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The Information
Theo Wayt @ The Information · 11/24/2025 09:00 EDT

The Twins Pushing Elon Musk’s Plans to Replace X Staff With Grok

Last month, Elon Musk’s X laid off half of the engineering team tasked with building and running systems to fight spam, influence campaigns and illegal content, among other trust and safety issues, according to two people with direct knowledge of the cuts. The team had already been whittled down to less than 20 people before the layoffs, compared to more than 100 from before Musk acquired the company, then known... Read more â€ș

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The Information
Qianer Liu @ The Information · 11/24/2025 06:46 EDT

U.S. Weighs Allowing Nvidia to Sell the Advanced H200 Chips to China

The Trump administration is considering approving sales of Nvidia’s H200 artificial intelligence chips to China, according to two people familiar with the discussions. The H200 is roughly twice as powerful as the China-tailored H20 and is designed specifically for training large AI models, for ... Read more â€ș

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The Information
Martin Peers @ The Information · 11/23/2025 18:00 EDT

Oracle, Warner Bros. Discovery and the Ellisons

The Ellison family will have plenty to talk about when they convene for Thanksgiving this week (assuming they do!). The price of Oracle has plummeted in the past six weeks, for one thing, reflecting AI bubble jitters centering on Oracle. In the same period of time, Larry Ellison and his son David have been—by all accounts—busy plotting the roughly $90 billion takeover of Warner Bros. Discovery. Their interest—conveyed through the... Read more â€ș

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The Information
Martin Peers @ The Information 1 place · 11/23/2025 11:00 EDT

Nvidia’s Mushrooming Cash Pile Spotlights Spending Choices

All of the big tech companies have long been cash geysers. But the rate at which Nvidia’s cash production has exploded in the past couple of years is on a whole different level than other companies have experienced. And that’s raising questions about how Nvidia will spend its fast-expanding cash pile. Nvidia’s free cash flow has mushroomed from $3.8 billion in the year to January 2023 to an estimated $96.5... Read more â€ș

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The Information
Abram Brown @ The Information · 11/23/2025 10:47 EDT

California DMV Allows Waymo to Operate from San Francisco to LA

Waymo cars will soon be able to ferry riders from San Francisco to Los Angeles after the California DMV approved a large new area of the state for the autonomous vehicles. Until this decision, Waymos could operate in Northern California along the San Francisco Peninsula and San Jose and in ... Read more â€ș

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The Information
Sylvia Varnham O'Regan @ The Information 3 place · 11/22/2025 16:55 EDT

White House Pauses AI Executive Order as Legislative Push Plays Out

The White House is pausing plans for an executive order over state AI regulation while it waits to see if Republicans can get a provision included in the National Defense Authorization Act to block state AI regulation, according to a person with knowledge of the situation. A draft copy of the ... Read more â€ș

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The Information
Abram Brown @ The Information 1 place · 11/22/2025 10:00 EDT

Maybe Google Does Win It All

Welcome, Weekenders! In this newsletter:‱ The Big Read: Zach Dell’s Texas-size dream ‱ The Arena: Figure skating launches a comeback—with AI‱ Plus, our Recommendations: “Allison After NXIVM,” “The Finest Hotel in Kabul” and “Bugonia”A horrifying thought has lately been immovable from my mind: Am I gonna have to dump ChatGPT for Gemini?Well, Gemini 3 is out, and it’s pretty darn slick: Google has improved the chatbot’s ability to code, search... Read more â€ș

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The Information
Steve LeVine @ The Information 1 place · 11/22/2025 07:59 EDT

Zach Dell Thinks He Can Solve America’s Energy Crisis

To get inside why Zach Dell believes he will shake up the half-trillion-dollar U.S. power industry and then go global, it helps to take account of who’s inspiring the moves. That would be his father, Michael Dell, who sold computer parts out of his college dorm at 19, took Dell Computer public four years later and by age 26 had entirely disrupted the personal computer business and become one of... Read more â€ș

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The Information
Valida Pau @ The Information 3 place · 11/21/2025 21:01 EDT

Cyber Startup Veza in Talks With Potential Buyers for $1 Billion-Plus Sale

Veza, whose software helps businesses monitor employees’ and AI agents’ access to internal data, has been talking to potential buyers about a sale that could value the startup at more than $1 billion, according to people familiar with the discussions. A sale at that level would be a premium to its price in April, when investors led by New Enterprise Associates valued the five-year-old startup at $808 million including the... Read more â€ș

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The Information
Yueqi Yang @ The Information · 11/21/2025 17:31 EDT

Bitcoin, Strategy Fall as Crypto Rout Deepens

Strategy, Michael Saylor’s bitcoin-holding firm, fell 3.7% Friday amid investor concerns that the stock could get excluded from MSCI indexes. Bitcoin fell 2% and is on track for its worst monthly performance since June 2022. Strategy is down 62% from its peak in July this year while bitcoin has ... Read more â€ș

