The Information @theinformation
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A major AI customer switched from Anthropic to OpenAI in just days, faster than it took to negotiate the contract. The Information's @LauraBratton5 explains what low switching costs could mean for both companies. “The switching cost is lower, and that's what I hear from every CIO I talk to, is they want flexibility. They don't want to be beholden to one model provider.” “If they make a wrong move, they could risk losing a substantial part of their customer base if there's no brand loyalty.” Full story: thein.fo/4A0ea8V
Anthropic generated $19.7 billion in revenue over the past 12 months, according to its IPO filing. But another number caught Mostly Media founder @cjgustafson's attention. “They're doing over $6 million per employee. The median tech company does about half a million, 450K per employee.” Read more about the IPO filing: thein.fo/3UP24jR
Today's AI model prices might not last. The Information's @LauraBratton5 explains why some industry observers compare OpenAI and Anthropic's pricing strategies to Uber's early days. “Uber provided rides for much cheaper than they actually cost at the start of its journey. And then everybody got hooked on Ubers and now it's significantly more expensive.” “And yeah, the folks I've talked to predict that that's what's going to happen with these models.”
Anthropic's IPO filing was a big moment for the tech industry. “This filing was such a big deal in the Gustafson household that my wife made me pancakes this morning.” “It was this touching, delicious, human moment before I went upstairs to write about a technology that could either help us all live to 200 or potentially lead to our extinction.” — Mostly Media founder @cjgustafson Read more: thein.fo/4BrYs7L
Anthropic disclosed roughly $657 billion in compute commitments as it prepares for an IPO that could value it at $1.5 trillion or more. Its S-1 also reveals improving profitability, mounting stock compensation and an unusually complex shareholder lock-up structure. Full story: thein.fo/4yTVruM
Visa and Mastercard face a new threat as Stripe gains ground in payments made by AI shopping assistants. Stripe’s use of single-use virtual cards could weaken the card giants’ visibility into transactions and their influence over how AI purchases work. Full story: thein.fo/4iiMbd3
Unlocking real value from AI comes when you break free from traditional org chart workflows instead of “bolting AI onto the way things happen today”. EY Global Consulting AI Leader Dan Diasio explains why rebuilding a process around AI can leave companies with a problem their org chart wasn’t designed to solve: “They're trying to build an entirely new function or a new way of working that often cuts across the org chart, and there's no owner for that.” Supported by @EY_US 🚀 Watch the full episode of AI Deep Dive: thein.fo/4zgHVCq
AI data center developers are facing late-delivery penalties exceeding $5 million a day, up from $1 million just months ago. Insurance brokers are scrambling to create new policies as lenders grow increasingly concerned about the financial risks. Full story: thein.fo/4BtLq9Z
What is the biggest mystery Anthropic’s S-1 most needs to clear up? 🗳️ Compute commitments 🗳️ Revenue concentration 🗳️ Customer retention 🗳️ Governance and founder control 🗳️ Honestly, nothing new Cast your vote in The Information Polls app, and see what the rest of the tech industry thinks. Download now to vote: thein.fo/4eKOhkZ
The @theinformation WTF lineup, starting tomorrow. I cannot wait to sit down with these women. Kim Posnet, head of investment banking Goldman Sachs Paige Todd, co-founder of Flock Whitney Wolfe, founder, Bumble Bari Weiss, Editor-in-chief, CBS news Lynn Martin, President, NYSE Amanda Petersen Corio, head of energy and power at Google Anne Wojcicki, founder and CEO, 23andMe Lori Goler, president CZI Janice Chen, co-founder Mammoth Bioscience Tina Wu, founder of Noho Kimmy Scotti, managing partner, Neo Ami Badani, CMO, Arm Nidhi Chappell, President of AI Infrastructure, Nscale Sara Heck, head of public policy, Anthropic Whitney Cummings, writer, comedian
