthy clients who can buy directly through the banks. Read more ›

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The Information
Nick Wingfield @ The Information 2 place · 02/14/2026 14:51 EDT

Homeland Security Asks Tech Companies for Information to Aid Hunt for ICE Critics

The Department of Homeland Security has begun ramping up its use of administrative subpoenas to obtain identifying information from major tech companies on anonymous social-media accounts that criticize or track Immigration and Customs Enforcement or post about ICE agents’ locations. The New ... Read more ›

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The Information
Abram Brown @ The Information 1 place · 02/14/2026 11:00 EDT

AI Industry’s Big Flaw: No One Speaks Normie

Welcome, Weekenders! In this newsletter:• The Big Read: Meet the billionaire financier who has become AI’s debt whiz • Artificial Intelligence: CEOs find new management ethos from AI tools• Wearables: Techies find a surprise alternative use for Oura rings • The Top 5: An emergency guide for salvaging ski season• Plus, Recommendations—our weekly pop culture picks: “The Walkers: The Real Salt Path,” “Super Nintendo” and “A Knight of the Seven... Read more ›

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The Information
Abram Brown @ The Information 2 place · 02/14/2026 09:00 EDT

Silicon Valley CEOs Find New Ethos From AI Tools: I’ll Do It Myself

When the tech elite begin tossing around words like “paradise,” “superpower” and “nuclear bomb,” it’s a pretty good indication that Silicon Valley is going through another vibe shift. Just such a moment is happening now—with the industry’s machers obsessively pouring themselves into using the latest AI tools, including Claude Code, Google’s NotebookLM and Replit. That allows them to take an even greater hand in coding, design and other tasks their... Read more ›

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The Information
Jemima McEvoy @ The Information · 02/14/2026 08:23 EDT

In Sickness and in Health: Wellness-Obsessed Techies Adopt Oura Rings as Wedding Bands

When AI researcher Sebastian Raschka got married in November 2023, he and his now-wife, Liza, went nontraditional. They wedded in Las Vegas at an Elvis-themed chapel, then celebrated by attending a U2 concert at the Sphere, the futuristic orb-shaped theater on the Strip. The Raschkas also bucked tradition in their selection of wedding rings, eschewing the usual choice between gold and platinum. Rather, they went with Oura rings, the sensor-laden,... Read more ›

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The Information
Todd Plummer @ The Information · 02/14/2026 08:22 EDT

An Emergency Guide for Salvaging Ski Season

Here’s a cold dose of reality: This year’s ski season in the American West has been pretty bleak. Many of the reliable powder stashes of Utah, Colorado and California have struggled with record-low snowfalls, and the limited amount of terrain resorts have managed to keep open is covered in lackluster artificial snow. Vail Resorts, for instance, reported last month that early-season visits were down 20%, no thanks to the depressing... Read more ›

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The Information
Katie Roof @ The Information 2 place · 02/13/2026 19:40 EDT

Anduril Discusses New Funding at $60 Billion-Plus Valuation

Defense tech startup Anduril is in talks to raise billions in new funding at a valuation of at least $60 billion including the new investment, according to a person with knowledge of the plans. The valuation would be roughly double the figure from its last private funding round in June. The funding would give the company more leeway to fund its first major weapons manufacturing facility and the development of... Read more ›

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The Information
Sri Muppidi @ The Information · 02/13/2026 18:42 EDT

Anthropic Appoints Former Microsoft CFO Chris Liddell to Board

Anthropic on Friday said it had appointed Chris Liddell, the former chief financial officer of Microsoft, General Motors and International Paper to its board of directors. The appointment is the latest step the company has taken that will prepare it for a public offering, which bankers have said ... Read more ›

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The Information
Michael Roddan @ The Information · 02/13/2026 16:54 EDT

Deel Loses Motion to Dismiss Rippling Racketeering Case

A judge has thrown out global payroll startup Deel’s attempt to dismiss parts of a corporate espionage case brought against the firm by rival Rippling. Rippling last year sued Deel, alleging the company and its senior executives had recruited and paid a spy in Ireland to siphon information about ... Read more ›

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The Information
Cory Weinberg @ The Information · 02/13/2026 16:22 EDT

Grafana Labs in Talk to Raise at $9 Billion Valuation

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 $400 million in September. Grafana’s customers include fast-growing companies such as Anthropic and... Read more ›

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The Information
Katie Roof @ The Information · 02/13/2026 13:49 EDT

Lightspeed Venture Partners’ Arif Janmohamed, one of the firm’s leading enterprise software investors, is reducing his involvement to launch a new early stage investment firm later this year, he said. Janmohamed joined Lightspeed in 2008 as one of its first employees and became a partner four years later. He is the latest in a wave of veteran VC partners established firms in the last year who have switched gears and... Read more ›

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The Information
Aaron Holmes @ The Information · 02/13/2026 11:42 EDT

FTC Ramps Up Scrutiny of Microsoft AI, Cloud Sales

The Federal Trade Commission has ramped up its scrutiny of Microsoft as it probes whether the company has an illegal monopoly in the cloud and software markets, Bloomberg reported Friday. The FTC sent civil investigative demands to companies competing with Microsoft in recent weeks asking about ... Read more ›

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The Information
Valida Pau @ The Information · 02/13/2026 10:34 EDT

ByteDance In Talks to Sell Gaming Unit Moonton

ByteDance is in talks to sell Shanghai Moonton Technology, the video game studio behind popular game Mobile Legends: Bang Bang, to Saudi Arabia’s Savvy Games Group for more than $6 billion, Reuters reported Friday. ByteDance bought Moonton in 2021 via its gaming unit Nuverse, valuing the studio ... Read more ›

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The Information
Miles Kruppa @ The Information · 02/13/2026 09:00 EDT

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

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 in new investments to provideboth... Read more ›

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The Information
Jyoti Mann @ The Information 2 place · 02/13/2026 08:58 EDT

Meta Plans to Add Facial Recognition Feature to Smart Glasses

Meta Platforms plans to add a facial recognition feature called “Name Tag” to its smart glasses as early as this year, The New York Times reported. The article confirms a report in The Information from last May that said Meta had revived plans to include the feature in its smart glasses. As The ... Read more ›

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The Information
Wayne Ma @ The Information · 02/13/2026 06:42 EDT

Hollywood Group Slams ByteDance’s AI Video Service for Copyright Breach

The Motion Picture Association, which represents Hollywood studios, has called on ByteDance to “cease its infringing activity” after videos generated by the Chinese tech giant’s new AI video model, Seedance 2.0, went viral on social media. “In a single day, the Chinese AI service Seedance ... Read more ›

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