Palantir Company News & Analysis — The Information

Recent Articles about Palantir

Art by Clark Miller; Getty Images.

Is Steve Ballmer Too Rich for the NBA?

By Sara Germano · Sep 13, 2025 6:00am PDT · 1 comment

Earlier this week, a handful of the richest people in the world convened at a five-star hotel in midtown Manhattan to discuss typical titans-of-industry fodder: overseas expansion, the future of media, yadda yadda. But there was an elephant in the room: Did a billionaire in their ranks secretly siphon millions of dollars to an NBA star through a... Earlier this week, a handful of the richest people in the world convened at a five-star hotel in...

Inside the AI Era’s Favorite Hacker Houses

By Jemima McEvoy · Sep 6, 2025 7:00am PDT

Which hacker house came first? No one’s exactly sure. But what’s certainly clear is that such hostelries have become enduring Silicon Valley staples even as many other rhythms of startup life have significantly shifted. A whole new crop has bubbled up lately as AI fever has taken hold, presenting investors like Lightspeed Venture Partners’... Which hacker house came first? No one’s exactly sure. But what’s certainly clear is that such...

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Google Wins Antitrust War

By Martin Peers · Sep 2, 2025 5:07pm PDT

Google just won the antitrust war. Yes, it might have lost the initial skirmish, having had its search business branded a monopoly, but it couldn’t have asked for a kinder ruling on how to deal with that monopoly. Google essentially got what it wanted, as the judge said he had accepted “in full” Google’s proposed remedies, with a few... Google just won the antitrust war. Yes, it might have lost the initial skirmish, having had its...

Art by Mike Sullivan

Why Some Google Competitors Don’t Want Google To Share Its Search Data

By Stephanie Palazzolo · Aug 26, 2025 7:00am PDT

Art by Mike Sullivan

Why Some Google Competitors Don’t Want Google To Share Its Search Data

By Stephanie Palazzolo · Aug 26, 2025 7:00am PDT

Federal judge Amit Mehta is expected to shortly issue a ruling on what changes Google needs to make to its search business to fix its monopoly of the search ad market. Mehta’s decision could have ripple effects across the search market, which includes older rivals like Microsoft’s Bing and Brave as well as newcomers like OpenAI and Perplexity.... Federal judge Amit Mehta is expected to shortly issue a ruling on what changes Google needs to...

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What to Watch as the IPO Heat Turns Up

By Cory Weinberg · Aug 19, 2025 3:00pm PDT

Initial public offerings are generating buzz again, and share prices of tech listings have doubled on average this year. The Nasdaq has been at an all-time high, today’s big-tech stock sell-off notwithstanding. And Chamath Palihapitiya is raising money for a special purpose acquisition company. Are we about to hit a speculative IPO and SPAC... Initial public offerings are generating buzz again, and share prices of tech listings have...

Outside the Lordstown, Ohio plant in 2018. Photo via AP.

What Foxconn’s Ohio Factory Deal Says About the Increasing Reach of AI

By Martin Peers · Aug 18, 2025 5:00pm PDT · 2 comments

Talk about symbolism. Foxconn chair Young Liu said today that the electronics manufacturer was selling its Lordstown, Ohio, electric vehicle factory to SoftBank, which will use it to make artificial intelligence computer servers. It’s the latest example of how AI is supplanting other newish technologies. (Notably, the Lordstown factory, which... Talk about symbolism. Foxconn chair Young Liu said today that the electronics manufacturer was...

Dave Orr, Anthropic's new head of safeguards.

Anthropic’s New Safety Lead; The Startup Making Nvidia’s Software Easier To Use

By Stephanie Palazzolo · Aug 12, 2025 7:00am PDT

We might be a long way away from sipping Pina Coladas on a beach while AI-powered humanoid robots handle all our work. But we’re already starting to see how AI is upending society. Some ChatGPT users are lamenting that they’ve lost their “only friend overnight” with the latest GPT-5 update, while other headlines suggest AI chatbots can even... We might be a long way away from sipping Pina Coladas on a beach while AI-powered humanoid robots...

Khosla Ventures’ Rabois on How AI Is Changing Everything About Startups

By Jessica E. Lessin · Aug 8, 2025 7:22am PDT · 2 comments

Khosla Ventures’ Rabois on How AI Is Changing Everything About Startups

By Jessica E. Lessin · Aug 8, 2025 7:22am PDT · 2 comments

Silicon Valley is governed by a set of rules about how Silicon Valley is supposed to operate. There are pecking orders for just about everything from employees (engineers are king) to investors (most founders would take a check from Sequoia). But every once in a while, those rules change. And right now, they are changing a lot. The rise of... Silicon Valley is governed by a set of rules about how Silicon Valley is supposed to operate....

Uber CEO Dara Khosrowshahi. Photo via Getty

Uber Leads Gig Economy Pack

By Martin Peers · Aug 6, 2025 5:00pm PDT · 1 comment

For just a minute, can we put aside relentless fundraising from artificial intelligence startups? Let’s give some airtime to the gig economy firms of an older generation of startups that are now minting the kind of money these newer firms can only dream about. Yes, we’re talking about the second-quarter numbers out Wednesday from Uber, DoorDash,... For just a minute, can we put aside relentless fundraising from artificial intelligence startups?...

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Figma's Drunk Elephant in the Room

By Cory Weinberg · Aug 5, 2025 3:48pm PDT · 1 comment

Figma CEO Dylan Field knows people are going to stare at his stock price. “You can’t tell people, ‘Don‘t look at the elephant in the room.’ There’s an elephant in the room — it’s dancing, it’s drunk,” he said in a TV interview the day the company went public last week.But the 33-year-old will have to defy some history if he’s going to get Figma... Figma CEO Dylan Field knows people are going to stare at his stock price. “You can’t tell people,...

