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The Information
Theo Wayt @ The Information · 04/14/2026 16:48 EDT

Exclusive: Meta AI Infrastructure Executive Departs

A top Meta Platforms executive who oversaw the infrastructure behind its AI models is leaving the company. Aparna Ramani, Meta’s vice president of engineering for AI infrastructure, announced her departure Tuesday in an internal memo seen by The Information. She reported to Meta’s chief AI ... Read more â€ș

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The Information
Julia Hornstein @ The Information · 04/14/2026 15:12 EDT

General Catalyst Appoints Palo Alto Networks’ Arora to Board

General Catalyst appointed Palo Alto Networks CEO Nikesh Arora to its board, the investment firm’s CEO Hemant Taneja said Tuesday. Arora will serve as the firm’s first lead independent director, joining Taneja and General Catalyst chairman and managing director Kenneth Chenault on the board, the ... Read more â€ș

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The Information
Yueqi Yang @ The Information · 04/14/2026 14:48 EDT

Crypto Firms Seek Access to Anthropic’s Mythos While Shoring Up Defenses

Major crypto exchanges and custodians including Coinbase and Binance are racing to prepare for powerful AI models like Anthropic’s Mythos, which the AI firm says could be dangerously good at finding and exploiting software vulnerabilities. Coinbase, the biggest U.S. crypto exchange, has been in “close communication” with Anthropic about Mythos, “a highly restricted model not available to the public,” Coinbase Chief Security Officer Philip Martin said. “Mythos, and future models... Read more â€ș

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The Information
Stephanie Palazzolo @ The Information · 04/14/2026 13:54 EDT

Exclusive: Anthropic Preps Opus 4.7 Model, AI Design Tool

Anthropic is preparing its next flagship model, Claude Opus 4.7, along with a new AI-powered tool for designing websites and presentations, according to a person with knowledge of the products. Those new products could be released as soon as this week, the person said. Anthropic’s upcoming ... Read more â€ș

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The Information
Laura Bratton @ The Information · 04/14/2026 13:33 EDT

Uber CTO Shows How Claude Code Can Blow Up AI Budgets

Uber’s surging use of AI coding tools, particularly Anthropic’s Claude Code, has maxed out its full year AI budget just a few months into 2026, according to chief technology officer Praveen Neppalli Naga.“I'm back to the drawing board because the budget I thought I would need is blown away already,” Neppalli Naga said in an interview.Neppalli Naga’s comments highlight the challenges for companies trying to take advantage of new AI... Read more â€ș

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The Information
Stephanie Palazzolo @ The Information · 04/14/2026 10:52 EDT

If you’re like me, you’ve been watching the explosion of data labeling and reinforcement learning environment startups with a mix of confusion and awe. These companies, which hire experts in fields like medicine, law and software engineering and build fake copies of apps like Salesforce and Excel to produce training data for AI models, are rapidly growing both in terms of revenue and valuations. But their moment in the sun... Read more â€ș

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The Information
Michael Roddan @ The Information · 04/14/2026 09:00 EDT

Polymarket Reverses Course on Startups That Piggyback on Insider Trades

Polymarket was already under pressure to curb insider trading when it launched a program late last year to support startups that sent trades to its prediction market. Those companies quickly began handing suspected insider trading accounts to their own customers, letting them copy those trades. Now Polymarket has launched an audit of those startups. Among them are Kreo, which promises to help users “find insiders before the rest,” and Polycool,... Read more â€ș

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The Information
Theo Wayt @ The Information · 04/14/2026 08:41 EDT

Amazon to Pay $11.5 Billion for Globalstar, Signs Apple iPhone Deal

Amazon will buy satellite firm Globalstar for about $11.5 billion and power satellite features on Apple iPhones, the company said Tuesday, in an effort to challenge SpaceX’s Starlink by adding a direct-to-cell service for its upcoming Leo satellite offering. Globalstar owns wireless spectrum and ... Read more â€ș

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The Information
Martin Peers @ The Information · 04/13/2026 20:00 EDT

What SpaceX’s Numbers Do and Don’t Tell Us

The mysteries of SpaceX are no more. My colleague Cory Weinberg today wrote the second of two stories in four days that pulled back the curtain on the finances of Elon Musk’s space company, which is planning to go public in a couple of months. You don’t have to wait for the formal IPO filing to get the dirt on SpaceX.The bottom line is that SpaceX as a whole is... Read more â€ș

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The Information
Cory Weinberg @ The Information · 04/13/2026 19:12 EDT

New SpaceX Numbers Show Reliance on Starlink

A new set of numbers for Elon Musk’s SpaceX makes it clear that the success of its potential initial public offering will depend on investors embracing the growth of the company’s Starlink satellite internet business. The other two businesses inside SpaceX—rocket launches and AI—are burning cash and not generating the kind of growth that makes investors willing to pay the staggering valuation Musk is seeking, according to previously unreported financial... Read more â€ș

