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The Briefing

Tech's Big Winners of 2025: Google, Musk and ByteDance

By Martin Peers · Dec 21, 2025 3:00pm PST
We’re heading into the holidays, when a look back at 2025 seems natural (and a good way to make up for the relative lack of news!). Let’s start with Google’s amazing turnaround in 2025. Not only did it emerge mostly unscathed from the antitrust litigation regarding search, it made a giant leap forward in the AI market. Conspiracy theorists will... We’re heading into the holidays, when a look back at 2025 seems natural (and a good way to make...
Art by Clark Miller (photos: Getty Images)
The Weekend

Tech’s Surprise VIP for Outer Space

By Abram Brown · Dec 20, 2025 7:00am PST
Welcome, Weekenders! In this newsletter:• The Big Read: Inside the Anduril-ization of local crime fighting • The Arena: Sports betting is booming—and so are prediction markets• Plus, Recommendations, our weekly pop culture picks—holiday favorites edition:  “2046,” “The Holdovers,” “The Holiday,” “Little Women” (2019), “The Muppet... Welcome, Weekenders! In this newsletter:• The Big Read: Inside the Anduril-ization of local crime...
Art by Clark Miller (photos: Getty Images)
The Big Read

Local Crime Fighting Gets Anduril-ized: How Tech Startups Are Changing City Police Forces

By Abram Brown · Dec 20, 2025 6:00am PST
Recently, Nick Noone, co-founder and CEO of Peregrine, was introduced to Candace Parker, sports broadcaster and retired WNBA star, by mutual friends. They hit it off. The two share a passion for athletics. (Noone was a Stanford gymnast.) And both have an interest in startups. (Parker is an active angel investor.) After Noone described how his... Recently, Nick Noone, co-founder and CEO of Peregrine, was introduced to Candace Parker, sports...
Art by Clark Miller
The Arena

Sports Betting Everywhere: Prediction Markets Explode

By Sara Germano and Yueqi Yang · Dec 20, 2025 6:00am PST · 3 comments
Prediction markets like Kalshi and Polymarket have gained popularity in the U.S. by letting people bet on everything from elections to Oscar winners to weather trends. But over the past year, a substantial portion of their wagers—and in Kalshi’s case the vast majority—have come from sports betting. And now traditional sportsbooks and... Prediction markets like Kalshi and Polymarket have gained popularity in the U.S. by letting...
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Deep Research

How Prediction Markets Are Reshaping Valuation for Both Private Unicorns and Public Tech Giants

By The Information Staff · Dec 17, 2025 1:52pm PST
The rapid ascent of prediction markets like Kalshi and Polymarket is introducing a volatile, real-time, and largely unregulated signal for valuing companies and forecasting performance. This disruptive trend forces new scrutiny onto both private valuations and public corporate expectations. Crucially, their growth is shadowed by significant... The rapid ascent of prediction markets like Kalshi and Polymarket is introducing a volatile,...