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Sam Altman, left, and Peter Thiel. Photos by Getty

Founders Fund Shifts From Caution to Concentrated Bets on AI

By Miles Kruppa · Oct 6, 2025 6:00am PDT · 4 comments

Peter Thiel’s Founders Fund is doubling down on its biggest artificial intelligence bets, embracing a concentrated strategy as rivals spread their bets across a wide swath of startups. Among them are OpenAI, data center builder Crusoe and General Matter, a nuclear fuel startup the firm has incubated, Founders Fund said at its recent annual... Peter Thiel’s Founders Fund is doubling down on its biggest artificial intelligence bets,...

Photo by Craig Warga

Anthropic Says Its AI Can Clone Enterprise Apps Like Slack

By Aaron Holmes and Kevin McLaughlin · Oct 2, 2025 10:30am PDT · 2 comments

When AI coding tools came into vogue in 2023 and 2024, chief information officers salivated at the idea of using them to develop their own versions of Salesforce and Slack and stop paying a fortune for enterprise apps. But the AI wasn’t accurate or consistent enough to do that.Now Anthropic is reawakening these app-replacement dreams. In a... When AI coding tools came into vogue in 2023 and 2024, chief information officers salivated at...

Photos by Craig Warga

Business Adoption of AI Will Take Years, Say Venture Capitalists and Executives

By The Information Staff · Sep 30, 2025 3:50pm PDT · 5 comments

Artificial intelligence services will take years to penetrate the economy, because businesses need to figure out how to use new AI products and train workers to use them, according to speakers at The Information’s AI Agenda Live conference on Tuesday. Sarah Guo, founder and partner at venture capital firm Conviction, noted that cloud computing... Artificial intelligence services will take years to penetrate the economy, because businesses...

Cyberstarts Founder Gili Raanan. Photo provided by Unlmtdpartners.

Cyberstarts’ New Fund Is a Bet on Cybersecurity M&A

By Natasha Mascarenhas · Sep 30, 2025 11:33am PDT

Cyberstarts Founder Gili Raanan. Photo provided by Unlmtdpartners.

Cyberstarts’ New Fund Is a Bet on Cybersecurity M&A

By Natasha Mascarenhas · Sep 30, 2025 11:33am PDT

Venture capitalist Gili Raanan is best known for his first investments in cloud security startups Wiz and Cyera. But as startups stay private for longer, his Israel-based venture firm Cyberstarts is now also investing in later rounds. It now has another $380 million for those more mature investments, thanks to a new fund raised this week to... Venture capitalist Gili Raanan is best known for his first investments in cloud security startups...

Subscriber Survey

Top AI Chatbots Lose Ground Among Our Readers

By Shane Burke · Sep 30, 2025 10:00am PDT · 1 comment

ChatGPT remains by far the most widely used chatbot among people responding to The Information Pro’s latest subscriber survey, but it lost ground over the past seven months. So did most other chatbots, possibly a sign that our readers are experimenting with fewer chatbots and have decided on those they want to primarily use. Overall, the use of... ChatGPT remains by far the most widely used chatbot among people responding to The Information...

OpenAI CFO Sarah Friar via Getty

OpenAI’s First Half Results: $4.3 Billion in Sales, $2.5 Billion Cash Burn

By Stephanie Palazzolo, Amir Efrati and Cory Weinberg · Sep 29, 2025 9:18pm PDT · 31 comments

OpenAI generated around $4.3 billion in revenue in the first half of 2025, about 16% more than it generated all of last year, according to financial disclosures to shareholders. The company said it burned $2.5 billion, in large part due to its research and development costs for developing artificial intelligence and for running ChatGPT. Some of... OpenAI generated around $4.3 billion in revenue in the first half of 2025, about 16% more than it...

