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James Detweiler, Deedy Das and Lulu Meservey.

Where Last Year’s ‘Next General Partner’ Finalists Are Now

By Julia Hornstein · Mar 26, 2026 6:00am PDT · 2 comments

Investments in AI startups such as Mercor and Skild AI helped advance three of 16 finalists in last year’s list of Next General Partners to higher positions, including to the role of general partner in their firms. These promotions reflect how AI continues to dominate venture capital investing. Last year’s finalists can’t credit just AI,... Investments in AI startups such as Mercor and Skild AI helped advance three of 16 finalists in...

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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...

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Why AI Coding Agents Need Multiple Personalities to Do Their Best Work

By Stephanie Palazzolo · Mar 24, 2026 7:00am PDT · 2 comments

Something curious is happening with AI coding agents. Developers have started telling me they’re asking these coding agents to take on different personas so they behave like more of a team than an individual programmer.For instance, a developer creating a software product feature will first tell their AI coding product—whether it be Gemini or ... Something curious is happening with AI coding agents. Developers have started telling me they’re...

Sheryl Sandberg, left, and Nick Clegg were named to the Nscale board last week. Photos by Getty

Nscale Crashes the Big Leagues of Data Center Developers

By Ken Brown · Mar 18, 2026 8:49am PDT · 1 comment

Sheryl Sandberg, left, and Nick Clegg were named to the Nscale board last week. Photos by Getty

The Information Finance

Nscale Crashes the Big Leagues of Data Center Developers

By Ken Brown · Mar 18, 2026 8:49am PDT · 1 comment

A year ago, CoreWeave looked like AI’s riskiest play. Then last fall, Oracle stepped in front. More recently, Masayoshi Son’s SoftBank, no stranger to big bets, has borrowed its way to the top.This week, though, a new company took the title as riskiest AI firm: Nscale, a company run by a former coal miner that appears to have been independent... A year ago, CoreWeave looked like AI’s riskiest play. Then last fall, Oracle stepped in front....

OpenAI's Sachin Katti presenting at Mobile World Congress 2025 in Barcelona. Photo courtesy of Intel.

OpenAI Names New Infrastructure Leaders Following Stargate Strategy Shift

By Anissa Gardizy · Mar 16, 2026 6:00am PDT

OpenAI has appointed new leaders to oversee its Stargate computing initiative after deciding to rent more AI servers from major cloud providers rather than build its own data centers, according to two people familiar with the changes. As part of its reorganization, OpenAI has divided its computing effort into three groups: technical design of... OpenAI has appointed new leaders to oversee its Stargate computing initiative after deciding to...

Rajeeb Hazra, CEO, Quantinuum. Photo via Getty

The Startups Inching Toward an IPO in a Volatile Market

By Valida Pau · Mar 13, 2026 6:00am PDT · 1 comment

Startups hoping to go public this year will need plenty of grit to get their shares listed. A rout in software stocks over fears AI will make their businesses irrelevant had already poured cold water on many startups’ initial public offering plans. Then the Middle East war made companies even more nervous about testing a volatile stock market.... Startups hoping to go public this year will need plenty of grit to get their shares listed. A...

Oracle co-CEO Clay Magouyrk. Kyle Grillot/Bloomberg via Getty Images.

Oracle’s Upbeat Quarter Calms Investors

By Martin Peers · Mar 10, 2026 5:00pm PDT

Oracle managed to calm some frayed nerves on Wall Street on Tuesday. The cloud and software firm, which has become a focal point for investors’ anxiety about AI-related spending, reported slightly better than projected revenue for its February quarter. More importantly, for the second time in two quarters, it raised its revenue projection for... Oracle managed to calm some frayed nerves on Wall Street on Tuesday. The cloud and software firm,...

Pete Hegseth, left, and Dario Amodei. Photos by Getty.

Anthropic Has a Strong Legal Case Against Trump’s DoD

By Rocket Drew · Mar 9, 2026 7:00am PDT

Pete Hegseth, left, and Dario Amodei. Photos by Getty.