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Is Tesla Musk’s AI Company—or is xAI?

By Martin Peers · Aug 4, 2025 5:00pm PDT

Here’s a question: Which of Elon Musk’s companies is his most AI-focused business? The answer might seem obvious: xAI, developer of Grok. But it’s not that simple, as a letter from two Tesla directors to company shareholders on Monday demonstrates. The letter, explaining the board’s decision to grant Musk a new stock award valued at $23.7... Here’s a question: Which of Elon Musk’s companies is his most AI-focused business? The answer...

Dylan Field, co-founder and CEO of Figma, rings the opening bell today at the New York Stock Exchange. Photo via Getty

Figma’s Shares Soar 250% in IPO, Making It Hottest in String of Tech Deals

By Cory Weinberg · Jul 31, 2025 1:31pm PDT

Dylan Field, co-founder and CEO of Figma, rings the opening bell today at the New York Stock Exchange. Photo via Getty

Figma’s Shares Soar 250% in IPO, Making It Hottest in String of Tech Deals

By Cory Weinberg · Jul 31, 2025 1:31pm PDT

Figma became the second-most richly valued publicly traded software company, after Palantir, following a blockbuster initial public offering. The company’s shares rose more than 250%, pushing its enterprise value at the end of Thursday to $67 billion. That means that investors are valuing Figma at about 55 times the revenue that bankers expect... Figma became the second-most richly valued publicly traded software company, after Palantir,...

Art by Mike Sullivan

Microsoft’s Rivals Lean on AI to Pry Away Longtime Customers

By Aaron Holmes · Jul 28, 2025 10:00am PDT

Artificial intelligence has suddenly made it cheaper and easier for companies to switch to new software providers, IT executives say. Now large AI providers such as Amazon, Microsoft, Salesforce and Palantir are scrambling to win over each other’s customers, who might previously have felt they were locked into using old apps because of the... Artificial intelligence has suddenly made it cheaper and easier for companies to switch to new...

Lowe's CMO Jennifer Wilson. Photo: Lowe's

Creator Economy

Lowe’s Bets Big on DIY Influencers

By Kaya Yurieff · Jul 16, 2025 2:00pm PDT

Major retailers that traditionally spent a lot of their advertising budgets on TV have been leaning into working more with creators. One of the latest examples is home improvement giant Lowe’s, which is making a big push to team up with handy influencers. Through a “home improvement creator network” launched last month, Lowe’s is setting up... Major retailers that traditionally spent a lot of their advertising budgets on TV have been ...

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OpenAI Leans Into Consulting; The New AI Data War

By Aaron Holmes · Jul 1, 2025 10:04am PDT · 1 comment

OpenAI has a long habit of launching products and features that compete with other tech startups that sell apps or services using OpenAI’s artificial intelligence.Now, OpenAI has its eye on the market for AI consulting services that help large enterprises develop their own AI apps—if they’re willing to spend at least $10 million, as Sri and I... OpenAI has a long habit of launching products and features that compete with other tech startups...

Mark Zuckerberg and Alexandr Wang. Photos: Getty, Flickr

The High Stakes for Meta’s New Super AI Team

By Martin Peers · Jun 30, 2025 5:00pm PDT · 2 comments

Mark Zuckerberg and Alexandr Wang. Photos: Getty, Flickr

The High Stakes for Meta’s New Super AI Team

By Martin Peers · Jun 30, 2025 5:00pm PDT · 2 comments

Start your timer. Meta Platforms CEO Mark Zuckerberg on Monday unveiled the company’s new artificial intelligence organization—Meta Superintelligence Labs—replete with heavyweights from Silicon Valley. This new org is the product of a massive spending spree by Zuckerberg to snag the best AI talent possible in hopes of turning around Meta’s... Start your timer. Meta Platforms CEO Mark Zuckerberg on Monday unveiled the company’s new...

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AI Is Getting Cheaper, Right?

By Stephanie Palazzolo · Jun 30, 2025 7:00am PDT · 3 comments

The overarching narrative of the past two years has been that AI models are getting cheaper for customers. Just take a look at this chart, showing how the cost of purchasing access to a GPT-4 level AI model from OpenAI has dropped more than 85% since it was released in early 2023. And that’s without getting into the rise of cheap,... The overarching narrative of the past two years has been that AI models are getting cheaper for...

In Natron Energy's Holland, Mich. factory. Photo: Courtesy Natron Energy

Exclusive From The Electric: The Battery Industry Crisis Catches Up To Natron, Until Now a Rare Winner

By Steve LeVine · Jun 30, 2025 4:30am PDT

Natron Energy’s unusual battery provides a jolt of electricity that boosts the performance of chips used in artificial intelligence data centers, an ability that made it appear to be a rare winner in the crisis-ridden U.S. battery industry. But right now, Natron is pretty much out of cash, according to people familiar with the situation. Natron Energy’s unusual battery provides a jolt of electricity that boosts the performance of...

Collage via Mike Sullivan

OpenAI Takes a Page From Palantir, Doubles Down on Consulting Services

By Aaron Holmes and Sri Muppidi · Jun 29, 2025 6:00am PDT · 2 comments

As OpenAI pitches its artificial intelligence to big companies and government agencies, it’s taking a page from the playbook of many software firms by offering in-house researchers and software engineers to customize AI for customers. OpenAI is adding staff and resources for a consulting-like service, in which its engineers guide customers... As OpenAI pitches its artificial intelligence to big companies and government agencies, it’s...