The Information
@theinformation.com
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
China has told some tech companies to temporarily halt orders of Nvidia’s H200 AI chips, complicating Nvidia’s efforts to resume sales to the country.
Read more: https://thein.fo/49FtEVj
Read more: https://thein.fo/49FtEVj
January 7, 2026 at 6:16 PM
China has told some tech companies to temporarily halt orders of Nvidia’s H200 AI chips, complicating Nvidia’s efforts to resume sales to the country.
Read more: https://thein.fo/49FtEVj
Read more: https://thein.fo/49FtEVj
“We are very much focused on Nvidia. This is our key partner.”
Nebius Co-Founder Roman Chernin remains bullish on their Nvidia partnership amid intense competition from other chipmakers.
Full episode: https://thein.fo/48ESX9z. Supported by Nebius.
Nebius Co-Founder Roman Chernin remains bullish on their Nvidia partnership amid intense competition from other chipmakers.
Full episode: https://thein.fo/48ESX9z. Supported by Nebius.
December 15, 2025 at 8:01 PM
“We are very much focused on Nvidia. This is our key partner.”
Nebius Co-Founder Roman Chernin remains bullish on their Nvidia partnership amid intense competition from other chipmakers.
Full episode: https://thein.fo/48ESX9z. Supported by Nebius.
Nebius Co-Founder Roman Chernin remains bullish on their Nvidia partnership amid intense competition from other chipmakers.
Full episode: https://thein.fo/48ESX9z. Supported by Nebius.
Nebius Co-founder Roman Chernin on the future of AI models:
"The landscape will be more complex than one model wins all... I think about it as…[a] triangle."
Full episode: https://thein.fo/3MCaSFk. Supported by Nebius.
"The landscape will be more complex than one model wins all... I think about it as…[a] triangle."
Full episode: https://thein.fo/3MCaSFk. Supported by Nebius.
December 15, 2025 at 5:40 PM
Nebius Co-founder Roman Chernin on the future of AI models:
"The landscape will be more complex than one model wins all... I think about it as…[a] triangle."
Full episode: https://thein.fo/3MCaSFk. Supported by Nebius.
"The landscape will be more complex than one model wins all... I think about it as…[a] triangle."
Full episode: https://thein.fo/3MCaSFk. Supported by Nebius.
@Netflix CTO Elizabeth Stone discusses the “moments of truth” that drive engagement at The Information's WTF Summit.
"Vertical video is a canvas for that. It's not necessarily trying to repeat, we wanna have exactly the same content that other offerings might have, but it is an important canvas."
"Vertical video is a canvas for that. It's not necessarily trying to repeat, we wanna have exactly the same content that other offerings might have, but it is an important canvas."
October 29, 2025 at 3:53 PM
@Netflix CTO Elizabeth Stone discusses the “moments of truth” that drive engagement at The Information's WTF Summit.
"Vertical video is a canvas for that. It's not necessarily trying to repeat, we wanna have exactly the same content that other offerings might have, but it is an important canvas."
"Vertical video is a canvas for that. It's not necessarily trying to repeat, we wanna have exactly the same content that other offerings might have, but it is an important canvas."
