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Stephanie Palazzolo @ The Information 1 place · today 09:53 EDT

OpenAI CEO Says ‘ICE Is Going Too Far’ in Internal Memo

As more tech executives weigh in on the weekend’s fatal shooting by federal immigration agents in Minneapolis, OpenAI CEO Sam Altman told staff this week that he believes “ICE is going too far,” according to a copy of the internal memo published by the New York Times’ DealBook. “There is a big ... Read more

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27.01.2026 ♑︎ Today might feel somewhat less busy and dynamic for Capricorn, especially in the realm of... Read more ›
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Valida Pau @ The Information 2 place · today 09:00 EDT

AI Clogs Exits for PE-Backed Software Firms

Private equity firms are struggling to sell the software companies they acquired in a buying frenzy in 2021 and 2022, even though they enjoyed a rebound in sales for such companies last year. The lack of deals could force more PE firms to sell their holdings at a lower price, or even at a discount to the original deal price. Sales did pick up last year but not enough to... Read more

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Juro Osawa @ The Information 3 place · today 05:40 EDT

Moonshot AI, a Chinese large-language model developer, released its new foundation model called Kimi K2.5, saying it excels in coding as well as its understanding of visual data. K2.5, which can process both text and visual inputs, can generate code based on images and video, according to the ... Read more

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The Information
Ann Gehan @ The Information · today 09:50 EDT

Pinterest To Cut Up To 15% of Staff As Part of AI Shift

Pinterest said Tuesday it will lay off up to 15% of its employees, or around 700 staffers, as part of a restructuring to put more resources towards artificial intelligence-focused projects. The digital scrapbooking app has been fighting for user attention as AI chatbot apps like ChatGPT grab a ... Read more

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Erin Woo @ The Information · 01/26/2026 20:00 EDT

Social Media’s Reckoning

Jury selection kicks off in Los Angeles tomorrow for a trial that both friends and foes of social media are saying could be existential for the social media industry—broadly defined to include Google’s YouTube as well as Meta Platforms and TikTok. The trial centers on a 19-year-old girl from Chico, Calif. who says her social media addiction led to depression and suicidal thoughts. It will be the first of thousands... Read more

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The Information
Rocket Drew @ The Information · today 12:19 EDT

OpenAI One-Ups Anthropic with New Whistleblower Policy

OpenAI recently updated its policy for handling whistleblower complaints, following concerns about AI startups ignoring what are standard rules applying to all companies. It follows similar steps from Anthropic and could pressure other AI companies to follow suit. Federal government rules mandate that companies cannot retaliate against employees who report wrongdoing. Legislation governing AI, including the E.U. AI Act and California’s SB 53, has specifically mandated the protections for AI... Read more

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Aaron Holmes @ The Information · today 11:20 EDT

Microsoft Unveils New In-House AI Chip

Microsoft has started using the latest version of its in-house AI chip, the company said on Monday, as part of its efforts to lessen reliance on Nvidia’s state-of-the-art chips. The new chips—called Maia 200—are already being used in one Microsoft data center, and the company plans to roll them ... Read more

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Jyoti Mann @ The Information · today 11:12 EDT

Meta to Test Premium Subscriptions for Features Including AI

Meta Platforms plans to test premium subscriptions on its apps in the next few months, TechCrunch reported. The subscriptions would offer access to exclusive features, including “expanded AI capabilities,” TechCrunch said. The move could signal that Meta is looking to generate new revenue from ... Read more

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The Information
Ann Gehan @ The Information · today 11:05 EDT

Amazon Shutters All U.S. Fresh Stores Amid Grocery Revamp

Amazon said Tuesday it would close its Amazon Fresh grocery stores and Amazon Go convenience stores in the U.S., as the e-commerce giant refocuses its grocery strategy on its Whole Foods stores and online grocery delivery. Amazon launched the Fresh concept in 2020, and pitched the stores as a ... Read more

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The Information
Anita Ramaswamy @ The Information · today 10:04 EDT

Waymo’s Price Premium To Lyft and Uber Is Closing, Report Finds

The average price to ride in Waymo’s robotaxis has dropped by 3.6% since March to $19.69 per ride, according to a new report by ride-hailing analytics firm Obi. Riding in a Waymo is now, on average, 12.7% more expensive than riding in an Uber and 27.4% more expensive than riding in a Lyft, down ... Read more

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The Information
Anissa Gardizy @ The Information · 01/26/2026 11:00 EDT

Five Takeaways From ‘Data Center Davos’

