Startups Company News & Analysis — The Information

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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...

Photo by Getty Images

Apple Kicks Vibe Coding App Out of App Store, Escalating Crackdown

By Aaron Tilley · Mar 30, 2026 11:51am PDT

Apple appears to have escalated its crackdown on vibe coding by recently booting one such app out of its App Store for violating its rules. Last Thursday, Apple removed the app, Anything, from the App Store, according to Dhruv Amin, co-founder and CEO of the eponymous startup that makes the app. Apple’s action came a week after The... Apple appears to have escalated its crackdown on vibe coding by recently booting one such app out...

Dario Amodei, CEO of Anthropic. Photo by Chance Yeh/Getty Images

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...

Art by Mike Sullivan

Crypto’s Nasty Downturn Is Getting Worse

By Yueqi Yang · Mar 30, 2026 6:00am PDT

Art by Mike Sullivan

Crypto’s Nasty Downturn Is Getting Worse

By Yueqi Yang · Mar 30, 2026 6:00am PDT

The relentless decline in the crypto market is about to hit the six-month mark with no end in sight, prompting companies to cut staff and pivot to businesses such as stock trading and prediction markets. Bitcoin has lost half of its value since peaking early last October at $126,080, with other crypto assets down far more. Monthly trading volume... The relentless decline in the crypto market is about to hit the six-month mark with no end in...

Nth Cycle's pilot factory in Fairfield, Ohio. Photo: Courtesy Nth Cycle.

The Electric: Why Going Small May Be How to Survive the Battery Downturn

By Steve LeVine · Mar 30, 2026 4:30am PDT

Five years ago, Western car, battery and metals companies spent billions of dollars to build gigantic factories to meet forecasts of tremendous demand for electric vehicles. Among them were companies that promised to recycle spent batteries, with the goal of reducing the cost and environmental footprint of making EVs and allowing the West to... Five years ago, Western car, battery and metals companies spent billions of dollars to build...

Elon Musk. Stefani Reynolds/Bloomberg via Getty Images.

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...

Art by Clark Miller; Getty Images.

Midjourney Is Profitable and Chasing Hardware Dreams. But Can It Survive Google?

By Jemima McEvoy · Mar 27, 2026 9:09am PDT · 3 comments

Over much of the past year, David Holz, the 37-year-old founder of Midjourney, has devoted himself to a single task: reassuring fans of his AI image-making tool that a new, significant update—version 8—would indeed arrive soon. Initially, Holz said it might come at the end of 2025. That date slipped to January. Then February. Then... Over much of the past year, David Holz, the 37-year-old founder of Midjourney, has devoted...

How the Next General Partners Are Winning Deals

How the Next General Partners Are Winning Deals

By Julia Hornstein · Mar 26, 2026 4:37pm PDT

How the Next General Partners Are Winning Deals

How the Next General Partners Are Winning Deals

By Julia Hornstein · Mar 26, 2026 4:37pm PDT

This morning we published a list of 15 venture capital partners our sources tell us could be slated to become general partners, or the top decision makers at their firms. One thing that’s clear from the dozens of conversations I had to report on the list: Investors need to be more creative—and move faster—than ever to win deals. Take Yazan... This morning we published a list of 15 venture capital partners our sources tell us could be...

Art by Mike Sullivan

Ozempic Maker Says AI Agents Are Shortening Its Clinical Trials

By Aaron Holmes · Mar 26, 2026 11:00am PDT

In the ultracompetitive world of drug development, getting a new medication on the market as fast as possible can have major business implications. There’s perhaps no better recent example than Novo Nordisk, which has generated nearly $100 billion in sales of weight loss drugs Ozempic and Wegovy while trying to fend off competition from Eli... In the ultracompetitive world of drug development, getting a new medication on the market as fast...

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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...

Introducing The Information’s 2026 List of Next General Partners

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

A tidal wave of fast-growing AI startups has given venture capitalists many more shots to score winning investments. But competition to invest has never been more intense. That has made the partners who can secure stakes in sought-after startups all the more valuable. The Information asked over two dozen founders and investors about the... A tidal wave of fast-growing AI startups has given venture capitalists many more shots to score...