The Information
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The most authoritative publication covering tech that high-powered tech execs and founders read daily.
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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
Current investors in Veza, including New Enterprise Associates, True Ventures, and Blackstone, could see a quick return if a sale is successful. Learn more: https://thein.fo/4rewoj5
Cyber Startup Veza in Talks With Potential Buyers for $1 Billion-Plus Sale
Veza, whose software helps businesses monitor employees' and AI agents' access to internal data, has been talking to potential buyers about a sale that could value the startup at more than $1 billion, according to people familiar with the discussions. A...
thein.fo
November 27, 2025 at 3:15 PM
Current investors in Veza, including New Enterprise Associates, True Ventures, and Blackstone, could see a quick return if a sale is successful. Learn more: https://thein.fo/4rewoj5
Dima and Ievgin Soboliev, known as "the twins," have been running X with a Musk playbook: ordering long hours, rooting out inefficiencies, and quickly cutting roles they deem unnecessary. Details: https://thein.fo/43Oj4YU
The Twins Pushing Elon Musk’s Plans to Replace X Staff With Grok
Last month, Elon Musk’s X laid off half of the engineering team tasked with building and running systems to fight spam, influence campaigns and illegal content, among other trust and safety issues, ac...
thein.fo
November 27, 2025 at 2:15 PM
Dima and Ievgin Soboliev, known as "the twins," have been running X with a Musk playbook: ordering long hours, rooting out inefficiencies, and quickly cutting roles they deem unnecessary. Details: https://thein.fo/43Oj4YU
Nvidia is increasing its spending on stock buybacks, which reached $36 billion in the first three quarters of the current fiscal year, up from $10 billion last year. The company's cash on hand has grown to $60 billion. Read: https://thein.fo/4oYgvf9
Nvidia’s Mushrooming Cash Pile Spotlights Spending Choices
All of the big tech companies have long been cash geysers. But the rate at which Nvidia’s cash production has exploded in the past couple of years is on a whole different level than other companies ha...
thein.fo
November 27, 2025 at 1:45 PM
Nvidia is increasing its spending on stock buybacks, which reached $36 billion in the first three quarters of the current fiscal year, up from $10 billion last year. The company's cash on hand has grown to $60 billion. Read: https://thein.fo/4oYgvf9
Scoop: ServiceNow is in advanced talks to buy a security startup for more than $1 billion as it bolsters AI agent-related products.
Read more from Valida Pau, Aaron Holmes and Katie Roof 👇
https://thein.fo/3McdSId
Read more from Valida Pau, Aaron Holmes and Katie Roof 👇
https://thein.fo/3McdSId
ServiceNow in Advanced Talks to Buy Security Startup For At Least $1 Billion
ServiceNow, an IT and HR software provider, is in advanced talks to buy five-year-old security startup Veza for more than $1 billion, according to people with knowledge of the deal. Veza’s subscriptio...
www.theinformation.com
November 27, 2025 at 12:56 AM
Scoop: ServiceNow is in advanced talks to buy a security startup for more than $1 billion as it bolsters AI agent-related products.
Read more from Valida Pau, Aaron Holmes and Katie Roof 👇
https://thein.fo/3McdSId
Read more from Valida Pau, Aaron Holmes and Katie Roof 👇
https://thein.fo/3McdSId
Stablecoin-backed cards allow people to hold and spend dollars easily in emerging markets, exemplified by Argentina-based Lemon Cash, where 70% of total payment volume comes from its Visa cards. Read: https://thein.fo/4rbzrss
Visa and Mastercard Are Moving Fast Into Stablecoins
Visa and Mastercard are moving quickly to embrace cryptocurrencies for payments, to take advantage of the rising popularity of stablecoins in developing countries and fend off competition from merchan...
