The Information

Founders Fund, Khosla Ventures Visit China as Country’s AI Prowess Rises

U.S. venture capitalists have slashed investments in Chinese startups in recent years as relations between the two superpowers have soured. But behind the scenes, plenty are taking weekslong trips to meet with the country’s tech founders—a sign of the influence Chinese startups like DeepSeek wield in the hottest parts of tech. Last month, three partners at Peter Thiel’s Founders Fund—Sean Liu, John Luttig and Joey Krug—visited tech companies in Beijing, Shanghai and...

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Julia Hornstein

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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.

AI, the UN, Xi and Trump

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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.

Amazon Gives Sellers 12 Months of AI Software Quick Plus For Free

Merchants selling on Amazon’s site can also connect Amazon’s Sellers Assistant product to Quick and Claude

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OpenAI and Anthropic Release Cheaper AI Models, Investors Visit China as Country’s AI Prowess Rises

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.

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Shares of Chinese AI Model Firms Fall After Report of Regulatory Probe

The share moves came after The Information reported that China’s internet regulator is probing potential data leaks to Anthropic.

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OpenAI Partners With Grab in Southeast Asia for AI Skills Program

The program aims to help drivers, delivery riders and merchants adopt ChatGPT for work.

Anthropic in Talks to Lease Apollo-Controlled Stream Data Centers

Google could guarantee aspects of the project

New Data Show Anthropic, OpenAI and Other Upstarts Are Eating into Software Budgets

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Early Anthropic Investor Seeks VC Glory With Cash and Compute

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Exclusive: Microsoft to Boost Copilot Discounts as It Launches AI ‘Super App’

Microsoft plans to offer the Copilot discounts in hopes of winning more subscribers that will also generate usage-based revenue from new features.

Exclusive: Meta’s Muse Surpassed 500,000 Users After First Week

Internal data indicates Meta’s vision for personalized AI assistants may be starting to resonate with consumers.

Why America’s AI Dream Is Failing to Launch

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The Software Pricing War and AI Power Bottlenecks

Luckey’s Erebor Bank Plots Syria Expansion

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OpenAI to acquire Anthropic

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Entertainment-Booking Startup Ande Raises $52 Million From Lightspeed, Redpoint

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Stephanie Palazzolo

Software Firms Discount AI to Keep Customers From Anthropic, OpenAI

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Catherine Perloff

China Probes DeepSeek, Moonshot Over Potential Data Leaks to Anthropic

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Meta’s Muse Tries (and Fails) to Disrupt Amazon

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World Models Need More Intelligence, Says Luma CEO Amit Jain

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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).