OpenAI CEO Sam Altman. Photo via Getty

OpenAI Goes Shopping

By Martin Peers · Sep 29, 2025 5:00pm PDT · 2 comments

You might think the $55 billion buyout of Electronic Arts would be today’s biggest business event. But that’s yesterday’s news—word of the deal broke on Friday. (For more on that, see below). Today’s biggest news, in reality, is OpenAI’s launch of its shopping feature, which puts the ChatGPT creator in competition with everyone from Amazon to... You might think the $55 billion buyout of Electronic Arts would be today’s biggest business...

Art via Getty; Mike Sullivan

Sam Altman Wants 250 Gigawatts of Power. Is That Possible?

By Anissa Gardizy and Amir Efrati · Sep 29, 2025 8:00am PDT · 3 comments

Art via Getty; Mike Sullivan

Special Report Series

Sam Altman Wants 250 Gigawatts of Power. Is That Possible?

By Anissa Gardizy and Amir Efrati · Sep 29, 2025 8:00am PDT · 3 comments

Welcome to the first edition of The Information’s newsletter on AI infrastructure. In the coming months, we’ll cover the data centers, chips, networking and energy that power AI.Artificial intelligence is hungry for power at a scale that defies belief.Last week, OpenAI and Nvidia said they would work together to develop 10 gigawatts of data... Welcome to the first edition of The Information’s newsletter on AI infrastructure. In the coming...

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,...

Art by Clark Miller; Getty Images

Artificial Intelligence

How Jensen Huang is Using Nvidia Cash to Rule the AI Economy

By Anissa Gardizy, Nick Wingfield, Wayne Ma and Qianer Liu · Sep 27, 2025 6:00am PDT · 8 comments

Even by the standards of one of the most prodigious dealmakers in tech, the past month or so has been a head-spinning one for Nvidia’s Jensen Huang. Just in September, Nvidia agreed to buy any unused Nvidia graphics processing units that cloud provider CoreWeave doesn’t sell to other customers over the next seven years, a deal potentially... Even by the standards of one of the most prodigious dealmakers in tech, the past month or so has...

Silver Lake's Egon Durban. Photo via Getty

Silver Lake’s Big Week

By Cory Weinberg · Sep 26, 2025 5:00pm PDT

This week’s biggest business headlines should convince you: One of the most interesting non-founders in tech or finance is Silver Lake’s Egon Durban.First, the under-the-radar tech investor squeezed into the middle of the Trump administration’s deal to split TikTok from its Chinese parent company, and at a seemingly bargain-basement price.... This week’s biggest business headlines should convince you: One of the most interesting...

Art by Clark Miller; Getty Images

The $10 Billion Enigma of Mira Murati

By Stephanie Palazzolo · Sep 26, 2025 6:00am PDT · 7 comments

Art by Clark Miller; Getty Images

The $10 Billion Enigma of Mira Murati

By Stephanie Palazzolo · Sep 26, 2025 6:00am PDT · 7 comments

This summer, Meta Platforms offered multiple researchers at artificial intelligence startup Thinking Machines Lab sizable compensation packages to join its new AI lab. When all of the researchers declined the offers, Thinking Machines CEO Mira Murati sent a flattering news report about Meta’s attempted raid to her staff over Slack. At the same... This summer, Meta Platforms offered multiple researchers at artificial intelligence startup...

Vice President J.D. Vance, left, and President Donald Trump. Photo via Getty

TikTok’s Fire Sale

By Martin Peers · Sep 25, 2025 5:00pm PDT

Talk about a fire-sale price. That’s the only way to describe the $14 billion valuation we learned today is being put on TikTok U.S. in the Trump administration–orchestrated sale of the app. Given what we’ve reported about TikTok parent ByteDance’s revenues, and our guesstimate about how much came from TikTok, the valuation may be less than one... Talk about a fire-sale price. That’s the only way to describe the $14 billion valuation we...