thein.fo
November 26, 2025 at 9:45 PM
Stablecoin-backed cards allow people to hold and spend dollars easily in emerging markets, exemplified by Argentina-based Lemon Cash, where 70% of total payment volume comes from its Visa cards. Read: https://thein.fo/4rbzrss
Figure skating’s licensing labyrinth highlights a major music industry problem: the absence of a centralized, authorized place to find all copyright holders for a piece of music. Learn more: https://thein.fo/43JDCli
Figure Skating Aims to Get Its Groove Back—With AI Music and the Spice Girls
Of all the places AI is seeping into, a program by a pair of Czech ice dancers angling for a spot at the Winter Olympics in February may be one of the most unexpected. Yet, at last weekend’s Skate Ame...
thein.fo
November 26, 2025 at 9:15 PM
Figure skating’s licensing labyrinth highlights a major music industry problem: the absence of a centralized, authorized place to find all copyright holders for a piece of music. Learn more: https://thein.fo/43JDCli
Google's technological resurgence with the Gemini family of models has significantly narrowed the performance gap with OpenAI’s GPT series. This turns the AI race into a battle of attrition. Full story here: https://thein.fo/48hunKu
Google’s Vertical Assault on the AI Market
Google is leveraging its financial stamina and vertical integration to take share from markets dominated by OpenAI and Nvidia. We asked Deep Research to analyze how Google’s resurgence this year in AI...
thein.fo
November 26, 2025 at 8:45 PM
Google's technological resurgence with the Gemini family of models has significantly narrowed the performance gap with OpenAI’s GPT series. This turns the AI race into a battle of attrition. Full story here: https://thein.fo/48hunKu
Sam Altman has acknowledged that Google has been doing "excellent work recently," especially on pretraining, the first phase of developing a large language model. Full story here: https://thein.fo/49wTCeb
Altman Memo Forecasts ‘Rough Vibes’ Due to Resurgent Google
OpenAI CEO Sam Altman told colleagues last month that Google’s recent progress in artificial intelligence could “create some temporary economic headwinds for our company,” though he added that OpenAI ...
thein.fo
November 26, 2025 at 8:15 PM
Sam Altman has acknowledged that Google has been doing "excellent work recently," especially on pretraining, the first phase of developing a large language model. Full story here: https://thein.fo/49wTCeb
The integration of xAI’s Grok into X has raised concerns among some staff that they will have to respond to harmful content, including potential illegal images, generated by their own AI. Read: https://thein.fo/43Oj4YU
The Twins Pushing Elon Musk’s Plans to Replace X Staff With Grok
Last month, Elon Musk’s X laid off half of the engineering team tasked with building and running systems to fight spam, influence campaigns and illegal content, among other trust and safety issues, ac...
thein.fo
November 26, 2025 at 7:45 PM
The integration of xAI’s Grok into X has raised concerns among some staff that they will have to respond to harmful content, including potential illegal images, generated by their own AI. Read: https://thein.fo/43Oj4YU
The wave of borrowing tied to Oracle is concerning some investors due to potential overexposure and Oracle's lower investment-grade credit rating compared to larger cloud competitors. Read: https://thein.fo/3LWa8KZ
Oracle-Linked Borrowing Binge Worries Lenders
Construction lending was a relatively sleepy corner of Wall Street until Oracle stepped up to become one of OpenAI’s biggest cloud providers, leading to a flood of debt to help build new data centers ...
thein.fo
November 26, 2025 at 7:15 PM
The wave of borrowing tied to Oracle is concerning some investors due to potential overexposure and Oracle's lower investment-grade credit rating compared to larger cloud competitors. Read: https://thein.fo/3LWa8KZ
Trump family crypto startup World Liberty Financial merged with publicly traded Canadian company Alt5 Sigma for a public listing that could have netted the family hundreds of millions. Alt5 Sigma shares have since plummeted 75%. Full story here: https://thein.fo/4ptQbtd
Trump Family Crypto Deal Runs Aground
Eric Trump and Donald Trump Jr. rang the bell at Nasdaq’s New York headquarters in August to celebrate the announcement of a deal that could have netted the family a windfall of hundreds of millions o...
