The Information

It's been one year of TITV 🚨 🎯 950+ interviews 🎯 1M new followers 🎯 25M video views Ready for year two 🚀

Nvidia CEO Jensen Huang is keeping his eye on Google. “If anyone is in a position to really seed the market with competing chips, it's Google.” — @amir, Co-Executive Editor

Why does current AI memory feel like it’s starting over every day? “It's like you hired an intern and the intern works for a day, and by the end of the day, it's a little bit better at its job, but then it leaves a note to itself, and it wakes up the next day with amnesia…” “Like Groundhog Day, and comes into the office and reads the notes that someone else left for it and tries to remember how to work." — @rocketalignment

OpenAI and Anthropic say they don’t train on enterprise customers’ prompts, but businesses still face exposure through employee chatbot use, feedback tools and retained usage data. Their software rivals are using those concerns to pitch more private alternatives. Full story: thein.fo/452zzR9

The likes of Uber’s Dara Khosrowshahi and Coatue’s Philippe Laffont have embraced the racket sport. The pro teams are trophy assets. And court access can cost nearly $50,000. Read the full story: thein.fo/4vdz6WU

The Nvidia GPU shortage is forcing cloud providers to ration capacity and startups to move workloads wherever chips are available. Even Nebius, which has benefited from AWS constraints, is selling out after raising prices. Read more: thein.fo/4gJGXrS

Trevor Milton offered $3 million for Windrose Technology’s North and South American operations after declining to invest in the electric truck startup. Windrose’s founder rejected the bid as the company pursued a $2 billion valuation. More details: thein.fo/4fzfwQk

JPMorgan Chase and Coinbase still haven’t launched the consumer crypto features they announced nearly a year ago. The delays come as crypto markets weaken and the companies clash over legislation that could affect bank deposits. Read more: thein.fo/4fivLzY

AWS’ GPU crunch is giving companies such as Together, Runpod and Nebius an opening to win the next generation of AI startups. Read more: thein.fo/4wcncOE

Data software startups are emerging as the hottest acquisition targets on our list of more than 160 enterprise software companies that could sell this year. Read more: thein.fo/3Rpq9vM

Silicon Valley’s enormous surge in riches has turbocharged the market for new and used planes, energizing startups that offer innovative ways to gain access to an aircraft. Read more: thein.fo/3T7gA5k

Alphabet’s $40 billion stock-sale program has put a once-overlooked financing tool at the center of the AI capital boom. Read more: thein.fo/3R64YPu

More than 160 enterprise software startups face pressure to sell this year as funding dries up and public software valuations fall. See our list of the companies most likely to attract buyers, especially those remaking themselves around AI: thein.fo/4yI4fFd

Exclusive: Anthropic is in talks with banks to arrange credit lines worth a few billions of dollars in a move that would increase its access to cash ahead of a planned initial public offering this year. Read the details: thein.fo/4f3y6Qy

To survive a zombie apocalypse, you’d probably want to team up with people who are skilled at medicine, engineering, farming—and your prepper uncle who stockpiles beans. To survive a SaaSpocalpyse, who should you team up with? thein.fo/4w7Gq7J

OpenRouter, which helps app developers access hundreds of AI models, has discussed a potential sale to a bigger tech company that could value the startup at billions of dollars, a steep premium to its $1.3 billion valuation. More details: thein.fo/3RK7wD0

Exclusive: OpenEvidence, the fast-growing startup that helps doctors find medical information through an AI chatbot, has considered raising $200 million after receiving offers from investors at a valuation of around $20 billion. More details: thein.fo/4fIlOx6

OpenAI and Anthropic say they don’t train on enterprise customers’ prompts, but businesses still face exposure through employee chatbot use, feedback tools and retained usage data. Their software rivals are using those concerns to pitch more private alternatives. Full story: thein.fo/452zzR9

Exclusive: Valar Atomics is seeking $1 billion at a roughly $5 billion pre-money valuation, with Sequoia Capital in talks to lead the financing. Read more:

Silicon Valley’s enormous surge in riches has turbocharged the market for new and used planes, energizing startups that offer innovative ways to gain access to an aircraft. Read more: thein.fo/3T7gA5k

The Nvidia GPU shortage is forcing cloud providers to ration capacity and startups to move workloads wherever chips are available. Even Nebius, which has benefited from AWS constraints, is selling out after raising prices. Read more: thein.fo/4gJGXrS