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The Information

@theinformation

The most authoritative publication covering tech that high-powered tech execs and founders read daily.

Financing the AI Revolution: https://t.co/NOKpx2oICW

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Recent Posts

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Sat Jul 12

With Figma IPO, Dylan Field Bounces Back From Adobe Fiasco Figma is set to be the most anticipated IPO of the year, with one investor predicting it will "scream right past" the $20 billion valuation. Discover why Wall Street is so eager for this debut: https://t.co/X0eVzlso25 #techipo

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Sat Jul 12

Behind Microsoft Layoffs, Cost Pressures and a Push to Use AI Microsoft is reorganizing its sales teams to simplify customer interactions and enhance the adoption of AI-driven products. Uncover the new sales strategy: https://t.co/KmrUlkVHFP #salesstrategy

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Fri Jul 11

OpenAI, Windsurf break off deal talks after the coding startup had concerns over OpenAI's IP arrangement with Microsoft. Read more from @MilesKruppa and @nmasc_ 👇 https://t.co/zwr2yNxoZb

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Fri Jul 11

25 Great Books for Summer 2025 Colum McCann's "Twist" follows an Irish author on an internet cable repair ship off Africa, offering a deep dive into the unexpected complexities of the mundane and human connection. Learn more: https://t.co/AV55BlXHDz #literaryfiction

Fri Jul 11

"Every enforcement person who saw it said it was doomed." The scuttled Adobe acquisition of Figma was a significant event, but it ultimately led to Figma's anticipated IPO. Read the full story here: https://t.co/FkJsfRENzs #FigmaIPO

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Fri Jul 11

The ChatGPT Web Browser Is Coming The upcoming OpenAI browser is designed to integrate AI agents, allowing users to delegate tasks like research or transactions directly to ChatGPT. This vision could transform web interactions into a series of AI-driven errands. Full story here: https://t.co/yopThgUeWd #futureofweb

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Fri Jul 11

"The cost of running the agent is 'a significant step up' compared to rudimentary chatbots, ... but he estimates it has saved EY between 5% and 20% compared to paying people to handle the risk analysis manually." Sameer Gupta, principal at EY, illustrates how AI agents deliver substantial savings. Understand the ROI of AI agents: https://t.co/yH1TBUvjqn

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Fri Jul 11

The relatively low revenue of many AI security startups suggests a trend towards acquisitions by larger IT and cybersecurity companies. This allows bigger firms to integrate these specialized services into broader offerings. Learn more: https://t.co/hYCsXQUnBa #cybersecurityacquisitions

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Fri Jul 11

"The project to build a new version of TikTok is a massive engineering undertaking. And getting all of TikTok’s users in the U.S. to move over to a new app, bringing their profiles with them, could pose technical issues in practice..." Learn more: https://t.co/TLgc7y7KWe

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Fri Jul 11

Weekend: The Big Read As blockbuster Figma IPO approaches, CEO Dylan Field bounces back from Adobe fiasco. Read more from @coryweinberg 👇 https://t.co/FkJsfRENzs

Fri Jul 11

The Surprising Global Impact of New U.S. Crypto Rules Stablecoins offer a solution for individuals and businesses in countries with volatile currencies, helping them manage financial instability and make payments. Full story here: https://t.co/uXnXRliF43 #stablecoins

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Fri Jul 11

Huawei AI Chip Redesign Aims to Break Nvidia’s China Dominance Huawei is working on a fundamental redesign of its next AI chip to expand its capabilities for AI development. Discover more: https://t.co/V8YSFqcHku #huawei

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Fri Jul 11

"Instead of being motivated by our mission... many people I’ve talked to are motivated by the fear of getting fired," wrote Tijmen Blankevoort, who resigned from Meta. The former Meta AI researcher reveals a "culture of fear" within the company's AI division. Read the details: https://t.co/hIdwIApt1U

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Fri Jul 11

"Stock compensation costs at OpenAI are so high that they rival how much OpenAI spends on inference computing, or running its ChatGPT and its AI models." Operating costs for AI models and talent acquisition are nearly on par, highlighting the expense of advanced AI development. Details: https://t.co/ewO9LoUB00 #AICosts

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Fri Jul 11

After Layoffs, Microsoft Tells Staff to ‘Invest in Your Own AI Skilling’ Despite company-wide layoffs, some Microsoft sales units reported exceeding their quarterly goals, particularly in Azure and AI Copilot sales. Learn more about their "Olympic quarter": https://t.co/5AIBsz4ptC #microsoftai

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Fri Jul 11

Google and Microsoft’s Chatbot Bundling Hits ChatGPT While some corporate chatbot subscriptions are being canceled, overall spending on AI continues to rise steadily. This indicates a broader, sustained investment in AI technologies beyond just chatbots. Discover the market trends: https://t.co/BN9Bp4G77c #aitrends

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Fri Jul 11

Huawei is working on a new AI chip design that could be used for a wider array of AI development work, closing the gap with Nvidia. Read more from @QianerLiu 👇 https://t.co/V8YSFqcHku

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Fri Jul 11

Private lenders, flush with capital, are increasingly willing to finance AI computing startups by lending against their chip inventories, with total loans now exceeding $20 billion. Learn more: https://t.co/4NvTFqTrMi #PrivateCredit

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Thu Jul 10

Dealmaker: How One New Solo GP Is Using Anthropic’s Claude to Find Founders How the founder of a new early-stage fund is using AI to screen whom among hundreds of founders to meet. Read more from @nmasc_ 👇 https://t.co/VAKs4qxNup