Best readout of Anthropic's S-1 I've seen (biased ofc) from my colleagues at @theinformation: @validapau @steph_palazzolo @catherineperlo1 @dakincampbell @julia_hornstein @lauramandaro @jasonrdean theinformation.com/articles/anthr…
Read The Information's key takeaways from Anthropic's S1. w/ @steph_palazzolo @aaronpholmes @catherineperlo1 @dakincampbell (+ edits @jasonrdean, @lauramandaro)
Doordash $DASH in advanced talks to buy Instacart $CART for around $17 billion. @theinformation theinformation.com/briefings/door…
SCOOP: Instacart $CART is in talks to sell itself w/ @coryweinberg (his @theinformation swan song) + @Jessicalessin
OpenAI has turned aggressive pricing into a weapon against Anthropic. At Rippling, OpenAI’s share of AI-assisted coding work jumped from 16% to 52% as the company sought to cut costs. Full story: thein.fo/4z2g7kl
Anthropic disclosed roughly $657 billion in cloud computing commitments as it prepares for an IPO that could value it at $1.5 trillion or more. Its filing also revealed a $974 million second-quarter operating profit and an unusually complex plan for insiders to sell shares. Read more: thein.fo/4soG7V4
Read The Information's key takeaways from Anthropic's S1. w/ @steph_palazzolo @aaronpholmes @catherineperlo1 @dakincampbell (+ edits @jasonrdean, @lauramandaro)
What does AI really cost once it’s inside a company? For Episode 7 of AI Deep Dive, @EY_US Global Consulting AI Leader Dan Diasio joins Rocket to explore the costs beyond tokens—from training employees to keeping the business running when agents go offline. 🚀 Watch AI Deep Dive today at 12 PM PT / 3PM ET: thein.fo/3UO6G9V
Stripe is emerging as a powerful middleman in AI shopping, raising concerns at Visa and Mastercard. Its virtual card technology could give Stripe greater control over payments and more insight into consumers’ purchases. Full story: thein.fo/4iiMbd3
Exclusive: Instacart is exploring a sale and has held preliminary talks with DoorDash and Uber. A takeover could value the $12 billion grocery delivery company at roughly $16 billion to $17 billion, including a typical acquisition premium. Full story: thein.fo/4iFAO09
Today on TITV: Anthropic has publicly filed its S-1 for a planned IPO, with plans to list on Nasdaq under the ticker ANT. What does the filing reveal about its business, biggest risks and position in the AI race? Plus, OpenAI's pricing cuts and what they mean for Anthropic's margins, how the two labs' models stack up, and why Stripe's AI shopping lead is putting card giants on edge.
The Information | TITV | October 26, 2026 x.com/i/broadcasts/1…
Dan Primack @danprimack
164K Followers 5K Following Biz editor @Axios. Pro Rata newsletter. [email protected]. Native Masshole. DM for Signal/Telegram.
Alex Konrad @alexrkonrad
91K Followers 4K Following Founder and editor of @upstartsmediaco, a new tech publication focused on the startup ecosystem. Previously @Forbes senior editor. Email: [email protected]
Semil @semil
172K Followers 868 Following Investor via @HaystackVC focused on seed-stage investments // Venture Partner w/ @LightspeedVP
sam lessin 🏴☠... @lessin
126K Followers 577 Following Intern @theinformation. GP @slow. Fmr VP Product FB. co-founder dropio & fin. Seed investor solana, venmo, openphone, teamshares, sublime. https://t.co/N6JqjBvF1o ¶.
Natasha Mascarenhas @nmasc_
56K Followers 5K Following I write about Venture Capital & Silicon Valley for Bloomberg @technology. My Signal is +1 925 271 0912.
Jessica Lessin @Jessicalessin
323K Followers 2K Following Working for a better journalism future. Founder, @theinformation. Founder, @lessinmedia. Co-host @moreorlesspod
Ashley Mayer @ashleymayer
64K Followers 3K Following Co-founder and GP @coalitionvc, investing in pre-seed/seed startups. Co-host of @greatchatpod. Former comms pro @Glossier, @SocialCapital, @Box.
