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Artwork by Clark Miller.

Jessica Lessin’s 2026 Tech Predictions

By The Information Staff · Dec 10, 2025 6:56am PST · 2 comments

In her annual predictions video summit, our founder and Editor-in-Chief Jessica Lessin set the stage for a pivotal year in technology. Drawing on insights from our global newsroom, she outlined the key themes and critical questions that will define the industry in 2026. While we have long made it a practice to look ahead, the current... In her annual predictions video summit, our founder and Editor-in-Chief Jessica Lessin set the...

Greg Peters. Photo by Getty

Netflix’s Warner Purchase is an $82.7 Billion Blunder

By Martin Peers · Dec 5, 2025 7:43am PST · 11 comments

Netflix’s $82.7 billion proposed acquisition of Warner Bros. Discovery, announced Friday morning, will likely prove a stupendous error by a management team that until now has rarely put a foot wrong. Netflix paying a huge price—27.5 times next year’s expected profits, well above prevailing multiples for film and TV companies—for... Netflix’s $82.7 billion proposed acquisition of Warner Bros. Discovery, announced Friday morning,...

CEO of Anthropic, Dario Amodei. Photo by Michael M. Santiago/Getty Images

Anthropic’s CEO Says He Doesn’t Do ‘Code Reds’

By Rocket Drew · Dec 4, 2025 7:00am PST · 1 comment

Anthropic CEO Dario Amodei on Wednesday threw shade at archrival OpenAI, saying at The New York Times Dealbook Summit that “we don’t have to do any code reds.” It was a reference to our report Monday that OpenAI CEO Sam Altman initiated a “code red,” shifting staff to improve ChatGPT and image generation in response to Google’s success with its... Anthropic CEO Dario Amodei on Wednesday threw shade at archrival OpenAI, saying at The New York...

Eventbrite CEO Julia Hartz. Getty Images.

Eventbrite Punches Exit Ticket

By Martin Peers · Dec 2, 2025 5:00pm PST

Eventbrite CEO Julia Hartz. Getty Images.

Eventbrite Punches Exit Ticket

By Martin Peers · Dec 2, 2025 5:00pm PST

For all the venture capitalist–inspired hype around tech startups, it’s always good to remember that many are too niche to ever amount to anything—and should never go public. We got a reminder of that on Tuesday when Italian conglomerate Bending Spoons said it would buy ticketing firm Eventbrite for $500 million in cash. That’s a stunning... For all the venture capitalist–inspired hype around tech startups, it’s always good to remember...

Nvidia CEO Jensen Huang. Getty Images

Google’s Meta Talks Put the Ball in Nvidia’s Court

By Martin Peers · Nov 25, 2025 5:00pm PST · 1 comment

We’re getting close to the year’s end, when reporters’ minds turn to predictions for the new year. So here’s one: I predict sometime soon Nvidia will announce it is investing billions of dollars into Meta Platforms, in exchange for Meta committing to continue using Nvidia’s AI chips. This is just a wild guess, to be clear, but it’s based on how... We’re getting close to the year’s end, when reporters’ minds turn to predictions for the new...

President Donald Trump, left, and White House AI "czar" David Sacks. Photo by Anna Moneymaker/Getty Images.

What’s Next for State AI Laws After Trump Order

By Rocket Drew · Nov 20, 2025 7:00am PST · 1 comment

The White House plans an executive order to block states from passing laws regulating AI, as we reported Wednesday. Instead of state laws, the order suggests there should be a federal law governing the information that AI companies have to disclose and how they handle potential bias in models. Specifically, it directs White House AI “czar”... The White House plans an executive order to block states from passing laws regulating AI, as we...

Art by Getty Images

Robotics Data Startup Raises $40 Million Led By Bessemer

By Rocket Drew · Nov 12, 2025 8:12am PST

Before we get to today’s column, Steph and Sri broke news Tuesday night about a flurry of investments VCs are making in so-called “neolabs,” or new labs hoping to exploit approaches to developing AI models and research they say major developers like OpenAI and Anthropic may have overlooked.These include companies like agent startup Isara, which... Before we get to today’s column, Steph and Sri broke news Tuesday night about a flurry of...

