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20.07.2026 − 26.07.2026
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Jemima McEvoy @ The Information 2 place · 07/25/2026 11:01 EDT

Will We Really Want 100 Corgi Cafes?

Welcome, Weekenders! In this newsletter:• Shopping: Introducing the Summer Fun List—gear, gadgets and toys that all come highly recommended• AI: Where is China ahead of America? In cracking down on AI romances • Plus, Recommendations—our weekly pop culture picks: “The Last Twelve Weeks,” “The Nord Stream Conspiracy”and “The Dark Wizard”Just after 3 in the afternoon last Wednesday, I walked into Corgi Cafe, a coffee shop in San Francisco’s Financial District... Read more

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Amir Efrati @ The Information · 06/11/2026 17:23 EDT

Weeks before Anthropic in April revealed Claude Design, an AI tool for creating designs and software application prototypes, it asked firms including Figma and Canva to be “partners” of the launch announcement showcasing the tool’s capabilities. These two design firms, longtime Anthropic customers, saw the launch as an opportunity to show how its products could complement their own. But a few days before launch, Figma dropped out, and around the... Read more

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The Information
Yueqi Yang @ The Information · 06/11/2026 16:12 EDT

Crypto Traders Bet on SpaceX IPO Popping 20%

Crypto traders are pricing SpaceX perpetual contracts at $165 on exchanges such as Binance and Hyperliquid as of Thursday afternoon, about 20% higher than SpaceX’s IPO price of $135 per share. SpaceX stock is set to start trading on the Nasdaq Friday. Pre-IPO perpetual contracts is a new type of ... Read more

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Valida Pau @ The Information · 06/11/2026 15:43 EDT

SpaceX officially priced its initial public offering at $135 per share, the same figure as its earlier target, and the shares will start trading on Nasdaq on Friday, the company said in a filing. The take-it-or-leave-it approach upended Wall Street tradition where a company typically sets a ... Read more

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Kevin McLaughlin @ The Information · 06/11/2026 14:47 EDT

When Snowflake CEO Sridhar Ramaswamy and CFO Brian Robins face Wall Street analysts on quarterly earnings calls nowadays, they’re armed with material from an internally developed AI agent. The agent tells the two executives the questions they’re expecting the analysts to ask and provides suggested answers.The agent prepares that material in minutes, automating a process that used to take Snowflake staffers several weeks, according to Anahita Tafvizi, the company’s chief... Read more

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Phoebe Liu @ The Information · 06/11/2026 12:50 EDT

Private equity firm KKR, the Kuwait Investment Authority, Nvidia and power generation company Vistra launched a new company on Thursday to finance and help build AI data centers. Nvidia’s role as an anchor investor in Helix signifies another extension of the AI giant’s growing role in financing ... Read more

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The Information
Anissa Gardizy @ The Information · 06/11/2026 12:30 EDT

Anthropic is moving forward with a plan to control its own servers for developing AI, giving it the ability to cut its computing costs in the long run. The maker of Claude in recent months has signed more than a dozen initial agreements, known as letters of intent, to lease data center facilities from various U.S. developers, according to several people with direct knowledge of the plans. Anthropic leaders have... Read more

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The Information
Jyoti Mann @ The Information · 06/11/2026 11:10 EDT

Meta Platforms has fully separated its operations from Manus after Chinese authorities ordered the companies to unwind their $2 billion acquisition deal, Bloomberg reported, citing people familiar with the matter. The parent of Facebook, Instagram and WhatsApp has halted data sharing with Manus, ... Read more

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The Information
Catherine Perloff @ The Information · 06/11/2026 10:25 EDT

Anthropic’s latest AI is so good at coding tasks that many firms are willing to pay top dollar to use it even as Anthropic effectively raises prices. But some customers are holding off over cybersecurity concerns.In releasing its latest model, Claude Fable, Anthropic started a new policy of holding onto any data that customers feed into the model for 30 days to ensure malicious actors aren’t using the model for... Read more

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The Information
Ann Gehan @ The Information · 06/11/2026 10:09 EDT

DoorDash Launches Conversational AI Assistant

DoorDash launched a new AI assistant, Ask DoorDash, that customers can use to search for restaurants, shop for groceries and place orders in its app. In the coming weeks, customers will also be able to use the assistant to create restaurant reservations. DoorDash cofounder Andy Fang said that in ... Read more

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The Information
Qianer Liu @ The Information · 06/11/2026 09:00 EDT