thein.fo
November 26, 2025 at 6:45 PM
Trump family crypto startup World Liberty Financial merged with publicly traded Canadian company Alt5 Sigma for a public listing that could have netted the family hundreds of millions. Alt5 Sigma shares have since plummeted 75%. Full story here: https://thein.fo/4ptQbtd
ByteDance hoarded Nvidia chips fearing a U.S. cutoff, but Chinese regulators created the supply crunch, blocking their use in new data centers. This is part of Beijing's push for domestic chip adoption. Read: https://thein.fo/49Ha6jW
China Is Slowly but Surely Breaking Free From Nvidia
ByteDance bought more Nvidia chips than any other Chinese company in 2025, according to three people with direct knowledge of its purchases. Racing to secure computing power for its billion-plus users...
thein.fo
November 26, 2025 at 6:15 PM
ByteDance hoarded Nvidia chips fearing a U.S. cutoff, but Chinese regulators created the supply crunch, blocking their use in new data centers. This is part of Beijing's push for domestic chip adoption. Read: https://thein.fo/49Ha6jW
OpenAI projects at least 220 million people will pay for a ChatGPT subscription by 2030, rising from 35 million as of July. This figure accounts for 8.5% of its projected 2.6 billion weekly active users. Read: https://thein.fo/3M31la3
OpenAI Forecasts Nearly as Many ChatGPT Subscribers as Spotify by 2030
To boost ChatGPT revenue, OpenAI is following a playbook enterprise apps Zoom and Slack have used to increase paid users. It’s hooking up most of its users—which now number more than 800 million—with ...
thein.fo
November 26, 2025 at 5:45 PM
OpenAI projects at least 220 million people will pay for a ChatGPT subscription by 2030, rising from 35 million as of July. This figure accounts for 8.5% of its projected 2.6 billion weekly active users. Read: https://thein.fo/3M31la3
Meta Platforms is in discussions with Google about spending billions of dollars to use Google's TPUs in Meta's data centers starting in 2027, as well as renting Google Cloud chips next year. Full story here: https://thein.fo/3Xerlld
Google Further Encroaches on Nvidia’s Turf With New AI Chip Push
Google is picking up the pace of its efforts to compete directly with Nvidia in the AI chip business. For years, the search giant has rented its own AI chips, known as tensor processing units, to clou...
thein.fo
November 26, 2025 at 5:15 PM
Meta Platforms is in discussions with Google about spending billions of dollars to use Google's TPUs in Meta's data centers starting in 2027, as well as renting Google Cloud chips next year. Full story here: https://thein.fo/3Xerlld
The Information Finance: Another crypto winter may be coming and this time will be different.
Read more from Ken Brown 👇
https://thein.fo/4p2fWB1
Read more from Ken Brown 👇
https://thein.fo/4p2fWB1
Crypto Winter Will Be Different This Time
Winter is coming, not just in the seasons but in the crypto market. If the current downturn turns into another crypto winter, it will have a bigger impact on the mainstream financial system than it ha...
thein.fo
November 26, 2025 at 4:45 PM
The Information Finance: Another crypto winter may be coming and this time will be different.
Read more from Ken Brown 👇
https://thein.fo/4p2fWB1
Read more from Ken Brown 👇
https://thein.fo/4p2fWB1
Base Power has installed batteries in over 7,000 Texas homes, achieving up to 50 installations a day. At scale, the network of batteries could operate like a gigantic power plant. Full story here: https://thein.fo/49w1aOc
Zach Dell Thinks He Can Solve America’s Energy Crisis
To get inside why Zach Dell believes he will shake up the half-trillion-dollar U.S. power industry and then go global, it helps to take account of who’s inspiring the moves. That would be his father, ...
