Articles from www.theinformation.com

Articles from www.theinformation.com

Sam Altman told staff he has ceded oversight of OpenAI's safety and security teams to focus on fundraising, supply chains, and building data centers at scale (www.theinformation.com)
2026-3-25

Sources: advertisers that bought ChatGPT's first ad campaigns say the process was low tech and that they haven't received much data showing if their ads worked (www.theinformation.com)
2026-3-22

Lux Optics CEO Ben Sandofsky sues his co-founder Sebastiaan de With, now a part of the design team at Apple, alleging improper use of funds and stolen IP (www.theinformation.com)
2026-3-22 Apple

Amazon acquires Zurich-based autonomous robotics startup Rivr, formerly Swiss-Mile; PitchBook: the startup was valued at $110M in an August 2024 funding round (www.theinformation.com)
2026-3-20 Amazon Startup Robot Switzerland

Source: Fal, a GenAI model hosting service, is in talks to raise $300M to $350M at an $8B valuation; annualized revenue has hit $400M, up from $200M in October (www.theinformation.com)
2026-3-19

Meta confirms a critical security incident after an internal rogue AI agent's actions led to the exposure of sensitive data to employees without authorization (www.theinformation.com)
2026-3-19 AI

Sources: Coinbase and Zerohash are among the companies vying to issue Cloudflare's stablecoin, set to launch this year to support payments for the “agentic web” (www.theinformation.com)
2026-3-19 Coinbase

Sources: Apple stops vibe coding apps from pushing updates, citing rules on running code; Replit thinks Apple may approve opening AI-generated apps in a browser (www.theinformation.com)
2026-3-19 AI Apple Browser

You.com appoints Saahil Jain as new CTO after co-founder Bryan McCann left to Anthropic; You.com, which began in consumer search, is targeting enterprise more (www.theinformation.com)
2026-3-18

Sources: OpenAI signed a deal with AWS to sell its AI services to US government agencies for both classified and unclassified work, amid the Anthropic-DOD spat (www.theinformation.com)
2026-3-18 AI

Sources: OpenAI appoints new leaders to oversee Stargate after deciding to rent more AI servers from cloud providers, and splits its computing effort in three (www.theinformation.com)
2026-3-17 AI

Sources: ByteDance suspended the global launch of Seedance 2.0 amid copyright disputes with Hollywood studios and streamers; it was launched in China last month (www.theinformation.com)
2026-3-15 China

Sources: Mirendil, founded by former Anthropic researchers to develop AI models for scientific research, is in talks to raise $175M at a $1B valuation (www.theinformation.com)
2026-3-14 AI

Sources: Travis Kalanick prepares to launch a self-driving car company with backing from Uber and has been discussing acquiring Anthony Levandowski's Pronto.ai (www.theinformation.com)
2026-3-14 Uber AI Autonomous Car

Sources: UK-based cloud provider Nscale is in talks to buy a major data center site in West Virginia; Amazon and Meta have also expressed interest in the site (www.theinformation.com)
2026-3-13 Amazon Virginia

xAI hires senior Cursor leaders Andrew Milich and Jason Ginsberg; Elon Musk said he expects xAI to catch up with rivals in coding by “the middle of this year” (www.theinformation.com)
2026-3-13 Elon Musk

Source: Anthropic is in talks with Blackstone and other PE firms to form a JV selling consulting services for integrating Claude into portfolio companies (www.theinformation.com)
2026-3-12

Source: Microsoft is in advanced talks to lease hundreds of MWs of data center capacity in Abilene, TX, after Oracle abandoned its expansion plans at the site (www.theinformation.com)
2026-3-12 Microsoft Oracle

Sources: OpenAI plans to launch Sora AI in ChatGPT soon to help boost weekly active users, now at 920M, short of the 1B goal the company targeted last year (www.theinformation.com)
2026-3-11 AI

Sources: Tencent is developing a top-secret AI agent for WeChat, and has tested using models from Zhipu, Alibaba, and DeepSeek, to compete with Qwen and Doubao (www.theinformation.com)
2026-3-11 Alibaba AI WeChat Tencent

Source: Spark Capital, the first VC firm to back Anthropic in 2023, is raising about $3B in new funds, 50% more than the size of funds it raised two years ago (www.theinformation.com)
2026-3-10

The war in Iran is complicating plans by Gulf nations to spend $300B+ on AI investments, putting at risk a potential source of funding for tech companies (www.theinformation.com)
2026-3-9 AI Iran

Financial figures shared with prospective investors: Anduril expects its revenue to grow 100% in 2026 to ~$4.3B, and its operating loss to rise by ~50% to $1.2B (www.theinformation.com)
2026-3-8

Sources: online DTC luxury brand Quince is in talks to raise funding at a $10B+ valuation, up from $4.5B in July; its annualized revenue run rate has hit ~$2B (www.theinformation.com)
2026-3-7

Sources: Together AI is in talks to raise ~$1B at a $7.5B pre-money valuation, up from $3.3B in 2025; its annualized revenue has hit ~$1B, up 3x+ from mid-2025 (www.theinformation.com)
2026-3-6 AI

OpenAI is scaling back shopping directly inside ChatGPT via Instant Checkout by having checkouts instead take place in the specific apps that plug into ChatGPT (www.theinformation.com)
2026-3-5

Sources: OpenAI topped $25B in annualized revenue by end-February, up from $21.4B at end-2025; it annualizes by multiplying the last four weeks' revenue by 12 (www.theinformation.com)
2026-3-5

Sources: OpenAI has picked two law firms to prepare its IPO, which could come as soon as Q4, in one of its first concrete steps toward a public listing (www.theinformation.com)
2026-3-5 IPO 4Q

Sources: OpenAI has held early talks with The Trade Desk to sell ads, and it has projected ads could help double consumer ChatGPT revenue this year to $17B (www.theinformation.com)
2026-3-5

Leaked Friday memo: Dario Amodei called OpenAI's DOD deal “safety theater”, said DOD dislikes Anthropic in part for not giving “dictator-style praise to Trump” (www.theinformation.com)
2026-3-5 Trump

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