Exclusive: Lightspeed Partner Behind Navan, Netskope to Launch New FirmSave 25% and read more

The Information
Sign inSubscribe

    Data Tools

    • About Pro
    • The Next GPs 2025
    • The Rising Stars of AI Research
    • Leaders of the AI Shopping Revolution
    • Enterprise Software Startup Takeover List
    • Org Charts
    • The Information 50 2025
    • Generative AI Takeover List
    • Generative AI Database
    • AI Chip Database
    • AI Data Center Database
    • Tech IPO Tracker
    • Tech Sentiment Tracker
    • Gigafactory Database
    • Pro Newsletter

    Special Projects

    • The Information 50 Database
    • VC Diversity Index
    • Enterprise Tech Powerlist
  • Org Charts
  • Tech
  • Finance
  • Weekend
  • Charts
  • Events
  • TITV
    • Directory

      Search, find and engage with others who are serious about tech and business.

    • Forum

      Follow and be a part of discussions about tech, finance and media.

    • Brand Partnerships

      Premium advertising opportunities for brands

    • Group Subscriptions

      Team access to our exclusive tech news

    • Newsletters

      Journalists who break and shape the news, in your inbox

    • Video

      Catch up on conversations with global leaders in tech, media and finance

    • Partner Content

      Explore our recent partner collaborations

      XFacebookLinkedInThreadsInstagram
    • Help & Support
    • RSS Feed
    • Careers
  • About Pro
  • The Next GPs 2025
  • The Rising Stars of AI Research
  • Leaders of the AI Shopping Revolution
  • Enterprise Software Startup Takeover List
  • Org Charts
  • The Information 50 2025
  • Generative AI Takeover List
  • Generative AI Database
  • AI Chip Database
  • AI Data Center Database
  • Tech IPO Tracker
  • Tech Sentiment Tracker
  • Gigafactory Database
  • Pro Newsletter

SPECIAL PROJECTS

  • The Information 50 Database
  • VC Diversity Index
  • Enterprise Tech Powerlist
Deep Research
TITV
Tech
Finance
Weekend
Charts
Events
Newsletters
  • Directory

    Search, find and engage with others who are serious about tech and business.

  • Forum

    Follow and be a part of discussions about tech, finance and media.

  • Brand Partnerships

    Premium advertising opportunities for brands

  • Group Subscriptions

    Team access to our exclusive tech news

  • Newsletters

    Journalists who break and shape the news, in your inbox

  • Video

    Catch up on conversations with global leaders in tech, media and finance

  • Partner Content

    Explore our recent partner collaborations

Subscribe
  • Sign in
  • Search
  • Opinion
  • Venture Capital
  • Artificial Intelligence
  • Startups
  • Market Research
    XFacebookLinkedInThreadsInstagram
  • Help & Support
  • RSS Feed
  • Careers

In-depth insights in seconds. Ask Deep Research.

Latest
Most popular
Grafana Labs in Talk to Raise at $9 Billion ValuationExclusive

Grafana Labs in Talk to Raise at $9 Billion Valuation

Grafana Labs, a software startup that helps companies monitor cloud and AI activity and spending, is finalizing a new funding round that would value it at about $9 billion, people familiar with the matter said. That’s up from $6.6 billion in a 2024 funding round. The funding talks follow Grafana’s growth in annual recurring revenue, which hit $400 million in September. Grafana’s customers include fast-growing companies such as Anthropic and database management startups Databricks and...

By
Katie Roof
and
Cory Weinberg
Exclusive

Lightspeed Partner Behind Navan, Netskope to Launch New Firm

By
Katie Roof
The Big Read

Blue Owl Eyes New Deals as It Pushes Deeper Into AI Boom

By
Miles Kruppa
The Briefing

How SoftBank’s OpenAI Bet Could Benefit CEO Son

By
Cory Weinberg
Dealmaker

Groq Shareholders Get a $7.6 Billion Payout

By
Miles Kruppa

Deel Loses Motion to Dismiss Rippling Racketeering Case

A judge has thrown out global payroll startup Deel’s attempt to dismiss parts of a corporate espionage case brought against the firm by rival Rippling.

FTC Ramps Up Scrutiny of Microsoft AI, Cloud Sales

The FTC sent civil investigative demands to companies competing with Microsoft in recent weeks.
Deep Research

Who Can Afford the AI Buildout? Follow the Balance Sheets

By
The Information Staff

We didn’t build a better AI.We just built one with over a decade of The Information behind it.Deep Research is here.Try it now with Pro.

ByteDance In Talks to Sell Gaming Unit Moonton

A sale of Moonton would mark ByteDance’s retreat from online games. 

Meta Plans to Add Facial Recognition Feature to Smart Glasses

The feature would let smart glass wearers get information about people they recognize through Meta's AI assistant.
Applied AI

The Looming Battle Over Agent Management Software

By
Kevin McLaughlin
and
Aaron Holmes

Hollywood Group Slams ByteDance’s AI Video Service for Copyright Breach

The Motion Picture Association said ByteDance violated U.S. copyright on a “massive scale” in just one day.

OpenAI Says China’s DeepSeek Continues to Distill U.S. Models

OpenAI’s letter to U.S. lawmakers comes as DeepSeek prepares to launch its new model.