The next frontier for value creation in AI lies in vertical-specific applications, with a surge of startups and investment targeting industries like medicine and law. This is where AI moves from a horizontal technology to a transformative force within individual sectors. https://bit.ly/4n9GRdu
September 21, 2025 at 2:45 PM
The next frontier for value creation in AI lies in vertical-specific applications, with a surge of startups and investment targeting industries like medicine and law. This is where AI moves from a horizontal technology to a transformative force within individual sectors. https://bit.ly/4n9GRdu
While most large companies are experimenting with AI pilots, only a fraction have moved beyond that stage. A recent survey found that while nearly two-thirds have ongoing AI pilots, only 11% are making AI agents broadly available to employees. Read more: https://bit.ly/4n9GRdu
September 20, 2025 at 2:45 PM
While most large companies are experimenting with AI pilots, only a fraction have moved beyond that stage. A recent survey found that while nearly two-thirds have ongoing AI pilots, only 11% are making AI agents broadly available to employees. Read more: https://bit.ly/4n9GRdu
The Information’s Deep Research Report: A major theme shaping the AI landscape is the rise of AI agents—software that can autonomously perform multi-step tasks for a user. These agents represent an evolution from chatbots to functional tools. https://bit.ly/4n9GRdu
September 20, 2025 at 3:15 AM
The Information’s Deep Research Report: A major theme shaping the AI landscape is the rise of AI agents—software that can autonomously perform multi-step tasks for a user. These agents represent an evolution from chatbots to functional tools. https://bit.ly/4n9GRdu
The AI industry is entering a "prove-it" moment as businesses shift from broad experimentation to a focus on clear ROI. The emphasis is now on tangible results rather than pilot projects. Read more: https://www.theinformation.com/articles/deep-research-report-ai-2026-predictions
September 18, 2025 at 4:44 PM
The AI industry is entering a "prove-it" moment as businesses shift from broad experimentation to a focus on clear ROI. The emphasis is now on tangible results rather than pilot projects. Read more: https://www.theinformation.com/articles/deep-research-report-ai-2026-predictions
“What are the biggest applied artificial intelligence themes for the coming 12 months?” We asked our Deep Research tool trained on our exclusive reporting and data: https://www.theinformation.com/articles/deep-research-report-ai-2026-predictions
September 17, 2025 at 7:44 PM
“What are the biggest applied artificial intelligence themes for the coming 12 months?” We asked our Deep Research tool trained on our exclusive reporting and data: https://www.theinformation.com/articles/deep-research-report-ai-2026-predictions
The struggle to prove AI's value is causing a slowdown in adoption. Recent U.S. Census Bureau data indicates that corporate AI adoption has fallen in recent months, especially among the largest companies.
https://bit.ly/42ppSv6
https://bit.ly/42ppSv6
September 13, 2025 at 9:15 PM
The struggle to prove AI's value is causing a slowdown in adoption. Recent U.S. Census Bureau data indicates that corporate AI adoption has fallen in recent months, especially among the largest companies.
https://bit.ly/42ppSv6
https://bit.ly/42ppSv6
The costs of AI are proving to be stubbornly high, and in some cases, overall spending is increasing even as the per-unit cost of some models falls. The end of plummeting prices for models has stalled, with the price of tokens barely dropping in the past six months.
September 12, 2025 at 7:15 PM
The costs of AI are proving to be stubbornly high, and in some cases, overall spending is increasing even as the per-unit cost of some models falls. The end of plummeting prices for models has stalled, with the price of tokens barely dropping in the past six months.
The widespread hype around AI is facing a recalibration. Enterprises are grappling with escalating costs and a lack of demonstrable ROI, leading to a period of rising skepticism.
https://bit.ly/3VMsiAg
https://bit.ly/3VMsiAg
September 11, 2025 at 10:30 PM
The widespread hype around AI is facing a recalibration. Enterprises are grappling with escalating costs and a lack of demonstrable ROI, leading to a period of rising skepticism.
https://bit.ly/3VMsiAg
https://bit.ly/3VMsiAg
Today Martin de los Santos, CFO at Mercado Libre, joins TITV.
Tune in at 10 am PT / 1 pm ET on https://bit.ly/4lwpTUZ
Tune in at 10 am PT / 1 pm ET on https://bit.ly/4lwpTUZ
September 9, 2025 at 2:30 PM
Today Martin de los Santos, CFO at Mercado Libre, joins TITV.
Tune in at 10 am PT / 1 pm ET on https://bit.ly/4lwpTUZ
Tune in at 10 am PT / 1 pm ET on https://bit.ly/4lwpTUZ
The Information’s Anissa Gardizy on Nvidia’s complex and unique “circularity loop.”
