Articles from www.theinformation.com

Articles from www.theinformation.com

Internal documents: Meta is considering tiered pricing for “Hatch”, its planned OpenClaw-like AI agent tool, including a $200-per-month premium subscription (www.theinformation.com)
2026-6-4 AI

Nearly 40% of Alphabet's planned ~$85B in equity offerings for AI will go toward covering tax obligations tied to employee equity awards, amid the AI talent war (www.theinformation.com)
2026-6-4 Tax AI Equity Alphabet

Internal memo: Meta is scaling back elements of its employee tracking tool, launched in April to help train its AI models, after staff raised concerns (www.theinformation.com)
2026-6-3 AI

Salesforce is acquiring CMS provider Contentful; source: Salesforce paid between $1B and $1.5B, a steep discount from Contentful's $3B valuation in 2021 (www.theinformation.com)
2026-6-2 Salesforce

Palo Alto Networks says Mythos found 24+ critical bugs, burning $1M+ of tokens, subsidized by Anthropic; some companies say they plan to boost Mythos spending (www.theinformation.com)
2026-6-1

Chinese AI developer MiniMax launches M3, a new coding model that it says rivals Opus 4.7, costing $0.12 per 1M input tokens, compared with $5 for Opus 4.7 (www.theinformation.com)
2026-6-1 China AI

Internal memo: Meta plans to start testing an AI pendant in 2027, release new AI glasses next month, start a “Wearables for Work” unit for enterprises, and more (www.theinformation.com)
2026-5-30 AI

Sources: ByteDance has partnered with chipmaker InnoStar to develop an AI inference chip modeled after Groq's LPUs, which are built to run AI models at low cost (www.theinformation.com)
2026-5-29 AI

Sources: at WWDC, Apple is likely to showcase how 15 years of designing custom silicon chips gives it an advantage in local AI, using a distilled Gemini model (www.theinformation.com)
2026-5-28 AI Apple

Memo: Meta plans to embed engineers and product managers within large corporate customers as part of a new Enterprise Solutions unit to help deploy its AI tools (www.theinformation.com)
2026-5-28 AI

Polymarket is making it harder to use VPNs to access its service, blocking some IPs and suspicious accounts, and is asking some customers to identify themselves (www.theinformation.com)
2026-5-27

Source: AI inference provider Baseten is in talks to raise $1B at a post-money valuation of $11B, up from $5B after its $300M Series E announced in January (www.theinformation.com)
2026-5-27 AI

Sources: OpenAI generated about $5.7B in revenue in Q1, nearly $1B more than Anthropic (www.theinformation.com)
2026-5-22

Sources: Anthropic is in talks to rent servers powered by Microsoft-designed chips; source: Anthropic has steadily increased its Azure usage since November 2025 (www.theinformation.com)
2026-5-21 Microsoft

Sam Altman says OpenAI offered to invest $2M in tokens in each startup in the current YC batch; a source says the offer is in exchange for equity via SAFE (www.theinformation.com)
2026-5-20 Startup Equity

Analysis: 34 leading AI startups are generating ~$80B in annualized revenue, up 112% from six months ago, with Anthropic and OpenAI capturing 89% of the revenue (www.theinformation.com)
2026-5-18 Startup AI

Sources: 50+ researchers and engineers have left xAI since the SpaceX acquisition via layoffs, firings, and voluntary departures; many have joined Meta and TML (www.theinformation.com)
2026-5-15 Layoffs SpaceX

Tencent says it plans to spend significantly more on AI infrastructure in H2 2026 as more China-designed AI chips become available “month by month” (www.theinformation.com)
2026-5-14 China AI Tencent

Source: Anthropic is in advanced talks to acquire New York-based Stainless, which helps developers generate SDKs from APIs, for at least $300M (www.theinformation.com)
2026-5-13 New York

Google says it is hiring a team of “forward deployed engineers”, a source says in the hundreds, to help customers use its business-focused AI products (www.theinformation.com)
2026-5-13 Google AI

OpenAI stands to hold ~$2.6B in combined CoreWeave and Cerebras stock that it acquired by committing to buy cloud services and chips, and to lend Cerebras money (www.theinformation.com)
2026-5-12

Source: new revenue sharing terms cap OpenAI's payments to Microsoft at $38B; they previously could have totaled $135B through 2030 if long-term goals were met (www.theinformation.com)
2026-5-12 Microsoft

Sources: Kuaishou plans to spin off its Kling AI video unit for an IPO in 2027 and is seeking a $20B valuation in pre-IPO funding talks with potential investors (www.theinformation.com)
2026-5-11 IPO AI

Source: Mistral AI and TML's founding member Devendra Chaplot, who was considered a marquee hire when he joined xAI in March, exited xAI after roughly a month (www.theinformation.com)
2026-5-9 AI

Sources: DeepSeek seeks to raise ~$7.3B in its first-ever funding round at a $50B+ valuation, with CEO Liang Wenfeng making a personal investment of ~$2.9B (www.theinformation.com)
2026-5-8

Sources: AI model builder Core Automation, founded in March by Jerry Tworek, aims to raise $300M-$500M at a $4B valuation after raising $100M at a $1B valuation (www.theinformation.com)
2026-5-8 AI

Sources: OpenAI and Broadcom discuss terms for Broadcom to finance initial custom chip production for ~$18B, conditioned on Microsoft buying ~40% of the chips (www.theinformation.com)
2026-5-8 Microsoft

Source: Alphabet is in talks with Blackstone, KKR, and EQT to give their portfolio companies AI model access, after OpenAI's and Anthropic's JVs with PE firms (www.theinformation.com)
2026-5-6 AI Alphabet

Sources: Meta is building an OpenClaw-inspired agent internally called Hatch, to be powered by its Muse Spark model, and an agentic shopping tool in Instagram (www.theinformation.com)
2026-5-6 Instagram

Source: Anthropic plans to spend about $200B on Google's cloud and chips over five years, representing 40%+ of the “revenue backlog” Google disclosed last week (www.theinformation.com)
2026-5-6 Google

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