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20.04.2026 − 26.04.2026
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Erin Woo @ The Information 2 place ¡ 04/25/2026 11:20 EDT

Benson Boone, Tech’s Go-To Performer

Welcome, Weekenders! In this newsletter:• The Big Read: The tech elite are using AI to supercharge their cancer battles • Artificial Intelligence: Should AI and Christianity mix? • Tech Culture: Amid AI backlash, billionaires demand new breed of bodyguard—plus, inside the star-studded Breakthrough Prize gala • Plus, Recommendations—our weekly pop culture picks: “Family Lore,” “The Long Run” and “Scream 7”Let’s get straight to one of the biggest happenings at Google... Read more ›

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The Information
Martin Peers @ The Information ¡ 03/23/2026 20:00 EDT

Google’s Gemini Steals a March on OpenAI

When invading a hostile territory or testing a new AI service, it’s best to move quietly and steal a march on your opponents. Google appears to have learned that lesson. It’s now possible, if you’ve got its latest Pixel or Samsung phones, to ask the Gemini app to order an Uber or a meal on DoorDash. I tried it today and it worked flawlessly, if slowly. (I ordered paper towels... Read more ›

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The Information
Anita Ramaswamy @ The Information ¡ 03/23/2026 19:24 EDT

OnlyFans Owner Dies of Cancer Amid Sale Talks

Leonid Radvinsky, who bought a majority stake in OnlyFans in 2018, died of cancer Monday. The 43-year old billionaire owned Fenix International, the London-based parent company of OnlyFans, a subscription site best known for hosting sexually explicit creators and content. Before his death, he ... Read more ›

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The Information
Sri Muppidi @ The Information ¡ 03/23/2026 19:08 EDT

OpenAI CEO Sam Altman to Leave Board of Fusion Startup Helion Energy

OpenAI CEO Sam Altman said Monday he would leave the board of fusion startup Helion Energy, a company he has backed since 2015. OpenAI is in talks to buy electricity from Helion Energy, according to Axios. “As Helion and OpenAI start to explore working together at significant scale, it is ... Read more ›

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The Information
Jyoti Mann @ The Information ¡ 03/23/2026 16:16 EDT

Meta Hires AI Startup Dreamer’s Team

Meta Platforms has hired the founders and team behind artificial intelligence agent startup Dreamer. Dreamer co-founders Hugo Barra, David Singleton, and Nicholas Jitkoff will join Meta’s Superintelligence Labs group, Singleton announced in a post on X. As part of the move, Dreamer will license ... Read more ›

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The Information
Yueqi Yang @ The Information ¡ 03/23/2026 15:38 EDT

Senators Propose Bill to Ban Sports Bets on Prediction Markets

U.S. senators are introducing bipartisan legislation to ban prediction markets from offering sports-related contracts, the first bill seeking to regulate fast-growing platforms like Kalshi and Polymarket US. Democratic Senator Adam Schiff of California and Republican Senator John Curtis of Utah ... Read more ›

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The Information
Qianer Liu @ The Information ¡ 03/23/2026 11:00 EDT

Nvidia’s New Server Rack Will Run AI Chips Made by Rivals

Nvidia faces growing competition in the AI chip market. But the chip designer has found a way to make money even from its rivals’ chips. During its annual GTC developer conference last week, the company unveiled a new server rack designed to run chips made either by Nvidia or by its rivals. The new racks include networking technology that connects the chips on each rack, ensuring that they can communicate... Read more ›

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The Information
Stephanie Palazzolo @ The Information ¡ 03/23/2026 10:00 EDT

Why Notion is Switching From Cursor to Claude Code and Codex

Software engineers embracing the AI coding revolution don’t have much loyalty to any particular coding tool, especially when a new, better one comes out. In the latest example of that, hundreds of engineers at Notion, a maker of popular task-management software, are abandoning coding tool Cursor for Anthropic’s Claude Code and OpenAI’s Codex, according to a person involved in the change.The switch at Notion is part of a broader trend,... Read more ›

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The Information
Catherine Perloff @ The Information ¡ 03/23/2026 09:59 EDT

OpenAI Hires Ad Sales Exec from Meta

OpenAI is hiring former Meta Platforms ad executive Dave Dugan as vice president in charge of global ad solutions, Dugan announced Monday on LinkedIn. Dugan had spent more than a decade as an ad sales executive at Meta. Dugan’s hiring comes as OpenAI is trying to scale its ads business, which ... Read more ›

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The Information
Ann Gehan @ The Information ¡ 03/23/2026 09:00 EDT

OpenAI’s Shopping U-Turn Could Complicate Enterprise Playbook

OpenAI’s abrupt shopping pullback earlier this month didn’t just raise questions about its decision-making. It also affected several commerce and payments firms, including PayPal and Etsy, that have put in work to help the ChatGPT maker expand the high-profile shopping venture and are now in limbo as it sorts out what’s next. And in the case of PayPal, it had also announced spending money on OpenAI’s technology as part of... Read more ›

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The Information
Juro Osawa @ The Information ¡ 03/22/2026 22:52 EDT

Humanoid Maker Unitree Seeks to Raise $610 million in Shanghai IPO

Chinese robotics startup Unitree, one of the world’s largest humanoid makers, has filed for an initial public offering in Shanghai, looking to raise 4.2 billion yuan ($610 million). In the filing submitted on Friday, Hangzhou-based Unitree disclosed that its operating revenue last year more than ... Read more ›