Lucas Shaw @Lucas_Shaw
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164K Followers 3K Following startup investor/helper, founder @conviction. interested in intelligence, accelerating progress. tech podcast: @nopriorspod
Kaya Yurieff @kyurieff
14K Followers 4K Following co-founder of @scalablepod, a new media company focused on the business of the creator economy. Formerly at @theinformation & @cnn
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Rich Greenfield, Ligh... @RichLightShed
57K Followers 4K Following Partner & TMT Analyst LightShed Partners, GP LightShed Ventures, Media Futurist & Co-Host: The LightShed Podcast. Sites/Social: https://t.co/9u1Ibhj4TO
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Dan Primack @danprimack
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Sar Haribhakti @sarthakgh
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modest proposal @modestproposal1
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Semil @semil
172K Followers 868 Following Investor via @HaystackVC focused on seed-stage investments // Venture Partner w/ @LightspeedVP
sam lessin 🏴☠... @lessin
126K Followers 577 Following Intern @theinformation. GP @slow. Fmr VP Product FB. co-founder dropio & fin. Seed investor solana, venmo, openphone, teamshares, sublime. https://t.co/N6JqjBvF1o ¶.
Natasha Mascarenhas @nmasc_
56K Followers 5K Following I write about Venture Capital & Silicon Valley for Bloomberg @technology. My Signal is +1 925 271 0912.
Jessica Lessin @Jessicalessin
323K Followers 2K Following Working for a better journalism future. Founder, @theinformation. Founder, @lessinmedia. Co-host @moreorlesspod
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48K Followers 3K Following Founder + author of Newcomer – a startups and VC newsletter & events company. Host summits, including Cerebral Valley AI Summit. Subscribe https://t.co/ptjq4pjVS9
sarah guo @saranormous
164K Followers 3K Following startup investor/helper, founder @conviction. interested in intelligence, accelerating progress. tech podcast: @nopriorspod
Kaya Yurieff @kyurieff
14K Followers 4K Following co-founder of @scalablepod, a new media company focused on the business of the creator economy. Formerly at @theinformation & @cnn
Kate Clark @KateClarkTweets
60K Followers 1K Following Following the money. Reporter @WSJ. Signal: kateclark.77
Peter Kafka @pkafka
89K Followers 1K Following Chief correspondent at Business Insider. Host of Channels pod, every Weds. https://t.co/eSOFgN7NrW Monkey via @andybyday. “Someone I like reluctantly.”
Katie Roof @Katie_Roof
57K Followers 7K Following Editor at Large, @businessinsider, covering VC, IPOs. Global reporter @axelspringergrn. “Scoop athlete of the century” -@TBPN. 🇺🇸 from 🌁
paris martineau @parismartineau
22K Followers 2K Following investigative journalist @consumerreports, previously @theinformation @wired / tech podcastin’ @twit / send tips: 267.797.8655 (signal) / [email protected]
Sara Fischer Knight @sarafischer
60K Followers 9K Following Media Correspondent @Axios, Media Analyst @CNN ([email protected])
Amir Efrati @amir
43K Followers 998 Following Executive Editor @theinformation. amir @ https://t.co/XVwTW5v1ka amir.62 on Signal
aileenlee @aileenlee
164K Followers 3K Following Founder of @CowboyVC, we back & help build seed stage tech cos. Mom/wife who❤️ food, tennis, travel & fighting for equality. Pitches to https://t.co/NqGqheN6eu, not DM pls.
Erin Woo @erinkwoo
17K Followers 4K Following google reporter @wsj, previously @theinformation @nytimes et al. tips: [email protected] or erinkwoo.07 on signal
Anita Ramaswamy @AnitaRamaswamy
13K Followers 6K Following financial analysis columnist @theinformation
Cory Weinberg @coryweinberg
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5K Followers 2K Following Writing about tech for @TheEconomist. Ex-@theinformation, @WSJ and @FT. Get in touch: [email protected].
Thinking Machines @thinkymachines
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2K Followers 492 Following Reporting on business & tech for @nytimes & @dealbook Reach me at srimuppidi.13 on Signal & [email protected]
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5K Followers 1K Following venture @theinformation. juliah.22 on signal. chase the moon across america.
Michelle Celarier @mcelarier
9K Followers 2K Following Award-winning journalist now also on Substack: https://t.co/DpPqjbeQKK Also in @iimag, @NYmag, @nytimes, @theinformation, @FortuneMagazine etc
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Michael Eisenberg @mikeeisenberg
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