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The Information@theinformation.com · 1h ago

The iPhone maker has accused OpenAI and former Apple employees of deliberately stealing Apple trade secrets. But there’s also a long history of Apple alumni accidentally taking confidential material with them. Read more: https://thein.fo/4bqCZB1

How an Apple iCloud Policy Fueled Employee Leaks Ahead of OpenAI Suit

In a lawsuit early last month, Apple accused former employees who are now at OpenAI of stealing a trove of trade secrets from the iPhone maker—in part by improperly accessing confidential Apple docume...

thein.fo

The Information@theinformation.com · 3h ago

SpaceX and Tesla are now valued at roughly $1.5 trillion and $1.3 trillion, making a merger easier to structure. Investors would gain exposure to both companies’ upside—and their mounting cash demands. Read our analysis on what a SpaceX-Tesla merger could look like: https://thein.fo/45EQyJC

Why a SpaceX-Tesla Merger Could Benefit Shareholders in Both Companies

In 2016, Elon Musk defended Tesla’s proposed acquisition of SolarCity, a solar energy firm co-founded and run by his first cousins, by calling it a “no-brainer.” As it turned out, the purported benefi...

thein.fo

The Information@theinformation.com · 3h ago

Robinhood generated $156 million from prediction markets in the second quarter, more than 10 times its total a year earlier. The business now brings in more revenue than stock or crypto trading. Read more insights: https://thein.fo/4xbhcFI

Robinhood Now Makes More Revenue From Predictions Than From Stock Trades

Brokerage app Robinhood has quickly become a force in prediction markets, challenging the hold of Kalshi and Polymarket on the popular betting market. Robinhood’s prediction markets revenue surged mor...

thein.fo

The Information@theinformation.com · 20h ago

Governors and legislatures in U.S. states that previously welcomed data centers are suddenly moving to rip away sales tax breaks that could raise the price of every gigawatt of AI computing by several billion dollars. Read more in our AI Infrastructure newsletter: https://thein.fo/4w5uhQ8

Exclusive: Data Center Costs Set to Rise as U.S. States Move to Repeal Tax Breaks

Governors and legislatures in U.S. states that previously welcomed data centers are suddenly moving to rip away sales tax breaks that could raise the price of every gigawatt of AI computing by several...

thein.fo

The Information@theinformation.com · 20h ago

Companies are building their own coding agents not only to cut costs, but also to keep AI labs from becoming indispensable intermediaries inside their businesses. Read more: https://thein.fo/4hePAuG

How Firms Like Coinbase Are Building Coding Agents to Complement Anthropic's Claude Code

Coinbase and some other tech-savvy firms such as Shopify and Ramp have built their own AI coding agents for internal use, giving their employees an alternative to pricey options from firms like Anthro...

thein.fo

The Information@theinformation.com · 21h ago

Google DeepMind’s strategy chief says recursive self-improvement is central to the AI industry’s spending thesis. Without it, today’s revenue may not justify Google’s roughly $200 billion in annual capex. Read more: https://thein.fo/4vYmaVf

Google DeepMind Exec Says Unprecedented Capex Is Actually a Bet On ‘RSI’

Over the weekend, Jasjeet Sekhon, the chief strategy officer at Google’s DeepMind AI unit, used two words to describe what needs to happen to justify his industry’s unprecedented capital expenditures:...

thein.fo

The Information@theinformation.com · 23h ago

Robinhood generated $156 million from prediction markets in the second quarter, more than 10 times its total a year earlier. The business now brings in more revenue than stock or crypto trading. Read more insights: https://thein.fo/4xbhcFI

Robinhood Now Makes More Revenue From Predictions Than From Stock Trades

Brokerage app Robinhood has quickly become a force in prediction markets, challenging the hold of Kalshi and Polymarket on the popular betting market. Robinhood’s prediction markets revenue surged mor...

thein.fo

The Information@theinformation.com · yesterday

SpaceX and Tesla are now valued at roughly $1.5 trillion and $1.3 trillion, making a merger easier to structure. Investors would gain exposure to both companies’ upside—and their mounting cash demands. Read our analysis on what a SpaceX-Tesla merger could look like: https://thein.fo/45EQyJC

Why a SpaceX-Tesla Merger Could Benefit Shareholders in Both Companies

In 2016, Elon Musk defended Tesla’s proposed acquisition of SolarCity, a solar energy firm co-founded and run by his first cousins, by calling it a “no-brainer.” As it turned out, the purported benefi...

thein.fo

The Information@theinformation.com · yesterday

The iPhone maker has accused OpenAI and former Apple employees of deliberately stealing Apple trade secrets. But there’s also a long history of Apple alumni accidentally taking confidential material with them. Read more: https://thein.fo/4bqCZB1

How an Apple iCloud Policy Fueled Employee Leaks Ahead of OpenAI Suit

In a lawsuit early last month, Apple accused former employees who are now at OpenAI of stealing a trove of trade secrets from the iPhone maker—in part by improperly accessing confidential Apple docume...

thein.fo

The Information@theinformation.com · 2d ago

Google DeepMind’s strategy chief says recursive self-improvement is central to the AI industry’s spending thesis. Without it, today’s revenue may not justify Google’s roughly $200 billion in annual capex. Read more: https://thein.fo/4vYmaVf

Google DeepMind Exec Says Unprecedented Capex Is Actually a Bet On ‘RSI’

Over the weekend, Jasjeet Sekhon, the chief strategy officer at Google’s DeepMind AI unit, used two words to describe what needs to happen to justify his industry’s unprecedented capital expenditures:...

thein.fo

The Information@theinformation.com · 2d ago

Robinhood generated $156 million from prediction markets in the second quarter, more than 10 times its total a year earlier. The business now brings in more revenue than stock or crypto trading. Read more insights: https://thein.fo/4xbhcFI

