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The Information @theinformation.com · 43m

OpenAI's exploration of co-designing its own custom AI chip with Broadcom suggests the ultimate endgame for large AI players is bespoke hardware to optimize performance and cost. Full article: https://thein.fo/3VY9mPq

The $100 Billion Strategy: OpenAI Is Using Its Cash to Reshape the Chip Market

The path to building the most advanced AI is being throttled by a single point of failure: reliance on Nvidia’s hardware. OpenAI, the industry’s most demanding customer, is aggressively moving to dism...

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The Information @theinformation.com · 1h

The Electric: Morgan Stanley's Uber Bull on Why Investors Should Be Looking at Humanoids, Flying Cars and Brain Implants

Read more from Steve LeVine 👇
https://thein.fo/474Inqu

The Electric: Morgan Stanley's Uber Bull on Why Investors Should Be Looking at Humanoids, Flying Cars and Brain Implants

“Look up in the sky,” Morgan Stanley analyst Adam Jonas said, speaking on Zoom from his office in a mid-Manhattan high-rise. “How many airplanes do you see?” None, I said. Jonas said he didn’t see any...

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The Information @theinformation.com · 16h

MLB will debut an AI-enabled officiating system next season, a major step as sports leagues consider new applications for large language models. The popular support for AI assistance in umpiring is strong. Read: https://thein.fo/491ATqH

Sports Braces for a New Referee: AI

About halfway through a panel discussion at The Information’s first-ever sports business event this week, Bill Schlough, chief information officer of the San Francisco Giants, asked our capacity crowd...

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The Information @theinformation.com · 16h

Amazon is working to make its search engine better understand a shopper’s intent and focus less on simple keywords, prompting brands to adapt their SEO approach similar to how they've adjusted for Google's AI-enhanced search. See how: https://thein.fo/4mUoXdD

How Amazon Product Listings Are Evolving as AI Changes Search

When ecommerce consultant David Khandrius had to help a client who sold baby strollers write a product listing for Amazon’s website in the past, he typically tried to jam as many words into the listin...

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The Information @theinformation.com · 17h

To incentivize the new creative economy, courts should affirm that the human authorship requirement focuses on creative contribution, not on the tools used, argues Cristóbal Valenzuela. Read his opinion: https://thein.fo/46X72Nk

AI Creates Art. So We Need to Rethink How Copyright Protects Artists

The history of art is the history of technology. And generally, each time technology has advanced and helped a new medium flourish, the legal system has evolved to support the artists pushing the boun...

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The Information @theinformation.com · 17h

The e-commerce startup world is seeing a resurgence: online sales are back to pandemic levels at 16.3% of US retail. Investor funding rose 11% to $3.3 billion in Q2. Full story here: https://thein.fo/4ogo0gS

E-Commerce Startups Are Back From the Dead

Lately, venture capitalist Ben Lerer has found himself experiencing a bit of déjà vu: Once again, there’s a whole nest of thriving e-commerce startups worth his attention. When I reached him a couple ...

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The Information @theinformation.com · 18h

Stoke Space CEO Andy Lapsa believes the commercial space economy needs multiple players, not just larger contenders like SpaceX and Blue Origin. Full article: https://thein.fo/4nFIDmE

Space Startup Stoke Nears $2 Billion Valuation in New Financing

Stoke Space, a startup building reusable rockets that are smaller than SpaceX’s, is raising hundreds of millions of dollars in a funding round that would value it at nearly $2 billion, roughly double ...

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The Information @theinformation.com · 18h

BitGo's financial data shows the profit squeeze, with the company's $15.7 million in stablecoin issuance revenue in the first half of this year offset by $15.2 million paid as interest income to its partner. Full story: https://thein.fo/3Wg3dyd

New Stablecoin Law Is Spurring Competition and Threatening Profits

In just over two months, the new stablecoin law has upended crypto markets, giving a group of new competitors a chance to wrest control from the industry’s two dominant companies, Tether and Circle. T...

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The Information @theinformation.com · 19h

Despite the push for AI coding, some managers are complaining about "AI slop"—error-ridden code generated by the tools. The debate over the quality of AI-generated code is growing. Full story here: https://thein.fo/4hqfAl3

Rise of the Cursor Resistance: Why Some Techies Want to Ignore AI Coding Tools

Over the summer, two software engineers at Mixus, a San Francisco–based artificial intelligence startup, staged a bit of a rebellion by refusing to follow instructions to rely heavily on Cursor or any...

