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Anthropic Defies Broader Tech Gloom Among Readers

By Shane Burke · Apr 2, 2026 12:48pm PDT
More than half of respondents to The Information’s latest monthly survey expect conditions for technology companies to worsen over the next six months, bringing our gauge of tech sentiment to its second most negative reading in at least three years. That sour outlook extended to many of the biggest names in tech, particularly Meta Platforms and... More than half of respondents to The Information’s latest monthly survey expect conditions for...
Pro subscription required icon Pro subscription required icon Art by Clark Miller.
Deep Research

Software Under Siege: Enterprise AI Report Card

By The Information Staff · Apr 1, 2026 12:59pm PDT
Artificial intelligence has loomed large over the software sector, with fears of AI disruption battering the stocks of legacy enterprise software giants. Beyond the investor panic and Silicon Valley hype, what is actually happening inside big companies that spend money on software? An analysis by The Information’s Deep Research suggests an early... Artificial intelligence has loomed large over the software sector, with fears of AI disruption...
Art by Mike Sullivan
AI Agenda

Claude Code Leak Reveals Always-On ‘Kairos’ Agent

By Rocket Drew, Stephanie Palazzolo and Aaron Holmes · Apr 1, 2026 7:00am PDT
Anthropic’s cybersecurity employees have probably spent the past week scolding their colleagues. After accidentally publishing a blog post last week containing details of its next flagship AI model, Claude Mythos, the company on Tuesday said it had accidentally leaked some of the source code powering its popular Claude Code coding agent.In... Anthropic’s cybersecurity employees have probably spent the past week scolding their colleagues....