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Shivon Zilis, former board member of OpenAI Inc., center, exits the federal court in Oakland, California, on May 6, 2026. Photo by David Paul Morris/Getty Images
Artificial Intelligence

How Elon Musk’s Team Is Struggling to Prove His Case in Court

By Rocket Drew · May 7, 2026 6:01am PDT · 2 comments
Elon Musk’s lawyers are close to resting their case against OpenAI, but his path to winning a blockbuster legal victory looks steeper than when the trial began, according to lawyers following the case. The Musk team is expected to wrap up its presentation by Monday, after nearly two weeks trying to prove his claim that OpenAI’s other co-founders... Elon Musk’s lawyers are close to resting their case against OpenAI, but his path to winning a...
Art by Mike Sullivan; Shutterstock
AI Agenda

Rising AI Costs Are Becoming a Problem For Even Investors

By Stephanie Palazzolo · May 6, 2026 7:00am PDT
In recent months, a lot of discussion has centered around the rising costs of AI, with even large, sophisticated public companies like Uber blowing through their 2026 AI budgets in a matter of months.Even venture capitalists are feeling the pain. One partner at a large fund told me that they previously gave five of their staffers enterprise ... In recent months, a lot of discussion has centered around the rising costs of AI, with even...
Mark Zuckerberg, CEO of Meta. Photo by David Paul Morris/Getty Images
Exclusive

Meta Is Building an AI Agent Called ‘Hatch’ and an AI Shopping Tool in Instagram

By Jyoti Mann · May 5, 2026 3:33pm PDT
Meta Platforms is building a consumer version of the AI agent OpenClaw and a new agentic shopping tool, people familiar with the efforts said, as CEO Mark Zuckerberg pushes for products to deliver returns on the company’s huge artificial intelligence investments. Meta is training the OpenClaw-inspired agent, internally called “Hatch,” with the... Meta Platforms is building a consumer version of the AI agent OpenClaw and a new agentic shopping...
CEO of Palantir Technologies Alex Karp speaks during the World Economic Forum (WEF) annual meeting in Davos on January 20, 2026 Photo by Fabrice Coffrini/Getty Images
Palantir’s AI Boom; Ryan Cohen’s Chutzpah
By Martin Peers · May 4, 2026 5:00pm PDT
CEO of Palantir Technologies Alex Karp speaks during the World Economic Forum (WEF) annual meeting in Davos on January 20, 2026 Photo by Fabrice Coffrini/Getty Images
The Briefing

Palantir’s AI Boom; Ryan Cohen’s Chutzpah

By Martin Peers · May 4, 2026 5:00pm PDT
Is Palantir soaking up all the growth in the enterprise software sector? That seems like a reasonable question judging by the company’s first-quarter results released on Monday, which showed 85% revenue growth. That’s an astounding growth rate for a business that’s 23 years old. Even better, Palantir turns a lot of that revenue into pure cash.... Is Palantir soaking up all the growth in the enterprise software sector? That seems like a...
Art via Getty Images; Shutterstock
AI Agenda

Cursor Keeps Its Distance From xAI Despite Tie-Up

By Laura Bratton and Stephanie Palazzolo · May 4, 2026 7:00am PDT
When Cursor agreed to a $60 billion conditional takeover offer from SpaceX last month—the purchase isn’t definite—some of Cursor’s rivals expected the coding startup to work with SpaceX’s xAI unit to develop new models, specifically for coding.That’s not happening anytime soon, apparently. Cursor doesn’t currently plan to codevelop coding models... When Cursor agreed to a $60 billion conditional takeover offer from SpaceX last month—the...
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Palantir CEO Alex Karp. Photo by Getty.
The Briefing

Palantir’s AI Pricing Power

By Laura Bratton · May 3, 2026 3:00pm PDT
Results from Google, Microsoft and Amazon last week showed AI is still fueling cloud revenues, news that helped lift the stock market to fresh records on Friday. This week, we’ll get a clearer glimpse into whether AI can also lift the lagging prices of software stocks such as Palantir and ServiceNow.Palantir kicks off the week’s wave of... Results from Google, Microsoft and Amazon last week showed AI is still fueling cloud revenues,...
Art: Clark Miller
The Weekend

Doom Ban, Meme Coins and 7 More Highlights from Musk v. OpenAI

By Rocket Drew · May 2, 2026 8:00am PDT
Welcome, Weekenders! In this newsletter:• The Big Read: Inside ZaiNar, the secretive startup hoping to power the physical AI era • Policy: Meet the Trump official who wants to deliver a win to prediction markets • Plus, Recommendations—our weekly pop culture picks: “Expanse: The Nannup Four,” “The Infinity Machine” and “Beef”Watching... Welcome, Weekenders! In this newsletter:• The Big Read: Inside ZaiNar, the secretive startup ...
Apple CEO Tim Cook. Fabrice Coffrini/AFP/Getty.
Apple's Cash Strategy Shift
By Martin Peers · Apr 30, 2026 5:10pm PDT
Apple CEO Tim Cook. Fabrice Coffrini/AFP/Getty.
The Briefing

Apple's Cash Strategy Shift

By Martin Peers · Apr 30, 2026 5:10pm PDT
Tim Cook is going out with a bang. Apple reported a stellar March quarter on Thursday, delivering 17% higher revenue, thanks to 22% growth in iPhone revenues, a big change from several years of anemic growth in sales of the ubiquitous device. In other words, far more consumers are upgrading their old iPhones than has been the case for a... Tim Cook is going out with a bang. Apple reported a stellar March quarter on Thursday, delivering...
Omar Havana/Getty Images
Dealmaker

Founders Fund Takes a Bigger Bite of Anduril

By Julia Hornstein · Apr 30, 2026 4:31pm PDT
Two months ago, my colleagues broke the news of Anduril’s latest funding round, slated to value the company at $60 billion. Andreessen Horowitz and Thrive Capital are leading the roughly $4 billion investment, according to a source with direct knowledge of the fundraising efforts. But another investor stands out for the size of its check. ... Two months ago, my colleagues broke the news of Anduril’s latest funding round, slated to value...
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Deep Research

SpaceX IPO Details Put Musk’s AI Ambitions in Focus

By The Information Staff · Apr 30, 2026 1:30pm PDT
Elon Musk is pitching SpaceX investors on something much bigger—and riskier—than rockets and Starlink. SpaceX’s planned mid-June IPO is shaping up as a test of how eagerly public markets will fund Musk’s next grand bet: using Starlink’s fast-growing internet business to bankroll a costly push into AI infrastructure after SpaceX’s... Elon Musk is pitching SpaceX investors on something much bigger—and riskier—than...
Amy Hood, CFO of Microsoft. Photo by Chona Kasinger/Getty Images
Applied AI

Microsoft Pushes Usage-Based Pricing as AI Eats into Cloud Margins

By Aaron Holmes and Kevin McLaughlin · Apr 30, 2026 11:59am PDT
Microsoft CEO Satya Nadella said Wednesday that a lot more people were heavily using the company’s AI-powered applications. But his company’s first quarter financial results showed the usage was dragging down profit margins in its cloud unit, prompting Microsoft to effectively boost prices. Microsoft CEO Satya Nadella said Wednesday that a lot more people were heavily using the company’...