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The Information
Ann Gehan @ The Information · 02/17/2026 09:46 EDT

Activist Investor Pushes For Tripadvisor Board Shakeup, AI Changes

Activist investor Starboard Value said it would nominate a new slate of directors to the board of Tripadvisor, arguing that the travel booking and review site hasn’t moved quickly enough to address the threat posed by AI chatbots and incorporate more generative AI into its site and app. ... Read more

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The Information
Ann Gehan @ The Information · 02/17/2026 09:00 EDT

‘Code Reds’ and AI Debates: Pinterest’s Two-Front Battle

For the past three years, Pinterest CEO Bill Ready appeared to have secured a second chance for the scrapbooking app to prove itself to Wall Street. All that evaporated on Thursday night, when weaker fourth-quarter ad revenue prompted a sell-off that drove shares down 17% to their lowest level since April 2020. Even before the earnings report came out, Ready was racing to revive the company’s slowing ad business while... Read more

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The Information
Martin Peers @ The Information · 02/16/2026 18:00 EDT

AI Is Magnifying Google and Meta’s Edge in Ads

We could see a brief shift away from obsessive AI talk this week. On Wednesday, Meta Platforms CEO Mark Zuckerberg is due to testify in the Los Angeles trial hearing a lawsuit filed by a young California woman against big tech firms, namely Google and Meta. The woman claims her social media addiction led to depression and suicidal thoughts, as we described here. Last week, one of Zuckerberg’s lieutenants, Instagram... Read more

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The Information
Nick Wingfield @ The Information · 02/16/2026 14:22 EDT

SpaceX Joins Pentagon Drone Technology Competition

SpaceX and its AI unit xAI are entering a Pentagon competition to develop autonomous drone technology, part of a Defense Department effort to advance voice-controlled unmanned systems. Bloomberg reported that SpaceX is one of a small number of companies picked to compete in a challenge launched ... Read more

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The Information
Nick Wingfield @ The Information · 02/16/2026 14:03 EDT

Apple Announces March 5 Events

Apple has invited media to attend events in New York, London and Shanghai on March 5. The company didn’t provide any details in the invitations, describing the events simply as “experiences.” Apple’s decision to hold the events away from its headquarters in Cupertino, Calif., suggests that they ... Read more

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The Information
Ann Davis Vaughan @ The Information · 02/16/2026 11:00 EDT

No Joke: How Data Center Wars Distract From Real Solutions

Charlie Berens is a Wisconsin comedian beloved for wickedly funny, and until recently apolitical, satires of “Midwest Nice” culture. He’s now become Public Enemy No. 1 to data center developers and AI model makers. Berens is on a crusade to block data centers, making at times unfounded claims to his social media audience of over 10 million that tech companies have no intention of paying their fair share for power... Read more

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The Information
John Hanke @ The Information 3 place · 02/16/2026 09:00 EDT

Let’s Spend $10 Trillion on AI That Improves the Real World, Not Just Ads

Four years ago, right around the time the concept of the metaverse became fashionable, I wrote a post calling it a “dystopian nightmare.” I argued that instead of diving into virtual worlds, we should all do more to connect with the real world around us. Time will tell if the metaverse will eventually come to fruition, but with global business and leisure travel, as well as live event attendance, blowing... Read more

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The Information
Juro Osawa @ The Information 2 place · 02/16/2026 05:14 EDT

Alibaba Launches New LLM as China’s AI Battle Heats Up

Alibaba Group on Monday unveiled Qwen3.5, the new generation of its large language models, adding to the recent flood of new AI model releases from Chinese companies ahead of the Lunar New Year, China’s biggest holiday. Alibaba, a major global competitor in open-source AI models, said ... Read more

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The Information
Juro Osawa @ The Information · 02/16/2026 00:18 EDT

ByteDance Launches New LLM With Better Visual Understanding

ByteDance has released its new generation of large language models, Doubao Seed 2.0, as the Chinese tech giant tries to compete at the highest level with U.S. rivals in all types of AI models, from LLMs to video. ByteDance, which owns TikTok, said Seed 2.0’s strong understanding of visual data ... Read more

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The Information
Wayne Ma @ The Information · 02/15/2026 21:37 EDT

Disney, Paramount Send Legal Letters to ByteDance Over AI Videos

Disney, Paramount Skydance and the largest union for U.S. entertainment professionals sent cease-and-desist letters to ByteDance after videos generated by the Chinese tech giant’s AI video model, Seedance 2.0, went viral on social media, the entertainment publication Variety reported. Since ... Read more

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The Information
Nick Wingfield @ The Information · 02/15/2026 15:13 EDT

OpenAI in Advanced Talks to Hire OpenClaw Founder, Team

OpenAI is in advanced talks to hire Peter Steinberger, the founder of the popular open-source personal agent project OpenClaw, and several team members. The team would likely work on personal agents at OpenAI. They are also discussing setting up a foundation for the existing OpenClaw project. ... Read more

