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The Information @theinformation.com · 4m

Conversational language in Amazon listings is driving real results. Merchants that have introduced the new style of AI-friendly listings have seen their sales rise by 15% to 20%. Full story here: 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...

thein.fo

The Information @theinformation.com · 1h

Elon Musk's goal of deploying a million Optimus robots within 10 years is tied to his compensation package, which shareholders will vote on next month. He has said Optimus will eventually account for 80% of Tesla's value. Read about the hurdles: 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 · 1h

The founder of finance software startup Runway stated that the prospect of being locked into OpenAI's models via Agent Builder was "not that huge of a trade-off," citing OpenAI's large distribution channel as a key factor. Get the details: 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 · 2h

Founders Fund is shying away from major bets on AI chips—the only one of five AI categories the firm laid out at its annual meeting where it hasn't yet made a significant investment. https://thein.fo/4nYHaHO

Founders Fund Shifts From Caution to Concentrated Bets on AI

Peter Thiel’s Founders Fund is doubling down on its biggest artificial intelligence bets, embracing a concentrated strategy as rivals spread their bets across a wide swath of startups. Among them are ...

thein.fo

The Information @theinformation.com · 3h

The new capital for Stoke Space could total as much as $500 million, which should fund multiple attempts at launches for the startup's Nova rocket. More details: 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 ...

thein.fo

The Information @theinformation.com · 3h

Oracle's GPU cloud margins suffer whenever it installs Nvidia’s latest chips; the margin dipped to the low teens with the rollout of new chips at facilities rented out to OpenAI. Read: 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...

thein.fo

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The Information @theinformation.com · 4h

AI Agenda: Consumer brands generally prefer a direct connection with customers, but the CEO of one "apps in ChatGPT" launch partner called the feature an "additive" channel for new customers. Full details: 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...

thein.fo

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The Information @theinformation.com · 19h

General Intuition, the new lab spun out of Medal, is finalizing a funding round to raise more than $100 million to develop AI models, including for the video game industry. Read more: 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 ...

thein.fo

The Information @theinformation.com · 20h

OpenAI's multi-vendor approach is designed to gain crucial leverage in price negotiations with Nvidia, whose top-tier AI chips are the company's single largest expense, projected to reach nearly $14 billion in 2025. Read: 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

Chinese companies are proving to be extremely capable innovators in cutting-edge technology like AI, EVs, and robots. XPeng is a prime example of this trend, rapidly deploying new products and driving down costs by building massive manufacturing plants. Learn more: https://thein.fo/4pWMg9g

The Chinese Billionaire Whose Robots and Cars Should Worry Detroit—and Silicon Valley

For years, Chinese billionaire He Xiaopeng has been pegged as an Elon Musk wannabe, and his electric vehicle company, XPeng, as a mere Tesla copycat. And until recently the company seemed laggardly, r...

thein.fo

The Information @theinformation.com · 22h

The Metals Co.'s stock price has surged more than 3.5 times since the Trump administration's April 24 executive order, which singled out seabed mining as a strategic imperative for the U.S. to compete with China. Learn more: 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

At its developer conference, OpenAI also launched AgentKit to simplify the process for developers to create AI agents that can take actions on behalf of users. AgentKit is easier to use and includes essential production capabilities. Details here: 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...

thein.fo

The Information @theinformation.com · 23h

Amazon merchants are shifting away from keyword-stuffed product listings as the company refines its search algorithm with generative AI. Instead, they are opting for conversational descriptions to improve visibility. Read: 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...

thein.fo

1 1

The Information @theinformation.com · 23h

In case after case this year, tech companies have compromised or capitulated to pressure from the Trump administration, including Apple removing an app and Google settling a lawsuit over YouTube's suspension of the president. Read the details: 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

The Information @theinformation.com · 1d

The lucrative profit duopoly of Tether and Circle is under threat as stablecoin issuers now share reserve interest with partners to fund user rewards, squeezing margins. Learn more: 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

The Information @theinformation.com · 1d

E-Commerce Startups Are Back From the Dead

Online shopping has returned to pandemic era highs—and e-commerce startups are back from the dead.

Read more from Ann Gehan 👇
https://thein.fo/4nMRCTj

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 ...

thein.fo

The Information @theinformation.com · 1d

Cursor's ARR hit $500 million in June, up tenfold from its revenue pace in November. The Information's Generative AI Database shows the company is generating more revenue than any other "AI native" application after OpenAI and Anthropic. Read: 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

Founders Fund is planning to invest in a new round of funding for data center builder Crusoe at a $10 billion valuation and has taken a 27.5% stake in incubated nuclear fuel startup General Matter. Read: https://thein.fo/4nYHaHO

Founders Fund Shifts From Caution to Concentrated Bets on AI

Peter Thiel’s Founders Fund is doubling down on its biggest artificial intelligence bets, embracing a concentrated strategy as rivals spread their bets across a wide swath of startups. Among them are ...

thein.fo

The Information @theinformation.com · 1d

Stoke Space, led by Blue Origin alum Andy Lapsa, plans its first orbital rocket launch as early as next year from Cape Canaveral, Fla. Details: 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 ...

thein.fo

The Information @theinformation.com · 1d

The industry standard for companies building agents is currently a model-agnostic approach; for example, McKinsey has swapped out AI models in its internal agent to improve quality and reduce cost. See how OpenAI is challenging this: 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...

thein.fo

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The Information @theinformation.com · 1d

Opinion: The resistance to AI-generated content is not new. The same flawed logic was once aimed at photography and the paint tubes that allowed impressionism to thrive, writes Cristóbal Valenzuela. Read the details: 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...

thein.fo

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The Information @theinformation.com · 1d

Tesla staff have discussed long-term plans to integrate Optimus deeply with Elon Musk’s AI startup, xAI, to eventually replace white-collar workers at the company, including scientists. Full details: 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...

thein.fo

3 1

The Information @theinformation.com · 1d

How Amazon Product Listings Are Evolving as AI Changes Search

Amazon has added AI tweaks to its shopping search engine, prompting merchants to make their product listings more conversational.

Read more from Catherine Perloff and Ann Gehan 👇
https://thein.fo/46RR1s0

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...

www.theinformation.com

The Information @theinformation.com · 1d

The high cost of advanced AI has been a challenge for coding agent developers; Relace aims to alleviate this with more cost-efficient, specialized models. Learn more: 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

If Oracle's server rental revenue eclipses its traditional high-margin software businesses, its overall gross profit margins (recently around 70%) could drop considerably. Full story here: 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...

thein.fo