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Stephanie Palazzolo @ The Information · 09/17/2025 10:00 EDT

OpenAI’s Models Are Getting Too Smart For Their Human Teachers

In the fight to improve AI models, Anthropic and OpenAI have doubled down on two methods: letting models train on fake clones of apps—otherwise known as reinforcement learning environments or gyms—and getting experts in various fields to teach models new things, as I reported in this Tuesday story.One problem is emerging, though: It’s getting a lot harder for human experts to stump the models and expand their knowledge in certain... Read more

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The Information
Katie Roof @ The Information · 09/17/2025 09:21 EDT

Venture’s Limited Partners See ‘LifeLine’ From IPO Wave

September is on track for six venture-backed tech listings, the most since November 2021. The rising number of IPOs means venture funds can start returning more cash to the limited partners that back them, relieving one of the strains that had held back VC fundraising over the last few years. Nearly all of September’s listings are from companies more than 10 years old. These include Netskope, which plans to price... Read more

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The Information
Miles Kruppa @ The Information · 09/16/2025 20:22 EDT

Abu Dhabi’s MGX Backs Intel Spinoff Altera

MGX, the United Arab Emirates-backed fund, will join Silver Lake in purchasing a 51% stake in Altera, a programmable chip business spinning out of Intel, the fund said Tuesday. Altera is MGX’s first investment in a chip business since the UAE started the fund last year with about $100 ... Read more

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The Information
Martin Peers @ The Information · 09/16/2025 20:00 EDT

Why TikTok America’s Growth Could Surge

Our long international nightmare may soon be over. Both China and the U.S. seem to be in agreement about the terms under which TikTok U.S. will be sold to a new company majority-owned by Americans, judging by a statement overnight from a Chinese government official. We don’t know the details, including the full investor lineup in the new TikTok, whether the U.S. government will take a stake (as Trump earlier... Read more

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The Information
Sri Muppidi @ The Information · 09/16/2025 17:45 EDT

Who Will Own the New OpenAI, in One Chart

One question has loomed over OpenAI investors for years: How would they generate a return on their investment? The ChatGPT maker is a nonprofit that capped the potential returns of early backers in its for-profit arm, such as Khosla Ventures and Microsoft, and would prevent the newer investors including Thrive Capital and SoftBank from reaping major gains unless the for-profit arm was restructured.As the chart below shows, the company’s planned... Read more

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The Information
Sylvia Varnham O'Regan @ The Information · 09/16/2025 17:16 EDT

Trump Delays Enforcement of TikTok Ban Law for Fourth Time

The White House delayed enforcement of a law that requires TikTok to divest from its Chinese parent company or face a ban in the U.S. for the fourth time since President Donald Trump came to office in January. The latest waiver of the law extends the deadline for enforcement until Dec. 16. ... Read more

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The Information
Theo Wayt @ The Information · 09/16/2025 16:57 EDT

SpaceX Plans to Test Direct-to-Cell Starlink on EchoStar Spectrum Next Year

SpaceX is aiming to test direct-to-cell Starlink service late next year using wireless spectrum it plans to acquire from EchoStar, the company’s president Gwynne Shotwell said on Tuesday. “We hope to be launching our next-generation direct-to-device satellites in two years, and hopefully maybe ... Read more

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The Information
Ann Gehan @ The Information · 09/16/2025 14:35 EDT

Google Unveils New Protocol for Agents to Make Purchases on Behalf of Users

Google announced the launch of Agent Payment Protocol Tuesday, a new open-source protocol it says will enable agents to handle payments and transact on behalf of users across the web. Google says the protocol was developed in partnership with payments companies like Adyen, Mastercard, American ... Read more

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The Information
Erin Woo @ The Information · 09/16/2025 14:01 EDT

YouTube Announces Generative AI Features for Creators

YouTube announced new video creation features for creators, using its Veo 3 video generation model, integrating generative AI deeper into the massive video platform. YouTube creators are now able to use Veo 3 to generate YouTube Shorts videos from a text prompt in the United States, United ... Read more

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The Information
Valida Pau @ The Information 3 place · 09/16/2025 13:58 EDT

Exclusive: Travel Software Startup Navan Prepares Public Listing

Navan is planning to reveal on Friday its securities filing for an initial public offering, two people with direct knowledge of the deal said, marking one of the final steps toward a long awaited listing for the travel software startup. The startup has confidentially submitted its IPO plans in ... Read more

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The Information
Stephanie Palazzolo @ The Information · 09/16/2025 13:43 EDT