Anthropic Has a Strong Legal Case Against Trump’s DoD

By Rocket Drew · Mar 9, 2026 7:00am PDT

Anthropic’s lawyers probably spent the weekend preparing a lawsuit the company said it would file against the Department of Defense for designating the Claude AI maker as a “supply chain risk” and cutting off commercial ties to “protect national security.” The designation followed Anthropic’s request for special assurances its tech wouldn’t be... Anthropic’s lawyers probably spent the weekend preparing a lawsuit the company said it would file...

OpenAI CEO Sam Altman. AP.

OpenAI’s IPO Hopes Face Skeptical Investor Community

By Anita Ramaswamy and Miles Kruppa · Mar 9, 2026 6:00am PDT · 11 comments

OpenAI is likely at least six months away from going public, and possibly longer. But as the company takes steps toward an initial public offering, investment banks trying to get a piece of the business are contacting public market investors to gauge how they’re thinking about OpenAI’s prospects as a public company, said one person who has been... OpenAI is likely at least six months away from going public, and possibly longer. But as the...

Photo by Prakash Singh/Getty Images

Sundar Pichai’s Near-Billionaire Status; Oracle in Spotlight

By Martin Peers · Mar 8, 2026 4:00pm PDT

Alphabet CEO Sundar Pichai is close to achieving billionaire status, thanks to his generous stock compensation—and he’s only likely to get richer. Alphabet revealed in a securities filing late Friday that it had awarded him several new grants of stock, to vest over the next three years, which could potentially be worth nearly $700 million. We... Alphabet CEO Sundar Pichai is close to achieving billionaire status, thanks to his generous stock...

Anthropic CEO Dario Amodei and Matthew Rhys, who could play Amodei in a movie. Photos via Getty and Shutterstock.

Anthropic CEO’s Candid Comments Imperil Chances of a Compromise

By Martin Peers · Mar 4, 2026 5:00pm PST · 1 comment

Who hates Sam Altman more—Elon Musk or Anthropic CEO Dario Amodei? If you guessed Elon Musk, our scoop today about the no-holds-barred memo Amodei sent to his staff on Friday about the Pentagon brouhaha might change your mind. Apart from calling OpenAI’s messaging over the Pentagon issue “mendacious,” Amodei explained the Pentagon’s targeting of... Who hates Sam Altman more—Elon Musk or Anthropic CEO Dario Amodei? If you guessed Elon Musk, our...

Sam Altman. Photo by Getty Images

The Loopholes in OpenAI’s Pentagon Deal

By Erin Woo · Mar 2, 2026 7:00am PST

Sam Altman. Photo by Getty Images

The Loopholes in OpenAI’s Pentagon Deal

By Erin Woo · Mar 2, 2026 7:00am PST

What a weekend! Anthropic is now poised to sue the Pentagon, after being labeled a “supply chain risk,” while OpenAI has its own agreement allowing the agency to use OpenAI’s models in “classified environments.”There are still plenty of unanswered questions, including how big of a business risk being designated a “supply chain risk” poses... What a weekend! Anthropic is now poised to sue the Pentagon, after being labeled a “supply chain...

Sunday Insights

Thrive, Andreessen Horowitz Head Fastest-Growing VC Firms

By Julia Hornstein · Mar 1, 2026 8:00am PST · 1 comment

The biggest venture capital funds are getting even bigger. In the past three years, the top firms have raised billions of dollars—in some cases more than half the total amount they’ve raised in their lifetimes. Take Thrive Capital, which in February said it had raised $10 billion in new funds. The backer of OpenAI and Stripe has raised... The biggest venture capital funds are getting even bigger. In the past three years, the top firms...

Sam Altman, left, and Andrew Jassy. Photos by Getty Images, AP.

What Amazon and Microsoft Will Win or Lose From OpenAI’s New Deals

By Aaron Holmes, Catherine Perloff, Stephanie Palazzolo, Anissa Gardizy, Valida Pau and Shane Burke · Feb 27, 2026 10:38am PST · 2 comments

OpenAI’s wide-ranging partnership with Amazon, announced on Friday as part of a bigger series of funding agreements valuing the company at $730 billion before the investment, means the ChatGPT creator will soon have two of the three biggest cloud firms pitching its services. But can both Amazon and Microsoft get a big boost without encroaching... OpenAI’s wide-ranging partnership with Amazon, announced on Friday as part of a bigger series of...