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Michael Roddan @ The Information · 01/05/2026 18:32 EDT

Venezuela-focused Stablecoin Startup To Make Hacked Customers Whole

Venezuela-focused stablecoin startup Kontigo said it will repay the $340,000 that was stolen from more than 1,000 of its customers in a hack, according to a statement the company issued on Monday. In a statement published to X, Kontigo said it detected unauthorized access that affected some ... Read more ›

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The Information
Yueqi Yang @ The Information · 01/05/2026 16:29 EDT

Polymarket Launches Bets on Housing Prices

Polymarket said Monday that it is launching prediction markets on U.S. housing prices, using data from Parcl, a real estate data and trading platform. Users can bet, for example, on the median home value in San Francisco on a given date. The outcome will be based on Parcl’s data. Parcl, backed ... Read more ›

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The Information
Valida Pau @ The Information · 01/05/2026 12:10 EDT

Goldman Sachs Hires ex-Qatalyst Banker Brian Cayne to Co-lead Software

Goldman Sachs announced today it hired Brian Cayne as a partner and co-head of software investment banking. Cayne co-founded Qatalyst Partners and spent more than 15 years at the technology-focused boutique bank. He most recently led its software practice and advised on deals including Zendesk’s ... Read more ›

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The Information
Ann Davis Vaughan @ The Information · 01/05/2026 12:07 EDT

The AI Boom Is Now an Energy Boom

The AI race has ignited a parallel boom in energy that is already revamping U.S. power generation and changing natural gas infrastructure, utility systems and regulation in ways that could last for decades.Natural gas producers are expanding pipelines faster than they have in years, utilities have secured regulatory approval for billions of dollars in spending and power-equipment manufacturers’ backlogs are allowing them to scale up factories.The industries have become powerful... Read more ›

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The Information
Juro Osawa @ The Information · 01/05/2026 10:00 EDT

Indonesia’s Sovereign AI Play

One of the major trends in the AI industry in the past year was the growth of sovereign AI, the movement by various countries to develop their own domestic AI capabilities to reduce their technological dependence on the U.S. and China. While an increasing number of nations and regions are building their own large language models and AI data centers, Indonesia, the world’s fourth most populous country behind India, China... Read more ›

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The Information
Wayne Ma @ The Information · 01/05/2026 09:00 EDT

Nvidia’s Big Ambitions to Solve Manufacturing Shows Slow Returns So Far

In the past two years, Nvidia’s business of selling chips for AI has rocketed into the stratosphere, lifting the company’s revenue to nearly $148 billion in the nine months through October, up from $27.5 billion for the same period in 2023. But CEO Jensen Huang isn’t satisfied. Perpetually worried about threats to his business, Huang has been prodding his team to build a business selling chips and software to design... Read more ›

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The Information
Martin Peers @ The Information · 01/04/2026 18:00 EDT

There’s no rest for the AI obsessed. Nvidia CEO Jensen Huang kicks off the new year with an appearance at the Consumer Electronics Show in Las Vegas on Monday, where he’s scheduled to speak on Monday. Huang appears so often at events like this that it’s hard to imagine he’ll have much new to say, but you never know. After all, there’s a lot going on in the AI sector... Read more ›

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The Information
Sri Muppidi @ The Information 3 place · 01/04/2026 11:00 EDT

OpenAI’s International Conundrum

If OpenAI has its way, nearly one-third of the planet will be using ChatGPT by the start of the next decade. That’s roughly triple its nearly 900 million weekly users, and sounds like an impressive base to build a big advertising and commerce business. But where ChatGPT attracts new users will arguably be as important as how many it attracts. Already, nearly 90% of ChatGPT’s users are outside the U.S.... Read more ›

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The Information
Yueqi Yang @ The Information 2 place · 01/03/2026 16:26 EDT

Polymarket Trader Made 1,242% Return on Venezuela Bet

An account on prediction market Polymarket drew attention on social media for correctly building up a position betting Venezuela’s President Nicolás Maduro would be out, making a return of 1,242% in just four days. The account, created in December 2025, spent a total of $32,537 over the ... Read more ›

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The Information
Abram Brown @ The Information 2 place · 01/03/2026 10:00 EDT

AI and the Ro Khanna Trap

Welcome, Weekenders! In this newsletter:• Predictions 2026: Sutskever’s fate, OpenAI’s next acquisition, the next hit robot—and 12 more things we think will happen in 2026• The Arena: Sportswear brands face an inflection point• Plus, Recommendations—our weekly pop culture picks: “Fela Kuti: Fear No Man,” “The Breath of the Gods” and “Wake Up Dead Man”Ah, another new year has arrived. What possibly could the future hold—what staggering unexpectedness will befall us... Read more ›