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The Information
Aaron Holmes @ The Information 3 place · 11/21/2025 16:09 EDT

Crowdstrike and Salesforce both said this week that they are investigating incidents where hackers attempted to steal internal data, and a hacking group known as Scattered Lapsus$ Hunters has publicly claimed responsibility for both breaches. Salesforce said in an alert to customers that hackers ... Read more â€ș

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The Information
Sara Germano @ The Information 3 place · 11/21/2025 13:25 EDT

Figure Skating Aims to Get Its Groove Back—With AI Music and the Spice Girls

Of all the places AI is seeping into, a program by a pair of Czech ice dancers angling for a spot at the Winter Olympics in February may be one of the most unexpected. Yet, at last weekend’s Skate America tournament, a major international competition ahead of Milano Cortina 2026, Kateƙina MrĂĄzkovĂĄ and Daniel MrĂĄzek performed a program that included music partially composed by AI in the style of the... Read more â€ș

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The Information
Yueqi Yang @ The Information · 11/21/2025 09:00 EDT

Visa and Mastercard Are Moving Fast Into Stablecoins

Visa and Mastercard are moving quickly to embrace cryptocurrencies for payments, to take advantage of the rising popularity of stablecoins in developing countries and fend off competition from merchants trying to circumvent their networks. The companies ramped up their crypto payments business overseas and have been looking for acquisitions or investments. Visa wants to invest in stablecoin startups, especially in infrastructure that can help scale its network of banks and... Read more â€ș

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The Information
Amir Efrati @ The Information · 11/21/2025 01:08 EDT

OpenAI CEO: Google’s AI Breakthrough Could Cause ‘Headwinds’ For OpenAI

In an internal memo, OpenAI CEO Sam Altman acknowledged that Google’s recent progress in artificial intelligence could create “temporary economic headwinds” for his company, The Information reported Thursday. The memo anticipated Google’s launch of its Gemini 3 model, suggesting ... Read more â€ș

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The Information
Martin Peers @ The Information · 11/20/2025 20:00 EDT

Ron DeSantis Spotlights Key AI Question

We’re moving off the (unresolved) AI bubble debate to a much more fundamental question about AI. That is whether decisions about an enormously costly technology, which threatens to put many people out of work, should be left to tech leaders or discussed more broadly. It turns out Republicans may have the best handle on this issue, most obviously Florida governor Ron DeSantis. He’s long been vocal about the threat AI... Read more â€ș

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The Information
Erin Woo @ The Information · 11/20/2025 19:51 EDT

Google Updates “Nano Banana” Image Editing Model

Google released a new version of its “Nano Banana” image generation model on Thursday, updating a model that had gone viral earlier in the year. Google highlighted the ability of the new model, dubbed “Nano Banana Pro,” to create infographics and posters, as well as its ability to keep elements ... Read more â€ș

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The Information
Stephanie Palazzolo @ The Information · 11/20/2025 19:00 EDT

OpenAI CEO Braces For Possible ‘Economic Headwinds’ in ‘Catching Up’ to a Resurgent Google

OpenAI CEO Sam Altman told colleagues last month that Google’s recent progress in artificial intelligence could “create some temporary economic headwinds for our company,” though he added that OpenAI would emerge ahead. After OpenAI researchers heard that Google had created a new AI that appears to have leapfrogged OpenAI’s in the way it was developed, Altman said in the memo that “we know we have some work to do but... Read more â€ș

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The Information
Cory Weinberg @ The Information · 11/20/2025 18:43 EDT

In Las Vegas, Kalshi Is King

For 15 years, Goldman Sachs’ private tech conference in Las Vegas has been the event for taking the pulse of startup dealmaking. Years ago, it was possible to run into founders such as Uber’s Travis Kalanick and Instagram’s Kevin Systrom raising money for their then-small startups. The conference is much bigger now (which makes some investors grumble), but it remains a nexus for investors who want to throw money at... Read more â€ș

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The Information
Rocket Drew @ The Information · 11/20/2025 18:30 EDT

Physical Intelligence Raises $600 Million at $5 Billion Valuation

Physical Intelligence, the robotic AI company, raised $600 million at a $5 billion valuation, excluding the investment, Bloomberg reported Thursday. The Information broke the news of the potential funding round in September. Alphabet’s CapitalG led the round. Existing investors Lux Capital, ... Read more â€ș

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The Information
Theo Wayt @ The Information · 11/20/2025 18:02 EDT

Waymo Adds 3 More U.S. Cities to Expansion Plan

Waymo said Thursday that it’s added New Orleans, Minneapolis and Tampa to the list of cities where it plans to launch its autonomous ride-hailing service. That brings the total number of new cities where it’s announced launch plans to more than 20, according to the company. For now, Waymo will ... Read more â€ș

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