Google Turns to Samsung for Future AI Chip as Capacity Tightens

Google is considering giving Samsung Electronics a crucial role in making a component of one of its most advanced future AI chips, as the ongoing manufacturing capacity crunch pushes chip firms to look for suppliers beyond Taiwan Semiconductor Manufacturing Co. The U.S. tech giant is in talks with Samsung to manufacture part of a next-generation tensor processing unit—Google’s specialized AI chip used in its cloud data centers—with Samsung’s 2-nanometer production... Read more

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Martin Peers @ The Information · 06/10/2026 20:00 EDT

We got big news in the past couple of days concerning a European court ruling against Google. But bear with me, this is not one of those knee-jerk anti-U.S. tech decisions we often see coming out of Europe. This ruling makes some sense—and could have broader implications for the AI sector. A court in Germany found that Google is responsible for what its AI models say in AI-written answers to... Read more

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The Information
Aaron Holmes @ The Information · 06/10/2026 17:50 EDT

Microsoft’s Xbox gaming unit plans to cut staff in the coming months as its financial picture worsens, according to someone with knowledge of the plans. In a note to staff Wednesday, CEO Asha Sharma said that Xbox’s “accountability margins”—a term Microsoft uses internally to refer to profit ... Read more

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The Information
Martin Peers @ The Information · 06/10/2026 17:46 EDT

Oracle reported 21% higher revenue of $19.2 billion in the three months to May, its final quarter for its fiscal year. The growth rate was slightly slower than the previous quarter although on a constant currency basis—adjusting for foreign exchange changes, Oracle’s growth rate ... Read more

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The Information
Leo Schwartz @ The Information · 06/10/2026 17:10 EDT

Anthropic CEO Dario Amodei released a policy framework on Wednesday that proposed a mechanism for Americans to acquire a financial stake in the gains from the AI industry. The paper argued for the establishment of capital accounts for newborn Americans, similar to the new Trump Account program, ... Read more

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The Information
Ann Gehan @ The Information · 06/10/2026 16:55 EDT

OpenAI Launches New ChatGPT Ads Featuring Specific Products

Advertisers can now create ads for specific products on ChatGPT by sharing feeds of product information with OpenAI, according to communications sent to advertisers reviewed by The Information. For now, information from the product feeds will only be used to create ads and will not inform or ... Read more

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The Information
Dakin Campbell @ The Information · 06/10/2026 13:16 EDT

Elon Musk’s Very Loud IPO Quiet Period

Good morning! When Elon Musk tweeted details about SpaceX’s agreement with Anthropic late last month, saying the business deal was less durable than advertised, many investors and commentators seized on the fact that the details weren’t in the company’s initial public offering prospectus filed with regulators.They were right to point that out, of course. Details of that nature—for instance, that SpaceX was guaranteed 180 days of revenue—should have been in... Read more

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The Information
Stephanie Palazzolo @ The Information · 06/10/2026 11:30 EDT

OpenAI CEO Sam Altman told staff in a Slack message on Monday that he expects OpenAI to go public “within the next year” and that “many things could cause it to be sooner or later in that range, but filing now gives us optionality if we want to go sooner.” Another OpenAI leader also teased an ... Read more

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The Information
Martin Peers @ The Information · 06/10/2026 11:02 EDT

A German court ruled that Google was responsible for the accuracy of content in AI Overviews, the AI-generated answers that appear in Google search’s AI Overviews, in a potentially far-reaching ruling. The ruling, reported by the German publication The Decoder which linked to the judgement, ... Read more

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The Information
Stephanie Palazzolo @ The Information · 06/10/2026 10:00 EDT

App developers finally got their first real look at Anthropic’s Mythos Tuesday when Anthropic released a somewhat neutered version of the model, Claude Fable 5, following weeks of breathless chatter about it.Developers who tried the new model said the AI largely deserved the hype. They said it thoroughly outperformed earlier Anthropic models in coding, general knowledge work and spatial reasoning, although questions touching on cybersecurity are routed to the weaker... Read more

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The Information
Cory Weinberg @ The Information · 06/10/2026 09:04 EDT

How Nasdaq Turned Its Index Into a Listings Weapon

When Nasdaq CEO Adena Friedman took the stage at the Economic Club of Washington, D.C, in March, she wasn’t shy about how the company wields its stock indexes to woo business. In an interview with Carlyle Group Chair David Rubenstein, Friedman highlighted Nasdaq’s key distinction from rival exchanges: It also manages the influential Nasdaq-100 index, the benchmark whose rules dictate how roughly $800 billion worth of funds invest. That means... Read more

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