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Intelligence

The Information’s in-depth reporting about Intelligence.
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Recent Articles about Intelligence
Art: Clark Miller (Photo: Getty Images)
The Weekend

Benson Boone, Tech’s Go-To Performer

By Erin Woo · Apr 25, 2026 8:20am PDT
Welcome, Weekenders! In this newsletter:• The Big Read: The tech elite are using AI to supercharge their cancer battles • Artificial Intelligence: Should AI and Christianity mix? • Tech Culture: Amid AI backlash, billionaires demand new breed of bodyguard—plus, inside the star-studded Breakthrough Prize gala • Plus,... Welcome, Weekenders! In this newsletter:• The Big Read: The tech elite are using AI to...
Art by Clark Miller; Getty Images, YouTube.
Tech Culture

Silicon Valley Embraces New Breed of Bodyguards After Altman Attack, AI Backlash

By Eli Rosenberg · Apr 25, 2026 7:00am PDT · 2 comments
Nvidia CEO Jensen Huang cuts a distinctive image, habitually clad in one of his many leather jackets. But it wasn’t Huang’s outfit that caught the attention of another tech founder who saw him in Manhattan last year: it was the phalanx of security guards walking behind him. “He had a posse,” said the founder, who estimates Huang had at least... Nvidia CEO Jensen Huang cuts a distinctive image, habitually clad in one of his many leather...
Photos of Elon Musk and Sam Altman via Getty Images; art by Mike Sullivan

Elon Musk’s Legal War With OpenAI’s Sam Altman Set for Showdown in Court

By Rocket Drew · Apr 24, 2026 12:54pm PDT · 1 comment
The artificial intelligence era’s biggest legal battle heads to a showdown next week, as Elon Musk and OpenAI CEO Sam Altman are scheduled to face off in a federal courtroom in Oakland, Calif., over the future of the company that pioneered the AI boom. The trial in Musk’s lawsuit against Altman, OpenAI and its partner Microsoft starts with jury... The artificial intelligence era’s biggest legal battle heads to a showdown next week, as Elon...
Art: Clark Miller
Should AI and Christianity Mix? Pat Gelsinger and Gloo Holdings Sure Think So
By Jemima McEvoy · Apr 24, 2026 10:33am PDT
Art: Clark Miller
Artificial Intelligence

Should AI and Christianity Mix? Pat Gelsinger and Gloo Holdings Sure Think So

By Jemima McEvoy · Apr 24, 2026 10:33am PDT
Last year, Pat Gelsinger found himself pondering a thorny, existential question: What should he do with his life after Intel? The chipmaker had unceremoniously ousted him in December 2024, and shortly after, his wife Linda gave him a firm nudge. “You’re not done yet,” she told him, as Gelsinger recalls it. So Gelsinger considered roles... Last year, Pat Gelsinger found himself pondering a thorny, existential question: What should he...
Wiz CEO Assaf Rappaport, left, and Yevgeny Dibrov CEO of Armis. Photos by Getty Images
Dealmaker

The Region Where Software M&A Is Hopping

By Valida Pau · Apr 23, 2026 5:12pm PDT
Elon Musk may be the busiest dealmaker right now. This Tuesday, his SpaceX rocket company said it had an option to buy coding startup Cursor for $60 billion. That would be the biggest venture-backed acquisition—other than SpaceX’s February purchase of his startup, xAI, for what Musk has said was a $250 billion valuation.Outside the Musk-verse,... Elon Musk may be the busiest dealmaker right now. This Tuesday, his SpaceX rocket company said it...
Dealmaker Newsletter
Reporters Cory Weinberg and Katie Roof tell you what’s coming next, who’s winning—and who’s losing—in the high-stakes world of startup investing.
By providing your email, you agree to The Information’s Privacy Policy
Tony Avelar/AP.
The Briefing

Big Tech's New Layoffs Phase is Underway

By Martin Peers · Apr 23, 2026 5:00pm PDT
We’re in a tech layoff era again—although a more accurate term may be an “employee replacement” phase. Meta Platforms told staff on Thursday it plans to lay off 10% of its staff, or about 8,000 people, next month. (The next few weeks won’t be fun at Meta!) The latest layoffs follow Meta’s cuts of about 2,000 people earlier this year and a spate... We’re in a tech layoff era again—although a more accurate term may be an “employee replacement”...
Photo via Google.
Applied AI