Mark Zuckerberg. Photo via Getty

Meta in Talks With Google to Use Gemini to Improve Ad Efforts

By Erin Woo · Sep 25, 2025 1:32pm PDT · 1 comment

Meta Platforms staffers have had discussions with Google Cloud about the possibility of using Google’s artificial intelligence models to improve Meta’s ad business, according to people with knowledge of the conversations. The discussions are the latest sign of how Meta’s stumbles with its own AI have prompted it to consider using other companies... Meta Platforms staffers have had discussions with Google Cloud about the possibility of using...

Josh Klahr, a product management leader at Snowflake. Art by Clark Miller; YouTube.

Snowflake Tries to End the AI Data-Access Wars

By Amir Efrati and Kevin McLaughlin · Sep 25, 2025 10:44am PDT

Snowflake is reversing an incendiary trend of software incumbents such as Salesforce and Atlassian walling off data in their applications from artificial intelligence startups that threaten them.On Tuesday, Snowflake said a consortium of more than a dozen other enterprise app and database providers—including, ironically, Salesforce—have... Snowflake is reversing an incendiary trend of software incumbents such as Salesforce and...

Art via Mike Sullivan

More AI Startups Join the $100 Million ARR Club. But Will They Stay?

By Stephanie Palazzolo and Natasha Mascarenhas · Sep 25, 2025 7:00am PDT · 3 comments

Art via Mike Sullivan

More AI Startups Join the $100 Million ARR Club. But Will They Stay?

By Stephanie Palazzolo and Natasha Mascarenhas · Sep 25, 2025 7:00am PDT · 3 comments

These days, it seems like each week another artificial intelligence startup announces it’s surpassed $100 million in annualized revenue, a milestone that historically meant a startup had achieved “product-market fit”—in other words, customers really want to pay for its products.In the last five months, our reporting shows that at least six “AI... These days, it seems like each week another artificial intelligence startup announces it’s...

Jessica Chastain. Photo via Getty

Apple’s Missing Savant

By Martin Peers · Sep 24, 2025 5:00pm PDT · 2 comments

If you’ve ever wondered why Apple has never bought a TV giant like Warner Bros. Discovery, just look at the minidrama over its upcoming Apple TV+ thriller “The Savant.” Apple this week delayed release of the show, about a “top-secret undercover investigator known as the Savant, who infiltrates online hate groups to take down the most violent... If you’ve ever wondered why Apple has never bought a TV giant like Warner Bros. Discovery, just...

Art by Clark Miller.

Who Will Build the First True AI Device?

By The Information Staff · Sep 24, 2025 9:46am PDT

The race to develop personal AI devices is in full swing. Meta’s announcement of a new line of smart glasses with a built-in AI assistant is the latest example of tech giants and ambitious startups trying to transform AI into the next personal device after the smartphone. We asked Deep Research to create a comprehensive report on the topic. The race to develop personal AI devices is in full swing. Meta’s announcement of a new line of...

Art by Clark Miller

Special Report Series

Why It Pays to Hack OpenAI and Anthropic Models

By Aaron Holmes · Sep 24, 2025 9:15am PDT

When Dan Lahav was in grade school, he became obsessed with the short stories of Isaac Asimov, where robots gain sentience and trick humans into relinquishing control of society. Today he spends his time prodding artificial intelligence to do just that. Lahav is CEO of Irregular, a two-year-old startup that specializes in testing AI models’... When Dan Lahav was in grade school, he became obsessed with the short stories of Isaac Asimov,...

Photo courtesy of Scale

Inside Scale AI’s New Robot Labs

By Rocket Drew · Sep 24, 2025 7:00am PDT

Photo courtesy of Scale

Inside Scale AI’s New Robot Labs

By Rocket Drew · Sep 24, 2025 7:00am PDT

After Meta Platforms bought nearly half of the data labelling startup Scale AI and hired its co-founder Alexandr Wang and other key employees, Scale’s future looked uncertain. Even more so after the nine-year old startup laid off 200 employees and customer OpenAI wound down its work with the company.Now, we’re getting a sense of how Scale’s... After Meta Platforms bought nearly half of the data labelling startup Scale AI and hired its...