The Information

Sam Altman is a master at insincerity, Author @GaryMarcus claims. "He is a master of projecting insincerity, a master at telling the room what it wants to hear and not always truthful". “Altman, sitting right next to me, said that he had no equity in OpenAI, but in reality, he owned at that time a venture fund associated with OpenAI.”

Exclusive: OpenAI is making billions on supplier deals by turning future purchase commitments into equity. Full story: thein.fo/42xnLFq

Today on TITV: -SpaceXAI exodus: 50+ exits since Feb. acquisition | @theo_wayt -Musk v. OpenAI: closing statements | @rocketalignment -OpenAI’s Apple partnership sours | @mvpeers, Co-Executive Editor; @jasonrdean, SF Bureau Chief -Early iPhone engineer on working with Steve Jobs | @MattLRogers, Co-Founder of Nest, Co-Founder & CEO of Mill -The nuclear startup with ambitious goals | @jemimacmcevoy

The Information | TITV | May 15, 2026 x.com/i/broadcasts/1…

Today on TITV: -SpaceXAI exodus: 50+ exits since Feb. acquisition | @theo_wayt -Musk v. OpenAI: closing statements | @rocketalignment -OpenAI’s Apple partnership sours | @mvpeers, Co-Executive Editor; @jasonrdean, SF Bureau Chief -Early iPhone engineer on working with Steve Jobs | @MattLRogers, Co-Founder of Nest, Co-Founder & CEO of Mill -The nuclear startup with ambitious goals | @jemimacmcevoy 📺 Tune in at 10 am PT / 1 pm ET on thein.fo/3L0bK5P

Exclusive: Microsoft has made about $30 billion from OpenAI-related business, not counting its paper stake in the startup. Full story: thein.fo/4eLEbRR

Apple’s next App Store challenge is deciding how much freedom to give AI agents. thein.fo/4dF6dgS

OpenAI is turning its purchasing power into equity stakes in major AI suppliers. Its deals with CoreWeave and Cerebras could soon be worth about $2.6 billion combined. Read more: thein.fo/42xnLFq

Anthropic’s shift to usage-based pricing is forcing customers to absorb unpredictable AI bills. Many are paying anyway, betting Claude can lift productivity enough to justify the cost. Read more: thein.fo/4d6PjHN

OpenAI renegotiated its Microsoft partnership to cap revenue-sharing payments at $38 billion through 2030, saving the company an estimated $97 billion if it hits its growth targets. The change could dramatically improve OpenAI’s long-term financial story as it works toward a possible IPO. Read more: thein.fo/3PkP7eX

Modal is in talks to raise money at about a $4.5 billion valuation. Its annualized revenue has jumped to around $300 million as AI agents drive demand for sandboxes and Nvidia GPUs. thein.fo/4uQbJTK

Anthropic is showing real pricing power as customers keep paying for Claude despite cost spikes. Full story: thein.fo/4eF6XDI

Could the App Store become irrelevant? Apple reporter @aatilley thinks if they can’t figure out how to implement AI, “do they become irrelevant in this new generation of software, of AI?" “Apple makes the best hardware and they need to be the best platform for this new generation of AI.”

Exclusive: Former Alibaba Qwen leader Junyang Lin is seeking funding for a new AI lab at a possible $2 billion valuation. Read more: thein.fo/4uaIsmQ

In the Musk v. OpenAI trial, Elon was asked why he was recklessly chasing Google in AI from an OpenAI staffer, @rocketalignment reports. “Elon was not sympathetic to the question and called Josh a jackass.” “Dario Amodei, who went on to found Anthropic, presented Josh with a trophy, an actual trophy of the lower half of a donkey that said, ‘never stop being a jackass for safety’..."

OpenAI expected its Apple deal to bring a wave of new ChatGPT users and subscribers, but the partnership has fallen short. Now the company is considering a legal challenge as it says Apple limited ChatGPT’s role in iOS. Full story: thein.fo/4nxN97E

SpaceXAI update: >50 researchers/engineers have left xAI through layoffs, firings and resignations since SpaceX acquired it in Feb Exits in past 2 weeks include former heads of coding, world models, Grok voice At least 11 have gone to Meta and 7 to Thinking Machines Lab

An OpenAI employee said the company has been attempting to repair its Apple relationship for months, but Apple hasn't been putting in the effort. So, it might sue I guess?? My story: theinformation.com/articles/opena…

Exclusive: Microsoft’s OpenAI bet has paid off even as the partnership has loosened. Azure rentals, revenue share and AI software sales have turned the deal into a major growth engine. Full story: thein.fo/4eLEbRR

Crypto backers have money, momentum and a narrow window to turn Washington support into law. Read more: thein.fo/3RaUeyQ

Exclusive: More than 50 researchers and engineers working on xAI’s Grok models have left the AI lab since SpaceX acquired it in February, through layoffs, firings and voluntary departures. These departures come on top of the exits of all of xAI’s co-founders besides Elon Musk. More details: thein.fo/49womei