The Information
@theinformation.com
The most authoritative publication covering tech that high-powered tech execs and founders read daily.
Subscribe: https://www.theinformation.com/subscribe
Financing the AI Revolution: https://www.theinformation.com/events/fair-2025
Subscribe: https://www.theinformation.com/subscribe
Financing the AI Revolution: https://www.theinformation.com/events/fair-2025
One VC took three biological age tests. The results? 21, 38, and 40 years old. Silicon Valley still can’t get enough of them. https://thein.fo/49MO52D
Why Silicon Valley Is Obsessed With Biological Age Tests, Despite Dubious Science
Venture capitalist Meltem Demirors isn’t above the occasional splurge on bags, jewelry and other material things. But she much prefers to use her disposable income for an expanding array of exotic wel...
thein.fo
January 11, 2026 at 10:15 PM
One VC took three biological age tests. The results? 21, 38, and 40 years old. Silicon Valley still can’t get enough of them. https://thein.fo/49MO52D
Nvidia got a green light from Washington. Now China is slowing things down. Read the exclusive: https://thein.fo/49oJQce
China Tells Tech Companies to Halt Nvidia H200 Chip Orders
The Chinese government this week asked some tech companies to temporarily halt plans to buy Nvidia’s H200 AI chips, according to two people involved in the communication, throwing up a possible roadbl...
thein.fo
January 11, 2026 at 9:45 PM
Nvidia got a green light from Washington. Now China is slowing things down. Read the exclusive: https://thein.fo/49oJQce
Amazon’s AI strategy is colliding with reality: build your own models, or rely on best-in-class competitors? Inside the struggle shaping AWS. https://thein.fo/45EWL8G
Inside Amazon, Homegrown AI Is a Tough Sell
After nearly three years of building its own version of cutting-edge large language models, Amazon has come up with models that offer a reliable, cheap alternative to the flashiest ones made by rivals...
thein.fo
January 11, 2026 at 9:15 PM
Amazon’s AI strategy is colliding with reality: build your own models, or rely on best-in-class competitors? Inside the struggle shaping AWS. https://thein.fo/45EWL8G
Demand for Nvidia chips is spawning a new class of cloud providers — and public market candidates. Read more: https://thein.fo/3LlGmiM
Nvidia-Backed Cloud Provider Lambda in Talks to Raise $350 Million Ahead of IPO
Lambda, an upstart cloud provider that rents out Nvidia AI chips—and whose biggest customer was recently Nvidia itself—is trying to raise at least $350 million before a potential initial public offeri...
thein.fo
January 11, 2026 at 8:45 PM
Demand for Nvidia chips is spawning a new class of cloud providers — and public market candidates. Read more: https://thein.fo/3LlGmiM
Robinhood stock rose 186% last year. Coinbase fell 12%. Here’s why the market is favoring Robinhood. https://thein.fo/3N79hHZ
Robinhood Wins a Round in Battle With Coinbase
Robinhood and Coinbase are two of the most popular trading apps, historically concentrating on equities and crypto, respectively. But more and more, they’re competing head to head. Coinbase is launchi...
thein.fo
January 11, 2026 at 8:15 PM
Robinhood stock rose 186% last year. Coinbase fell 12%. Here’s why the market is favoring Robinhood. https://thein.fo/3N79hHZ
OpenAI wants ChatGPT to handle shopping and checkout. The bottleneck isn’t users. It’s merchant data. https://thein.fo/49IZIaJ
OpenAI’s Shopping Ambitions Hit Messy Data Reality
OpenAI’s efforts to turn ChatGPT into a go-to personal shopper are off to a slow start. Challenges with wrangling product data mean in-app checkouts aren’t yet widely available to the millions of shop...
