The Information

Here's why the OpenAI-TBPN deal "makes sense" according to @Jessicalessin.

OpenAI and Anthropic’s remarkable revenue growth has invited scrutiny of how the AI startups are tallying the headline-making figures they have privately or publicly disclosed. We break down the math here: thein.fo/3PKJgzh

Exclusive: Amazon is tightening rules on list prices ahead of Prime Day to curb misleading discounts. The changes could reduce the size of headline deals. thein.fo/4tvSCO8

Exclusive: DeepSeek is preparing to launch a new model optimized for Huawei chips. The move is driving a surge in orders from Alibaba, Tencent and ByteDance thein.fo/4sd2ZFq

Tether is racing to lock in funding at a $500 billion valuation as investor skepticism grows. thein.fo/41a0AjV

A little-known startup that routes developers to the best AI models is nearing a $1.3 billion valuation, riding a surge in demand as companies increasingly rely on multiple models for different tasks. Read more: thein.fo/3PTHoUX

Jay Edelson is preparing a new wave of lawsuits targeting AI companies, arguing their chatbots can cause real-world harm. The cases come as courts grow more willing to challenge tech. thein.fo/4tvJ99B

Nearly half of our readers are growing more pessimistic about OpenAI, underscoring a sharp divide with rising optimism around Anthropic. Full survey: thein.fo/4dwABdT

Investors are treating software lending woes as a firm-wide problem at Blackstone. They’re missing how little of the investing behemoth’s business actually hinges on it. Read the full story: thein.fo/3PIvDkk

Investors are treating software lending woes as a firmwide problem at Blackstone. They’re missing how little of the investing behemoth’s business actually hinges on it. Read more: thein.fo/3PIvDkk

SpaceX’s IPO is shaping up less like a debut and more like a stress test for how much hype public markets can absorb. Read more: thein.fo/3NZx2lY

Exclusive: Anthropic acquires Coefficient Bio to accelerate its expansion into AI-driven drug development. thein.fo/3PKIItr

Anthropic’s accidental code leak is offering competitors a roadmap for its next push in AI agents. Some rivals say they may speed up their own launches as a result. Read more: thein.fo/4s6lFXi

The future of software is AI integration, Mitchell Green of Lead Edge Capital explains: "We believe that AI is going to invade every space and every company is going to become an AI company." "Software is not going away. There's going to be more software companies in a decade than there are today."

Exclusive: Fidji Simo led OpenAI’s acquisition of TBPN as part of a push to rebuild its public image after recent stumbles. thein.fo/4sZgxFJ

OpenAI’s acquisition of TBPN caps a rapid rise for the tech talk show built on insider access and friendly interviews. Back in May 2025, we profiled how it won over top venture firms and CEOs. thein.fo/4cmB2WW

Prediction market volume began to surge last fall, roughly doubling in September and again in October to $8.5 billion. Bitcoin’s price peaked that month. Of course, it's not that simple. Here's what the full analysis reveals: thein.fo/414mxki

Anthropic’s next model is so compute-heavy that it may not be viable without major efficiency gains. Read more: thein.fo/4sCQhRf

Blackstone has agreed to buy a 49% stake in Rowan at a roughly $3.8 billion valuation. The deal highlights continued demand for data center assets tied to AI. thein.fo/4m9gEff

OpenAI’s TBPN deal signals a bet that controlling the conversation around AI is as important as building it. thein.fo/481rbn9

A $500 billion valuation, no IPO path and rising competition are complicating Tether’s fundraising push. thein.fo/41a0AjV