Robinhood Now Makes More Revenue From Predictions Than From Stock Trades

Brokerage app Robinhood has quickly become a force in prediction markets, challenging the hold of Kalshi and Polymarket on the popular betting market. Robinhood’s prediction markets revenue surged mor...

thein.fo

The Information@theinformation.com · 2d ago

The iPhone maker has accused OpenAI and former Apple employees of deliberately stealing Apple trade secrets. But there’s also a long history of Apple alumni accidentally taking confidential material with them. Read more: https://thein.fo/4bqCZB1

How an Apple iCloud Policy Fueled Employee Leaks Ahead of OpenAI Suit

In a lawsuit early last month, Apple accused former employees who are now at OpenAI of stealing a trove of trade secrets from the iPhone maker—in part by improperly accessing confidential Apple docume...

thein.fo

The Information@theinformation.com · 2d ago

Montana is now allowing anyone—not just the very sick—to access unapproved, experimental drugs. It’s a boon for biotech startups and an overt embrace of the tech world ethos for cutting back on rules that might limit innovation. Read this week's Big Read: https://thein.fo/3U6DhH9

Silicon Valley Looks to a New Biotech Frontier: Montana

For the last several years, a startup accelerator called Infinita City has devoted its attention to establishing a thriving enclave for biotech companies in Prospera, a charter city on a small Hondura...

thein.fo

The Information@theinformation.com · 3d ago

ICYMI: As Anthropic prepares to go public, it is considering a highly unusual move to require rank-and-file employees to sell stock through rigid trading schedules so they don’t run afoul of insider trading laws. More details: https://thein.fo/3S6ncAH

Anthropic Considers Unusual Plan for Employee Stock Sales After It Goes Public

As Anthropic prepares to go public, it is considering a highly unusual move to require rank-and-file employees to sell stock through rigid trading schedules so they don’t run afoul of insider trading ...

thein.fo

The Information@theinformation.com · 3d ago

Companies are testing Codex and open-source models to cut their AI coding bills, yet many are still sticking with Claude Code. Engineer preference and Anthropic’s technical edge are proving difficult for rivals to dislodge. Full story: https://thein.fo/4x2Jn9H

Anthropic's Claude Code Reigns Despite Rising Interest in Codex, Open-Source Models

Anthropic is facing growing competition and customer skepticism over the lofty prices of AI tools. But the dominance of its blockbuster Claude Code product is proving hard to shake. Companies moved en masse to Claude Code between the end of 2025 and the...

thein.fo

The Information@theinformation.com · 3d ago

Researchers found that hackers could potentially trick Microsoft Copilot into leaking data from across a customer’s Microsoft 365 account. The activity may not have appeared suspicious in standard logs, making an attack difficult to detect. Read more: https://thein.fo/4bhJupM

New Microsoft Copilot Security Flaws Show How AI Can Leak Customer Secrets

Cybersecurity is top of mind for many businesses following the remarkable hack of Hugging Face earlier this month. And rightly so. The problem they now face is that many of the AI firms selling tools ...

theinformation.com

The Information@theinformation.com · 3d ago

Nvidia backed Reflection AI with $800 million and pushed it to become a U.S. leader in open-source AI. Nearly a year later, the startup has yet to release a model and is falling behind Chinese and U.S. rivals. Read more: https://thein.fo/4gYMrPz

Nvidia Bet on Reflection for Open-Source AI. Now the Startup Is Playing Catch-Up.

Last August, a co-founderof Reflection AI flew to California to meet Nvidia CEO Jensen Huang. The tech magnate persuaded him to drop the fledgling startup’s efforts to make an AI coding tool, said som...

thein.fo

The Information@theinformation.com · 3d ago

As ByteDance and others have eliminated AI companions, their passionate enthusiasts have been considering how to pressure the companies into restoring them. Full story: https://thein.fo/4x6c7ys

Crackdown on AI Lovers Ignites Heartbreak in China—and Hopes to Get Them Back

To combat her loneliness, An Xu, a 15-year-old middle schooler in Shanghai, had recently been relying for emotional support on her text and voice conversations with an AI companion on Doubao, China’s ...

thein.fo

The Information@theinformation.com · 3d ago

Alphabet is using Wall Street-style financial engineering to expand TPU sales without building every data center itself. Its lease backstops have grown from $6.5 billion to $43.8 billion in less than a year. More insights: https://thein.fo/45EiH3n

How Google Is Using Wall Street Financing Techniques to Expand Chip Sales

Until a year or two ago, big tech firms like Google had relatively simple balance sheets, stuffed with cash that covered any debt several times over. Nowadays, thanks to massive AI spending, Google an...

thein.fo

The Information@theinformation.com · 3d ago

Montana is now allowing anyone—not just the very sick—to access unapproved, experimental drugs. It’s a boon for biotech startups and an overt embrace of the tech world ethos for cutting back on rules that might limit innovation. Read this week's Big Read: https://thein.fo/3U6DhH9

Silicon Valley Looks to a New Biotech Frontier: Montana

For the last several years, a startup accelerator called Infinita City has devoted its attention to establishing a thriving enclave for biotech companies in Prospera, a charter city on a small Hondura...

thein.fo

The Information@theinformation.com · 3d ago

Small companies are using Claude Code and other AI tools to replace Salesforce, HubSpot and other business software. One real estate firm says its custom app cut annual costs by about $100,000 and now runs for roughly $300 a month. Read more: https://thein.fo/4flb0EX

How Small Firms Use Claude to Quit Salesforce

The world’s largest companies may not be hurriedly replacing traditional enterprise applications with vibe coded alternatives, but some smaller firms are. Greenleaf Management, an Atlanta-based real e...

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