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The Information
Martin Peers @ The Information ¡ 03/22/2026 18:00 EDT

Stock Comp and Software’s Illusory Profits

Memo to software executives: Now is the time to radically reduce the amount of stock you give employees. That would win you some favor with investors, who’ve generally gone off your sector thanks to worries about the threat posed by AI. Even if those concerns are overblown, cutting costs in the face of a major disruption is a smart idea.It’s no secret that software companies overdo stock compensation compared with... Read more ›

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The Information
Theo Wayt @ The Information ¡ 03/22/2026 11:32 EDT

Elon Musk Says Tesla and SpaceX Will Manufacture Chips at ‘Terafab’

Elon Musk said Tesla and SpaceX will build a “Terafab” together in Austin that will design and manufacture semiconductors for both companies, though he did not provide a timeline for the project. The factory, located near Tesla’s current Austin headquarters, will eventually produce two series of ... Read more ›

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The Information
Valida Pau @ The Information ¡ 03/22/2026 11:06 EDT

Tech M&A Chilled by AI, Inflation Fears

This year hasn’t lived up to the high expectations of the bankers and lawyers that advise tech companies on acquisitions. One major culprit is fear of AI-driven irrelevance, which has paralyzed corporate CEOs, according to some bankers and lawyers gathered in New Orleans for the annual Tulane Corporate Law Institute conference. “I have a lot of clients who are not doing M&A right now because of all the uncertainty around... Read more ›

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The Information
Catherine Perloff @ The Information 3 place ¡ 03/21/2026 12:00 EDT

OpenAI’s First Advertisers Can’t Prove ChatGPT Ads Work

As OpenAI prepares to open up ad sales to more marketers next month, it is trying to address what some advertisers say was lacking in the initial ad sales offering. Among other things, the ChatGPT creator is planning to streamline the process of ad buying, either in partnerships with ad tech firms or with its own ad management system. So far, advertisers that bought the first ad campaigns on ChatGPT... Read more ›

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The Information
Laura Mandaro @ The Information 3 place ¡ 03/21/2026 11:12 EDT

OpenAI Expects to Increase Headcount to Roughly 8,000 This Year

OpenAI expects to increase its headcount to around 8,000 employees by year end, up from about 4,500 employees, according to a person familiar with the plans. The hiring plans come as it shifts some of its resources from new initiatives to focus on its flagship ChatGPT as well as its coding ... Read more ›

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The Information
Abram Brown @ The Information 3 place ¡ 03/21/2026 10:00 EDT

AI’s Enthusiasm Chasm

Welcome, Weekenders! In this newsletter:• The Big Read: A rising star at Microsoft has a challenging new job• Defense Tech: Anduril’s big bet? An Ohio weapons factory • Tech Culture: Fat with funding, AI startups binge on private parties• Plus, Recommendations—our weekly pop culture picks: “Blood Will Tell”; “The Complex” and “This Is Where the Serpent Lives”; and “Train Dreams”At the moment, I might describe the difference in AI enthusiasm... Read more ›

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The Information
Eli Rosenberg @ The Information ¡ 03/21/2026 09:47 EDT

Compute Costs? No, Caviar and Cocktails: In the Bay Area, AI Splurges on Private Parties

Around the time last fall that Vercel tripled its valuation to $9 billion, the startup decided to throw a swank dinner party. It was a chance for Malte Ubl, the company’s chief technology officer, to talk shop and discuss the fast-changing landscape with a dozen so other Silicon Valley executives—and an opportunity for Vercel, a 10-year-old company that sells a platform for developing AI apps and websites, to show off.... Read more ›

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The Information
Cory Weinberg @ The Information ¡ 03/21/2026 09:00 EDT

Inside Anduril’s Big Gamble: An Ohio Weapons Factory

Just past the soybean farms in Pickaway County, Ohio, stands a flat-roofed building clad in blue and gray panels, with John Deere tractors near the entrance and hard hat–wearing construction workers busily laying pipes in the ground. The 866,000-square-foot factory isn’t much to behold—it looks like any of the many humble industrial warehouses that line the roads near Rickenbacker International Airport, a Midwest cargo hub. But the company behind the... Read more ›

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The Information
Aaron Tilley @ The Information ¡ 03/21/2026 08:00 EDT

Apple Acquisition Talks, Fraud Accusations: Behind One App Startup’s Nasty Split

Last summer, Apple held talks to acquire Lux Optics, a tiny startup that makes Halide, one of the most popular and critically acclaimed camera apps in the App Store. The deal never happened. Instead, a couple months after the talks ended, Apple began recruiting Sebastiaan de With, Lux’s co-founder and designer—a revelation to the startup’s CEO, Ben Sandofsky, who learned of it while investigating de With late last year over... Read more ›

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The Information
Erin Woo @ The Information ¡ 03/20/2026 21:43 EDT

Anthropic Filing Reveals Negotiations Continued After ‘Supply Chain’ Declaration

Anthropic filed a brief on Friday showing how close the Department of Defense was to reaching an agreement with it about using its artificial intelligence even after Defense Secretary Pete Hegseth Feb. 27 said he would direct the agency to declare the company a supply chain risk. Anthropic ... Read more ›

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