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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...

By
Julia Hornstein
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Jing Yang
,
Juro Osawa
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Rocket Drew
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Anthropic in Talks to Cement Control Over More Data Centers

By
Valida Pau
and
Amir Efrati
Exclusive

Wall Street’s GPU Futures Push Stalls at the CFTC

By
Dakin Campbell
The Briefing

AI, the UN, Xi and Trump

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Martin Peers
Dealmaker

Barrick Gold Inks Five-Year AI Deal Before IPO

By
Alix Coutures

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.

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.

Introducing the AI Inflection Index: What 9,500 Articles Say About What’s Coming Next

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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
Applied AI

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

By
Laura Bratton

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.

CoreWeave Completes $4.2 Billion Convertible Offering 

The convertible bonds carried a higher coupon than a similar issuance in April.

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Why America’s AI Dream Is Failing to Launch

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Anthropic releases cheaper model in first launch since slowdown calls

Company said Opus 5.5 offers powerful capabilities at lower cost and that it outperformed other recent Anthropic models on alignment evaluations.

Binance Invests $100 Million in Circle

Circle will also pay a monthly fee for Binance to promote Circle’s stablecoins.
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Luckey’s Erebor Bank Plots Syria Expansion

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Michael Roddan

OpenAI Announces Cheaper GPT-6 Family Models

The models are half the price of their predecessors, GPT-5.6 Sol and GPT-5.6 Luna.

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Introducing The Information’s 50 Most Influential People in Tech

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Early Anthropic Investor Seeks VC Glory With Cash and Compute

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

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Z.ai Open-Sources ZCode After Data Uploading Scandal

The Chinese AI firm faced intense backlash from developers after its ZCode coding tool was found to have silently uploaded user data to cloud servers.

Alibaba Unveils New AI Chip And Data Center Expansion Plan

The Chinese tech giant also announced its roadmap for future generations of AI models.

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Jessica E. LessinFounder and CEOThe Information

OpenAI to acquire Anthropic

Alan JacobsonFounder, CeorevenueModel.ai

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Brian DemseyFounderHallucinations.cloud

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Software Firms Discount AI to Keep Customers From Anthropic, OpenAI

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Laura Bratton
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Aaron Holmes
and
Catherine Perloff

OpenAI Releases Proposal for International AI Safety Coordination

The blog calls for global safety institutes to work together and to create standards around evaluation.

Amazon Blocks Meta’s Muse Agent

Amazon's move reflects a longstanding philosophy. The tech giant blocked shopping bots from Google and OpenAI scraping its site.
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China Probes DeepSeek, Moonshot Over Potential Data Leaks to Anthropic

By
Qianer Liu
and
Jing Yang
The Briefing

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

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Martin Peers
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Introducing the AI Inflection Index: What 9,500 Articles Say About What’s Coming Next

The Numbers Behind Chinese Open-Source Models’ Performance and Adoption

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).
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