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The Information

The Information is a subscription-based tech news outlet known for in-depth reporting and scoops on Silicon Valley companies, executives, and venture capital.

Known aliases

  • Information
  • TheInformation

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Current stories

product6 publishers

Google's AI Overview pilot pays small publishers about a tenth of a percent of their ad revenue

Google's pilot paying about 100 publishers for AI Overview use returns small and mid-sized members roughly a tenth of a percent of their ad revenue. For most members the check cannot stand in for lost clicks, so the case for joining rests on the usage data and on what a site covers.

Perspective Coverage

6 publishers
Builder
Builder 13%
Operator
Operator 48%
Investor
Investor 39%

Reality

Evidence55
Adoption20
Hype gap+10
Incentives70
Confidence60
invest3 publishers

Eight months after a $4.2 billion Tether valuation, Anchorage Digital cuts 17% of its staff

Anchorage Digital is cutting about 17% of staff, an estimated 68 jobs, eight months after Tether's $100 million investment valued it at $4.2 billion. That price covered a roughly 2.4% stake, and Anchorage's own 2023 record points to a cost cut it has reversed before.

Perspective Coverage

3 publishers
Builder
Builder 22%
Operator
Operator 40%
Investor
Investor 38%

Reality

Evidence50
Adoption30
Hype gap+15
Incentives35
Confidence55
product6 publishers

Judge Mehta's AI Overviews ruling turns publishers' lost search traffic into a business problem

Judge Amit Mehta dismissed two antitrust suits from Penske Media and Chegg that blamed Google's AI Overviews for draining their web traffic. Lost search clicks are now a problem for the people who run a site's search settings and its licensing talks.

Perspective Coverage

6 publishers
Builder
Builder 15%
Operator
Operator 43%
Investor
Investor 42%

Reality

Evidence82
Adoption
Insufficient
Hype gap+5
Incentives45
Confidence78
product5 publishers

Xbox CEO Asha Sharma pairs a no-sale pledge with spending on Xbox's biggest brands

Xbox CEO Asha Sharma told the New York Times that Xbox is not for sale, after a summer of layoffs that hit the division in the thousands. For anyone planning around Xbox, the useful signal is which games the cuts spared and which ones Sharma has promised to fund.

Perspective Coverage

5 publishers
Builder
Builder 24%
Operator
Operator 37%
Investor
Investor 39%

Reality

Evidence62
Adoption50
Hype gap+25
Incentives70
Confidence58
product6 publishers

Optimus production reaches hundreds a week, far short of Tesla's 20,000 goal

Tesla produced several hundred Optimus robots a week last month, The Information reported, against a stated goal of about 20,000. Anyone budgeting a humanoid pilot for 2027 should plan on a small number of robots, each doing one closely supervised job.

Perspective Coverage

6 publishers
Builder
Builder 34%
Operator
Operator 38%
Investor
Investor 28%

Reality

Evidence48
Adoption33
Hype gap+45
Incentives62
Confidence60
invest4 publishers

China's industry ministry asks some companies to size their Nvidia RTX Pro 5500 orders

China asked Alibaba and ByteDance how many Nvidia RTX Pro 5500s they want, with H200 deliveries at a few percent of the 400,000-plus it approved. Shipments sit far below both governments' ceilings, so the limit is in the conditions and oversight attached to them.

Perspective Coverage

4 publishers
Builder
Builder 14%
Operator
Operator 42%
Investor
Investor 44%

Reality

Evidence35
Adoption8
Hype gap+55
Incentives60
Confidence40
build1 publisher

Meta adds a clearer Muse warning for a flaw that could open a user's email-holding VM

Meta is adding a clearer warning to Muse, downloaded about 2.8 million times, after a flaw could have opened a user's cloud VM to an attacker. That VM holds the user's email and files, and the warning is the only response the reports describe.

Publishers:ksl.commalaysia.news.yahoo.com

Reality

Evidence35
Adoption50
Hype gap0
Incentives
Insufficient
Confidence45
build12 publishers

Nvidia's $12.9B Hugging Face deal turns a neutral registry into a vendor dependency

The Information puts the price at about 86 times run rate. Reuters says nothing has closed. Either way, teams that pull weights by repo ID now have a silicon vendor in the artifact path.

Perspective Coverage

12 publishers
Builder
Builder 32%
Operator
Operator 29%
Investor
Investor 39%

Reality

Evidence40
Adoption50
Hype gap+35
Incentives65
Confidence45
product8 publishers

Three deals in weeks pull the open-weight distribution layer inside vendor stacks

Nvidia is reported to be paying $13bn for Hugging Face weeks after $6bn for Poolside, and Stripe took OpenRouter for more than $7bn, so the registry and the router that operators build on now answer to owners selling chips and payments.

Perspective Coverage

8 publishers
Builder
Builder 32%
Operator
Operator 27%
Investor
Investor 41%

Reality

Evidence45
Adoption35
Hype gap+30
Incentives70
Confidence50
invest23 publishers

Nvidia pays 1.84 times its rejected offer to own the hub 13 million developers pull from

Nvidia was refused a minority stake in the open-model hub late last year. The reported price for the whole company works out to about twelve days of Nvidia revenue, which is what defending the long tail of GPU demand costs.

Perspective Coverage

23 publishers
Builder
Builder 17%
Operator
Operator 22%
Investor
Investor 61%

Reality

Evidence55
Adoption70
Hype gap+35
Incentives60
Confidence58
leadership3 publishers

AI labs bought tens of thousands of Macs before Apple built a team to sell them

Apple pulled a Mac mini and Mac Studio refresh forward to August 25 to meet buyers that, according to The Information, no engineering, developer relations or enterprise AI function inside the company was assigned to serve.