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Sara Germano @ The Information 2 place · 01/03/2026 09:00 EDT

From Lululemon to Tracksmith, Sportswear Brands Face an Inflection Point

For Christmas this holiday season, I bought my mom a navy blue 1980 Lake Placid Olympics sweater. It has special significance for her because, as a college student in upstate New York at the time, she got to attend the famous “Miracle on Ice” hockey game between the U.S. and Soviet Union in person. Now, almost half a century later, my mom finally has some merchandise to commemorate it. The... Read more ›

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The Information
Theo Wayt @ The Information · 01/02/2026 16:36 EDT

xAI Adds Grok Business Options as it Tries to Win Enterprise Customers

xAI has introduced two new subscription tiers of its Grok artificial intelligence chatbot aimed at business customers. The announcement is part of xAI’s effort to build an enterprise business to compete with the likes of Anthropic and OpenAI. The new offerings include Grok for Business, which is ... Read more ›

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The Information
Theo Wayt @ The Information · 01/02/2026 14:46 EDT

xAI’s Grok Posts Sexualized Images of Minors on X

xAI’s artificial intelligence chatbot Grok posted a series of sexualized images of minors on X over the past several days in response to prompts from users, a move the Grok account later attributed to “lapses in safeguards.” In response to critical posts, the Grok account on X wrote Friday that ... Read more ›

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The Information
The Information Staff @ The Information 3 place · 01/02/2026 13:34 EDT

What We Got Right (and Wrong) in Our Predictions for 2025

What’s that smell? It’s the whiff of humble pie being eaten by The Information’s prognosticators. A year ago, we made a series of predictions about tech deals that would get done, executives who would leave their companies and other events that we thought might happen in 2025. Many of those predictions did not come to pass. In our defense, when you have a policy of making bold and specific predictions,... Read more ›

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The Information Staff @ The Information · 01/02/2026 12:00 EDT

Sutskever’s Fate, OpenAI’s Next Deal, A Hit Robot—and 13 Other Predictions for 2026

No one in Silicon Valley gets wealthy or powerful by dwelling on the past. Rather, the brightest minds within tech often outshine the competition by obsessing about the future. We like to get in on the game too. In keeping with annual tradition, we’re publishing below our best educated guesses on what’ll happen in 2026: what Microsoft buys, what Amazon discards, what robot goes mainstream, and 12 other pieces of... Read more ›

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The Information
Theo Wayt @ The Information · 01/02/2026 09:40 EDT

Tesla Deliveries Fell 16% in Fourth Quarter, Worsening 2025 Decline

Tesla delivered 16% fewer vehicles in the fourth quarter of 2025 than it did during the same period during the previous year, a worse-than-expected finish to the company’s second full year of falling sales. The Elon Musk-led automaker delivered 418,000 vehicles in the October-to-December quarter ... Read more ›

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The Information
Aaron Holmes @ The Information 3 place · 01/02/2026 09:00 EDT

2026 Predictions: Microsoft Buys an AI Coding Startup

Two years ago, Microsoft dominated the market for AI coding tools, which automatically generate code for developers. That’s because it got early access to OpenAI’s models through its partnership with the startup, and at the time, Microsoft led the pack in code generation. As a result, Microsoft moved quickly to launch GitHub Copilot as the first widely available AI coding product in 2022. Today, Microsoft has lost a lot of... Read more ›

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The Information
Juro Osawa @ The Information · 01/02/2026 04:19 EDT

Baidu’s AI Chip Unit Files for Hong Kong Listing

Chinese search giant Baidu said it AI chip subsidiary has filed confidentially for a Hong Kong listing. Baidu’s move to spin off the chip business and list it separately comes amid a wave of successful initial public offerings by Chinese AI chip companies. Kunlunxin (Beijing) Technology, ... Read more ›

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The Information
Juro Osawa @ The Information 3 place · 01/02/2026 00:23 EDT

Chinese AI Chip Firm Biren Soars on Hong Kong Stock Market Debut

Shares of Chinese AI chip developer Shanghai Biren Technology surged on their debut on the Hong Kong Stock Exchange Friday after the firm’s successful initial public offering. The stock’s rise is the latest indication of investors’ strong interest in China’s domestic semiconductor sector. On ... Read more ›

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The Information
The Information Staff @ The Information · 01/01/2026 12:00 EDT

Our 20 Most Popular Stories of 2025

Happy New Year! It’s the perfect time for a refresh on what’s been top of mind for The Information’s readers—and the early trends and open questions worth keeping tabs on in 2026. In 2025, our most popular stories revealed growing cracks in the artificial intelligence boom and pinpointed challenges facing the most dominant AI companies. The top story was also one of our most recent, about a “code red” inside... Read more ›

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