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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


Nebius Co-founder, Roman Chernin, on the Future of AI Models
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...

Wealthfront IPO Values Firm at $2.6B

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

AI’s Power Problem Comes Into Focus

Who is Running Apple After AI Executive Exodus?

Is SpaceX's Proposed $1.5 Trillion IPO Valuation Justified?
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...

Elon Musk’s Grok Has a Branding Problem

The Truth About Space Data Centers

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

The Risks Behind Larry Ellison's Big Bets

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

Why Live Shopping is the Next Iteration of Consumerism

Why Wall Street is Concerned with Oracle’s $10B Cash Burn

The Future of Business Models: Moving to Outcome-Based Pricing for AI

China's AI Talent War: Tencent Poaching ByteDance Researchers

Disney’s Major Risk in its $1 Billion OpenAI Sora Deal

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

The AWS AI Advantage: Custom Models

How this UAE Fund is Getting Closer to OpenAI and Oracle
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