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The Information · Technology

The Information

We founded The Information in late 2013 with a simple idea: write deeply-reported articles about the technology industry that you won't find elsewhere. If you have any questions about us, our business or our team, we'd love to hear from you at [email protected]. Thank you for your interest in what we're building.

Episodes

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Insider Trading on Predictions Platforms?

16 Dec 2025
5m
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Nebius Co-founder, Roman Chernin, on the Future of AI Models

16 Dec 2025
13m
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Nebius differentiates itself as an "AI-specialized cloud" provider by optimizing its full stack—from physical infrastructure to the platform layer—specifically for AI workloads, rather than attempting to serve as a universal cloud provider. While closed-source models currently dominate general intelligence, open-source...

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Wealthfront IPO Values Firm at $2.6B

16 Dec 2025
6m
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Musk's $1.5T SpaceX IPO Target, Grok’s Slow Enterprise Push, Space Data Centers | Dec 15, 2025

16 Dec 2025
38m
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AI’s Power Problem Comes Into Focus

15 Dec 2025
5m
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Who is Running Apple After AI Executive Exodus?

15 Dec 2025
5m
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Is SpaceX's Proposed $1.5 Trillion IPO Valuation Justified?

15 Dec 2025
10m
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The discussion centers on SpaceX's potential IPO, its current valuation, and future prospects. Tim Farrar, president of TMF Associates, offers insights into SpaceX's financial performance, noting that the company has consistently missed revenue forecasts, leading to a search for new narratives like data centers in spac...

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Elon Musk’s Grok Has a Branding Problem

15 Dec 2025
5m
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The Truth About Space Data Centers

15 Dec 2025
9m
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GPT-5.2 vs. Gemini 3 Pro, Larry Ellison’s Big Bet & Risk, Nebius CBO on AI Cloud War | Dec 12, 2025

13 Dec 2025
56m
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The Risks Behind Larry Ellison's Big Bets

12 Dec 2025
12m
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Disney Invests $1B into OpenAI’s Sora, China’s AI Talent Wars, Oracle $10B Cash Burn | Dec 11, 2025

12 Dec 2025
39m
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Why Live Shopping is the Next Iteration of Consumerism

11 Dec 2025
6m
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Why Wall Street is Concerned with Oracle’s $10B Cash Burn

11 Dec 2025
7m
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The Future of Business Models: Moving to Outcome-Based Pricing for AI

11 Dec 2025
8m
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China's AI Talent War: Tencent Poaching ByteDance Researchers

11 Dec 2025
8m
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Disney’s Major Risk in its $1 Billion OpenAI Sora Deal

11 Dec 2025
4m
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Pinterest CEO on AI Roadmap, China’s Emergency Nvidia Meeting, AWS’ New AI Model | Dec 10, 2025

11 Dec 2025
54m
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The AWS AI Advantage: Custom Models

11 Dec 2025
9m
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How this UAE Fund is Getting Closer to OpenAI and Oracle

10 Dec 2025
8m
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