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The Information
Rocket Drew @ The Information · 04/13/2026 19:02 EDT

Thinking Machines Hires Founders of Personalized AI Startup Workshop Labs

Thinking Machines Lab has hired Rudolf Laine and Luke Drago, the co-founders Workshop Labs, a one-year-old startup that develops software for personalizing AI systems, and has bought the startup’s technology, according to a spokesperson for Thinking Machines. The price of the deal was not ... Read more â€ș

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The Information
Valida Pau @ The Information · 04/13/2026 18:21 EDT

Dell, HP Shares Drop After Nvidia Denies Takeover Report

Dell and HP shares fell about 3% after hours Monday after Nvidia denied a report from website SemiAccurate that claimed the chip giant had been negotiating a deal for more than a year to acquire a large company that makes personal computers. The report didn’t identify the company but Dell and ... Read more â€ș

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The Information
Cory Weinberg @ The Information · 04/13/2026 17:13 EDT

Handshake, Mercor Revenue Surges on Demand for Human Contractors to Train AI

AI firms’ voracious appetite for more data has lifted sales for obscure startups doing the industry’s unglamorous work: contracting with lawyers, PhD holders and medical doctors who grade the answers AI models generate. The latest is Handshake, a 12-year-old startup that began as a job site for college graduates. Handshake’s gross annualized revenue from AI training has risen to nearly $1 billion, up from $550 million in January and $5... Read more â€ș

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The Information
Ann Davis Vaughan @ The Information · 04/13/2026 11:00 EDT

Microsoft Slowed AI Spending. Now It’s Playing Catchup

Microsoft is playing catch-up in the AI power race by grabbing big sites in Texas and West Virginia for data centers fired by natural gas. It wasn’t long ago that the company had a big lead.In the early days of the AI boom, Microsoft’s in-house energy team amassed a 9-gigawatt war chest of grid-powered data center sites that was the envy of the industry, according to people with knowledge of... Read more â€ș

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The Information
Aaron Holmes @ The Information · 04/13/2026 10:05 EDT

OpenAI Memo Cites “Staggering” Demand for Joint AWS Product, Says Microsoft “Limited” Business

An OpenAI executive said in a memo to staff Sunday that the company is seeing “staggering” demand for its upcoming joint product with AWS and that its exclusive cloud deal with Microsoft had “limited our ability to meet enterprises where they are,” CNBC reported Monday. As one of OpenAI’s ... Read more â€ș

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The Information
Stephanie Palazzolo @ The Information · 04/13/2026 10:00 EDT

AI developers are getting more creative in how they acquire data to train AI models. For instance, they’re paying startups to develop copies of popular apps, like Salesforce or Excel, to teach models how to use the apps—otherwise known as reinforcement learning environments or gyms.One beneficiary of this trend is Fleet, a two-year-old startup that develops and sells those RL environments. The startup is now in talks to raise at... Read more â€ș

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The Information
Yueqi Yang @ The Information · 04/13/2026 09:04 EDT

Tether Hires JPMorgan Executive for U.S. Stablecoin Expansion

Tether, the world’s biggest stablecoin issuer, has hired Jeremy Pollack, most recently vice president of Kinexys by JPMorgan, the bank’s blockchain business unit, to be its institutional expansion manager. Based in New York City, Pollack will build institutional partnerships to promote the usage ... Read more â€ș

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The Information
Aaron Holmes @ The Information · 04/13/2026 09:00 EDT

As Microsoft faces growing competition for business customers from Anthropic, it is developing new features that would make its AI assistant Copilot function more like OpenClaw, the open-source AI agent that has taken the AI industry by storm in recent months. A newly created team under Microsoft corporate vice president Omar Shahine is “exploring the potential of technologies like OpenClaw in an enterprise context,” including a team of always-on agents... Read more â€ș

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The Information
Meredith Mazzilli @ The Information · 04/12/2026 20:55 EDT

Altman Addresses Home Attack

OpenAI CEO Sam Altman addressed an attack on his San Francisco home in a personal blog post on Friday, noting rising criticism of the AI industry and saying there is a need to “de-escalate the rhetoric.” Earlier that day, San Francisco police arrested a man for allegedly throwing a Molotov ... Read more â€ș

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The Information
Martin Peers @ The Information · 04/12/2026 18:00 EDT

Netflix on Deck This Week; Pressure on Software Stocks Intensifies

We interrupt our regular AI programming to talk about something more entertaining: Netflix! The video-streaming giant kicks off tech earnings season on Thursday with its first-quarter earnings. It’s the first quarterly report since Netflix walked away from its $82.7 billion deal to buy Warner Bros. Discovery’s streaming and studio operations, so that distraction is gone. Now we’re back to guessing how long Netflix can keep growing at its recent annual... Read more â€ș

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