Palantir

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Recent Articles about Palantir
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Deep Research

How OpenAI’s Bids For Enterprise, Ad Dollars Could Play Out

By The Information Staff · Jan 28, 2026 12:32pm PST
OpenAI’s push beyond selling AI models and into enterprise software and digital advertising marks a shift in where power and profits could accrue in the tech industry. As the company moves into markets long dominated by established software vendors, consultancies and ad platforms, its expansion raises questions about which incumbents are most... OpenAI’s push beyond selling AI models and into enterprise software and digital advertising marks...
Photo by Chris Ratcliffe/Getty Images
The Briefing

Tech at Davos; Netflix and Intel Earnings on Deck This Week

By Martin Peers · Jan 19, 2026 3:00pm PST
We have a change of pace this week after the AI dramas of the past few days. President Donald Trump’s latest tariff assault on Europe, related to his aspirations for owning Greenland, will have markets jumpy—as we saw on Monday. Maybe a deal can be worked out at the annual World Economic Forum confab at Davos, which started today. Expect to see... We have a change of pace this week after the AI dramas of the past few days. President Donald...
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Dealmaker

A Pocket of Enterprise Software Investors Still Love

By Cory Weinberg · Jan 15, 2026 3:39pm PST
What do you get when you offset investors’ recent loathing of software startups with their lust for defense tech? Fast-growing Onebrief, the latest startup to double its valuation in a short span after raising $200 million this week from Battery Ventures and Sapphire Ventures at a $2.15 billion valuation, including the new investment.Onebrief... What do you get when you offset investors’ recent loathing of software startups with their lust...
Palmer Luckey, co-founder of Erebor Bank. Getty Images
The Upstart Tech Bank Trying to Shake Up Finance
By Ken Brown · Jan 14, 2026 8:30am PST · 1 comment
Palmer Luckey, co-founder of Erebor Bank. Getty Images
The Information Finance

The Upstart Tech Bank Trying to Shake Up Finance

By Ken Brown · Jan 14, 2026 8:30am PST · 1 comment
The most interesting news in banking is happening in Ohio, but it’s really a Silicon Valley story. Erebor Bank, backed by Silicon Valley powerbrokers such as Palmer Luckey and Palantir co-founder Joe Lonsdale, is gearing up to start operating after getting conditional approval from regulators in Washington last year. In the largely... The most interesting news in banking is happening in Ohio, but it’s really a Silicon Valley...
Lambda Labs CEO Stephen Balaban. Screenshot via YouTube
Exclusive

Nvidia-Backed Cloud Provider Lambda in Talks to Raise $350 Million Ahead of IPO

By Cory Weinberg, Aaron Holmes, Valida Pau and Katie Roof · Jan 8, 2026 4:10pm PST
Lambda, an upstart cloud provider that rents out Nvidia AI chips—and whose biggest customer was recently Nvidia itself—is trying to raise at least $350 million before a potential initial public offering this year, according to a person familiar with the discussions. Mubadala Capital, which manages money for the United Arab Emirates... Lambda, an upstart cloud provider that rents out Nvidia AI chips—and whose biggest customer...
Art by Clark Miller.
Lists

Our 20 Most Popular Stories of 2025

By The Information Staff · Jan 1, 2026 9:00am PST · 2 comments
Happy New Year! It’s the perfect time for a refresh on what’s been top of mind for The Information’s readers—and the early trends and open questions worth keeping tabs on in 2026. In 2025, our most popular stories revealed growing cracks in the artificial intelligence boom and pinpointed challenges facing the most dominant AI companies.... Happy New Year! It’s the perfect time for a refresh on what’s been top of mind for The...
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The Briefing

2025’s Best Performing Tech Stocks

By Martin Peers · Dec 31, 2025 2:00pm PST
Oh, to have been an investor in Sandisk in 2025. That company, probably best known to consumers for those little memory cards or USB drives, was one of the best performing tech stocks of 2025—gaining 559% since February, when it was spun out of Western Digital to be a standalone company. By comparison, the best performing of the big tech names,... Oh, to have been an investor in Sandisk in 2025. That company, probably best known to consumers...
Art by Clark Miller (photos: Getty Images)
Tech’s Surprise VIP for Outer Space
By Abram Brown · Dec 20, 2025 7:00am PST
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...
Pro subscription required icon Pro subscription required icon Artwork by Clark Miller
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,...
Elon Musk. Stefani Reynolds/Bloomberg via Getty Images.
Exclusive