thein.fo
January 11, 2026 at 7:45 PM
OpenAI wants ChatGPT to handle shopping and checkout. The bottleneck isn’t users. It’s merchant data. https://thein.fo/49IZIaJ
Over 90% of narrowly focused ETFs have underperformed or shut down over five years. AI funds may not be different. https://thein.fo/4jwReac
AI Could Be a Money Pit for Individual Investors
What’s the best way for an individual to invest in AI? That’s what some relatives asked me over the holidays.The question is particularly relevant right now. Anthropic could go public this year, and O...
thein.fo
January 11, 2026 at 7:15 PM
Over 90% of narrowly focused ETFs have underperformed or shut down over five years. AI funds may not be different. https://thein.fo/4jwReac
Exclusive: DeepSeek’s upcoming model highlights how crowded—and competitive—the AI coding race has become. https://thein.fo/4jyxSS4
DeepSeek To Release Next Flagship AI Model With Strong Coding Ability
Chinese AI startup DeepSeek is expected to launch its next-generation AI model that features strong coding capabilities in the coming weeks, according to two people with direct knowledge of the plan. The new model, V4, is a successor to the V3 model Dee...
www.theinformation.com
January 11, 2026 at 6:45 PM
Exclusive: DeepSeek’s upcoming model highlights how crowded—and competitive—the AI coding race has become. https://thein.fo/4jyxSS4
LMArena’s AI rankings shape how models from OpenAI, Google, xAI and Microsoft are perceived. Now the startup is valued at $1.7B. https://thein.fo/4qHWdHr
AI Evaluation Startup LMArena Valued at $1.7 Billion in New Funding Round
LMArena, astartup that operates a widely cited ranking of AI models based on their performance, has raised $150 million at a valuation of $1.7 billion, including the new money, according to the compan...
thein.fo
January 11, 2026 at 6:15 PM
LMArena’s AI rankings shape how models from OpenAI, Google, xAI and Microsoft are perceived. Now the startup is valued at $1.7B. https://thein.fo/4qHWdHr
Ant’s international unit is growing faster than the rest of the company, pointing to a new path after Beijing’s crackdown. https://thein.fo/4pqMmVm
Ant Builds a Mobile Payment Network as an Alternative to Visa, Mastercard
Five years after the Chinese government quashed Ant Group’s plans for what would have been the world’s largest initial public offering, the Chinese fintech giant has built a fast-growing international...
thein.fo
January 11, 2026 at 5:45 PM
Ant’s international unit is growing faster than the rest of the company, pointing to a new path after Beijing’s crackdown. https://thein.fo/4pqMmVm
Former Google DeepMind researcher Andrew Dai is launching a new visual AI startup—and is in talks to raise a $50M seed round. https://thein.fo/4qgrBNp
Former Google, Apple Researchers Raising $50 Million for New Visual AI Startup
Andrew Dai, a veteran AI researcher who recently left Google DeepMind after 14 years, is launching a new startup focused on AI models that understand and process text, images, video and audio simultan...
thein.fo
January 11, 2026 at 5:15 PM
Former Google DeepMind researcher Andrew Dai is launching a new visual AI startup—and is in talks to raise a $50M seed round. https://thein.fo/4qgrBNp
Sunday Insights: Robinhood wins a round in its battle with Coinbase as stock and crypto trading increasingly overlap.
Read more from Yueqi Yang 👇
https://thein.fo/3N79hHZ
Read more from Yueqi Yang 👇
https://thein.fo/3N79hHZ
Robinhood Wins a Round in Battle With Coinbase
Robinhood and Coinbase are two of the most popular trading apps, historically concentrating on equities and crypto, respectively. But more and more, they’re competing head to head. Coinbase is launchi...
thein.fo
January 11, 2026 at 4:46 PM
Sunday Insights: Robinhood wins a round in its battle with Coinbase as stock and crypto trading increasingly overlap.
