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Art via Getty Images; Mike Sullivan

Why Anthropic and OpenAI Are Using Cognition’s Coding Test

By Rocket Drew · Oct 27, 2025 7:00am PDT

As artificial intelligence models improve, the companies developing them are seeking more sophisticated ways to measure how good they are at a wide range of tasks. As a result, they are developing internal benchmarks to test models’ capabilities, rather than relying on publicly available tests.Cognition, which has created the Devin coding agent,... As artificial intelligence models improve, the companies developing them are seeking more...

Photo of Palmer Luckey by Getty Images. Art by Mike Sullivan.

Anduril Is a Hot Ticket Despite Burning More Than $800 Million in Cash

By Cory Weinberg · Oct 27, 2025 6:00am PDT

Defense tech company Anduril expects to burn through $800 million to $900 million in cash this year in an aggressive bid to win giant Pentagon contracts. Investors big and small are unperturbed, lining up to back the fast-growing seller of drones, missiles and border surveillance towers. The company appears to be the most coveted stock in the... Defense tech company Anduril expects to burn through $800 million to $900 million in cash this...

Vinod Khosla Talks AI, Power and Why Businesses Struggle With New AI Services

By Akash Pasricha · Oct 26, 2025 10:00am PDT · 2 comments

Vinod Khosla thinks companies which say they’re struggling to get a return on their spending on artificial-intelligence services may be doing it wrong. In an interview with The Information’s TITV this past week, he said “most enterprises who are executing AI are doing it with their people who are not qualified to execute.” In contrast, when... Vinod Khosla thinks companies which say they’re struggling to get a return on their spending on...

Art by Clark Miller

Our Smart Bed Future May Be a Nightmare

By Abram Brown · Oct 25, 2025 7:04am PDT

Art by Clark Miller

Our Smart Bed Future May Be a Nightmare

By Abram Brown · Oct 25, 2025 7:04am PDT

Welcome, Weekenders!Quickly, a programming note: The Briefing, the newsletter written by my colleague Martin Peers, is shifting to an altered schedule, and starting tomorrow, it’ll appear Sunday through Thursday. Martin on a Sunday evening—what a treat! Among other topics, he’ll be applying his inimitable powers of explanation to previewing tech... Welcome, Weekenders!Quickly, a programming note: The Briefing, the newsletter written by my...

Andreessen Horowitz General Partner Anjney Midha. Photy by Getty Images.

Andreessen Horowitz General Partner Midha to Establish Compute Firm

By Katie Roof · Oct 24, 2025 12:52pm PDT · 1 comment

Andreessen Horowitz’s artificial intelligence chip hunter is setting out on his own. Anjney Midha—an Andreessen general partner who helped the firm’s startups gain access to highly sought-after graphics processing units—told the firm’s staff on Friday that he was setting up an outside venture called AMP to “provide compute and... Andreessen Horowitz’s artificial intelligence chip hunter is setting out on his own. Anjney...

Binance co-founder Changpeng Zhao. Getty Images.

Trump Opens Door for Crypto’s Offshore Giants

By Yueqi Yang · Oct 23, 2025 5:00pm PDT · 1 comment

For crypto’s offshore giants these days, there’s nothing more important than figuring out their Trump playbook. Most are succeeding, as President Donald Trump’s pardon of Binance co-founder Changpeng Zhao today demonstrated. The pardon of Zhao, who was convicted of violating anti–money-laundering laws and served a four-month sentence last year,... For crypto’s offshore giants these days, there’s nothing more important than figuring out their...

Synthesia co-founder and CEO Victor Riparbelli. Getty Images

Why Some AI Startup Acquisitions Are Failing

By Laura Mandaro and Katie Roof · Oct 23, 2025 2:49pm PDT · 1 comment

Over the last few days our reporters have broken news about two merger discussions that fizzled: Adobe, which was interested in buying video startup Synthesia, and SoftBank, which talked with humanoid robotics maker Agility about a takeover. In both cases, the startups ended up pursuing more venture capital funding at higher valuations.These are... Over the last few days our reporters have broken news about two merger discussions that fizzled:...