Google Conference Shows Customers Want Help Making AI Work

By Erin Woo · Apr 23, 2026 10:32am PDT
Last year at Google Cloud's Next conference, executives touted the power of the company’s AI models for businesses. This year the theme is how to help companies use the models.And with good reason: In interviews at the conference, customers and Google Cloud resellers told me that companies racing to adopt AI are hitting roadblocks. Some are... Last year at Google Cloud's Next conference, executives touted the power of the company’s AI...
Art via Getty Images
New Security Breaches at Anthropic and OpenAI Proved Mark Zuckerberg Right
By Aaron Holmes and Rocket Drew · Apr 23, 2026 7:00am PDT
Art via Getty Images
AI Agenda

New Security Breaches at Anthropic and OpenAI Proved Mark Zuckerberg Right

By Aaron Holmes and Rocket Drew · Apr 23, 2026 7:00am PDT
Hours after Anthropic said it was investigating a report that users had gained unauthorized access to its ballyhooed Mythos model, OpenAI accidentally made a slate of its own unreleased models available on its Codex app. The breaches are a reminder that Anthropic and OpenAI have plenty of their own cybersecurity issues even as they help... Hours after Anthropic said it was investigating a report that users had gained unauthorized...
Art via Mike Sullivan
Exclusive

Berkshire Hathaway, Chubb Win Approval to Drop AI Insurance Coverage

By Laura Bratton · Apr 23, 2026 6:00am PDT · 2 comments
Major insurers including Berkshire Hathaway and Chubb are taking steps to cut AI-related damages from corporate insurance policies, and U.S. state regulators are giving them the green light. Insurers are trying to get ahead of risks from companies that use generative artificial intelligence to automate tasks, stoked by the fast pace of... Major insurers including Berkshire Hathaway and Chubb are taking steps to cut...
Elon Musk. Fabrice Coffrini/AFP/Getty Images.
The Briefing

Elon Musk Strikes Unusually Cautious Tone on Tesla Call

By Theo Wayt · Apr 22, 2026 5:00pm PDT · 1 comment
Tesla’s earnings calls are usually freewheeling affairs, with pulsating electronic music and wildly optimistic projections from CEO Elon Musk, who often likes to crack crude jokes and giggle. Today was different. Instead of the typical sci-fi rhapsodies about self-driving vehicles taking over the world and robots solving poverty, Musk spent much... Tesla’s earnings calls are usually freewheeling affairs, with pulsating electronic music and...
The Briefing Newsletter
Get smarter about the most important stories in tech, media and finance by following Silicon Valley’s most-read executive newsletter.
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Pro subscription required icon Pro subscription required icon Art by Clark Miller.
Deep Research

How Tech M&A Is Filling AI Gaps

By The Information Staff · Apr 22, 2026 12:25pm PDT
AI upgrades are a hot spot in technology dealmaking. An analysis by The Information’s Deep Research shows tech companies are leaning on M&A to bolster industry-specific capabilities—and turn AI into products people can actually use. That pattern is playing out across deals of all sizes. SpaceX’s potential $60 billion acquisition of... AI upgrades are a hot spot in technology dealmaking. An analysis by The Information’s Deep...
Michael Intrator, co-founder and chief executive officer of CoreWeave Inc. Photo by Chris J. Ratcliffe/Getty Images
How CoreWeave Seduced the Bond Market
By Ken Brown · Apr 22, 2026 8:01am PDT
Michael Intrator, co-founder and chief executive officer of CoreWeave Inc. Photo by Chris J. Ratcliffe/Getty Images
The Information Finance

How CoreWeave Seduced the Bond Market

By Ken Brown · Apr 22, 2026 8:01am PDT
CoreWeave’s shares are up 55% this month, but that rally tells just part of the story about the AI cloud provider. The company has tapped a range of sources for much-needed capital, giving it a commanding role in the AI build-out. CoreWeave’s big fundraising haul—totaling nearly $16 billion—also signals that both stock and debt investors... CoreWeave’s shares are up 55% this month, but that rally tells just part of the story about the...
Art by Getty Images
AI Agenda

Are OpenAI and Anthropic Moving Away From Reasoning Tech?