Last week, the data center industry migrated temporarily to Hawaii for the Pacific Telecommunications Council conference. The event—like Davos except warmer—is typically where deal talks in the data center business begin and the priorities for the year are set. The sector’s power brokers are coming off a wild 12 months, bookended by the announcement—during last year’s conference—of the $500 billion Stargate data center project, and by the largest transaction in... Read more

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The Information
Stephanie Palazzolo @ The Information · 01/26/2026 10:00 EDT

Why OpenAI Is Doubling Down on Enterprises

The circular funding party continues! This morning, Nvidia announced that it’s invested $2 billion into cloud provider CoreWeave, who said it’ll use that capital to build more than five gigawatts in AI data center capacity by 2030. CoreWeave also said that it’ll be an early adopter of Nvidia products like its AI chips and software. This is just another example of how Nvidia has used its deep coffers to support... Read more

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The Information
Theo Wayt @ The Information · 01/26/2026 09:59 EDT

EU Investigates Elon Musk’s X Over Grok Integration

The European Union has opened a formal investigation into Elon Musk’s X over how the social media service has integrated xAI’s Grok AI chatbot. The investigation comes amid an outcry after users were able to prompt Grok to generate sexualized images of real people on X, including minors. X is ... Read more

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The Information
Martin Peers @ The Information · 01/26/2026 09:53 EDT

Nvidia Invests Another $2 Billion in CoreWeave in New Deal

Nvidia invested another $2 billion into AI cloud startup CoreWeave as part of a broader deal in which CoreWeave committed to adopt “multiple generations” of Nvidia chips including the upcoming Rubin GPUs. News of the agreement sent CoreWeave stock 15% to $107 on Monday morning. Stock of ... Read more

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The Information
Catherine Perloff @ The Information · 01/26/2026 09:00 EDT

OpenAI Seeks Premium Prices in Early Ads Push

In its initial rollout of ads, OpenAI is charging prices that rival those for coveted video programs like the NFL, and well above what rivals such as Meta Platforms’ social media apps charge. But unlike Meta or Google, OpenAI won’t be providing detailed information about the query responses accompanying their ads or whether ads prompted ChatGPT users to take an action, like buying something or looking up a website. OpenAI... Read more

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The Information
Qianer Liu @ The Information · 01/26/2026 02:36 EDT

Nvidia CEO Tours China Amid Uncertainty Over Chip Sales

Nvidia CEO Jensen Huang arrived in Beijing on Sunday after spending two days in Shanghai over the weekend, according to various Chinese media reports. He is expected to attend the company’s Lunar New Year celebrations and meet Chinese clients,, according to China Daily. It’s unclear if Huang ... Read more

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The Information
Laura Mandaro @ The Information · 01/25/2026 21:48 EDT

Anthropic Sought Billions for Apple Deal, Report Says

Anthropic had been in discussions with Apple to supply models to rebuild its Siri AI assistant and was seeking several billion dollars annually over multiple years, Bloomberg reported on Sunday. But negotiations with the AI startup stalled over the summer over the terms of a potential ... Read more

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The Information
Laura Mandaro @ The Information · 01/25/2026 21:34 EDT

National Safety Agency to Investigate Waymo Over Austin Activity

The National Transportation Safety Board on Friday said it planned to open a safety investigation into the activity of Waymo vehicles around school buses in Austin, Tex. The investigation follows a report by the Austin Independent School District in November that Waymo vehicles had illegally ... Read more

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The Information
Martin Peers @ The Information · 01/25/2026 18:00 EDT

This Week’s Tech Earnings: Meta, Microsoft, Apple and Tesla

Clear your schedule on Wednesday afternoon. Meta Platforms, Microsoft and Tesla are each reporting their December-quarter earnings after the market closes that day. Tesla is its own thing—we have a sense of what’s coming because it already released vehicle delivery numbers, signaling that revenue will drop. But Microsoft and Meta will be important to track, as their results should give us an update on AI development spending and—at least in... Read more

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The Information
Jing Yang @ The Information · 01/25/2026 11:00 EDT

Behind the Sky-High Valuation of China’s AI IPOs

China is letting AI and semiconductor startups go public at a furious pace. Since December, two developers of large language models and four designers of graphics processing units have listed on stock exchanges in Hong Kong and Shanghai, raising a total of over $4 billion. At least two more are in the pipeline. Kunlunxin, the chip arm of Baidu, is seeking to raise up to $2 billion in Hong Kong,... Read more

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The Information
Kevin McLaughlin @ The Information 2 place · 01/24/2026 13:22 EDT

