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In-depth insights in seconds. Ask Deep Research.

Spacex

SpaceX is a privately owned aerospace company founded in 2002 by Elon Musk. SpaceX has successfully launched numerous missions for both private and government clients. The company's key executives include Elon Musk as CEO and Gwynne Shotwell as President and COO. Competitors in the industry include Boeing, United Launch Alliance, and Blue Origin.

Recent Articles about Spacex
TBPN hosts John Coogan (left) and Jordi Hays. Photo courtesy of TBPN.
The Briefing

Why OpenAI's TBPN Deal is No Joke

By Martin Peers · Apr 2, 2026 5:00pm PDT · 2 comments
OpenAI’s shuttering of Sora wasn’t meant to be the end of its adventures in video generation, it turns out. Instead of using AI to generate videos, OpenAI wants to use videos to drive AI adoption.That’s one way of looking at the company’s rather startling decision on Thursday to buy TBPN, the Silicon Valley talk show that specializes in schmoozy... OpenAI’s shuttering of Sora wasn’t meant to be the end of its adventures in video generation, it...
Blackstone CEO Stephen Schwarzman. Eric Lee/Bloomberg via Getty Images.
Dealmaker

Blackstone Extends the Data Center Buying Spree

By Valida Pau and Anissa Gardizy · Apr 2, 2026 4:42pm PDT
The AI-driven scramble for compute is still powering red-hot data center acquisitions even as overall technology deals slowed in the first quarter this year. In the latest example, Blackstone, the world’s largest alternative asset manager, agreed to acquire a 49% stake in Rowan Digital Infrastructure, a five-year-old data center developer... The AI-driven scramble for compute is still powering red-hot data center acquisitions even as...
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Subscriber Survey

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...
Wrtn Technologies co-founder and chief product officer Djay Lee. Photos courtesy of Wrtn Technologies.
An AI Storytelling Startup is On Pace to Generate $100 Million in Annual Sales
By Juro Osawa · Apr 2, 2026 7:00am PDT
Wrtn Technologies co-founder and chief product officer Djay Lee. Photos courtesy of Wrtn Technologies.
AI Agenda

An AI Storytelling Startup is On Pace to Generate $100 Million in Annual Sales

By Juro Osawa · Apr 2, 2026 7:00am PDT
Besides ChatGPT, relatively few AI consumer apps have become breakout hits. But one app maker’s experience suggests there are plenty of lucrative consumer niches to be served.Seoul-based Wrtn Technologies says it’s generating more than $8 million in revenue a month from operating AI storytelling apps for hardcore anime and game fans in South... Besides ChatGPT, relatively few AI consumer apps have become breakout hits. But one app maker’s...
OpenAI CEO Sam Altman. Nathan Laine/Bloomberg via Getty Images
The Briefing

Mixed OpenAI Investor Signals

By Cory Weinberg · Apr 1, 2026 5:00pm PDT
Four months ago, Sam Altman got testy with one of his own investors, Altimeter Capital’s Brad Gerstner, in a podcast soundbyte heard round the world. “Brad, if you want to sell your shares, I’ll find you a buyer,” Altman said.Indeed, he seems to have found plenty of buyers. Four months ago, Sam Altman got testy with one of his own investors, Altimeter Capital’s Brad...
The Briefing Newsletter
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OpenAI CEO Sam Altman. Anna Moneymaker/Getty Images.
The Briefing

OpenAI’s Fundraising; The (Dismal) IPO Class of 2021

By Martin Peers · Mar 31, 2026 5:00pm PDT
Happy days are here again! Stocks have rallied, thanks to upbeat headlines concerning the Iran war. Don’t get too comfortable—things are likely to change quickly. In fact, the Iranians are threatening to attack U.S. tech facilities in the Middle East. Meanwhile, we got news today on a variety of fronts concerning Microsoft, Nvidia and Anthropic... Happy days are here again! Stocks have rallied, thanks to upbeat headlines concerning the Iran...
Art by Mike Sullivan

SpaceX Makes a $75 Billion Offer Investors Can’t Refuse

By Cory Weinberg · Mar 31, 2026 6:00am PDT · 5 comments
Whether professional investors think SpaceX is the stock of a lifetime or a grossly overvalued Elon Musk conglomerate, they will be under intense pressure to buy into its initial public offering at a $1 trillion–plus valuation. The most important question for many of them will be: Can I really afford to sit this out? Heightening Wall... Whether professional investors think SpaceX is the stock of a lifetime or a grossly overvalued...
Traders on the New York Stock Exchange floor. Michael Nagle/Getty Images.
Nvidia Stock is Cheap—What That Signals
By Martin Peers · Mar 30, 2026 5:00pm PDT · 3 comments
Traders on the New York Stock Exchange floor. Michael Nagle/Getty Images.
The Briefing

