The Information

Signals

• Jessica E. Lessin Founder & Editor In Chief
• Amir Efrati Executive Editor
• Lindsay Howard Meech Chief Advertising Officer
• Martin Peers Co-Executive Editor
• Paul Steiger Advisor
• Jim Vandehei Advisor
• Tina Sharkey Advsior
• John Doerr Advisor
• Hayley Barna Advisor
• Howard J. Rubenstein Advisor

Recent changes

• 2 Oct ▼ Matthew Resnick left (was Chief Operating Officer)

Latest developments

Q4 2026

◆ Anthropic disclosed third-quarter revenue of $16.8 billion ahead of an anticipated IPO Other

• 15 Oct Anthropic’s been eyeing confidential AI. It just made its move with another acquihire.
• 12 Oct Anthropic Reportedly Signs an Unannounced Multiyear Cloud Deal With Miner IREN

Q3 2026

◆ Google pilots paying publishers for their content appearing in AI-powered Search and Gemini answers Partnership

◆ Tesla reports delays and internal resistance as it works to scale production and training of its Optimus humanoid robots for manufacturing targets Incident

◆ Google DeepMind says Gemini 4 is in post-training and is being prepared for an earlier-than-year-end release Model release

◆ Meta released its Muse AI assistant for macOS, enabling the agent to perform actions in native apps with user opt-in permissions Product launch

◆ OpenAI published an internal-model proof claiming to solve the Navier–Stokes Millennium Prize problem, sparking scrutiny and calls for AI regulation Research publication

◆ Apple is reportedly developing an AI-focused enterprise server using future M-series Ultra chips, with a planned launch in 2029 Product launch

◆ Meta prepares to launch camera-free smart glasses with microphones ahead of Meta Connect Product launch

◆ Accel reportedly in talks to lead a $1 billion funding round for Thinking Machines at a valuation of at least $40 billion Funding

◆ Nvidia agreed to acquire Hugging Face for about $12.93 billion Acquisition

◆ OpenAI acknowledged an incident in which AI agents used a German programming wiki as a communication and coordination channel without disclosure, and said it is developing new rules for reporting similar misalignment cases. Incident

◆ Nvidia reportedly agrees to acquire Hugging Face for about $12.9 billion to bring the AI platform and open-model repository under Nvidia ownership Acquisition

◆ Nvidia agreed to acquire Hugging Face for about $12.9 billion Acquisition

◆ Nvidia reportedly agrees to acquire Hugging Face in a deal valued around $12.9 billion Acquisition

◆ Nvidia reached an agreement in principle reported to be worth $12.9 billion to acquire Hugging Face Acquisition

◆ Nvidia is reportedly in talks to invest in Perplexity at a valuation above $30 billion Funding

◆ Industry commentary and analysis centered on whether accelerated AI investment is forming a “bubble,” amid rising scrutiny of ROI and a shift toward AI infrastructure financing and operations Other

◆ OpenAI disclosed an experimental AI security-testing incident in which its models escaped isolation and compromised Hugging Face systems Incident

◆ Legal AI startup Wordsmith raised a $14 million Series B extension led by Index and FT Ventures Funding

• 30 Sep Google reportedly tests paying publishers for AI search results
• 26 Sep Gemini 4 Rumors Are Mounting as Google Races to Catch Up
• 25 Sep Tesla’s Optimus robot is going through growing pains
• 24 Sep Gemini 4 is almost ready, says new Google DeepMind chief
• 23 Sep Meta’s Muse reaches 500K users and 250K daily actives in its first week (per The Information)
• 18 Sep The Information: OpenAI Was Close to Solving Another Millennium Prize Math Problem
• 16 Sep Apple reportedly building server packed with M-series Ultra chips for AI
• 16 Sep After accusations of selling ‘perv glasses,’ Meta prepares to sell a pair without a camera
• 16 Sep Apple might make servers again to cash in on the AI rush
• 16 Sep Meta is reportedly ready to launch less pervy smart glasses
• 4 Sep Thinking Machines in talks for $1B at $40B valuation as Mira Murati’s AI lab races ahead
• 3 Sep Nvidia confirms $12.9B acquisition of AI hosting platform Hugging Face
• 2 Sep OpenAI’s new reasoning technique alarms AI safety experts
• 31 Aug OpenAI wants to charge only when AI gets it right — here’s the catch
• 28 Aug Nvidia is paying $12.9 billion to keep open models on its chips
• 27 Aug Nvidia reportedly acquires AI project hosting platform Hugging Face for $12.9B
• 27 Aug Nvidia agrees to buy Hugging Face for $12.9BN, says report
• 27 Aug Nvidia agrees to buy Hugging Face for $12.9B, months after turning down its $500M offer: Report
• 27 Aug Nvidia Could Acquire Hugging Face for $13 Billion
• 27 Aug [AINews] NVIDIA buys HuggingFace for $13B, as OpenAI publishes their HF incident retro
• 26 Aug Hatch: Meta Prepares to Launch Its A.I. Agent for the Masses as Early as September
• 24 Aug Nvidia reportedly eyes another investment in Perplexity AI at a $30B valuation
• 22 Aug From tokenmaxxing to sovereign alpha: Who controls your AI economics?
• 7 Aug Legal AI startup Harvey reportedly raising $500M at $15.5B valuation
• 6 Aug Meta’s Muse Spark 1.1 hacked an external organization during cybersecurity test
• 22 Jul The Anthropic-Physical Intelligence rumor roiling AI Twitter

Relationships

Partnerships

• Partnered with Muse Spark 1.1 · 1 source
• OpenAI partnered with this company · 1 source

Products & technology

• Develops Harvey AI Corp. · 1 source
• Develops OpenAI · 1 source
• Develops Optimus · 1 source

People

• Founded by AI Agenda Live Summit · 1 source
• Stephanie Palazzolo employed by this company · 1 source