Perspective Coverage

3 publishers
Builder
Builder 25%
Operator
Operator 28%
Investor
Investor 47%

Reality

Evidence35
Adoption45
Hype gap+30
Incentives45
Confidence40

Earlier coverage

  1. Google, OpenAI and Anthropic reportedly plan their own body to set frontier AI's pre-release tests

    Science · September 25, 2026 · 2 publishers

  2. Tesla sets 1 October reveal date for Roadster first shown in 2017, now taking EUR 43,000 European deposits

    Product · September 13, 2026 · 3 publishers

  3. Anthropic plan would hand seven founders 50.1% of the vote on roughly 14% of the equity

    Invest · September 25, 2026 · 1 publisher

  4. Apple weighs wiring an M8 Ultra AI server together with Nvidia's NVLink Fusion

    Product · September 16, 2026 · 7 publishers

  5. Meta reportedly bets camera-free glasses can convert the buyers its cameras put off

    Product · September 16, 2026 · 12 publishers

  6. Zuckerberg says Meta will time its own AI release delays while rivals build a standards body

    Product · September 24, 2026 · 1 publisher

  7. Instinct's agent proposes the errand before the user has to think of one

    Product · September 24, 2026 · 1 publisher

  8. Wrtn hires Mirae Asset and NH to take its 1 trillion won August mark to public investors

    Invest · September 23, 2026 · 1 publisher

  9. Zhipu fell four times as far as Tencent on Beijing's DeepSeek data probe

    Invest · September 23, 2026 · 3 publishers

  10. Schools and pools ban AI glasses as camera-equipped models still dominate sales

    Product · September 23, 2026 · 1 publisher

  11. Meta's product chief credits OpenClaw after users diffed Muse's SOUL.md

    Product · September 22, 2026 · 1 publisher

  12. China's internet regulator questions DeepSeek and Moonshot staff over data Anthropic may have received

    Product · September 22, 2026 · 1 publisher

  13. China's regulator is holding humanoid robot IPOs back until the revenue repeats

    Product · September 21, 2026 · 1 publisher

  14. Bridgewater's Greg Jensen sets his AI compute oversight threshold at 5% of global capacity

    Invest · September 20, 2026 · 1 publisher

  15. A consumer AI agent is worth what you let it log into

    Leadership · September 20, 2026 · 1 publisher

  16. The indicator light Meta stakes its glasses defence on loses to a $2 sticker

    Product · September 19, 2026 · 1 publisher

  17. Naive AI heads for an open-weight release with MiroMind's IP threat unresolved

    Leadership · September 18, 2026 · 1 publisher

  18. OpenAI's published ad framework already permits the category block its partners describe

    Build · September 18, 2026 · 1 publisher

  19. Saudi Arabia trims NeoCity and LIV golf while pledging $15 billion to domestic AI

    Leadership · September 18, 2026 · 1 publisher

  20. OpenAI names first worldwide sales VP, adds two Snowflake hires including one who negotiated against it

    Product · September 18, 2026 · 1 publisher

  21. Noam Brown credits under 10% of OpenAI's Navier-Stokes swarm result to agent cooperation

    Build · September 17, 2026 · 1 publisher

  22. Apple's reported M8 Ultra server would pick up NVLink where UltraFusion stops

    Build · September 17, 2026 · 3 publishers

  23. Apple weighs building its M8 Ultra servers around Nvidia's NVLink Fusion interconnect

    Leadership · September 16, 2026 · 1 publisher

  24. OpenAI says it will let third-party evaluators inside its development teams

    Product · September 16, 2026 · 2 publishers

  25. A 30-day retention clause routes Nvidia's sensitive work to its own Nemotron models

    Build · September 15, 2026 · 4 publishers

  26. Microsoft's MAI code outranks every operator rule an enterprise writes

    Build · September 15, 2026 · 4 publishers

  27. Salesforce answers the SaaSpocalypse by putting its permissions model inside Claude and Slack

    Product · September 15, 2026 · 1 publisher

  28. OpenAI's Daniel Selsam says models are getting too situationally aware to evaluate

    Product · September 15, 2026 · 1 publisher

  29. Uber's CTO calls time on tokenmaxxing after quadrupling its frontier AI users

    Invest · September 15, 2026 · 1 publisher

  30. Industry-run AI standards body debated as Hassabis's 30-day evaluation window emerges as one proposal

    Invest · September 14, 2026 · 6 publishers

  31. Anthropic's $2 trillion listing would price it at 31 times the revenue it reported in July

    Invest · September 14, 2026 · 1 publisher

  32. Salesforce puts the Sales Cloud name back a week before Dreamforce

    Product · September 14, 2026 · 1 publisher

  33. IBM prices the AI-assisted breach at a million dollars more than the rest

    Invest · September 14, 2026 · 1 publisher

  34. US grid buyers outnumber Korea's equipment sellers four to one at this year's KOTRA event

    Invest · September 13, 2026 · 1 publisher

  35. Memory inflation reaches the rack: Nvidia's 17% hike lands on Microsoft, Google and AWS

    Invest · August 23, 2026 · 5 publishers

  36. OpenAI moves part of Astra's reasoning out of natural language to cut compute per prompt

    Invest · September 4, 2026 · 2 publishers

  37. OpenAI Raised the AI Safety Alarm - Now It and Anthropic Are Selling Cyber-Defense

    Leadership · September 11, 2026 · 1 publisher

  38. Uber halved the cost of an AI session by routing work away from frontier models

    Leadership · September 11, 2026 · 1 publisher

  39. SpaceX shifts AI data-center strategy toward power and cooling redundancy as it races to meet $920m-a-month Google deadline

    Invest · September 10, 2026 · 1 publisher

  40. Uber's AI cost per session fell 18 points further than its cost per request

    Build · September 10, 2026 · 1 publisher