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Laura Bratton @ The Information · 05/26/2026 16:56 EDT

ServiceNow Chief Marketing Officer Colin Fleming said Tuesday that he is leaving the IT services software giant for OpenAI, where he will assume the role of CMO for its business segment. The executive worked for ServiceNow for two years and was previously a marketing executive at Salesforce for ... Read more ›

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Laura Bratton @ The Information · 05/26/2026 16:46 EDT

Dropbox CEO to Step Down After 20 Year Stint

Dropbox founder and CEO Drew Houston said Tuesday that he plans to step down as CEO, ending one of the longest running tenures at the helm of a tech company. Houston said Ashraf Alkarmi would become co-CEO with him during a transition period, after which Houston would become executive chairman ... Read more ›

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Kevin McLaughlin @ The Information · 05/26/2026 16:01 EDT

Many corporate leaders say they’re getting value from AI as their spending on it skyrockets, but hype is outpacing reality in plenty of cases.On a podcast over the weekend, for instance, Uber Chief Operating Officer Andrew Macdonald said the ride-hailing company isn’t seeing a clear increase in productivity from using AI coding services despite their use by its engineering teams. That has prompted executives to discuss how to get a... Read more ›

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Yueqi Yang @ The Information · 05/26/2026 12:09 EDT

Nathan Allman, 32, the founder and CEO of Ondo Finance, the biggest tokenized stock provider, has died unexpectedly, the company said. “It is with profound sadness that we announce the unexpected passing of Nathan Allman, Ondo’s founder,” the company said on X late Monday, without disclosing the ... Read more ›

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Theo Wayt @ The Information · 05/26/2026 11:56 EDT

American Airlines plans to start adding SpaceX’s Starlink satellite internet service to around half of its main aircraft fleet beginning early next year, the airline said on Tuesday. The deal will offer in-flight wifi on approximately 500 narrowbody Airbus planes, but does not include the ... Read more ›

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Stephanie Palazzolo @ The Information · 05/26/2026 10:01 EDT

The battle between OpenAI, Anthropic and Google spans revenue, models, server access and research talent. But as OpenAI and Anthropic barrel toward initial public offerings, public perception is also an important factor in the race as political backlash to the industry grows.OpenAI seems particularly vulnerable in PR after a series of awkward or embarrassing moments for its executives in the limelight. The challenge of managing such execs might help explain... Read more ›

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Ann Gehan @ The Information · 05/26/2026 09:01 EDT

When OpenAI first launched ChatGPT ads earlier this year, it lined up well-known brands with big advertising budgets, like Adobe, Ford and Target. Now it’s expanding its advertising business with offerings that cater more to marketers at far smaller companies, putting it directly into competition with ad giant Meta Platforms. OpenAI executives have told some outside ad technology firms that one priority is courting small local businesses, such as car... Read more ›

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Amir Efrati @ The Information · 05/25/2026 20:52 EDT

Pope Leo, Anthropic Co-Founder Warn of AI Power Concentration, Labor Displacement

Catholic Pope Leo XIV on Monday weighed in on hot-button AI policy debates, publishing a treatise describing the church’s concerns about AI development and its current and potential societal harms. His post, Magnifica Humanitas (“Magnificent Humanity”), which runs more than 42,000 words, offers ... Read more ›

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Martin Peers @ The Information · 05/25/2026 18:00 EDT

As we return from the long weekend, we’re preparing for a resumption this week of one of tech’s big debates: whether AI is killing enterprise software. Salesforce, Snowflake and Asana are each reporting earnings for the first fiscal quarter in the next few days, providing us with an update on how they’re doing in selling their own AI tools—and whether AI startups are taking any business from them.Here’s a prediction:... Read more ›

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Anita Ramaswamy @ The Information 3 place · 05/25/2026 09:00 EDT

Twilio stock is on a run so incredible you’d think it was immune to the “SaaS apocalypse” plaguing enterprise software stocks. But investors are missing the bigger picture. The company, which sells software tools to help firms communicate with their customers via text messaging, phone calls and emails, has seen its shares rocket 36% so far this year—in contrast to the 30% declines common to big software stocks. The rally... Read more ›

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Qianer Liu @ The Information · 05/25/2026 03:37 EDT

