Welcome, Weekenders! In this newsletter:• The Big Read: Inside ZaiNar, the secretive startup hoping to power the physical AI era • Policy: Meet the Trump official who wants to deliver a win to prediction markets • Plus, Recommendations—our weekly pop culture picks: “Expanse: The Nannup Four,” “The Infinity Machine” and “Beef”Watching the Elon Musk versus OpenAI trial from inside the courtroom gave me a front-row seat to the AI boom’s... Read more ›
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Before we get to today’s column, OpenAI is continuing its trend of diversifying its cloud compute providers away from Microsoft. Monday morning, the ChatGPT maker announced that it has signed a seven-year, $38 billion cloud deal with Amazon Web Services. OpenAI will immediately start using compute from AWS, with the goal to deploy all capacity before the end of next year, with the option to use even more compute into... Read more ›
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OpenAI will spend $38 billion to rent servers from Amazon Web Services in the coming years, the two companies announced Monday. AWS will rent existing servers to OpenAI and will build new data center capacity for the startup, which it plans to begin using next year, the companies said. It’s not ... Read more ›
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Over the past year, companies have been trying to hand over job duties to artificial intelligence agents. But these agents often aren’t good at their jobs, so AI providers are working hands-on with customers to stop them from screwing up. Fnac, a European retailer similar to Best Buy, struggled with an AI customer support agent after testing models from OpenAI, Google and other labs, according to Olivier Theulle, chief digital... Read more ›
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Kalshi, the U.S.-based prediction market platform, said it has hired Saurabh Tejwani, a former finance executive at Uber and Gopuff, to be its first chief financial officer. He said the company, which was valued at $5 billion this month, would consider an initial public offering in the future. ... Read more ›
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OpenAI’s revenue could reach $100 billion in 2027, Sam Altman said on a podcast published Friday with Altimeter Capital and OpenAI investor Brad Gerstner. Altman said the ChatGPT maker was already “doing well more revenue,” than $13 billion, an apparent reference to its annualized pace, which ... Read more ›
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Google removed its open-source AI model Gemma from its AI Studio developer tool after Senator Marsha Blackburn sent a letter accusing Gemma of fabricating rape allegations against her. Last month, the conservative activist Robby Starbuck also sued Google under similar grounds. Gemma is still ... Read more ›
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Over the past couple of months, my X feed and television have been bombarded with Tesla advertisements. For the most part, these ads don’t feature products anyone can actually buy—instead, they include futuristic Tesla projects like the Optimus humanoid robot and are aimed at convincing Tesla shareholders to approve a proposed compensation package for CEO Elon Musk. The result of that vote is likely to be among the biggest tech... Read more ›
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China has agreed to drop antitrust and other investigations into U.S. chip companies, the White House said on Saturday, as part of a broader trade agreement the two countries reached last week. In recent months, China has opened antitrust investigations into both Qualcomm and Nvidia, among other ... Read more ›
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Of all the big tech companies investing in AI, Google and Microsoft are the best positioned to handle the growing costs of the technology, judging from data disclosed this past week in September-quarter earnings. Google and Microsoft generate more cash from their businesses than other big tech companies, including Apple. And they’re devoting a smaller percentage of that cash to capital expenditures for new AI data center construction than other... Read more ›
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Welcome, Weekenders! In this newsletter:• The Big Read: Inside Benchmark’s high-stakes pressure test • Artificial Intelligence: The VCs who turned vibe code into whimsical passion projects• Artificial Intelligence: Venerable Casio’s surprise hit? An AI robopet • WTF: Behind the scenes at our summit for the most powerful and influential women in tech, media and finance • The Arena: WNBA owner Clara Wu Tsai has a $1 billion plan• Plus, our... Read more ›
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In less than a year, AI-assisted coding has become a fixation within Silicon Valley, which sees the companies building such products as some of the most lucrative startups in tech. While tools like Cursor and Anthropic’s Claude Code can’t transform techno novices into app-building wizards overnight, they do make coding faster—and easier for people who have some knowledge of coding but don’t have the same skill as a veteran engineer.... Read more ›
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When Clara Wu Tsai and her husband, Alibaba co-founder Joe Tsai, bought the WNBA’s New York Liberty in 2019, one of her first priorities was convincing her fellow team owners they needed to spend money to see real growth in the sport. “For so long, we felt that the owners in the league have been operating from this scarcity mindset and just trying to save money,” Wu Tsai said earlier... Read more ›
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One August morning, Kaarage woke up and took the train from the Japanese countryside into the city. She went to a restaurant and enjoyed a lunch of vegetables and soup, as well as an iced coffee. Afterward, she studied a musical score on her iPad, then went home to relax. Kaarage is not a person: She’s an internet-beloved Moflin, an AI-powered robopet made by Casio—yes, Casio—who shares a charming, bucolic... Read more ›
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Executives from Netflix, Palantir and YouTube along with dozens more of the most powerful and influential women in technology, media and finance gathered earlier this week for The Information’s annual WTF Summit. The conversations ranged from how AI is reshaping the financing markets to sponsorship pricing power in the WNBA—while attendees still had plenty of time to mingle under the bright Yountville, Calif., sunshine. Below, some scenes from one of... Read more ›
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Anthropic initially expressed “excitement” about a possible merger with OpenAI two years ago, after OpenAI’s board fired CEO Sam Altman, OpenAI co-founder and former chief scientist Ilya Sutskever told attorneys in a deposition made public this week. Such a deal would have potentially placed Anthropic CEO Dario Amodei at the helm of OpenAI. He and his sister, Daniela Amodei, both left senior roles at OpenAI in 2020 over differences on... Read more ›
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Netflix is exploring a bid for Warner Bros. Discovery’s studio and streaming business, Reuters reported on Thursday, and has hired Moelis & Co. as an advisor. WBD last week said it had initiated a strategic review, weighing whether to sell, either in part or whole. The entertainment company, ... Read more ›
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Tether, the largest stablecoin issuer, said its profit has surpassed $10 billion in the first nine months of this year, making it one of the most profitable crypto companies in the world. It has also launched a share buyback initiative. Tether, a private company based in El Salvador, is owned by ... Read more ›
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Tesla might unveil a flying car before the end of this year, CEO Elon Musk hinted on a podcast episode released Friday, without giving details. Asked by Joe Rogan for updates on the years-delayed new version of Tesla’s Roadster sports car, Musk said Tesla was close to demonstrating a prototype. ... Read more ›
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Last year, Benchmark, the storied venture capital firm, embarked on a lavish courtship of Brendan Foody, founder and CEO of Mercor, a startup that fills a lucrative niche in AI by hiring workers to train AI programs. First, General Partner Victor Lazarte chatted with Foody over Zoom. Then Peter Fenton, the firm’s longest-tenured active GP, took Foody out on his helicopter for a tour around San Francisco. And finally, Benchmark’s... Read more ›
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Elon Musk’s SpaceX will receive $2 billion to build satellites for the U.S. government as part of President Donald Trump’s “Golden Dome” defense project, the Wall Street Journal reported on Friday. The satellites being developed by SpaceX will be used to track missiles and aircraft, according to ... Read more ›
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09.05.2026 17:15
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