SoftBank CEO, Masayoshi Son. Getty Images

SoftBank Hunts for Humanoid Robot Startups

By Rocket Drew · Oct 23, 2025 11:11am PDT · 2 comments

SoftBank CEO, Masayoshi Son. Getty Images

SoftBank Hunts for Humanoid Robot Startups

By Rocket Drew · Oct 23, 2025 11:11am PDT · 2 comments

SoftBank’s Masayoshi Son has long predicted a future where robots would outnumber people and take over many jobs from humans. But some of SoftBank’s bets in robotics over the past 10 years, such as robot companion Pepper, have not panned out. Now the company is renewing its robot ambitions—particularly in robots that resemble humans. Late... SoftBank’s Masayoshi Son has long predicted a future where robots would outnumber people and take...

Getty Images

Musk Dials Back Near Term Robotaxi and Optimus Targets

By Theo Wayt · Oct 22, 2025 5:00pm PDT

As a car manufacturer, Tesla’s latest financial results released Wednesday were a definite (if expected) improvement on the first half of the year. Instead of auto sales falling 16%, as they did in the second quarter, they rose 6%. And thanks to even stronger growth in battery sales and services, Tesla’s total revenue grew 12% year over year to... As a car manufacturer, Tesla’s latest financial results released Wednesday were a definite (if...

Photo by Getty.

Adobe Discussed $3 Billion Acquisition of AI Video Startup Synthesia

By Katie Roof · Oct 22, 2025 2:10pm PDT

Adobe in recent months held talks with Synthesia, a London-based maker of artificial intelligence software that generates video avatars of people, to buy the startup for about $3 billion, a premium from the startup’s $2.1 billion valuation in a January financing, according to a person with knowledge of the discussions. Synthesia and ... Adobe in recent months held talks with Synthesia, a London-based maker of artificial...

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OpenAI’s New Browser War; Google’s College Developer Play

By Erin Woo and Stephanie Palazzolo · Oct 22, 2025 7:00am PDT

Before we get to today’s column, we’d be remiss not to mention OpenAI’s release on Tuesday of its new web browser, news of which we first scooped almost a year ago. The new browser, ChatGPT Atlas, is yet another example of OpenAI expanding its reach into consumers’ online lives, just as other tech incumbents such as Google and Apple... Before we get to today’s column, we’d be remiss not to mention OpenAI’s release on Tuesday of its...

Photo by Alyssa Ringler

2026: The Year of an IPO Thaw?

By The Information Partnerships · Oct 21, 2025 2:47pm PDT

Photo by Alyssa Ringler

Partner Content

2026: The Year of an IPO Thaw?

By The Information Partnerships · Oct 21, 2025 2:47pm PDT

After four years in a deep freeze, initial public offerings are finally showing signs of life. Tech companies like Klarna, StubHub, and Figure have recently hit the exchange, signaling that the long initial public offering winter may—at last—be coming to an end. But it’s not just IPOs driving renewed optimism. Mergers and acquisitions, special... After four years in a deep freeze, initial public offerings are finally showing signs of life....

Youtube/Dwarkesh Patel.

Is Andrej Karpathy Right About Overhyped AI?

By Stephanie Palazzolo · Oct 21, 2025 7:05am PDT · 2 comments

Andrej Karpathy, one of the founding members of OpenAI, on Friday threw cold water on the idea that artificial general intelligence is around the corner. He also cast doubt on various assumptions about AI made by the industry’s biggest boosters, such as Anthropic’s Dario Amodei and OpenAI’s Sam Altman.The highly regarded Karpathy called ... Andrej Karpathy, one of the founding members of OpenAI, on Friday threw cold water on the idea...

Sakana AI CEO David Ha. AP Images.

OpenAI’s Japanese Rival Sakana in Talks to Raise Capital at $2.5 Billion Valuation

By Stephanie Palazzolo, Juro Osawa and Katie Roof · Oct 20, 2025 8:57pm PDT

Sakana AI, a Tokyo-based developer of artificial intelligence, is in talks with U.S. and Japanese investors to raise $100 million at a valuation of $2.5 billion, up 66% from a financing a year ago, according to two people involved in the discussions. The funding talks come months after CEO David Ha said publicly that the company would operate... Sakana AI, a Tokyo-based developer of artificial intelligence, is in talks with U.S. and Japanese...

