The Information

12/25/2025

A legal battle is brewing as states like New York and Nevada issue cease-and-desist orders to prediction platforms. The dispute over whether these markets constitute illegal gambling may eventually reach the Supreme Court. Full report: https://thein.fo/493KRGi

Prediction markets like Kalshi and Polymarket have gained popularity in the U.S. by letting people bet on everything from elections to Oscar winners to weather trends. But over the past year, a substa...

12/25/2025

How might ads look in ChatGPT?

"ChatGPT might present a sponsored information link... as that secondary step."

“[It could also be] a sidebar where instead of cluttering, for example, the main chatbot interface, it may pop up to the side.” — Sri Muppidi, The Information

Watch the full episode: https://thein.fo/4qpPrpC

12/25/2025

The rapid spread of license-plate-reading cameras and surveillance software is drawing backlash from privacy advocates concerned about a digitalized police state. Full report:

Recently, Nick Noone, co-founder and CEO of Peregrine, was introduced to Candace Parker, sports broadcaster and retired WNBA star, by mutual friends. They hit it off. The two share a passion for athletics. (Noone was a Stanford gymnast.) And both have a...

12/25/2025

Companies like Tesla, Figure, and Boston Dynamics aim to produce over 1 million humanoid robots within five years. Establishing clear safety rules is essential for meeting these ambitious production goals and gaining customer trust. Details here:

Tech titans from Elon Musk to SoftBank’s Masayoshi Son have envisioned humanoid robots working next to people in factories, schools and homes. Realizing that future will require humanoid makers to ass...

12/25/2025

Internal mockups for OpenAI’s advertising push include displaying sponsored information in a sidebar next to the main ChatGPT response window. Read: https://thein.fo/4pbre5l

OpenAI executives have kept a tight lid on how the company could show advertisements to users of its popular ChatGPT chatbot, leaving the broader digital ad industry eager for clues. Behind the scenes...

12/25/2025

Sam Altman says OpenAI remains heavily compute-constrained and could potentially double its revenue if it had twice the server capacity. The company forecasts spending $220 billion on servers through 2028. Read more:

As OpenAI discusses raising an unprecedented investment round of up to $100 billion, it can crow about some key improvements to how it runs its business. While its total computing costs are still high...

12/25/2025

The potential acquisition of Observe would push Snowflake into closer competition with Datadog and Cisco’s Splunk. Read: https://thein.fo/3YI6lUt

Snowflake is in talks to buy app monitoring startup Observe Inc. for around $1 billion, which would likely be the biggest deal in Snowflake’s history, according to people with knowledge of the discuss...

12/25/2025

Nvidia's $20 billion deal to acquire Groq technology is a stunner. Here's what our reporters found out.

Read more from Wayne Ma, Miles Kruppa, Valida Pau and Katie Roof 👇
https://thein.fo/3LidvvC

Nvidia stunned Silicon Valley on Wednesday by agreeing to pay about $20 billion to license technology from Groq, one of the best-funded startups trying to challenge Nvidia’s dominance in chips for pow...

12/25/2025

Following the poor performance of recent listings, some startups are delaying their market debuts until 2027 or pivoting toward M&A opportunities instead of the public markets. Read:

More than two-thirds of this year’s tech initial public offerings are trading below their listing prices, a poor reception that is casting doubt on the prospects for companies hoping to hit the market...

12/25/2025

Amazon is in talks to invest at least $10 billion in OpenAI, a move that could help the startup fund the $38 billion it plans to spend on AWS servers. Full story here:

The eye-popping $100 billion of capital OpenAI wants in a new funding round has everyone wondering where that kind of cash might come from. The round would value the company at about $750 billion prio...

12/25/2025

Codegen was an early mover in building autonomous coding agents that complete tasks with minimal oversight. It previously raised $16.2 million from investors including Thrive Capital and Adam D’Angelo. Read the exclusive:

This year has been a big one for AI coding startup acquisitions. Who can forget the dramatic Google-Windsurf-Cognition saga from this summer? And this month alone, Anthropic acquired developer tool st...

12/25/2025

GitHub Copilot is losing market share to newer rivals like Cursor and Devin, leading some major customers like Goldman Sachs to reduce their spending on Microsoft’s coding tool. Details here:

A few weeks ago, Microsoft CEO Satya Nadella sent an email to engineering leaders at the company who were working on a consumer version of Copilot, the AI-powered assistant inside several Microsoft pr...