Art via Clark Miller

Anthropic, AWS Give Customers of AI Agents a Helping Hand

By Aaron Holmes · Nov 3, 2025 6:00am PST · 1 comment

Art via Clark Miller

Anthropic, AWS Give Customers of AI Agents a Helping Hand

By Aaron Holmes · Nov 3, 2025 6:00am PST · 1 comment

Over the past year, companies have been trying to hand over job duties to artificial intelligence agents. But these agents often aren’t good at their jobs, so AI providers are working hands-on with customers to stop them from screwing up. Fnac, a European retailer similar to Best Buy, struggled with an AI customer support agent after testing... Over the past year, companies have been trying to hand over job duties to artificial intelligence...

Clara Wu Tsai. Photo by Erin Beach

Clara Wu Tsai’s Plan to Build the First $1 Billion WNBA Franchise

By The Information Staff · Nov 1, 2025 6:00am PDT · 3 comments

When Clara Wu Tsai and her husband, Alibaba co-founder Joe Tsai, bought the WNBA’s New York Liberty in 2019, one of her first priorities was convincing her fellow team owners they needed to spend money to see real growth in the sport. “For so long, we felt that the owners in the league have been operating from this scarcity mindset and just... When Clara Wu Tsai and her husband, Alibaba co-founder Joe Tsai, bought the WNBA’s New York...

Art by Clark Miller; images via YouTube

Benchmark’s AI Pressure Test: High Prices, Smaller Stakes—and a Poached Star

By Natasha Mascarenhas · Oct 31, 2025 9:49am PDT · 2 comments

Last year, Benchmark, the storied venture capital firm, embarked on a lavish courtship of Brendan Foody, founder and CEO of Mercor, a startup that fills a lucrative niche in AI by hiring workers to train AI programs. First, General Partner Victor Lazarte chatted with Foody over Zoom. Then Peter Fenton, the firm’s longest-tenured active GP, took... Last year, Benchmark, the storied venture capital firm, embarked on a lavish courtship of Brendan...

Chart by Mike Sullivan.

Sunday Insights

Why Netflix Is Still Outrunning Rivals

By Martin Peers and Catherine Perloff · Oct 26, 2025 8:00am PDT

Netflix’s quarterly earnings reports have lately lacked the drama that once made the updates a must-watch for investors and reporters. For the past eight quarters, the video streamer has routinely posted quarterly revenue growth averaging around 15%—hardly hypergrowth but a big improvement on the 2% to 4% growth rate it recorded between... Netflix’s quarterly earnings reports have lately lacked the drama that once made the updates a...

Form left: Miami Heat's Terry Rozier, FBI's Kash Patel and Portland Trail Blazer's Chauncey Billups. Photos via Getty

Despite NBA Scandal, Sports’ Gambling Habit Will Be Hard to Break

By Sara Germano · Oct 25, 2025 6:00am PDT

Form left: Miami Heat's Terry Rozier, FBI's Kash Patel and Portland Trail Blazer's Chauncey Billups. Photos via Getty

Despite NBA Scandal, Sports’ Gambling Habit Will Be Hard to Break

By Sara Germano · Oct 25, 2025 6:00am PDT

The 2025–26 NBA season kicked off this week with loads to get excited about: new broadcasts from NBC’s Peacock and Amazon Prime Video, a blockbuster double-overtime opening matchup between the Oklahoma City Thunder and Houston Rockets, and a career-defining 40-point game by rising star Victor Wembanyama of the San Antonio Spurs. But all of... The 2025–26 NBA season kicked off this week with loads to get excited about: new broadcasts...

Photo by Getty

OpenAI’s New Browser War; Google’s College Developer Play

By Erin Woo and Stephanie Palazzolo · Oct 22, 2025 7:00am PDT

Before we get to today’s column, we’d be remiss not to mention OpenAI’s release on Tuesday of its new web browser, news of which we first scooped almost a year ago. The new browser, ChatGPT Atlas, is yet another example of OpenAI expanding its reach into consumers’ online lives, just as other tech incumbents such as Google and Apple... Before we get to today’s column, we’d be remiss not to mention OpenAI’s release on Tuesday of its...

