The Information
VerifiedOnline/Digital
We founded The Information in late 2013 with a simple idea: write deeply reported articles about the technology industry that you won't find elsewhere.
Since then, we've moved markets, gotten the early scoop on billions of dollars of acquisitions and told you what's happening deep inside companies like Apple, Facebook and Google. Our articles have been followed by the Wall Street Journal, the New York Times, Bloomberg and other major outlets thousands of times. How we compete is simple. We recruit the best reporters, give them the freedom to write about important topics and tell them not to worry about the small stuff. Source
Actions
Media Outlet details
| Scope | National |
|---|---|
| Language | English |
| Country | United States of America |
Similarweb UVM
|
Request pricing |
Comscore UVM
|
Request pricing |
Recent Articles
Search ArticlesU.S. Judge Orders Pentagon to Rescind Blacklisting of Anthropic
Source: The Information A federal judge ruled that the Defense Department must end its blacklisting of Anthropic in a blistering decision that accused the Trump administration of violating the AI company’s First Amendment rights. The decision, issued late Thursday by U.S. District Judge Rita Lin of the Northern District of California, came in one of two Anthropic lawsuits against the Pentagon challenging its designation of the company as a supply-chain risk.
OpenAI Leads New Call for Cyberdefense of Critical Infrastructure
Source: The Information Over 100 companies from tech, finance and other industries signed a statement that OpenAI published Thursday calling for an industry-wide effort to protect critical infrastructure, including hospitals and water treatment plants, from AI cyberattacks. “We have a limited window to strengthen cyber defenses,” reads the letter, whose signatories include Anthropic, Google, Citadel and Visa.
Wall Street Learns to Love Software, Again
Forget the SaaSpocalypse! It's a SaaS renaissance (SaaSaissance, anyone?). Shares of Salesforce rocketed 23% on Thursday, leading a recovery for many of the most beaten-down software stocks, including ServiceNow, Figma and Asana, after Salesforce reported upbeat July-quarter earnings on Wednesday night. The rally signaled a striking change in sentiment for the sector, which has been slammed by worries about the impact of AI on traditional software.
There’s a ‘Large Opportunity’ in China, Says VC firm Dimension
China hasn’t held the same opportunities for U.S. venture capitalists it once did, given a crackdown by both countries on cross-border tech investments. But U.S. VCs are still hungry for insights into the country’s tech startups, whose fast growth holds clues to the future of U.S. AI companies.
Workday Revenue Growth Flattens But Execs Suggest an AI-Related Boost is Coming
Source: The Information Workday, whose software is used by HR and finance teams, said revenue growth slowed slightly in the July quarter, underscoring how enterprise software companies have yet to show that AI can boost their revenue meaningfully. Shares initially fell 7% in after-hours trading before bouncing back as executives highlighted its AI-related revenues during a call with analysts.
Inside Cognition’s Booming Growth, High Cash Burn
Revenue is surging at Cognition and several other AI application providers, previously unreported data show, offering some reassurance to investors and hardware suppliers that startups can thrive despite competition from Anthropic and OpenAI. Cognition, which makes the Devin coding assistant, is generating around $900 million in annualized revenue, or $75 million per month, according to a person with knowledge of the figure. That’s up more than three times since the start of the year.
Visa Says Its AI ‘Harness’ Makes Anthropic Cheaper to Use For Cyber Defense
Anthropic’s AI is pricey, but customers are finding they can use it more efficiently by adding software known as a harness to control the way AI models operate. Visa in April developed a harness that reduces the cost of and time it takes for Anthropic’s Mythos AI to find and fix cybersecurity vulnerabilities in its codebases significantly, the company’s president of technology Rajat Taneja told me.
Anthropic Considers Letting Shareholders Sell In IPO, Departing from SpaceX Playbook
Anthropic has been working on a plan to let existing shareholders sell some stock in its blockbuster initial public offering while also considering longer-than-usual lockup periods for sales after it’s public, people familiar with the process said. Allowing secondary stock sales in the IPO would distinguish Anthropic from this year’s other big tech listings, SpaceX and Cerebras, which didn’t have existing stockholders sell shares in the IPO itself.
Trump Administration Executive Order for New AI Regulator Stalls
The Trump administration has internally circulated a draft executive order in recent weeks, calling for the creation of a self-regulatory organization for AI companies that produce state-of-the-art models, according to two people who have viewed a draft. Drafting of the order represents a significant step toward creation of such a regulator, although major obstacles remain.
The Buzz at This Year's Hot Chips Conference: AI Is Supercharging Chip Design
AI is speeding up chip design. That was a key theme in conversations I had this week with engineers, researchers and a handful of startups pitching AI-driven design help at the annual Hot Chips semiconductor conference in Palo Alto, Calif. OpenAI’s Jalapeño chip, which it claims is better than Nvidia’s Blackwell chips at AI inference, is good in part because its Sol and Astra models helped with the design and software process, the OpenAI team said in a presentation.