Apple CEO Tim Cook. Getty Images

What Investors Are Missing in Apple’s iPhone 17 Sales Surge

By Martin Peers · Oct 20, 2025 5:00pm PDT

It’s the calm before the earnings storm. Netflix kicks off tech earnings on Tuesday with its third-quarter report, and most of the big tech names come next week. Already, though, investors are anticipating the news. That’s most obviously true of Apple, whose shares jumped 4% on Monday on a research report about strong sales of the recently... It’s the calm before the earnings storm. Netflix kicks off tech earnings on Tuesday with its...

Peter Hoeschele. Screenshot via YouTube

OpenAI Executive Explains the Insatiable Appetite For AI Chips

By Sri Muppidi · Oct 20, 2025 7:00am PDT

Peter Hoeschele. Screenshot via YouTube

OpenAI Executive Explains the Insatiable Appetite For AI Chips

By Sri Muppidi · Oct 20, 2025 7:00am PDT

Peter Hoeschele, who runs OpenAI’s Stargate data center team, said at an event last week that the company’s models are essentially in constant training mode. That’s a change from the past, when OpenAI would stop training them when they reached a certain point. “Let’s stop talking about training versus inference,” Hoeschele said after Oracle... Peter Hoeschele, who runs OpenAI’s Stargate data center team, said at an event last week that the...

Art by Clark Miller.

Yan image via YouTube.

Inside Hyperliquid, Ground Zero for the Latest Crypto Controversy

By Yueqi Yang · Oct 20, 2025 6:44am PDT · 5 comments

When a crypto crash ricocheted across markets earlier this month, the spotlight landed on Hyperliquid, an exchange that handles more than $13 billion in trades a day with around 11 employees based largely in Singapore. The two-year-old exchange is little known outside crypto markets but wildly popular among traders for offering anonymity, high... When a crypto crash ricocheted across markets earlier this month, the spotlight landed on...

Microsoft CEO Satya Nadella and Oracle co-founder Larry Ellison. Getty Images

What Microsoft Could Teach Oracle

By Martin Peers · Oct 17, 2025 3:00pm PDT · 1 comment

Was it something they said? Oracle shares fell 7% on Friday, a day after the software and cloud firm offered investors bullish growth projections for the next five years, both for revenue and for profits. In Oracle’s ideal world, those projections would have put to rest concerns about the cost of its artificial intelligence cloud expansion,... Was it something they said? Oracle shares fell 7% on Friday, a day after the software and cloud...

Art by Clark Miller

Moneyball for Minors: Inside the Booming Business of Youth Sports Apps

By Sara Germano · Oct 17, 2025 9:00am PDT · 3 comments

Lauren Drapp has a hectic job working as a gas scheduler for a private equity firm in Houston, triangulating natural gas between suppliers, pipelines and customers. But she’s arguably even busier as a mother of young athletes: Her two daughters, ages 12 and 13, play on club volleyball and softball teams, each traveling some eight times a year to... Lauren Drapp has a hectic job working as a gas scheduler for a private equity firm in Houston,...

Oracle co-CEO Clay Magouyrk. Getty Images

Oracle’s Hypergrowth Forecasts

By Martin Peers · Oct 16, 2025 5:00pm PDT

Oracle co-CEO Clay Magouyrk. Getty Images

Oracle’s Hypergrowth Forecasts

By Martin Peers · Oct 16, 2025 5:00pm PDT

Bearish sentiment about the cost-benefit equation of artificial intelligence has become so prevalent lately that it almost feels like conventional wisdom is now skepticism. But that certainly isn’t the case at Oracle, the nearly 50-year-old enterprise software firm turned cloud provider, which declared itself today to be a “hypergrowth company,”... Bearish sentiment about the cost-benefit equation of artificial intelligence has become so...