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The Information @theinformation.com · 19h

OpenAI's core large language model somewhat resembles an operating system because it can trigger a variety of actions, distinguishing its "walled-garden" effort from previous attempts by companies like AOL, Yahoo, and Facebook. Read more: https://thein.fo/4pUueEV

OpenAI’s Walled-Garden Moment

OpenAI on Monday unveiled its biggest-yet effort to bring all of the web’s consumer activities directly into ChatGPT, as it aims to turn the chatbot into a so-called superapp that people can use to co...

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The Information @theinformation.com · 20h

OpenAI is betting that the simplicity of its new "single product" Agent Builder will draw corporate customers away from competitors like Anthropic, despite the restriction to using only OpenAI models. Find out more: https://thein.fo/4ocKkbm

OpenAI Makes it Easier to Build Agents—and Harder to Switch Models

Over the past year, companies have been tinkering with generative artificial intelligence to create customized agents that automate complex tasks, but they’ve gotten mixed results. Now, OpenAI is push...

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The Information @theinformation.com · 21h

Nvidia is discussing an unconventional chip-leasing model as part of its up to $100 billion investment in OpenAI, a move to secure its position with its most important customer and ease the financial burden. Details from the Deep Research Report: https://thein.fo/3VY9mPq

The $100 Billion Strategy: OpenAI Is Using Its Cash to Reshape the Chip Market

The path to building the most advanced AI is being throttled by a single point of failure: reliance on Nvidia’s hardware. OpenAI, the industry’s most demanding customer, is aggressively moving to dism...

thein.fo

The Information @theinformation.com · 21h

The Trump administration is providing a "white-glove service" to critical mineral companies to establish domestic mining, a service The Metals Co. CEO says makes him feel like "they actually want to make things happen." See how: https://thein.fo/4h30Ubf

Exclusive From The Electric: On the Hunt for More Equity Stakes, Trump May Have Seafloor Mining in His Sights

In August, more than 100 investors in The Metals Co., a developer of metals found on the seafloor, gathered for a daylong meeting at Manhattan’s luxury Whitby Hotel that extended to evening karaoke. T...

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The Information @theinformation.com · 22h

Following the departure of the engineering chief in June, three executives now split the leadership of the Optimus program, with Konstantinos Laskaris leading hardware design, Ashok Elluswamy on software, and Lars Moravy on manufacturing. Read the latest: https://thein.fo/3IJ2Qcd

As Elon Musk Preps Tesla’s Optimus for Prime Time, Big Hurdles Remain

When Elon Musk takes the stage at Tesla’s annual meeting next month, one of the centerpieces of his plan to impress shareholders will be a dancing troupe of Optimus bots, the humanoid machines that he...

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The Information @theinformation.com · 22h

In July, AMD and Nvidia agreed to pay the U.S. government a 15% share of revenues from the sale of certain AI chips in China in exchange for the easing of export restrictions. See a timeline of tech's Trump conciliation: https://thein.fo/42zRcHn

Can Microsoft Resist Trump’s Call for Exec’s Firing as Tech Bends to His Will?

Recently, President Donald Trump demanded that Microsoft sack its head of global affairs, Lisa Monaco, over her past roles in the Biden and Obama administrations. He added that her position was “unacc...

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The Information @theinformation.com · 23h

A single customer, OpenAI, accounted for virtually all of the $317 billion worth of cloud deals Oracle signed in the three months that ended in August, highlighting customer concentration risk. Learn more: https://thein.fo/4nZWrZH

Internal Oracle Data Show Financial Challenge of Renting Out Nvidia Chips

Oracle became the best-performing megacap stock of 2025 after its executives said last month that the once-sleepy database firm will generate an astonishing $381 billion in revenue from renting out sp...

