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OpenAI CFO Sarah Friar, left, and OpenAI CEO Sam Altman (via Getty)

OpenAI CEO and CFO Diverge on IPO Timing

By Anissa Gardizy and Amir Efrati · Apr 5, 2026 1:32pm PDT · 9 comments

Sam Altman has committed OpenAI to spend $600 billion in the next five years and privately said he wants to go public as soon as the fourth quarter despite expectations his company will burn more than $200 billion before it starts generating cash. Behind the scenes, Sarah Friar, his chief financial officer, has voiced concerns that reflect the... Sam Altman has committed OpenAI to spend $600 billion in the next five years and privately said...

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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...

Art by Clark Miller.

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

Claude Code Leak Reveals Always-On ‘Kairos’ Agent

By Rocket Drew, Stephanie Palazzolo and Aaron Holmes · Apr 1, 2026 7:00am PDT

Art by Mike Sullivan

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....

Photo via Getty Images

‘Guardian’ Apps Aim to Stop AI Agents From Going Rogue

By Laura Bratton · Mar 31, 2026 3:28pm PDT

As rogue AI agents cause security problems and product outages even at sophisticated companies such as Meta and Amazon, major firms such as ServiceNow as well as startups are developing new AI to monitor and stop them.The new AI, also known as guardian AI agents, comes in the form of a cloud application and can be laborious to set up. To use a... As rogue AI agents cause security problems and product outages even at sophisticated companies ...

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AI Is Weighing on the Software Debt Market

By Laura Bratton · Mar 31, 2026 7:46am PDT · 3 comments

It’s not just software stocks that have been hammered by investor anxieties about the threat AI poses to software. Prices that investors are willing to pay for syndicated bank debt to software firms dropped nearly 7% in March from the previous year, according to Pitchbook, while prices for similar loans in other sectors fell fractionally. That... It’s not just software stocks that have been hammered by investor anxieties about the threat AI...

Art by Mike Sullivan/Shutterstock

Claude is Gaining on OpenClaw

By Rocket Drew · Mar 26, 2026 7:25am PDT

Anthropic has been on a tear in adding features to its Claude AI agents for coding and other white-collar work. The Claude agents now offer many of the features that turned OpenClaw, an open-source tool for developing personal AI agents, into a sensation.Claude’s new features include the ability to take over a person’s computer to perform... Anthropic has been on a tear in adding features to its Claude AI agents for coding and other...

Image via Shutterstock

Apple Can ‘Distill’ Google’s Big Gemini Model

By Jessica E. Lessin, Amir Efrati and Erin Woo · Mar 25, 2026 7:00am PDT

Image via Shutterstock

Apple Can ‘Distill’ Google’s Big Gemini Model

By Jessica E. Lessin, Amir Efrati and Erin Woo · Mar 25, 2026 7:00am PDT

Before we get to today’s column, we wanted to flag OpenAI CEO Sam Altman’s major reorg, the company’s new "Spud” model and its decision to shut down the Sora video app and application programming interface, which we scooped on Tuesday. (For what the company’s organizational structure looks like now after the changes, check out our updated OpenAI... Before we get to today’s column, we wanted to flag OpenAI CEO Sam Altman’s major reorg, the...

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OpenAI Wrongfoots Disney

By Martin Peers and Ann Gehan · Mar 24, 2026 5:00pm PDT

Walt Disney Co. must be so glad it committed to investing $1 billion in OpenAI and becoming a customer of the ChatGPT creator. The theme park and entertainment firm agreed to both steps as part of a deal struck last December in which it licensed its characters for use on OpenAI’s Sora video-generation tool. On Tuesday, OpenAI decided to shut... Walt Disney Co. must be so glad it committed to investing $1 billion in OpenAI and becoming a...

Slack, Workday and LinkedIn Are Resisting Customers’ AI Agents

Slack, Workday and LinkedIn Are Resisting Customers’ AI Agents

By Laura Bratton · Mar 24, 2026 1:24pm PDT · 2 comments

Every day seems to bring new excitement—or in the case of Amazon employees, trepidation—around AI agents that aim to perform any white-collar task involving a computer. Monday night, for instance, Anthropic announced its latest march in this direction with a version of its Claude chatbot that can take over your computer and operate any... Every day seems to bring new excitement—or in the case of Amazon employees, trepidation—around AI...

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Cohesity CIO Shows How AI Can Eat Into Revenues of ServiceNow, Splunk

By Aaron Holmes · Mar 19, 2026 12:05pm PDT · 1 comment

The debate over whether AI might replace traditional enterprise apps such as Salesforce, ServiceNow, SAP, and Workday often ignores a more likely near-term scenario: that AI will stop some customers increasing their spending on those apps.Brian Spanswick, chief information officer at data security firm Cohesity, which generates more than $2... The debate over whether AI might replace traditional enterprise apps such as Salesforce,...

Fidji Simo, CEO of Applications at OpenAI. David Paul Morris/Bloomberg via Getty Images Message Shane Burke

OpenAI, Musk and Focus

By Martin Peers · Mar 17, 2026 5:00pm PDT

Fidji Simo, CEO of Applications at OpenAI. David Paul Morris/Bloomberg via Getty Images Message Shane Burke

OpenAI, Musk and Focus

By Martin Peers · Mar 17, 2026 5:00pm PDT

OpenAI has decided the “everything everywhere all at once” strategy isn’t ideal, after all. As we and others reported on Monday night, senior OpenAI executive Fidji Simo told staffers last week that the company needed to “refocus on business customers and cut down on side quests that were becoming a distraction.” (Is that the understatement of... OpenAI has decided the “everything everywhere all at once” strategy isn’t ideal, after all. As we...

Palantir CEO Alex Karp via Getty

Palantir Has What OpenAI and Anthropic Want

By Laura Bratton · Mar 17, 2026 12:50pm PDT · 1 comment

Anthropic and OpenAI have leaned heavily into serving businesses with AI agents that automate white collar tasks and software that helps businesses manage these agents. The two AI developers are even competing to sign up private equity firms to create joint ventures that would sell AI to the PE firms’ portfolio companies, my colleagues... Anthropic and OpenAI have leaned heavily into serving businesses with AI agents that automate...