Nvidia Stock is Cheap—What That Signals

By Martin Peers · Mar 30, 2026 5:00pm PDT · 3 comments
Here’s a startling statistic: The last time Amazon shares traded as cheaply as they are now, as a multiple of earnings, was during the 2008 financial crisis, according to Koyfin data. Indeed, Amazon’s stock is so cheap that it’s trading at a discount to Walmart for the first time ever. Considering that Amazon’s revenue is growing at roughly... Here’s a startling statistic: The last time Amazon shares traded as cheaply as they are now, as a...
Dario Amodei, CEO of Anthropic. Photo by Chance Yeh/Getty Images
AI Agenda

Anthropic’s Success Sparks Server Crunch

By Stephanie Palazzolo · Mar 30, 2026 7:00am PDT · 2 comments
Anthropic has gained more than a few new fans in recent months (unless you’re Under Secretary of Defense Emil Michael). Thanks to the strength of its automated coding tools, Anthropic more than doubled its annualized sales to $19 billion during the first two months this year. And it’s closing the revenue gap with larger rival OpenAI.But as the... Anthropic has gained more than a few new fans in recent months (unless you’re Under Secretary of...
Elon Musk. Stefani Reynolds/Bloomberg via Getty Images.
The Briefing

SpaceX’s IPO Challenge

By Martin Peers · Mar 29, 2026 3:00pm PDT
Break out the oxygen masks. The number of breathless headlines is about to soar. SpaceX is expected to file its initial IPO paperwork with the Securities and Exchange Commission any day now. It will be the confidential version, so we won’t get to see it. But what is usually a procedural nonevent for the public has turned into a carnival thanks... Break out the oxygen masks. The number of breathless headlines is about to soar. SpaceX is...
The Briefing Newsletter
Get smarter about the most important stories in tech, media and finance by following Silicon Valley’s most-read executive newsletter.
By providing your email, you agree to The Information’s Privacy Policy
Sunday Insights

SpaceX Hype Boosts Stocks in Its Crosshairs

By Theo Wayt · Mar 29, 2026 8:00am PDT · 5 comments
Stocks in rocket launch and satellite companies have surged over the past year, as SpaceX’s soaring private valuation and steps toward what could be a record-smashing initial public offering drums up enthusiasm for all things outer space. But most of the companies whose stocks have been rocketing are at risk if SpaceX solidifies its lead in... Stocks in rocket launch and satellite companies have surged over the past year, as SpaceX’s...
Illustration: Clark Miller (Photos: Getty Images)
Inside JPMorgan's Tech100: Bezos, Amodei and the Billionaire Who Wasn't There
By Jessica E. Lessin · Mar 28, 2026 8:00am PDT
Illustration: Clark Miller (Photos: Getty Images)
The Weekend

Inside JPMorgan's Tech100: Bezos, Amodei and the Billionaire Who Wasn't There

By Jessica E. Lessin · Mar 28, 2026 8:00am PDT
Welcome, Weekenders! In this newsletter:• The Big Read: Midjourney’s David Holz was AI’s creative rebel. Then Google pounced. • Plus, Recommendations—our weekly pop culture picks: “Catching the Codfather”  “American Reich” and “For All Mankind”The only thing more fluid these days than which AI company has a better model is which... Welcome, Weekenders! In this newsletter:• The Big Read: Midjourney’s David Holz was AI’s creative...
Illustration: Clark Miller (Photos: Apple TV)
Media and Entertainment

The ‘For All Mankind’ Showrunners Think They Know What Silicon Valley Likes

By Abram Brown · Mar 28, 2026 7:01am PDT
Over five seasons, the fictional human beings in “For All Mankind,” Apple TV’s alt-history space race drama, have accomplished any number of feats: They’ve landed on the moon. And on Mars. They’ve put a woman in the White House—mainstreamed nuclear fusion, too. In another dramatic moment, a group even managed to lasso an asteroid laden... Over five seasons, the fictional human beings in “For All Mankind,” Apple TV’s alt-history space...
Anthropic CEO Dario Amodei via AP
Exclusive

Anthropic Discusses Going Public as Soon as the Fourth Quarter

By Valida Pau and Sri Muppidi · Mar 26, 2026 3:10pm PDT · 1 comment
Anthropic executives have discussed an initial public offering of the AI firm’s shares as soon as the fourth quarter this year, according to people familiar with the matter. Bankers vying to take Anthropic public expect the company to raise more than $60 billion in the initial public offering, said some of the people. That could be the... Anthropic executives have discussed an initial public offering of the AI firm’s shares as soon as...
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