The Information
@theinformation
The most authoritative publication tech execs and founders read daily. Sign up:
703 Following 1.6M Followers
Voters approved 43 of 44 local ballot measures to restrict data centers on Tuesday, many with more than 70% support.
Brad Carson, who heads the Anthropic-backed Public First super PAC network, says the issue will likely dominate the 2028 cycle.
Read more about the midterm blue wave:
Show more
Does an AI agent need malicious intent to cause damage?
1Password CEO David Faugno weighs the risks of rogue agents versus bad actors. He describes agents that escaped a sandbox, found an exposed credential and caused damage while pursuing a different goal.
“It was an unintended consequence, but their will was unfettered.”
Unlike a human attacker pursuing a harmful outcome, he says, an agent can keep trying to complete its task without regard for the damage along the way.
Show more
AI film startup Utopai Studios raised $60 million at a $1 billion valuation and is already fielding offers that could value it at up to $3 billion. The company plans to release three feature films in theaters next year.
Read more:
Show more
Thoma Bravo plans to pursue another cybersecurity deal around the size of its $6.3 billion Varonis acquisition within the next year, betting on rising demand for AI security.
Read more:
Show more
Enovix and other battery startups are finding new customers in drones and humanoid robots, but the biggest deals are going to more conventional technologies rather than their ambitious next-generation designs.
Full story:
Show more
OpenAI and Anthropic face growing calls to slow AI development by restricting the computing power available to researchers.
The proposal could buy time for better safeguards, but it would challenge a key competitive advantage in the race to build more powerful models.
Full story:
Show more
Datadog's nearly $4 billion offer for Upwind would value the cloud security startup at roughly 80 times annual recurring revenue, highlighting the intense demand for AI-related cybersecurity tools.
Read more:
Show more
Sam Altman told OpenAI employees that the industry needs better ways to slow the development of potentially dangerous AI.
His proposed paths include international regulation, merging leading AI labs or allowing one company to dominate computing resources.
Full story:
Show more
AI startups are raising billions faster than traditional venture funds can keep up.
Firms including Lightspeed and B Capital are turning to special co-investment pools that let their backers make bigger bets with lower fees.
Read more:
Show more
A hacking group targeting banks used Grok to gather intelligence, Claude to plan attacks and Kimi to handle tasks Claude refused, exposing how criminals can combine AI models to bypass safety restrictions.
Read more:
Show more
CoreWeave’s fate has become the bellwether for whether the entire AI build-out can be financed—and investors have started betting it can’t.
Full story:
Anthropic employees overwhelmingly believe AI will make Nobel Prize-level breakthroughs by 2030. Wall Street is far less convinced, setting up a crucial test for Dario Amodei as the company prepares to go public next month.
More details:
Show more
The secretive investor behind Ramp and Cognition has built a network so influential that more than a quarter of U.S. coding olympiad competitors from 2010 to 2025 have ties to companies he backs.
Read our profile:
Show more
Nvidia is helping finance demand for its own chips through more than $170 billion in investments and commitments, even as shares of AI cloud providers tumble and several Nvidia-backed firms delay IPO plans.
Read more:
Show more
Private equity firms explored a potential buyout of Microsoft’s Xbox business that could have valued it at $100 billion to $150 billion.
The discussions never reached Microsoft, but they suggest the struggling gaming division could attract buyers if its turnaround fails.
Read more:
Show more
Ramp's valuation has soared to $60 billion, while rival Airwallex is eyeing a potential IPO. Their rivalry has escalated into a political fight, with Ramp investors seeking a U.S. government investigation into Airwallex's China ties.
Full story:
Show more
Hackers turned Claude and Grok into a network of AI agents that autonomously targeted more than 400 financial institutions and other financial targets, according to cybersecurity research shared with The Information.
Read more:
Show more
One of crypto’s most prominent backers is changing course: Andreessen Horowitz plans to rename a16z crypto to a16z frontier and broaden its investment strategy beyond blockchain.
Read more:
Show more
Salesforce customers using Claude and other external AI tools to automate work could soon face new charges.
Some businesses are already reconsidering their AI usage and may move data out of Salesforce if the fees are too high.
Read more:
Show more
Will customers pay Salesforce when they’re using their own AI agents?
Salesforce plans to require customers to register external AI agents and monitor their calls into its systems. The Information’s Applied AI reporter Laura Bratton explains why customers are waiting for pricing details—and what’s at stake for software companies.
“If software companies can't monetize when customers use their own AI, rather than paying for the software company's AI, how are they going to survive as AI agents become increasingly popular?”
Show more