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The Information
Jessica E. Lessin @ The Information · 02/15/2026 15:01 EDT

OpenAI in Advanced Talks to Hire OpenClaw Founder, Others Connected to Agent Project

OpenAI is in advanced discussions to hire OpenClaw founder Peter Steinberger and a handful of other people helping to maintain the red hot open-source software for powering personal agents, according to two people directly involved in the discussions. If those efforts are successful, Steinberger and his team will likely work on personal agents at OpenAI, as well as other products, the people said. As part of the discussions, the teams... Read more

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The Information
Nick Wingfield @ The Information · 02/15/2026 13:44 EDT

Pentagon Considers Ending Anthropic Relationship Over Dispute

The U.S. Department of War is considering ending its partnership with Anthropic over a dispute about how the startup’s AI model, Claude, can be used by the U.S. military, according to an Axios report. Defense officials have been pushing leading AI firms to allow military use of their tools for “ ... Read more

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The Information
Valida Pau @ The Information · 02/15/2026 11:20 EDT

SpaceX IPO Could Tap Hordes of Individual Investors

A potential record-setting SpaceX initial public offering has sent Wall Street into overdrive. Main Street wants a cut of the action. Bankers and institutional investors who talk to SpaceX executives have been debating how much the company should set aside for individual investors to buy at the IPO price—through brokerages including Robinhood, SoFi and Morgan Stanley’s E-Trade—as well as for wealthy clients who can buy directly through the banks. Read more

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The Information
Nick Wingfield @ The Information 2 place · 02/14/2026 14:51 EDT

Homeland Security Asks Tech Companies for Information to Aid Hunt for ICE Critics

The Department of Homeland Security has begun ramping up its use of administrative subpoenas to obtain identifying information from major tech companies on anonymous social-media accounts that criticize or track Immigration and Customs Enforcement or post about ICE agents’ locations. The New ... Read more

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The Information
Abram Brown @ The Information 1 place · 02/14/2026 11:00 EDT

AI Industry’s Big Flaw: No One Speaks Normie

Welcome, Weekenders! In this newsletter:• The Big Read: Meet the billionaire financier who has become AI’s debt whiz • Artificial Intelligence: CEOs find new management ethos from AI tools• Wearables: Techies find a surprise alternative use for Oura rings • The Top 5: An emergency guide for salvaging ski season• Plus, Recommendations—our weekly pop culture picks: “The Walkers: The Real Salt Path,” “Super Nintendo” and “A Knight of the Seven... Read more

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The Information
Abram Brown @ The Information 2 place · 02/14/2026 09:00 EDT

Silicon Valley CEOs Find New Ethos From AI Tools: I’ll Do It Myself

When the tech elite begin tossing around words like “paradise,” “superpower” and “nuclear bomb,” it’s a pretty good indication that Silicon Valley is going through another vibe shift. Just such a moment is happening now—with the industry’s machers obsessively pouring themselves into using the latest AI tools, including Claude Code, Google’s NotebookLM and Replit. That allows them to take an even greater hand in coding, design and other tasks their... Read more

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The Information
Jemima McEvoy @ The Information · 02/14/2026 08:23 EDT

In Sickness and in Health: Wellness-Obsessed Techies Adopt Oura Rings as Wedding Bands

When AI researcher Sebastian Raschka got married in November 2023, he and his now-wife, Liza, went nontraditional. They wedded in Las Vegas at an Elvis-themed chapel, then celebrated by attending a U2 concert at the Sphere, the futuristic orb-shaped theater on the Strip. The Raschkas also bucked tradition in their selection of wedding rings, eschewing the usual choice between gold and platinum. Rather, they went with Oura rings, the sensor-laden,... Read more

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The Information
Todd Plummer @ The Information · 02/14/2026 08:22 EDT

An Emergency Guide for Salvaging Ski Season

Here’s a cold dose of reality: This year’s ski season in the American West has been pretty bleak. Many of the reliable powder stashes of Utah, Colorado and California have struggled with record-low snowfalls, and the limited amount of terrain resorts have managed to keep open is covered in lackluster artificial snow. Vail Resorts, for instance, reported last month that early-season visits were down 20%, no thanks to the depressing... Read more

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The Information
Katie Roof @ The Information 2 place · 02/13/2026 19:40 EDT

Anduril Discusses New Funding at $60 Billion-Plus Valuation

Defense tech startup Anduril is in talks to raise billions in new funding at a valuation of at least $60 billion including the new investment, according to a person with knowledge of the plans. The valuation would be roughly double the figure from its last private funding round in June. The funding would give the company more leeway to fund its first major weapons manufacturing facility and the development of... Read more

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03.05.2026 07:43
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