The Information

Microsoft’s New Security Chief Replaces Top Execs to Force an AI Overhaul

Microsoft, the largest cybersecurity software seller in the world, is overhauling that business to cash in on corporate anxieties about AI-powered hacks. Hayete Gallot, who took over Microsoft’s security business in February, has directed more teams to develop AI security products such as those that find bugs in IT systems. At the same time, she is making cuts to some more traditional security products as well as consolidating engineering teams. In doing so, she has replaced several...

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Kevin McLaughlin

ASML Plans Price Increases for Chipmaking Equipment, Despite TSMC Resistance

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Apple Hunts for AI Chip Acquisitions

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The Four Keys to Surviving the SaaSpocalypse

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Coinbase, JPMorgan Partnership Delays Drag On

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AWS Stops Selling Two Versions of its Private Data Center Product

AWS is ending sales of two cloud hardware products that let customers process and analyze data in places like retail stores and factory floors.

SpaceX Shares Drop Below IPO price

The stock has experienced significant volatility since its public debut in June.

Senior AWS Exec Dave Brown Departs

An Amazon commerce exec is taking his place.

Stripe, Advent Made Joint Offer to Buy PayPal

PayPal shares jumped 16% after news of the unsolicited offer.

Cursor Is Reinventing Itself as SpaceX Deal Looms

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Apple Receives Approval for Alibaba-Powered AI Service in China

China's internet regulator also approved six other services, mostly from Chinese smartphone makers.

Trump Administration Rolls Out AI Executive Order With ‘Gold Eagle’ Program

A clearinghouse composed of government agencies and companies will coordinate on cyber vulnerabilities.

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DeepSeek’s Annualized Revenue Nears $500 Million, Boosting Fundraise and IPO Plans

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How AI Will Change Businesses by 2030

Hassabis’ AI Standards Idea Gets Support—What’s Next?

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FuriosaAI, Nuvacore, D-Matrix Join Chip Funding Spree

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IBM Stock Drops 25% As Mainframe Business Suffers

The company said its infrastructure revenue for the June quarter fell 7% from the previous year.

What happens when Silicon Valley logs off—the trends, people and companies shaping tech culture.

Style and Shopping

Naveen Rao’s Cowboy Hat, Karlie Kloss’ Statement Dress: A Tech Mogul’s Guide to Summer Fashion

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How ‘Eggmaxxing’ Became the Latest Fertility Quest

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Amy Dockser Marcus

Google DeepMind’s Demis Hassabis Calls for New U.S.-Led AI Standards Body

The call to action comes amid uncertainty with the Trump administration’s approach to AI regulation.

Are AI Providers Really a Threat to Their Customers?

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AWS Is Overloaded. These Cloud Startups Are Picking Up the Slack.

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Catherine Perloff

New York Becomes First State to Enact Data Center Moratorium

The executive order signed by Gov. Kathy Hochul will last for one year.

DeepSeek Plots Another Funding Round, Weeks After Raising $7.4 Billion

The Chinese AI lab is embracing external money at a fast pace after seeing Mythos’ breakthroughs.

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What Andy Jassy Told Me at Davos

Jessica LessinFounder and CEOThe Information

OpenAI to acquire Anthropic

Alan JacobsonFounder, CeorevenueModel.ai

Eight Women Speak Out

Brian DemseyFounderHallucinations.cloud

Search our community Directory to engage with others who are serious about tech and business.

What I Learned From a Year of TITV

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Evaluating Models is Getting Even Harder

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Stephanie Palazzolo

Americans Deserve a Dividend From AI Companies’ Riches

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Meta’s Louisiana Purchase

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Community Commentary

Zachary MagdovitzPartner, Co-FounderLorimer Ventures

on… When Andreessen Horowitz Has a Sticky Situation to Solve, It Calls ‘The Wolf’

Favorite read in a while.

Paul BaierCEOGai Insights

on… Anthropic and OpenAI’s Share of AI Startup Revenues Rises to 89%

The key question is weather profit concentration follows the same pattern as this revenue concentration. Apple, Microsoft and Google all has declining margin cost, so scale drove profit concentration. I assume this will occur in these market, but this hasn't yet been the case (likely token price increases by OpenAI and Anthropic next year post IPO will help).

Elizabeth RichardsonConsultant And OwnerElizabeth Richardson LLC

on… Why Trump Officials and VCs Love This Nuclear Power Startup’s Brute-Force Approach

This is a very balanced story. It shows the hope and the hype in an industry coming of age. July 4, 2026, is not far away. I'll be watching. If Taylor pulls it off? The great American Story. If he doesn't? Echoes of Nikola. I like X-Energy's odds a bit more.