Read more from Yueqi Yang 👇
https://thein.fo/3N79hHZ
Read more from Yueqi Yang 👇
https://thein.fo/3N79hHZ
ChatGPT started as a chatbot. OpenAI now wants it to become a personal health assistant. https://thein.fo/49ekq2k
OpenAI Preps Personal Health Features in ChatGPT
In its push to make ChatGPT a “personal super assistant” and stay ahead of rivals, OpenAI is developing new features that aim to turn the chatbot into a personal health hub. One feature would let peop...
thein.fo
January 11, 2026 at 4:15 PM
ChatGPT started as a chatbot. OpenAI now wants it to become a personal health assistant. https://thein.fo/49ekq2k
China added 429GW of electric capacity in one year. The US added 51GW. Read about what that means for AI, robotics and the global economy: https://thein.fo/4jzpRfN
The Electric: In Venezuela, Trump Doubles Down on a Bet Scorning the Emerging Electric Economy
Energy Secretary Chris Wright says the U.S. has taken control of all of Venezuela’s oil sales “indefinitely.” For starters, the South American nation will hand over more than $2 billion in crude oil t...
www.theinformation.com
January 11, 2026 at 3:45 PM
China added 429GW of electric capacity in one year. The US added 51GW. Read about what that means for AI, robotics and the global economy: https://thein.fo/4jzpRfN
Strava’s filing is another sign the IPO market for consumer tech may be stirring. https://thein.fo/4syqAlm
Strava Filed Confidentially for IPO, Hired Goldman Sachs
Strava, a fitness app popular with runners and cyclists, filed confidentially in recent weeks for an initial public offering and hired Goldman Sachs to run the listing, according to people with direct...
www.theinformation.com
January 11, 2026 at 3:15 PM
Strava’s filing is another sign the IPO market for consumer tech may be stirring. https://thein.fo/4syqAlm
New details on how OpenAI plans to pay and retain employees — and why its stock pool dwarfs those of much larger companies. https://thein.fo/4jzczje
OpenAI Reserves $50 Billion for Stock Grant Pool
OpenAI last fall set aside an employee stock grant pool worth 10% of the company, which was valued in October at $500 billion, according to two people with knowledge of the plans. The $50 billion pool...
www.theinformation.com
January 11, 2026 at 2:45 PM
New details on how OpenAI plans to pay and retain employees — and why its stock pool dwarfs those of much larger companies. https://thein.fo/4jzczje
Tesla is chasing robots and robotaxis. Rivian is focused on selling cars. That divergence is starting to matter. https://thein.fo/44Y91kE
Why Rivian Is a Better Bet Than Tesla Right Now
As Elon Musk shifts Tesla away from its roots into robots and robotaxis, investors hunting for the next big electric vehicle play might want to consider Rivian, which is poised for a mainstream breako...
www.theinformation.com
January 11, 2026 at 2:15 PM
Tesla is chasing robots and robotaxis. Rivian is focused on selling cars. That divergence is starting to matter. https://thein.fo/44Y91kE
From natural gas reliance to speculative plans for orbital data centers, AI is reshaping the global power grid. Our reporting shows how the private sector is now forced to solve clean energy's biggest challenges. Full report: https://thein.fo/3YwbZsV
How Artificial Intelligence is Reshaping the Global Energy Market
The rapid expansion of artificial intelligence is driving an unprecedented surge in electricity consumption, creating a conflict between immediate climate goals and the industry’s growth. While tech c...
www.theinformation.com
January 11, 2026 at 1:15 PM
From natural gas reliance to speculative plans for orbital data centers, AI is reshaping the global power grid. Our reporting shows how the private sector is now forced to solve clean energy's biggest challenges. Full report: https://thein.fo/3YwbZsV
What does it take to keep elite AI talent? OpenAI’s answer: $50B in stock grants. https://thein.fo/4jzczje
OpenAI Reserves $50 Billion for Stock Grant Pool
OpenAI last fall set aside an employee stock grant pool worth 10% of the company, which was valued in October at $500 billion, according to two people with knowledge of the plans. The $50 billion pool...
www.theinformation.com
January 10, 2026 at 11:15 PM
What does it take to keep elite AI talent? OpenAI’s answer: $50B in stock grants. https://thein.fo/4jzczje
Exclusive: Former AI researchers from Google and Apple are raising $50 million for a startup to build AI models that process text, images, video and audio.