thein.fo
November 26, 2025 at 4:15 PM
Base Power has installed batteries in over 7,000 Texas homes, achieving up to 50 installations a day. At scale, the network of batteries could operate like a gigantic power plant. Full story here: https://thein.fo/49w1aOc
Nvidia’s massive cash pile is fueling investments in its ecosystem, including plans to put $10 billion into Anthropic and $100 billion into OpenAI. CEO Jensen Huang calls this necessary for funding growth. Full story here: https://thein.fo/4oYgvf9
Nvidia’s Mushrooming Cash Pile Spotlights Spending Choices
All of the big tech companies have long been cash geysers. But the rate at which Nvidia’s cash production has exploded in the past couple of years is on a whole different level than other companies ha...
thein.fo
November 26, 2025 at 3:45 PM
Nvidia’s massive cash pile is fueling investments in its ecosystem, including plans to put $10 billion into Anthropic and $100 billion into OpenAI. CEO Jensen Huang calls this necessary for funding growth. Full story here: https://thein.fo/4oYgvf9
AI Agenda: What Trump's AI Manhattan Project Means for the AI Industry
Trump’s new executive order on AI takes advantage of existing collaborations between academic researchers and AI companies.
Read more from Rocket Drew 👇
https://thein.fo/3Xjq2l6
Trump’s new executive order on AI takes advantage of existing collaborations between academic researchers and AI companies.
Read more from Rocket Drew 👇
https://thein.fo/3Xjq2l6
What Trump's AI Manhattan Project Means for the AI Industry
On Monday, the President signed an executive order laying out his vision for a “Manhattan Project” for AI. The plan calls for the national labs—the Department of Energy-funded research centers—to work...
thein.fo
November 26, 2025 at 3:15 PM
AI Agenda: What Trump's AI Manhattan Project Means for the AI Industry
Trump’s new executive order on AI takes advantage of existing collaborations between academic researchers and AI companies.
Read more from Rocket Drew 👇
https://thein.fo/3Xjq2l6
Trump’s new executive order on AI takes advantage of existing collaborations between academic researchers and AI companies.
Read more from Rocket Drew 👇
https://thein.fo/3Xjq2l6
Pretraining gives AI a general model of how the world works, which is why improvements in pretraining tend to generalize better across various domains. Learn more: https://thein.fo/4oSRXnS
Why OpenAI Should Worry About Google’s Pretraining Prowess
Google’s breakthrough with Gemini 3, its latest AI model, has lit a fire under OpenAI and its CEO Sam Altman, who told thousands of his researchers to buckle down and prepare for “rough vibes” and “te...
thein.fo
November 26, 2025 at 2:45 PM
Pretraining gives AI a general model of how the world works, which is why improvements in pretraining tend to generalize better across various domains. Learn more: https://thein.fo/4oSRXnS
Trump Family Crypto Deal Runs Aground
The Trumps aimed for a crypto windfall, but their stock deal instead created a major headache for them.
Read more from Michael Roddan 👇
https://thein.fo/4ac1927
The Trumps aimed for a crypto windfall, but their stock deal instead created a major headache for them.
Read more from Michael Roddan 👇
https://thein.fo/4ac1927
Trump Family Crypto Deal Runs Aground
Eric Trump and Donald Trump Jr. rang the bell at Nasdaq’s New York headquarters in August to celebrate the announcement of a deal that could have netted the family a windfall of hundreds of millions o...
thein.fo
November 26, 2025 at 2:38 PM
Trump Family Crypto Deal Runs Aground
The Trumps aimed for a crypto windfall, but their stock deal instead created a major headache for them.
Read more from Michael Roddan 👇
https://thein.fo/4ac1927
The Trumps aimed for a crypto windfall, but their stock deal instead created a major headache for them.