"NVIDIA is, one, Lambda's most important supplier...NVIDIA is also a Lambda investor...and...NVIDIA is also a Lambda customer."
Watch the full episode on https://bit.ly/3UZrc3Z
"NVIDIA is, one, Lambda's most important supplier...NVIDIA is also a Lambda investor...and...NVIDIA is also a Lambda customer."
Watch the full episode on https://bit.ly/3UZrc3Z
September 5, 2025 at 11:16 PM
The Information’s Anissa Gardizy on Nvidia’s complex and unique “circularity loop.”
"NVIDIA is, one, Lambda's most important supplier...NVIDIA is also a Lambda investor...and...NVIDIA is also a Lambda customer."
Watch the full episode on https://bit.ly/3UZrc3Z
"NVIDIA is, one, Lambda's most important supplier...NVIDIA is also a Lambda investor...and...NVIDIA is also a Lambda customer."
Watch the full episode on https://bit.ly/3UZrc3Z
Rishi Jaluria from RBC Capital Markets on what he calls the "AI crowding out effect" and its impact on software spending.
Watch the full episode on https://bit.ly/3UZrc3Z
Watch the full episode on https://bit.ly/3UZrc3Z
September 5, 2025 at 10:46 PM
Rishi Jaluria from RBC Capital Markets on what he calls the "AI crowding out effect" and its impact on software spending.
Watch the full episode on https://bit.ly/3UZrc3Z
Watch the full episode on https://bit.ly/3UZrc3Z
Sam Lessin from Slow Ventures on product managers as entrepreneurs.
"A lot of PMs and engineers who worked at big companies...leave, and they're stunningly unsuccessful as entrepreneurs."
Watch the full episode on https://bit.ly/3UZrc3Z
"A lot of PMs and engineers who worked at big companies...leave, and they're stunningly unsuccessful as entrepreneurs."
Watch the full episode on https://bit.ly/3UZrc3Z
September 5, 2025 at 10:15 PM
Sam Lessin from Slow Ventures on product managers as entrepreneurs.
"A lot of PMs and engineers who worked at big companies...leave, and they're stunningly unsuccessful as entrepreneurs."
Watch the full episode on https://bit.ly/3UZrc3Z
"A lot of PMs and engineers who worked at big companies...leave, and they're stunningly unsuccessful as entrepreneurs."
Watch the full episode on https://bit.ly/3UZrc3Z
.@NewLimit's Jacob Kimmel on how GLP-1 drugs could be a model for a new class of medicines that add healthy years to our lives.
Watch the full episode on https://bit.ly/3UZrc3Z
Watch the full episode on https://bit.ly/3UZrc3Z
September 5, 2025 at 9:45 PM
.@NewLimit's Jacob Kimmel on how GLP-1 drugs could be a model for a new class of medicines that add healthy years to our lives.
Watch the full episode on https://bit.ly/3UZrc3Z
Watch the full episode on https://bit.ly/3UZrc3Z
@theinformation’s @anngehan The Information’s Anne Gehan explains why people in the biohacking world are using GLP-1s for more than just weight loss.
Watch the full episode on https://bit.ly/4nfCDjZ
Watch the full episode on https://bit.ly/4nfCDjZ
September 5, 2025 at 9:16 PM
@theinformation’s @anngehan The Information’s Anne Gehan explains why people in the biohacking world are using GLP-1s for more than just weight loss.
Watch the full episode on https://bit.ly/4nfCDjZ
Watch the full episode on https://bit.ly/4nfCDjZ
.@boldstartvc's @edsim Boldstart Ventures Ed Sim on how AI is eating software and creating massive opportunities for new startups.
"There are inorganic opportunities, you don't have to swallow a whale to actually get value out of kind of AI."
Watch the full episode on https://bit.ly/3UZrc3Z
"There are inorganic opportunities, you don't have to swallow a whale to actually get value out of kind of AI."