Featured Newsletters

View all
Five times/week

The Briefing

Get smarter about the most important stories in tech, media and finance by following Silicon Valley’s most-read executive newsletter.

Two times/week

Dealmaker

Reporters Cory Weinberg and Katie Roof tell you what’s coming next, who’s winning—and who’s losing—in the high-stakes world of startup investing.

Two times/week

Applied AI

A new The Information franchise that will take you inside how businesses are using AI to automate all kinds of work.

View all
Reporter's Notebook

Downbeat Crypto Sector Looks to AI for Rescue

By
Yueqi Yang

China’s MiniMax Launches New Flagship AI Model M2.5

Chinese AI models offering strong coding and agentic capabilities are gaining worldwide recognition from app developers.

Instacart Stock Jumps On Strong Order Growth

The grocery-delivery firm saw its gross transaction volume grow by 14% in the fourth quarter of 2025, the fastest rate in three years.
AI Agenda

The Problem With World Models

By
Stephanie Palazzolo

Airbnb Reports Slightly Stronger Revenue Growth But Higher Expenses

Airbnb reported that people are spending more on average bookings.

What happens when Silicon Valley logs off—the trends, people and companies shaping tech culture.

View all
The Big Read

Blue Owl Eyes New Deals as It Pushes Deeper Into AI Boom

By
Miles Kruppa
Artificial Intelligence

After OpenClaw, a Wild, Weird Age of Consumer Agents Lies Ahead

By
Rocket Drew
6
View all

Pinterest Shares Fall As It Projects Growth Slowdown

The online scrapbooking app reported its slowest quarterly revenue growth rate in two years.

A New AI Superagent Race Is Pitting OpenAI and Anthropic Against Microsoft and Salesforce

By
Aaron Holmes
and
Kevin McLaughlin

FTC Warns Apple Not to Suppress Conservative Outlets on News App

The Trump administration’s relationship with Apple takes another dip

Anthropic Says it Raised $30 Billion

Anthropic says it has raised $30 billion in Series G funding led by Anthropic, led by GIC and Coatue.
The Electric

Exclusive From The Electric: These U.S. Startups Are Developing Superbatteries for Long-Range Combat Drones

By
Steve LeVine

Trending on forum

View all

What Andy Jassy Told Me at Davos

Jessica E. LessinFounder and CEOThe Information

OpenAI to acquire Anthropic

Alan JacobsonFounder, CeorevenueModel.ai

Eight Women Speak Out

Brian DemseyFounderHallucinations.cloud

Search our community Directory to engage with others who are serious about tech and business.

Top DOJ Antitrust Enforcer Resigns Following Tensions with Trump Officials

Slater and her deputies had reportedly butted heads with attorney general Pam Bondi.

Meta’s Auditor Raised Red Flag On Its Data Center Accounting

Ernst & Young did not indicate it disagreed with Meta’s approach, but the designation signals that it was one of the most complex aspects of its audit.
The Briefing

Shopify, Unity Get Slammed by Anxious Market

By
Martin Peers

Anthropic Joins Firms Promising Data Centers Won’t Raise Power Prices

Tech companies are trying to defuse backlash over AI’s strain on power grids.

Adam Mosseri: Social Media Not ‘Clinically Addictive’

Mosseri is the first social media executive to testify as plaintiffs try to convince a jury that Meta and YouTube’s product designs are and causes mental health problems.
Read more

Subscribe to The Briefing by Martin Peers, Jessica Lessin and the team at The Information

Get smarter about the most important stories in tech, media and finance by following Silicon Valley’s most-read executive newsletter.

Read The Briefing

Upcoming Events

Off the Racquet: An Exclusive Retreat at Indian Wells

\Indian Wells, CA

Financing the AI Revolution

\New York, New York

View more

Latest in Pro

Deep Research

Who Can Afford the AI Buildout? Follow the Balance Sheets

Deep Research

Can Anthropic Scale Like OpenAI—and Still Claim the Moral High Ground?

Community Commentary

Clay KellyBiolevate
on… What’s Really Driving Musk’s SpaceX-xAI Merger
OpenAI is a hubris-and-ego-driven cash incinerator, whose economics would look terrible even to a first-year business school student.
Deal DirectorInfraplay.ai
on… Google’s Gemini Sees Developer Requests More Than Double in Five Months
Regarding the margins, it's also clearly their strategy to undercut OpenAI and Anthropic and apply margin compression towards their businesses in a way that they can't afford.

Google has been quite aggressive with this strategy and it's both hurt the field (limiting the ability of those companies to scale their business relevant to the value created), as well as forced them to optimize and outcompete on efficiency and product outcomes.
Martin solerPartnerSoler & Associates
on… OpenAI Lines Up Advertisers, Reveals Key Details Ahead of Ads Launch
Cost per view model to start with is an odd choice. Safe for them. I understand the reasoning. But not so reassuring for advertisers who have been so accustomed to paying for clicks. Curious where this goes. There's a huge potential of knowing intent and context.
  • About
  • Pro
  • Deep Research
  • Careers
  • TITV
  • Events
  • Brand Partnerships
  • Group Subscriptions
Subscribe to The Information
XFacebookLinkedInThreadsInstagram
TermsPrivacyHelp & Support
© 2013– The Information. All Rights Reserved.
Cookies Settings