OpenAI Plans New Offering Aimed at Large Customers

OpenAI is getting ready to unveil a new offering aimed at large companies that aims to help business customers with large AI transformations, the process when companies overhaul their existing technology to incorporate AI into a variety of operations, from customer service to ... Read more

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The Information
Kevin McLaughlin @ The Information 2 place · 01/24/2026 11:00 EDT

OpenAI Aims to Lure Businesses From Anthropic

Some of OpenAI’s most attention-grabbing efforts over the past year have involved products for consumers, from a social app to an AI-powered device it plans to announce later this year. Last week, though, the company’s CEO, Sam Altman, gathered Disney CEO Bob Iger and other corporate executives in San Francisco to deliver a message: OpenAI is serious about catering to business customers. Over a lavish multicourse dinner accompanied by fine... Read more

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The Information
Abram Brown @ The Information 3 place · 01/24/2026 10:00 EDT

OpenAI’s Chaos Energy

Welcome, Weekenders! In this newsletter:• The Big Read: How Greg and Anna Brockman became MAGA’s newest megadonors • The Takeway: When a Davos trip presents a chance to test AI’s limits • The Top 5: The moguls went to Davos—then we went shopping • Plus, Recommendations—our weekly pop culture picks: “Articles of Interest,” “I Deliver Parcels in Beijing” and “The Night Manager”In its life so far, OpenAI has accomplished any... Read more

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The Information
Esther Achara @ The Information · 01/24/2026 09:01 EDT

A Tech Mogul’s Guide to Winter Fashion, Davos-Style

Tackling global dilemmas is what the World Economic Forum does best, and keen observers of the happenings at Davos, Switzerland, can definitely glean a sense of where the world might be heading. It’s also not a bad place to pick up a sense of mogul-appropriate winter wear. “Dressing for Davos isn’t easy,” admitted Victoria Hitchcock, a Silicon Valley personal stylist, who helped a few attendees pack their bags for the... Read more

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The Information
Jessica E. Lessin @ The Information · 01/24/2026 09:00 EDT

I Let AI Analyze My Davos Reporting Trip. Here’s What It Missed

Earlier this week, I found myself with time to kill in an airport lounge ahead of my flight back to San Francisco from the World Economic Forum in Davos, Switzerland. So I did what any bleary-eyed tech editor who felt totally wiped out from dozens of interviews and events would do: I parked myself in an oversize lounge chair, booted up the airport Wi-Fi and decided to see if Claude... Read more

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The Information
Erin Woo @ The Information 1 place · 01/23/2026 21:13 EDT

Judge Questions Google, Epic Games Over $800 Million Deal

A federal judge on Thursday questioned whether a previously undisclosed $800 million sales deal between Epic Games and Google was contributing to the parties opting for an antitrust settlement, The Verge reported. As part of the transaction, Epic would help Google market device operating system ... Read more

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The Information
Erin Woo @ The Information 2 place · 01/23/2026 21:00 EDT

Exclusive: Google Acquires 3D Image Generator Startup

Google has acquired Common Sense Machines, a Cambridge, Mass.,-based startup developing generative artificial intelligence models to create three-dimensional assets from two-dimensional images, a Google spokesperson confirmed. The deal closed this week, according to the spokesperson. The ... Read more

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The Information
Miles Kruppa @ The Information · 01/23/2026 17:37 EDT

Geothermal Power Startup Fervo Files for Public Offering

Fervo Energy, a startup developing geothermal power projects, filed confidential paperwork for an initial public offering, Axios reported. JPMorgan and Bank of America are working with Fervo on the potential offering, Axios reported. Fervo in December said it raised $462 million in funding led ... Read more

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The Information
Jemima McEvoy @ The Information 3 place · 01/23/2026 14:07 EDT

How Greg and Anna Brockman Became MAGA Megadonors

In November, Greg Brockman, OpenAI’s president and co-founder, and his wife, Anna, enjoyed a glitzy night out in Washington: a White House state dinner for Saudi Crown Prince Mohammed bin Salman. The Brockmans were among a broad contingent of tech elite in attendance at the fete, hosted by President Donald Trump. Soon after the event, the Brockmans posted pictures of themselves posing with Elon Musk, Nvidia’s Jensen Huang and his... Read more

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The Information
Michael Roddan @ The Information · 01/23/2026 13:28 EDT

DOJ Opens Criminal Probe Into Deel-Rippling Spy Claims

The Justice Department has launched a criminal investigation into allegations payroll startup Deel recruited and paid a spy inside a Rippling office in Ireland, according to the Wall Street Journal. In recent weeks, prosecutors have distributed subpoenas for a grand jury, the Journal reported. ... Read more

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