The Information

Startup Founded by ex-Tesla Dojo Leaders Nears $10 Billion Valuation

DensityAI, an AI chip startup founded just a year ago by former leaders of Tesla’s Dojo supercomputer program, is in advanced talks to raise hundreds of millions of dollars in a round that would value it at $10 billion, according to two people with knowledge of the discussions. The valuation is high for a company whose chips appear to be early in their development, meaning they could be years away from mass production. But the company’s leaders have told potential investors they’ve secured an...

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Stephanie Palazzolo

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Anthropic Seeks Palantir-Style Voting Control for Seven Co-Founders Ahead of IPO

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Julia Hornstein

One of Tether’s Bank Partners Caught Up in Assets Seizure

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Why Meta’s Moment in the AI Sun Won’t Last

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Businesses Still Don’t See AI Returns, Consulting Exec Says

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Kevin McLaughlin

Inside the AI Safety Dilemma

Databricks Acquires Microsoft Excel Competitor Row Zero

Databricks in recent years has been trying to attract more non-technical users to its products, and it sees spreadsheet software as a way to achieve that.

Amazon Gives Merchants Tools to Manage Walmart, Shopify Inventory

Amazon says 95% of the independent sellers on its marketplace sell across multiple channels.

Jev Fervor Leads to Talk of Big Valuation Boost

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Stephanie Palazzolo

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Why Enterprise AI Is Broken

Former OpenAI Data Center Chief Is Now At Nvidia

Chris Malone was a key executive overseeing OpenAI’s massive data center buildout.

New York Sues Polymarket Over Alleged Illegal Gambling

The lawsuit the state’s fight against prediction markets after earlier suing rival startup Kalshi and others.

The Information Finance

Are GPU Loans Safe From Rising Rates?

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Meredith Mazzilli

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Oracle Invokes Force Majeure in Aim to Protect Itself From Data Center Cost Overruns

The cloud giant invoked a provision generally reserved for extraordinary or unusual circumstances in its bid for relief on the Project Jupiter data center site in New Mexico.

Blackstone Exec Says Big Unknowns Remain For AI Credit Demand

Blackstone's Jas Khaira spoke at The Information's AI Agenda event in San Francisco.

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Jessica E. Lessin

Early Anthropic Investor Seeks VC Glory With Cash and Compute

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OpenAI Agent Hacked Australian Government, Prime Minister Says

Prime minister Anthony Albanese said it took OpenAI "way too long to inform the government what had occurred."

Patreon Co-Founder Sam Yam Joins OpenAI to Lead New Creator Division

The hire marks fresh interest in creators for OpenAI, which shut down its Sora video app and API in March to focus on coding and business customers.

Google, OpenAI and Anthropic AI Safety Group Takes Shape

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Stephanie Palazzolo

Anthropic Says Its AI Helped Discover a Possible New Gene-Editing Tool

Claude found a novel CRISPR-like DNA pattern

Sam Altman and Dario Amodei Brief UN Security Council

The executives touted the potential of AI while calling for international coordination.

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Jessica E. LessinFounder and CEOThe Information

OpenAI to acquire Anthropic

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DeepSeek’s Annualized Revenue Hits $1 Billion as Startup Finalizes $7.5 Billion Fundraising

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Former Lone Pine Capital Director Launches $500 Million-Plus Tech Fund

The fund will invest in around a dozen AI infrastructure, semiconductor and other tech companies.

China Leads U.S. in Top AI Talent, Study Finds

China has surpassed the U.S. as the country where the best AI researchers work, according to research by think tank Carnegie China.

Open Source, Model Price Cuts Keep AI Costs Under Control

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The Information Staff

Google Nears Release of Flagship Gemini 4 AI Model

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Community Commentary

Donald ValentinaConsigliere

on… When Andreessen Horowitz Has a Sticky Situation to Solve, It Calls ‘The Wolf’

Fascinating. More like this please.

Zachary MagdovitzPartner, Co-FounderLorimer Ventures

on… When Andreessen Horowitz Has a Sticky Situation to Solve, It Calls ‘The Wolf’

Favorite read in a while.

Paul BaierCEOGai Insights

on… Anthropic and OpenAI’s Share of AI Startup Revenues Rises to 89%

The key question is weather profit concentration follows the same pattern as this revenue concentration. Apple, Microsoft and Google all has declining margin cost, so scale drove profit concentration. I assume this will occur in these market, but this hasn't yet been the case (likely token price increases by OpenAI and Anthropic next year post IPO will help).