Watch the full episode on https://bit.ly/3UZrc3Z
September 5, 2025 at 8:45 PM
.@boldstartvc's @edsim Boldstart Ventures Ed Sim on how AI is eating software and creating massive opportunities for new startups.
"There are inorganic opportunities, you don't have to swallow a whale to actually get value out of kind of AI."
Watch the full episode on https://bit.ly/3UZrc3Z
"There are inorganic opportunities, you don't have to swallow a whale to actually get value out of kind of AI."
Watch the full episode on https://bit.ly/3UZrc3Z
Brian Sugar, Founder of Sugar Capital, explains how the GLP-1 surge is creating new market opportunities for consumer bands.
Watch the full episode on https://bit.ly/4nfCDjZ
Watch the full episode on https://bit.ly/4nfCDjZ
September 5, 2025 at 8:18 PM
Brian Sugar, Founder of Sugar Capital, explains how the GLP-1 surge is creating new market opportunities for consumer bands.
Watch the full episode on https://bit.ly/4nfCDjZ
Watch the full episode on https://bit.ly/4nfCDjZ
Our reporter Theo Wayt breaks down Elon Musk's "everything app" vision for X.
Watch the full episode on https://bit.ly/462ZJn0
Watch the full episode on https://bit.ly/462ZJn0
September 4, 2025 at 11:01 PM
Our reporter Theo Wayt breaks down Elon Musk's "everything app" vision for X.
Watch the full episode on https://bit.ly/462ZJn0
Watch the full episode on https://bit.ly/462ZJn0
Rogo CEO Gabriel Stengel on why general foundation models are not enough for highly specialized work, like creating deep financial models.
Watch the full episode on https://bit.ly/462ZJn0
Watch the full episode on https://bit.ly/462ZJn0
September 4, 2025 at 10:30 PM
Rogo CEO Gabriel Stengel on why general foundation models are not enough for highly specialized work, like creating deep financial models.
Watch the full episode on https://bit.ly/462ZJn0
Watch the full episode on https://bit.ly/462ZJn0
SignalFire CEO Chris Farmer, explains why we’re in the "mystery phase” of AI, not the”puzzle phase.”
“I think we're all learning, and it's hard to see more than 10 feet in front of your face.”
Watch the full episode on https://bit.ly/462ZJn0
“I think we're all learning, and it's hard to see more than 10 feet in front of your face.”
Watch the full episode on https://bit.ly/462ZJn0
September 4, 2025 at 10:00 PM
SignalFire CEO Chris Farmer, explains why we’re in the "mystery phase” of AI, not the”puzzle phase.”
“I think we're all learning, and it's hard to see more than 10 feet in front of your face.”
Watch the full episode on https://bit.ly/462ZJn0
“I think we're all learning, and it's hard to see more than 10 feet in front of your face.”
Watch the full episode on https://bit.ly/462ZJn0
Sanchan Saxena, Head of Product at Atlassian, on the difference between a "passive consumption" browser and a "work" browser for knowledge workers.
Watch the full episode on https://bit.ly/462ZJn0
Watch the full episode on https://bit.ly/462ZJn0
September 4, 2025 at 9:30 PM
Sanchan Saxena, Head of Product at Atlassian, on the difference between a "passive consumption" browser and a "work" browser for knowledge workers.
Watch the full episode on https://bit.ly/462ZJn0
Watch the full episode on https://bit.ly/462ZJn0
Sanchan Saxena, Head of Product at Atlassian on how The Browser Company has reimagined the browser for an AI-first era.
Watch the full episode on https://bit.ly/481ZyLg
Watch the full episode on https://bit.ly/481ZyLg
September 4, 2025 at 8:49 PM
Sanchan Saxena, Head of Product at Atlassian on how The Browser Company has reimagined the browser for an AI-first era.
Watch the full episode on https://bit.ly/481ZyLg
Watch the full episode on https://bit.ly/481ZyLg