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The Information @theinformation.com · 23h

Anysphere's valuation has seen a remarkable run-up this year, signaling a jump from the $2.5 billion valuation it held at the start of the year and the $9.9 billion valuation it reached in June. See the details: https://thein.fo/4qkftLV

Exclusive From The Electric: On the Hunt for More Equity Stakes, Trump May Have Seafloor Mining in His Sights

In August, more than 100 investors in The Metals Co., a developer of metals found on the seafloor, gathered for a daylong meeting at Manhattan’s luxury Whitby Hotel that extended to evening karaoke. T...

thein.fo

The Information @theinformation.com · 1d

Lovable and Figma, companies developing coding assistants, are already customers of the newly funded AI agent startup Relace. Full story: https://thein.fo/4neLB0J

Andreessen Backs a Startup Developing Tools That Coding Agents Use

Countless startups sell tools to software engineers, such as version control systems to track who’s making changes to a codebase, and sandboxes where code can be safely run and tested without affectin...

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The Information @theinformation.com · 1d

Intel agreed to give the U.S. government a 10% stake in the chipmaker, reflecting $8.9 billion in grants, following a demand from President Trump that Intel's CEO resign. This is one instance of tech firms bending to his will. Learn more: https://thein.fo/42zRcHn

Can Microsoft Resist Trump’s Call for Exec’s Firing as Tech Bends to His Will?

Recently, President Donald Trump demanded that Microsoft sack its head of global affairs, Lisa Monaco, over her past roles in the Biden and Obama administrations. He added that her position was “unacc...

thein.fo

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The Information @theinformation.com · 1d

AI Agenda: Relace's tools include an AI model that can merge coding agents' edits into a main codebase without rewriting surrounding code—a current struggle for AI. More details: https://thein.fo/4neLB0J

Andreessen Backs a Startup Developing Tools That Coding Agents Use

Countless startups sell tools to software engineers, such as version control systems to track who’s making changes to a codebase, and sandboxes where code can be safely run and tested without affectin...

thein.fo

The Information @theinformation.com · 1d

With model developers having trained AI on most of the public web, companies are going to extreme lengths to secure new data, including expensive bids like the one for Medal and data deals with companies like Lionsgate and Shutterstock. https://thein.fo/3IIid4H

Why OpenAI Offered to Pay $500 Million For A Startup With Videogame Data

Before we get to today’s column, in a sign of how insatiable OpenAI’s appetite for computing power is, the ChatGPT-maker and Nvidia rival Advanced Micro Devices announced a partnership Monday morning ...

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The Information @theinformation.com · 1d

The Metals Co.'s CEO Gerard Barron is open to the Trump administration taking an equity stake in the company, saying, "I’ve hitched the TMC wagon to the U.S.A.” Read: https://thein.fo/4h30Ubf

Exclusive From The Electric: On the Hunt for More Equity Stakes, Trump May Have Seafloor Mining in His Sights

In August, more than 100 investors in The Metals Co., a developer of metals found on the seafloor, gathered for a daylong meeting at Manhattan’s luxury Whitby Hotel that extended to evening karaoke. T...

thein.fo

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The Information @theinformation.com · 1d

Interactive Brokers and Cloudflare are among the noncrypto players potentially entering the stablecoin market, further intensifying competition and changing the industry landscape. Read: https://thein.fo/3Wg3dyd

New Stablecoin Law Is Spurring Competition and Threatening Profits

In just over two months, the new stablecoin law has upended crypto markets, giving a group of new competitors a chance to wrest control from the industry’s two dominant companies, Tether and Circle. T...

thein.fo

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The Information @theinformation.com · 1d

Two engineers at the AI startup Mixus were fired for refusing to heavily use AI coding tools like Cursor. Co-founder Shai Magzimof called their "cursor resistance" an issue of "ego." Read: https://thein.fo/4hqfAl3

Rise of the Cursor Resistance: Why Some Techies Want to Ignore AI Coding Tools

Over the summer, two software engineers at Mixus, a San Francisco–based artificial intelligence startup, staged a bit of a rebellion by refusing to follow instructions to rely heavily on Cursor or any...

thein.fo

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The Information @theinformation.com · 1d

The recent deal for OpenAI to deploy six gigawatts of AMD’s chips, starting in the second half of next year, is a monumental win for AMD, elevating them to a credible No. 2 in the AI chip market. Learn more: https://thein.fo/3VY9mPq

The $100 Billion Strategy: OpenAI Is Using Its Cash to Reshape the Chip Market

The path to building the most advanced AI is being throttled by a single point of failure: reliance on Nvidia’s hardware. OpenAI, the industry’s most demanding customer, is aggressively moving to dism...

thein.fo