Huawei Technologies said on Monday that it is using a new principle for semiconductor development to narrow its gap with the world’s leading chipmakers, despite U.S. export controls that have restricted China’s access to the most advanced equipment. He Tingbo, a Huawei board director and the ... Read more ›

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Julia Hornstein @ The Information 3 place · 05/24/2026 11:00 EDT

As SpaceX and OpenAI Prepare for Public Debuts, What Recent IPO History Signals

Smart-ring maker Oura and crypto company Blockchain.com said last week they had filed paperwork to go public, adding to a growing number of companies, including OpenAI, that are making moves to list in the wake of SpaceX’s upcoming mega initial public offering. If recent history is any guide, the startups closely tied to AI will do well. For the rest, the outlook may be bleaker. Read more ›

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Amir Efrati @ The Information 2 place · 05/23/2026 11:36 EDT

White House, Anthropic Near Deal For Spy Agencies to Use AI 

The White House is nearing a deal with Anthropic that allows the National Security Agency and other U.S. spy agencies to use the company’s advanced AI models for classified work, according to the New York Times. The deal talks come despite the Defense Department designating the company as a “ ... Read more ›

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The Information
Amy Dockser Marcus @ The Information 2 place · 05/23/2026 11:01 EDT

Welcome, Weekenders! In this newsletter:• The Big Read: The tech elite’s go-to real estate broker? The mayor’s brother • Crypto: Inside crypto’s Washington command center • Lists: 20 great books for summer 2026  • Plus, Recommendations—our weekly pop culture picks: “John Kiriakou’s Dead Drop,” “Returning” and “The Testaments”Lately, it seems that Marc Tessier-Lavigne has been popping up everywhere.The neuroscientist, ex–Stanford University president and former Genentech executive has been making the... Read more ›

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The Information
Abram Brown @ The Information · 05/23/2026 10:01 EDT

20 Great Books for Summer 2026

It may feel like AI has seeped deep into our lives, but compared to the world within “Certainty,” a new dystopian novel by best-selling author John Twelve Hawks, we’re practically in the Flintstones era. In Twelve Hawks’ realm, self-driving tractor-trailers dominate the highways. Parents delegate child-rearing to AI-powered stuffed animals—all-knowing, well-mannered versions of “Ted,” essentially. The authorities make aggressive use of a predictive-policing algorithm built atop an aged AI no... Read more ›

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Yueqi Yang @ The Information 3 place · 05/23/2026 10:01 EDT

The most important real-world address in all of crypto may very well be 1155 F Street in Washington. The location is a 12-story, glass-paneled office tower that has quickly become the industry’s command center in its bid for securing greater sway in the nation’s capital. Nearly everyone who matters in crypto lobbying efforts has set up shop there over the last several years. Lately, much of the building has been... Read more ›

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Theo Wayt @ The Information · 05/22/2026 19:49 EDT

SpaceX held the first launch of the new version of its Starship spacecraft on Friday, successfully sending the craft from its Starbase Texas headquarters to space, where it deployed 22 test satellites. While the launch had some hitches, including an engine failure and an uncontrolled landing of ... Read more ›

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The Information
Michael Roddan @ The Information · 05/22/2026 13:29 EDT

Congress Launches Insider Trading Probe Into Kalshi, Polymarket

The House Committee on Oversight and Government Reform opened an investigation into insider trading on Polymarket and Kalshi, warning that lawmakers may take action against the prediction markets. James Comer, the Republican chair of the committee, said the “growing pattern of insider trading ... Read more ›

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The Information
Eli Rosenberg @ The Information · 05/22/2026 12:13 EDT

Even measured against the frenetic heart rate of San Francisco’s real estate market, Alexander Lurie moves at a rapid pace. On a recent Tuesday, Lurie, 41, who’s become a go-to broker for anyone with newfound AI riches, drove around Pacific Heights in a blur while touring a half-dozen of the city’s most expensive homes, hoping to scope out some potential properties for clients. Lurie slowed down briefly to take a... Read more ›

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The Information
Aaron Holmes @ The Information · 05/22/2026 12:05 EDT

Microsoft consumer chief marketing officer Yusuf Mehdi will leave the company next year, he announced late Thursday. Mehdi is a 34-year veteran of Microsoft but since 2023 he has overseen marketing for Microsoft’s consumer-focused products including its Surface devices and the consumer versions ... Read more ›

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