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20.04.2026 − 26.04.2026
The Information
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
Julia Hornstein @ The Information · 03/05/2026 15:04 EDT

Pentagon Officially Tells Anthropic It Is a Supply Chain Risk

The Defense Department has officially told Anthropic that the artificial intelligence company and its products “are deemed a supply chain risk, effective immediately,” according to a senior defense official. The declaration follows an announcement on social media last Friday by Defense Secretary ... Read more

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The Information
Juro Osawa @ The Information · 03/05/2026 13:53 EDT

Last week, my colleague Qianer tested an AI agent inside Alibaba’s Qwen app, which resembles ChatGPT. She asked to get a ticket to see Pegasus 3, a comedy film about a race car driver that has been topping the Chinese box office. The agent found the nearest theater showing the movie and recommended seats and screening times for later in the day. Liu then authorized the booking. As OpenAI, Google... Read more

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The Information
Anissa Gardizy @ The Information · 03/05/2026 13:34 EDT

Oracle Plans Jobs Cuts as Data Center Spending Rises

Oracle is planning to cut thousands of employees as soon as this month, according to a Bloomberg report, which said the cuts will be “wider-reaching” than the firm’s typical rolling reductions. Some of the job cuts will impact people who work in roles the firm expects it will no longer need due ... Read more

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The Information
Cory Weinberg @ The Information · 03/05/2026 13:08 EDT

Anduril Forecasts More Than $4 Billion in Sales, $1 Billion in Losses

Weapons maker Anduril expects to roughly double revenue this year to about $4.3 billion, while its operating loss would rise by nearly half to $1.2 billion, according to confidential financial figures shared with prospective investors. The privately held company is raising $4 billion, valuing it at about $60 billion, in a deal led by existing investors Andreessen Horowitz and Thrive Capital. The new capital would help offset substantial operating losses... Read more

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The Information
Stephanie Palazzolo @ The Information · 03/05/2026 10:00 EDT

OpenAI Develops a ‘Bidirectional’ Audio Model to Boost Voice Assistants

Wow, what a day of news! In case you missed it (which would have been difficult), we broke a number of stories yesterday regarding OpenAI and Anthropic. Most memorable was this piece about the fiery, 1,600-word memo Anthropic CEO Dario Amodei penned to staff last Friday criticizing the OpenAI-Pentagon deal. (You can check out the full memo here for some of the fun phrases Amodei uses.) Though the memo garnered... Read more

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The Information
Qianer Liu @ The Information · 03/05/2026 09:00 EDT

Demand from Alibaba and Other Giants Boosts China’s Homegrown Memory Suppliers

Chinese tech heavyweights including Alibaba Group, ByteDance and Tencent Holdings are turning to domestic chipmakers to ease the pain from a deepening global shortage of memory chips, according to four people with direct knowledge of the matter. The three companies are in talks to buy more standard memory chips—known as DRAM, or dynamic random-access memory, and NAND flash, which stores data long-term—from two Chinese companies to keep their data centers... Read more

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The Information
Martin Peers @ The Information · 03/05/2026 08:35 EDT

Broadcom Projects Rapid Growth in AI Chips

Shares of chip designer Broadcom were trading up 6% in pre-market trading on Thursday, in the wake of the company’s bullish January quarter earnings. Broadcom reported 29% revenue growth but, importantly, 106% expansion in revenue from its fast-expanding AI chip business. Broadcom helps ... Read more

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The Information
Yueqi Yang @ The Information · 03/05/2026 08:00 EDT

OKX Raises Funding From NYSE Parent at $25 Billion Valuation

OKX, a crypto exchange giant that’s been considering a U.S. IPO, said it received a strategic investment from the Intercontinental Exchange, the parent of the New York Stock Exchange, that values the crypto firm at $25 billion. The investment will represent less than 10% of OKX’s stake, said ... Read more

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The Information
Juro Osawa @ The Information · 03/05/2026 02:51 EDT

Alibaba Launches AI Model Task Force as Top Researcher Resigns

Alibaba Group will establish a “foundation model task force” to coordinate group-wide resources and accelerate its AI development, its CEO said Thursday, after a top researcher behind the company’s Qwen suite of models resigned. He also said the company will continue to uphold its commitment to ... Read more

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The Information
Laura Mandaro @ The Information · 03/05/2026 00:59 EDT

The Trade Desk Shares Jump After OpenAI Report

Shares in The Trade Desk gained 9% after hours Wednesday after The Information reported that OpenAI has held early talks to partner with the company, which offers an automated platform for advertisers to place ads on a large scale. Before the report, the ad tech company shares had lost more than ... Read more

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The Information
Sri Muppidi @ The Information · 03/04/2026 22:30 EDT

