The Information @theinformation
The most authoritative publication tech execs and founders read daily. Sign up: https://t.co/V8AtmraYaA theinformation.com/subscribe-x San Francisco Joined September 2013-
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OpenAI's advertising team has been restructured seven times, and roughly 37% of its 140 employees have previously worked at Meta. “They brought on Dave Dugan, who had been at Meta for about 12 years, and he basically reorganized the whole team.” — @alix_coutures Full story: thein.fo/4k0JvmX
What if AI inference were priced like stocks? @Architect_Fi Founder and CEO @BrettHarrison explains how an auction-based marketplace could drive down the cost of running AI models: “In our version of this sort of competitive inference exchange, people can constantly move their prices around based on their marginal cost.”
ChatGPT advertisers are seeing mixed results, with some spending up to 40% of their advertising budgets on the platform while others struggle with its targeting. The Information's @alix_coutures explains one of the problems: “Sometimes you're going to make a query about, I don't know, breast cancer, and then you're going to get push up bra ads. It's just that the targeting is not sophisticated enough yet.” Full story: thein.fo/4yviNXp
Tech executives and AI developers are building personal data centers in their basements, garages and home offices to avoid paying cloud computing fees. The powerful machines offer more control over AI models, but also create expensive cooling problems. Read more: thein.fo/4yORl7J
Anthropic’s revenue growth is slowing just as it prepares for what could be the biggest test yet of investor appetite for AI stocks. At a private meeting, some prospective investors were disappointed by its latest numbers and questioned its potential $2 trillion IPO valuation. Full story: thein.fo/4yymo76
Public investors are growing increasingly skeptical of AI companies’ debt and valuations, but private investors are still chasing fast-growing startups. At Morgan Stanley’s private tech conference, AI inference and defense tech companies drew intense interest. Read more: thein.fo/3TWgoGY
TPG-backed Smith + Howard is targeting acquisitions of firms with $5 million to $50 million in annual revenue as it uses AI to support its expansion. Read more: thein.fo/4zvKoZ8
Exclusive: Apple could resolve its Justice Department antitrust lawsuit without making the sweeping changes some developers want. PayPal and Epic Games are among the companies that have raised concerns with officials about a potential settlement. Full story: thein.fo/3VFcwdZ
DayOne Data Centers is seeking to raise as much as $5 billion in a New York IPO despite growing investor skepticism toward data center listings. Its heavy reliance on ByteDance could complicate the offering, even as it expands its AI business. Full story: thein.fo/3UvSS3F
Exclusive: Cursor engineers investigated whether confidential customer and partner data had been sent to SpaceX’s AI unit during Grok Bot testing. An internal lawyer warned that using the data for AI training could create a “huge trust problem.” Read more: thein.fo/4hOxuQf
OpenAI’s release of more than 300 AI-solved math results has alarmed leading cryptographers. Some warn that further breakthroughs could threaten the encryption protecting online payments, messaging apps and cryptocurrencies. Read more: thein.fo/4B8aKSL
Today on TITV: The DOJ is negotiating a settlement in its antitrust case against Apple. Why are app developers worried the deal won't go far enough? Plus, OpenAI's advertising push and Meta hires, Proof's approach to verifying AI agents, Architect's inference marketplace and CoreWeave's stock sales.
The Information | TITV | October 16, 2026 x.com/i/broadcasts/1…
The Information | TITV | October 16, 2026 x.com/i/broadcasts/1…
Today on TITV: The DOJ is negotiating a settlement in its antitrust case against Apple. Why are app developers worried the deal won't go far enough? Plus, OpenAI's advertising push and Meta hires, Proof's approach to verifying AI agents, Architect's inference marketplace and CoreWeave's stock sales. 📺 Tune in at 10 am PT / 1 pm ET on: thein.fo/3U5P6Oa
OpenAI, Anthropic and other leading AI labs face a growing challenge: Better models aren't necessarily attracting more usage. A 10-point intelligence advantage now earns just 20% more developer traffic, down from nearly 69% in late 2025. Full story: thein.fo/4hGJ9jY
The Information has promoted @nickwingfield to Executive Editor, overseeing the newsroom’s daily publication alongside senior leadership. Read more: thein.fo/4s54ozi
Applied Materials and Lam Research shares have surged 125% in the past year, but their growth may be far from over. Read more: thein.fo/3TQ8Fdu
Congrats to @nickwingfield, @abebrown716 @meredithmazz and @mvpeers on their new roles! theinformation.com/articles/nick-…
Exclusive: PayPal and Epic Games have discussed concerns with the Justice Department that a settlement with Apple could fail to meaningfully curb its restrictions on rival apps and devices. Officials have signaled a preference for settling the antitrust case rather than going to trial. Full story: thein.fo/3VFcwdZ
As the U.S. Department of Justice negotiates a settlement of its antitrust lawsuit against Apple, app developers are fretting that any deal won’t go far enough in curbing what they see as Apple’s anticompetitive behavior. Full story: thein.fo/4eanKgM
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