Hock Tan, CEO of Broadcom. Getty Images

OpenAI’s Computing Capacity Binge

By Martin Peers · Oct 13, 2025 5:00pm PDT · 3 comments

The hardest-working people in tech right now must be the OpenAI team responsible for writing press releases. On Monday—Columbus Day or, if you prefer, Indigenous People’s Day—when much of American business and government was closed, OpenAI put out its sixth big news announcement of the past three weeks. The company unveiled another chip-supply... The hardest-working people in tech right now must be the OpenAI team responsible for writing...

Sora screenshots via TikTok

Slop Takes Over My Social Media Feed. I Don’t Hate It

By Nick Wingfield · Oct 10, 2025 3:00pm PDT · 1 comment

I’m not sure what everyone else’s social media feeds are looking like these days, but over the past 72 hours mine has become unrecognizable to me. On TikTok, I’ve been inundated with short clips of slap-boxing competitions between Fred Rogers and Kurt Cobain, Albert Einstein and Stephen Hawking, and Elvis Presley and Bob Marley. I’ve watched... I’m not sure what everyone else’s social media feeds are looking like these days, but over the...

Art by Clark Miller

E-Commerce Startups Are Back From the Dead

By Ann Gehan · Oct 10, 2025 9:24am PDT · 1 comment

Art by Clark Miller

E-Commerce Startups Are Back From the Dead

By Ann Gehan · Oct 10, 2025 9:24am PDT · 1 comment

Lately, venture capitalist Ben Lerer has found himself experiencing a bit of déjà vu: Once again, there’s a whole nest of thriving e-commerce startups worth his attention. When I reached him a couple weeks ago, his firm, Lerer Hippeau, was just putting money into two of them: Elm Biosciences, a new skin care startup, and Stiller’s... Lately, venture capitalist Ben Lerer has found himself experiencing a bit of déjà...

Art by Mike Sullivan

Can Microsoft Resist Trump’s Call for Exec’s Firing as Tech Bends to His Will?

By Sylvia Varnham O'Regan · Oct 9, 2025 6:00am PDT · 10 comments

Recently, President Donald Trump demanded that Microsoft sack its head of global affairs, Lisa Monaco, over her past roles in the Biden and Obama administrations. He added that her position was “unacceptable” given Microsoft’s major contracts with the U.S. government. Microsoft hasn’t yet responded publicly to Trump’s demand. If Monaco stays at... Recently, President Donald Trump demanded that Microsoft sack its head of global affairs, Lisa...

Art by Clark Miller; Optimus image courtesy of Tesla.

As Elon Musk Preps Tesla’s Optimus for Prime Time, Big Hurdles Remain

By Theo Wayt · Oct 7, 2025 6:00am PDT · 4 comments

When Elon Musk takes the stage at Tesla’s annual meeting next month, one of the centerpieces of his plan to impress shareholders will be a dancing troupe of Optimus bots, the humanoid machines that he says will eventually eclipse Tesla’s electric vehicle business, which is suffering from flagging sales growth. Behind the scenes, however, the... When Elon Musk takes the stage at Tesla’s annual meeting next month, one of the centerpieces of...

Art by Mike Sullivan.

Product-List Startup Gets a ChatGPT Bump; Huang’s $1 Trillion Claim

By Ann Gehan · Sep 29, 2025 7:15am PDT

Before we get to today’s newsletter, Stephanie’s profile of Mira Murati’s Thinking Machines Lab, the mysterious $10 billion startup, is a fascinating look at Murati’s background and explains why she’s got such a following among AI researchers and, as a result, investors. It’s definitely worth a read.On to today’s column…As artificial... Before we get to today’s newsletter, Stephanie’s profile of Mira Murati’s Thinking Machines Lab,...