OpenAI Says It Will Try to Contact Parents of Underage Suicidal ChatGPT Users

OpenAI said on Tuesday that it would add restrictions to its chatbot for users under 18, such as refusing to flirt or talk about suicide even in hypothetical or creative-writing contexts. If an under-18 user is sharing thoughts of suicide, OpenAI said it will attempt to contact the users’ ... Read more

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Aaron Holmes @ The Information · 09/16/2025 13:30 EDT

Salesforce, Microsoft Find Selling AI to Enterprises Is Easier Said Than Done

As new artificial intelligence flooded the software market over the past few years, CEOs of incumbents such as Salesforce and Microsoft said they were in pole position to capitalize on the wave.They already have relationships with the largest companies in the world, which rely on their apps as systems of record, meaning they use them to hold valuable data like customer information or sales forecasts. Adding AI features to those... Read more

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The Information
Stephanie Palazzolo @ The Information · 09/16/2025 13:01 EDT

How Anthropic and OpenAI Are Developing AI ‘Co-Workers’

Anthropic, OpenAI and other artificial intelligence developers are sending large language models to the office. The AI models are being taught how to use everything from Salesforce’s customer relationship management software to Zendesk’s customer support and Cerner’s health records apps. The idea is to teach AI how to handle some of the complicated tasks white-collar workers do. Read more

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The Information
Valida Pau @ The Information · 09/16/2025 11:48 EDT

Workday to Acquire AI Agent Startup Sana For $1.1 Billion

Human resources software maker Workday has agreed to acquire Sana, a Stockholm-based startup developing enterprise AI agents, for $1.1 billion, the company announced Tuesday. This is Workday’s latest effort to expand its AI agent offerings. In August, it has agreed to buy Paradox, another ... Read more

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The Information
Abram Brown @ The Information · 09/16/2025 11:00 EDT

Help The Information Find Its New AI Columnist

Artificial intelligence has already altered wide swaths of our world. As for the parts that it hasn’t changed—well, it sorta seems inevitable that the technology will reorder them, too. The Information’s Weekend section wants to add a columnist who will explore and explain this disruption. They should have a wide interest in the technology and a deep desire to play around with it. One week, for instance, they might detail... Read more

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The Information
Stephanie Palazzolo @ The Information · 09/16/2025 10:00 EDT

The Secrets OpenAI Revealed About ChatGPT

Public interest in ChatGPT's impact on society is rising fast, especially given recent high-profile lawsuits filed by family members of people who used the chatbot before taking their own life. On Monday, OpenAI opened the chabot's kimono a little bit, with a new study showing exactly how users are using ChatGPT.  Notably, non-work usage of ChatGPT dominates; between last June and this June, non-work-related queries have exploded from 53% to... Read more

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The Information
Miles Kruppa @ The Information · 09/16/2025 09:00 EDT

Insurance Money Is Latest Funding Source for AI Developers

Wall Street is turning to life insurance capital to meet artificial intelligence’s insatiable funding needs, melding the AI boom with a fast growing source of assets for the biggest private equity firms. Apollo Global Management, one of the largest asset managers, recently bought Texas-based Stream Data Centers, which is targeting the big cloud and AI developers known as hyperscalers. Once the deal is finalized, Apollo executives see an opportunity to... Read more

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The Information
Juro Osawa @ The Information · 09/16/2025 06:40 EDT

China Agrees to TikTok Deal With U.S. That Includes Algorithm Licensing

A Chinese government official said the U.S. and China have reached consensus on TikTok’s U.S. operations that include licensing of ByteDance’s algorithms and other intellectual property rights. Wang Jingtao, deputy director of the Cyberspace Administration of China, said the Chinese government “ ... Read more

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The Information
Valida Pau @ The Information · 09/15/2025 23:44 EDT

Cybersecurity Firm Netskope Raises IPO Price Target

Cloud security startup Netskope late Monday increased the price range of its planned initial public offering to $17 to $19 per share from $15 to $17, according to two people with direct knowledge of the plans. The range means it could sell as much as $908.2 million in the listing. The increased ... Read more

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The Information
Martin Peers @ The Information · 09/15/2025 20:00 EDT

On Quarterly Earnings, Trump Has a Point

Imagine a world where companies report earnings only twice a year, instead of every quarter. As John Lennon put it, “you may say I’m a dreamer, but I’m not the only one.” Donald Trump reminded us on Monday that he is a big proponent of switching to a half-yearly corporate reporting cadence, away from the quarterly one. His pitch is that doing so would encourage companies to focus on the... Read more

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