By Stephanie Palazzolo · Apr 22, 2026 7:05am PDT
Elon Musk rocked the business world again by announcing Tuesday that his rocket-satellite-social media firm SpaceX has signed a deal agreeing to buy AI coding app Cursor for $60 billion at an undisclosed later date or else SpaceX would pay a $10 billion breakup fee.It’s one of the biggest acquisitions of a venture backed startup ever, though it’... Elon Musk rocked the business world again by announcing Tuesday that his rocket-satellite-social...
Artificial Intelligence

OpenClaw Struggles to Grow Up After Overnight Success

By Juro Osawa and Rocket Drew · Apr 22, 2026 6:00am PDT · 1 comment
OpenClaw, the AI agent software that took the tech world by storm, is reckoning with a difficult choice: whether to transition from an experimental hacker project to a sustainable tool companies can reliably use. One of the fastest-growing open-source software projects ever, OpenClaw is still managed by a group of volunteers who are trying to... OpenClaw, the AI agent software that took the tech world by storm, is reckoning with a difficult...
SpaceX's South Texas production facility. Photo by Reginald Mathalone/Getty Images.
The Briefing

What SpaceX’s Cursor Deal Says About xAI

By Martin Peers · Apr 21, 2026 5:00pm PDT
Elon Musk’s marketing pitch for the SpaceX IPO just got a bit more complicated. SpaceX’s revelation Tuesday afternoon that it was working closely with Cursor, the once-dominant coding firm, and might buy it for $60 billion, raises new questions about the health of xAI, Musk’s AI startup that SpaceX acquired for $250 billion in stock in early... Elon Musk’s marketing pitch for the SpaceX IPO just got a bit more complicated. SpaceX’s ...
The Briefing Newsletter
Get smarter about the most important stories in tech, media and finance by following Silicon Valley’s most-read executive newsletter.
By providing your email, you agree to The Information’s Privacy Policy
Morgan Stanley's Michael Grimes, left, and Goldman Sachs' Kim Posnett. Images via Getty; YouTube
The Bankers Behind SpaceX’s “Project Apex” IPO
By Cory Weinberg and Valida Pau · Apr 21, 2026 4:32pm PDT · 1 comment
Morgan Stanley's Michael Grimes, left, and Goldman Sachs' Kim Posnett. Images via Getty; YouTube
Dealmaker

The Bankers Behind SpaceX’s “Project Apex” IPO

By Cory Weinberg and Valida Pau · Apr 21, 2026 4:32pm PDT · 1 comment
The weeks leading up to SpaceX’s initial public offering will test big ideas about the space industry and the future of artificial intelligence. It will also answer a more basic question: how well Morgan Stanley and Goldman Sachs can work together.The Wall Street rivals’ top bankers have been holed up at SpaceX’s Hawthorne, Calif., headquarters... The weeks leading up to SpaceX’s initial public offering will test big ideas about the space...
Art by Getty Images/Mike Sullivan
AI Agenda

Anthropic’s ID Verification Imperils Chinese Founders

By Juro Osawa · Apr 21, 2026 7:00am PDT
Anthropic has quietly flourished in China thanks to businesses—including big tech firms and startups—circumventing Anthropic’s official restrictions on usage. That may soon change.Anthropic last week started requiring some customers to provide a government-issued photo ID and an image of themselves taken from their phone or webcam. It’s the... Anthropic has quietly flourished in China thanks to businesses—including big tech firms and...
A Mercado Libre facility in Sāo Paulo State, Brazil. Jonne Roriz/Bloomberg/Getty Images.
True Value

Mercado Libre Is Growing 30%-Plus a Year: Its Stock Is Too Cheap

By Anita Ramaswamy · Apr 21, 2026 6:04am PDT · 1 comment
Latin America’s largest tech firm, e-commerce and fintech juggernaut Mercado Libre, is on sale. The company’s share price has dropped 9% over the past 12 months even as its business has continued to rocket along at a 30%-plus revenue growth rate. Investors are skittish about growing competition posed by Singapore’s Sea Ltd. in Mercado Libre’s... Latin America’s largest tech firm, e-commerce and fintech juggernaut Mercado Libre, is on sale....
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