Why xAI Has an Uphill Battle Selling Grok to Businesses

By Theo Wayt · Dec 15, 2025 8:00am PST · 12 comments
Elon Musk’s xAI wants companies around the world to buy its Grok AI models as it tries to build a moneymaking business. To get there, xAI has created an enterprise AI sales group over the past half-year that has expanded to more than a dozen people. But xAI’s lack of experience in selling to big businesses is holding many potential customers... Elon Musk’s xAI wants companies around the world to buy its Grok AI models as it tries to build a...
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Disney-OpenAI; AI Startup Valuations Keep Falling as Revenue Rises
By Stephanie Palazzolo · Dec 11, 2025 8:34am PST
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AI Agenda

Disney-OpenAI; AI Startup Valuations Keep Falling as Revenue Rises

By Stephanie Palazzolo · Dec 11, 2025 8:34am PST
Before we get to today’s column, we have to mention Disney and OpenAI’s big partnership announcement this morning. As part of a new three-year licensing agreement, OpenAI’s video app Sora and ChatGPT will be able to generate image and video content that includes characters such as Luke Skywalker, Darth Vader, Mickey Mouse and Iron Man from... Before we get to today’s column, we have to mention Disney and OpenAI’s big partnership...
A SpaceX Falcon 9 rocket lifts off in September. Manuel Mazzanti/Getty Images.
The Information Finance

SpaceX's Retail Moment

By Cory Weinberg · Dec 10, 2025 8:00am PST · 1 comment
It’s Elon Musk. It’s space. It’s Elon Musk trying to put data centers in space and go to Mars. If Musk’s SpaceX does indeed list its shares in a blockbuster initial public offering next year, expect retail traders to hit the “buy” button furiously in their Robinhood app. Institutional investors, and later index funds, will face pressure to buy,... It’s Elon Musk. It’s space. It’s Elon Musk trying to put data centers in space and go to Mars. If...
From left: Justin Pearson, Maura Keller, Josh Hawley, Stephen Bannon and Alex Bores. Photos via Getty Images

How the AI Backlash Could Shape the Midterm Elections

By Sylvia Varnham O'Regan · Dec 9, 2025 6:00am PST · 1 comment
Lately, Maura Keller—a Democrat running in Georgia’s 3rd Congressional district in next year’s midterm elections—has been going to community meetings where one topic comes up again and again “almost on a weekly basis”: data centers. It’s not hard to understand why the subject has surged to the fore. Keller has seen the state... Lately, Maura Keller—a Democrat running in Georgia’s 3rd Congressional district in next...
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Subscriber Survey

Survey: Daily AI Use Is High, but Mostly for Simple Tasks

By Shane Burke · Dec 2, 2025 8:00am PST · 2 comments
Four out of five readers of The Information say they use new AI tools daily, mostly as a search and information tool, according to our latest subscriber survey. The next most common use cited by subscribers is handling small, routine tasks at work such as drafting messages and summarizing content. A smaller but notable share is taking advantage... Four out of five readers of The Information say they use new AI tools daily, mostly as a search...
Databricks CEO Ali Ghodsi. AP Images
Databricks Boosts Sales Forecast, Driving Valuation to $134 Billion
By Cory Weinberg · Nov 30, 2025 11:00am PST · 4 comments
Databricks CEO Ali Ghodsi. AP Images
Exclusive

Databricks Boosts Sales Forecast, Driving Valuation to $134 Billion

By Cory Weinberg · Nov 30, 2025 11:00am PST · 4 comments
Databricks CEO Ali Ghodsi has been more vocal than other Silicon Valley executives about the dangers of an AI bubble. His company’s new $5 billion round of fundraising, at a higher valuation than ever, epitomizes the risks and rewards of the boom: While sales are growing faster than forecast, AI development costs are squeezing gross profit... Databricks CEO Ali Ghodsi has been more vocal than other Silicon Valley executives about the...
Businesses Still Dream of Using AI to Replace Enterprise Apps
Applied AI

Businesses Still Dream of Using AI to Replace Enterprise Apps

By Kevin McLaughlin and Aaron Holmes · Nov 20, 2025 10:45am PST · 1 comment
We’ve been hearing for years about the theoretical threat AI poses to enterprise software apps like Salesforce, ServiceNow and Workday. While a disaster scenario for these firms hasn’t happened because AI generally isn’t reliable enough to duplicate what they do, some customers are still trying to use the latest AI models to replace those apps... We’ve been hearing for years about the theoretical threat AI poses to enterprise software apps...
Trase Systems President Baskar Sridharan. Photo courtesy of Trase Systems
Applied AI

Agents Learn to Haggle Prices with Software Vendors

By Aaron Holmes and Kevin McLaughlin · Nov 6, 2025 10:42am PST
While artificial intelligence agents continue to generate mixed results, depending on how much assistance customers get from their AI vendors, some of them have gained a new skill: negotiating software contracts.Over the past year, data management startup Cribl has been using an AI agent from procurement software startup Zip that reads Cribl’s... While artificial intelligence agents continue to generate mixed results, depending on how much...