Read more from Michael Roddan 👇
https://thein.fo/4ac1927
Veza's Access AI product, released last August, can discover service accounts and tokens that power AI agents and alert administrators if credentials are leaked or an agent acts maliciously. Full story here: https://thein.fo/4rewoj5
Cyber Startup Veza in Talks With Potential Buyers for $1 Billion-Plus Sale
Veza, whose software helps businesses monitor employees' and AI agents' access to internal data, has been talking to potential buyers about a sale that could value the startup at more than $1 billion, according to people familiar with the discussions. A...
thein.fo
November 26, 2025 at 1:15 PM
Veza's Access AI product, released last August, can discover service accounts and tokens that power AI agents and alert administrators if credentials are leaked or an agent acts maliciously. Full story here: https://thein.fo/4rewoj5
Exclusive: ByteDance bought more Nvidia chips than any other Chinese companies in 2025, but has been barred from using them.
Read more from Qianer Liu 👇
https://thein.fo/4ohLzFy
Read more from Qianer Liu 👇
https://thein.fo/4ohLzFy
China Is Slowly but Surely Breaking Free From Nvidia
ByteDance bought more Nvidia chips than any other Chinese company in 2025, according to three people with direct knowledge of its purchases. Racing to secure computing power for its billion-plus users...
www.theinformation.com
November 26, 2025 at 12:30 PM
Exclusive: ByteDance bought more Nvidia chips than any other Chinese companies in 2025, but has been barred from using them.
Read more from Qianer Liu 👇
https://thein.fo/4ohLzFy
Read more from Qianer Liu 👇
https://thein.fo/4ohLzFy
Exclusive: OpenAI has projected 220 million people will be paying for a basic ChatGPT subscription by 2030 as it follows Slack’s and Spotify’s business playbook.
Read more from Sri Muppidi 👇
https://thein.fo/4insfpg
Read more from Sri Muppidi 👇
https://thein.fo/4insfpg
OpenAI Projected at Least 220 Million People Will Pay for ChatGPT by 2030
To boost ChatGPT revenue, OpenAI is following a playbook enterprise apps Zoom and Slack have used to increase paid users. It’s hooking up most of its users—which now number more than 800 million—with ...
thein.fo
November 26, 2025 at 1:02 AM
Exclusive: OpenAI has projected 220 million people will be paying for a basic ChatGPT subscription by 2030 as it follows Slack’s and Spotify’s business playbook.
Read more from Sri Muppidi 👇
https://thein.fo/4insfpg
Read more from Sri Muppidi 👇
https://thein.fo/4insfpg
Dealmaker: ‘Tis the Season for SpaceX Tenders
SpaceX is surveying investors ahead of its next share sale, keeping up a tradition of tenders before the holidays.
Read more from Katie Roof👇
https://thein.fo/49GMMD0
SpaceX is surveying investors ahead of its next share sale, keeping up a tradition of tenders before the holidays.
Read more from Katie Roof👇
https://thein.fo/49GMMD0
‘Tis the Season for SpaceX Tenders
The holidays are coming up, which means it’s time for another surge in SpaceX share prices.The Elon Musk-founded company is planning to keep up its tradition of a twice-annual tender offer, with the n...
thein.fo
November 25, 2025 at 10:46 PM
Dealmaker: ‘Tis the Season for SpaceX Tenders
SpaceX is surveying investors ahead of its next share sale, keeping up a tradition of tenders before the holidays.
Read more from Katie Roof👇
https://thein.fo/49GMMD0
SpaceX is surveying investors ahead of its next share sale, keeping up a tradition of tenders before the holidays.
Read more from Katie Roof👇
https://thein.fo/49GMMD0
X laid off half of the engineering team responsible for fighting spam and illegal content in October, a group already significantly reduced since Musk's acquisition. Learn more: https://thein.fo/43Oj4YU
The Twins Pushing Elon Musk’s Plans to Replace X Staff With Grok
Last month, Elon Musk’s X laid off half of the engineering team tasked with building and running systems to fight spam, influence campaigns and illegal content, among other trust and safety issues, ac...
thein.fo
November 25, 2025 at 8:45 PM
X laid off half of the engineering team responsible for fighting spam and illegal content in October, a group already significantly reduced since Musk's acquisition. Learn more: https://thein.fo/43Oj4YU