The Information

Cursor Staff Meet With xAI Employees as Layoffs, Exits Mount

Cursor Staff Meet With xAI Employees as Layoffs, Exits Mount

Cursor is already starting to make its presence known at SpaceX’s AI unit, just weeks after Elon Musk’s firm got an option to buy the coding startup for $60 billion. Cursor staffers have been visiting xAI offices to meet with employees and discuss their work, according to two people with direct knowledge of the companies. Fresh xAI exits have followed, including staff cuts last Friday, the people said.

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OpenAI’s AI Chip Deal With Broadcom Hits $18 Billion Financing Snag

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Anthropic in Talks to Buy Developer Tools Startup Used by OpenAI, Google

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Stephanie Palazzolo

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Artificial Intelligence

Anthropic Flexes Pricing Power as Its Customers Willingly Eat the Cost

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Ex-OpenAI Researcher’s Six-Week-Old Startup Targets Funding at $4 Billion Valuation

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Julia Hornstein

OpenAI to Save $97 Billion Through 2030 in Latest Microsoft Deal

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Sunday Insights

Tech’s AI Margin Math Is Getting Messier

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Artificial Intelligence

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Julia Hornstein

Microsoft Has Generated More Than $30 Billion in Revenue From OpenAI’s Technology, Spending

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Microsoft Cuts Copilot Bloat

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OpenAI Is Making Billions Just by Promising to Buy From Suppliers

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Artificial Intelligence

Altman Tries to Turn the Tables on Musk in Contentious Testimony

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DeepSeek To Raise More than $7 Billion as Startup Plots Revenue Efforts

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The Information Staff

China’s Kuaishou Plans to Spin Off Kling AI Video Unit at $20 Billion Valuation

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Treasury Department Demands Binance Compliance After Iran Crypto Reports

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Former Alibaba Star Researcher Starts New AI Lab, Seeks $2 Billion Valuation

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The Startup Helping OpenAI Optimize Its AI For Cerebras Chips

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Startup Modal in Talks to Raise at $4.5 Billion Valuation After Revenue Surges

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Can AI Tollgates Become the New SaaS Model?

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Why Musk is Giving xAI’s Servers to Anthropic; AI Video-App Developer Reka Acquires Video-Generating Startup

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Community Commentary

Ivan FatovicCeo, Founder OfModamily

on… A Claude Catharsis: Accepting When Your Life’s Work Becomes Free and Abundant

Experiencing this firsthand right now. Eight years ago, I paid a team ~$20K to build a prototype — architecture, schema, the works. Months of coordination, specs, and revisions. This weekend, I rebuilt a comparable version myself in two days. Same founder. Same product instincts. Radically different leverage. The builders who adapt to these tools are going to compound advantage very, very quickly.

Jordan GushurstPresident And Owner

on… SpaceX’s Starlink Makes Land Grab as Amazon Threat Looms

I think it will be fascinating to see how Amazon LEO prices their services and also how the Chinese mega constellations price LEO BB in the developing world. Musk has not made many friends with Starlink's bullying tactics and I expect the Chinese to be priced aggressively like they do in other strategic segments. I think buyers of the SpaceX IPO are facing far more pricing / margin risk then they are expecting.

Yelena AmbartsumianFounding AttorneyAMBART LAW pllc

on… Crypto Is Getting Bashed in Markets and Washington

The stablecoin fight is a proxy battle over who gets to be the next deposit‑taker in the U.S. financial system. The irony, however, is that, at the end of the day, crypto currencies are just not easy or practical to for everyday use. We've had a decade + of Bitcoin and other cryptocurrencies (ETH), where real-world experience has failed to catch up with the hype.