OpenAI topped $25 billion in annualized revenue as of the end of last month, according to a person familiar with the figure. That’s a 17% increase from the $21.4 billion in annualized revenue the company was generating at the end of the year, according to the person and a second person with knowledge of the figures. OpenAI is still generating more revenue than its younger rival Anthropic, though the difference... Read more

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The Information
Valida Pau @ The Information · 03/04/2026 20:48 EDT

OpenAI has picked two law firms, Cooley and Wachtell Lipton Rosen & Katz, to prepare for an initial public offering that could come as soon as this year, according to people familiar with the matter. Selecting lawyers to prepare for a listing is one of the first concrete steps the ChatGPT maker has made towards a public listing and usually precedes other measures, such as appointing investment banks to advise... Read more

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The Information
Amir Efrati @ The Information · 03/04/2026 20:45 EDT

A scathing internal memo from Anthropic CEO Dario Amodei last week characterized OpenAI’s recent move to strike a Pentagon partnership as “mendacious” and accused rival Sam Altman, OpenAI’s CEO, of engaging in “safety theater” that was insufficient to prevent misuse in military contexts like ... Read more

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The Information
Sri Muppidi @ The Information · 03/04/2026 20:20 EDT

OpenAI is scaling back its plan to introduce shopping directly inside ChatGPT, marking a change in its high-profile effort to put checkouts inside the chatbot. Instead of allowing users to make purchases directly from product listings that show up in ChatGPT search results, the company is now focused on having checkouts take place inside of specific apps that plug into ChatGPT, an OpenAI spokesperson said. The reasons for the change... Read more

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The Information
Martin Peers @ The Information · 03/04/2026 20:00 EDT

Anthropic CEO’s Candid Comments Imperil Chances of a Compromise

Who hates Sam Altman more—Elon Musk or Anthropic CEO Dario Amodei? If you guessed Elon Musk, our scoop today about the no-holds-barred memo Amodei sent to his staff on Friday about the Pentagon brouhaha might change your mind. Apart from calling OpenAI’s messaging over the Pentagon issue “mendacious,” Amodei explained the Pentagon’s targeting of Anthropic partly by noting: “We haven’t given dictator-style praise to Trump (while Sam has).” Ouch. No... Read more

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The Information
Yueqi Yang @ The Information · 03/04/2026 18:37 EDT

Kraken Becomes First Crypto Firm to Get Fed Access

Crypto exchange Kraken said it became the first crypto firm to gain direct access to the Federal Reserve’s core payments system, a privilege typically reserved only for banks, allowing it to move money for clients without relying on a bank. The approval signals the Federal Reserve’s willingness ... Read more

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The Information
Erin Woo @ The Information · 03/04/2026 17:48 EDT

Google’s Gemini Encouraged User’s Suicide, Lawsuit Alleges

A Florida father is suing Google after his son died by suicide after Google’s Gemini chatbot allegedly encouraged him to do so, according to a complaint filed on Wednesday in federal court in California. The complaint alleged that Gemini encouraged Jonathan Gavelas, 36, to stage a “catastrophic ... Read more

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The Information
Catherine Perloff @ The Information · 03/04/2026 17:44 EDT

OpenAI has held early talks to partner with The Trade Desk, a publicly traded ad tech company, to help the ChatGPT maker sell ads, according to three people with knowledge of the matter. The talks indicate that OpenAI, which launched ads in ChatGPT in early February, will initially lean on external partners to help it sell ads and quickly ramp up its business. For instance, The Trade Desk offers an... Read more

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The Information
Stephanie Palazzolo @ The Information · 03/04/2026 16:08 EDT

Read Anthropic CEO’s Memo Attacking OpenAI’s ‘Mendacious’ Pentagon Announcement

Anthropic CEO Dario Amodei sent a 1,600-word memo to employees Friday as OpenAI announced a deal to provide AI to the Pentagon. The OpenAI move came hours after the Pentagon said it would sever ties with Anthropic over the company’s safety requirements. In the strongly worded memo, Amodei heavily criticized OpenAI’s actions and the initial deal it announced with the Pentagon. Below is Amodei’s memo, which has been edited to... Read more

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The Information
Kevin McLaughlin @ The Information · 03/04/2026 15:39 EDT

Exclusive: Ex-Google DeepMind Researchers Raising $100 Million to Build ‘World Models’

Embo, an AI startup co-founded by former Google DeepMind research scientists, is in talks to raise a seed round of more than $100 million led by Andreessen Horowitz, according to a person with direct knowledge of the matter. The startup’s founders, Danijar Hafner and Wilson Yan, are developing ... Read more

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03.05.2026 04:58
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