Read more from Kevin McLaughlin 👇
https://thein.fo/4qM5vlA
Read more from Kevin McLaughlin 👇
https://thein.fo/4qM5vlA
January 10, 2026 at 10:38 PM
Exclusive: Former AI researchers from Google and Apple are raising $50 million for a startup to build AI models that process text, images, video and audio.
Read more from Kevin McLaughlin 👇
https://thein.fo/4qM5vlA
Read more from Kevin McLaughlin 👇
https://thein.fo/4qM5vlA
UAE-backed Mubadala is in talks to lead Lambda’s pre-IPO round, underscoring the role of sovereign capital in AI infrastructure. https://thein.fo/3LlGmiM
Nvidia-Backed Cloud Provider Lambda in Talks to Raise $350 Million Ahead of IPO
Lambda, an upstart cloud provider that rents out Nvidia AI chips—and whose biggest customer was recently Nvidia itself—is trying to raise at least $350 million before a potential initial public offeri...
thein.fo
January 10, 2026 at 9:45 PM
UAE-backed Mubadala is in talks to lead Lambda’s pre-IPO round, underscoring the role of sovereign capital in AI infrastructure. https://thein.fo/3LlGmiM
VCs are taking $100+ biological age tests… and the results are all over the map. Science can’t keep up, but Silicon Valley can’t stop. https://thein.fo/49MO52D
Why Silicon Valley Is Obsessed With Biological Age Tests, Despite Dubious Science
Venture capitalist Meltem Demirors isn’t above the occasional splurge on bags, jewelry and other material things. But she much prefers to use her disposable income for an expanding array of exotic wel...
thein.fo
January 10, 2026 at 8:45 PM
VCs are taking $100+ biological age tests… and the results are all over the map. Science can’t keep up, but Silicon Valley can’t stop. https://thein.fo/49MO52D
To drive adoption, Nvidia is investing billions in simulation and design firms like Synopsys. Executives view Omniverse as a long-term bet similar to Cuda, despite the current lack of immediate returns. Read: https://thein.fo/3YYtKkG
Nvidia’s Big Ambitions to Solve Manufacturing Shows Slow Returns So Far
In the past two years, Nvidia’s business of selling chips for AI has rocketed into the stratosphere, lifting the company’s revenue to nearly $148 billion in the nine months through October, up from $2...
thein.fo
January 10, 2026 at 8:15 PM
To drive adoption, Nvidia is investing billions in simulation and design firms like Synopsys. Executives view Omniverse as a long-term bet similar to Cuda, despite the current lack of immediate returns. Read: https://thein.fo/3YYtKkG
Strava is preparing to go public, with Goldman Sachs tapped to lead the IPO. https://thein.fo/4syqAlm
Strava Filed Confidentially for IPO, Hired Goldman Sachs
Strava, a fitness app popular with runners and cyclists, filed confidentially in recent weeks for an initial public offering and hired Goldman Sachs to run the listing, according to people with direct...
www.theinformation.com
January 10, 2026 at 7:45 PM
Strava is preparing to go public, with Goldman Sachs tapped to lead the IPO. https://thein.fo/4syqAlm
The company behind one of the most influential AI model rankings just hit a $1.7B valuation. Inside LMArena’s latest funding round: https://thein.fo/4qHWdHr
AI Evaluation Startup LMArena Valued at $1.7 Billion in New Funding Round
LMArena, astartup that operates a widely cited ranking of AI models based on their performance, has raised $150 million at a valuation of $1.7 billion, including the new money, according to the compan...
thein.fo
January 10, 2026 at 7:15 PM
The company behind one of the most influential AI model rankings just hit a $1.7B valuation. Inside LMArena’s latest funding round: https://thein.fo/4qHWdHr