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Microsoft's gaming chief Asha Sharma. Photo by David Paul Morris/Bloomberg/Getty Images.
The Briefing

Microsoft’s Gaming Glitch

By Martin Peers · Jun 11, 2026 5:00pm PDT · 1 comment
Sorry. We have no SpaceX news (if you define news as something you don’t already know). The rocket-and-cloud firm on Thursday priced its IPO at the $135 offering number announced last week, as it was widely expected to. Check back tomorrow, when shares start to trade. (Here’s a clue about the possible opening price.) Not to be a wet blanket, but... Sorry. We have no SpaceX news (if you define news as something you don’t already know). The...
Photo of Dario Amodei by Getty Images; art by Mike Sullivan
Exclusive

Anthropic Blindsides Its Business Partners

By Stephanie Palazzolo and Amir Efrati · Jun 11, 2026 2:23pm PDT · 5 comments
Weeks before Anthropic in April revealed Claude Design, an AI tool for creating designs and software application prototypes, it asked firms including Figma and Canva to be “partners” of the launch announcement showcasing the tool’s capabilities. These two design firms, longtime Anthropic customers, saw the launch as an opportunity to show how... Weeks before Anthropic in April revealed Claude Design, an AI tool for creating designs and...
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Subscriber Survey

60% of Readers Say Hackers Have the Edge in Cybersecurity

By Shane Burke · Jun 11, 2026 8:00am PDT
A majority of The Information’s readers who responded to our latest subscriber survey believe attackers, not defenders, currently hold the advantage in cybersecurity. That comes as increasingly capable AI models and agents have introduced a double-edged sword in terms of cybersecurity issues. Developers can use the models for... A majority of The Information’s readers who responded to our latest subscriber survey believe...
Shantanu Narayen, Adobe chairman and CEO. Stefani Reynolds/Bloomberg via Getty Images.
The Briefing

Adobe CEO’s Departure and Enterprise Software Stress

By Martin Peers · Mar 12, 2026 5:00pm PDT · 2 comments
The Saaspocalypse may have claimed another scalp! Adobe said Thursday its longtime CEO and chair, Shantanu Narayen, had decided to give up the job as soon as his replacement can be found. Less than two months ago, Adobe had given Narayen an annual grant of stock, to vest based on the company's stock performance 2028, suggesting the board wasn’t... The Saaspocalypse may have claimed another scalp! Adobe said Thursday its longtime CEO and chair,...
Getty Images
Dealmaker

A Pocket of Enterprise Software Investors Still Love

By Cory Weinberg · Jan 15, 2026 3:39pm PST
What do you get when you offset investors’ recent loathing of software startups with their lust for defense tech? Fast-growing Onebrief, the latest startup to double its valuation in a short span after raising $200 million this week from Battery Ventures and Sapphire Ventures at a $2.15 billion valuation, including the new investment.Onebrief... What do you get when you offset investors’ recent loathing of software startups with their lust...
Art by Clark Miller. Screenshots via YouTube.
AI Agenda

A $4 Billion Enterprise Software Firm Acquires AI Coding Startup Codegen

By Stephanie Palazzolo · Dec 23, 2025 7:00am PST
This year has been a big one for AI coding startup acquisitions. Who can forget the dramatic Google-Windsurf-Cognition saga from this summer? And this month alone, Anthropic acquired developer tool startup Bun and Cursor bought code review startup Graphite.Another coding deal is sneaking in before the end of the year. ClickUp, a $4... This year has been a big one for AI coding startup acquisitions. Who can forget the dramatic ...