Articles from www.theinformation.com

Articles from www.theinformation.com

Standard Intelligence, which is developing computer use AI models, raised $75M led by Sequoia and Spark at a $500M post-money valuation (www.theinformation.com)
6 hours ago AI Intelligence

SpaceX's draft IPO filing: from 2023 to 2025, Starlink's individual subscribers rose from 2.3M to 8.9M, revenue grew from $3.9B to $11.4B, and ARPU fell 18% (www.theinformation.com)
1 day ago IPO SpaceX

OpenAI projected at the start of this year that $8/month ChatGPT Go subscriptions will grow ~36x to 112M in 2026, while $20/month Plus subs will fall 80% to ~9M (www.theinformation.com)
2 days ago

Sources and memos: Tencent employees used Claude Code to assist them with evaluating and fine-tuning the company's new Hy3 model to improve its performance (www.theinformation.com)
2 days ago Tencent

Source: Google signed a deal allowing the US DOD to use Google's AI for “any lawful government purpose”; Google says the agreement amends an existing contract (www.theinformation.com)
2 days ago Google AI

Microsoft and OpenAI remove a clause in their deal that would grant Microsoft IP rights up until OpenAI achieved “AGI”, replacing it with a fixed-term agreement (www.theinformation.com)
3 days ago Microsoft

Analysis: as of late 2025, 79 of 500 tracked software companies including HubSpot, Adobe, and Salesforce adopted usage-based AI fees, more than doubling on 2024 (www.theinformation.com)
3 days ago AI Adobe Salesforce

33% of S&P 500 companies provided security perks for execs in 2025: Jensen Huang's security cost rose from $690K in 2023 to $3.5M in 2025, Zuckerberg spent $22M (www.theinformation.com)
4 days ago Zuckerberg

Sources: AI startups are struggling to access Nvidia GPUs as Microsoft and other cloud providers divert supply to internal teams and large customers like OpenAI (www.theinformation.com)
6 days ago Microsoft Startup AI Nvidia

Sources: Cursor hit $2.7B in annualized sales in March, up ~14x from a year ago, and reported a ~$900M loss in its last fiscal year on $770M in total revenue (www.theinformation.com)
6 days ago

Sources: Tencent and Alibaba are in talks to invest in DeepSeek at a $20B+ valuation, partly benchmarked against Moonshot's pending round at an $18B valuation (www.theinformation.com)
8 days ago Alibaba Tencent

Draft IPO prospectus: SpaceX debt grew from $14B in 2024 to $23B in 2025, tied to a $4.5B lease deal with Valor Equity for AI equipment such as chips for xAI (www.theinformation.com)
9 days ago IPO AI Equity SpaceX

Sources: Kalshi plans to offer crypto trading in the US, offering perpetual futures, putting it in competition with exchanges like Coinbase (www.theinformation.com)
9 days ago Coinbase

Anthropic started requiring government-issued photo IDs and selfies from some users to prevent access from US adversaries like China, Russia, and North Korea (www.theinformation.com)
9 days ago Russia China Korea

Draft of SpaceX's confidential IPO prospectus: Elon Musk increased his stake in SpaceX last year by purchasing $1.4B of stock from current and former employees (www.theinformation.com)
9 days ago IPO Elon Musk SpaceX

Sources: Google has created strike team to improve its coding models; Sergey Brin told DeepMind staffers that they must aggressively pivot to catch up on agents (www.theinformation.com)
10 days ago Google

Sources: Polymarket is in talks to raise $400M at a ~$15B post-money valuation, up from $9B in October 2025, but below Kalshi's $22B valuation from March 2026 (www.theinformation.com)
10 days ago

Sources: Google is in talks with Marvell Technology to develop a memory processing unit that works alongside TPUs, and a new TPU for running AI models (www.theinformation.com)
11 days ago Google AI

A look at Dylan Patel's SemiAnalysis, an AI newsletter and research firm that expects $100M+ in 2026 revenue from subscriptions and AI supply chain research (www.theinformation.com)
11 days ago AI

In disclosures due to Broadcom CEO Hock Tan's presence on the Meta board, Meta says it paid Broadcom $2.3B in 2025; Tan is leaving the board (www.theinformation.com)
13 days ago

Sources: DeepSeek is in talks to raise outside capital for the first time, seeking at least $300M at a valuation of at least $10B (www.theinformation.com)
13 days ago

Sources: Cerebras plans to make its IPO public as soon as Friday, aiming to raise $3B+ at a $35B+ valuation, a 60% premium to its $22B February valuation (www.theinformation.com)
13 days ago IPO

Sources: OpenAI agrees to pay Cerebras $20B+ for its server chips, double the amount previously associated with the deal, and may receive equity in Cerebras (www.theinformation.com)
13 days ago Equity

Sources: Google is negotiating a deal with the US DOD that would let the Pentagon deploy Gemini AI models in classified settings, reversing its previous stance (www.theinformation.com)
14 days ago Google AI Pentagon

Sources: Apple plans to send a significant part of its Siri team, known as a laggard, to an AI coding bootcamp; the group is expected to be fewer than 200 (www.theinformation.com)
15 days ago AI Apple

ByteDance launches its Seedance 2.0 video model to enterprise clients in 100+ countries, excluding the US amid legal disputes, after a February launch in China (www.theinformation.com)
15 days ago China

Uber CTO Praveen Neppalli Naga says the company's surging use of AI coding tools has maxed out its full-year AI budget just a few months into 2026 (www.theinformation.com)
16 days ago Uber AI Budget

Anthropic recently changed Claude Enterprise pricing; customers now pay $20/month per user plus consumption-based charges, instead of a fixed subscription (www.theinformation.com)
16 days ago

Source: Anthropic is preparing to release Claude Opus 4.7, along with a new AI-powered tool for designing websites and presentations, as soon as this week (www.theinformation.com)
16 days ago AI

Polymarket is auditing its Builders Program, which gives up to $2.5M in grants, after concerns that some participating startups are facilitating insider trading (www.theinformation.com)
16 days ago Startup

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