The Information

Stripe Minted $3.2 Billion in Cash in 2025, Setting Up Acquisition Hunt

Stripe is coming off a banner year thanks to booming growth in the AI sector, where the company processes payments for big AI labs and small developers alike. The payment giant’s revenue jumped by a third to $6.8 billion last year, according to a person familiar with its financial figures, marking its fastest revenue growth since 2021. Stripe is also practically printing cash, with free cash flow surging 52% to $3.2 billion in 2025. That likely explains why the company feels comfortable...

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SpaceXAI Explores Major Data Center Expansion in Texas

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Meta’s AI Incubator Is Developing an OpenRouter Rival to Cut Coding Costs

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The Information Finance

What AI Trading Agents Are Up to on Robinhood

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Meredith Mazzilli

Anthropic Investor in Talks to Fund New Lab Run By Two Stanford AI Professors

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Stephanie Palazzolo

Can AI Make Hollywood's Next Blockbuster?

Amazon Cuts Staff to Division Working on Homegrown Models

Amazon is still committed to the creation of Nova models, but is focusing on certain areas, including its Nova Forge service

Exclusive: Cursor Launches Model Router

The product comes amid enthusiasm for cost-saving routers.

Dorsey Wants Buzz to Loosen Slack’s Hold on Workers

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SpaceXAI’s Explores Texas Data Center, Oracle’s Costly Surprises, AI-Generated Movies Incoming

AMD to Invest Up to $5 Billion in Anthropic, Strikes Chip Deal

Anthropic continues to diversify its AI server suppliers.

Department of Energy Partners with American Open-Weight Model Provider Arcee

The partnership is part of a DOE effort to use AI to accelerate research at national labs

Venture’s AI Fever Goes Nuclear

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Julia Hornstein

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Monday.com to Cut 20% of Workforce

Monday.com had planned to expand its workforce by 20% but it has gradually retreated from those plans over the past six months.

Exclusive: Veteran Fidelity Fund Manager Joins Michael Dell’s Family Office

Benjamin, a longtime fund manager, managed the $55 billion Fidelity Select Semiconductors mutual fund.

Anthropic Isn’t the Best at Powering Customer Service, New Data Show

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U.S. and China Plan to Hold AI Talks in September

The AI race between the U.S. and China is intensifying, as Chinese AI firms roll out increasingly powerful open-source models that challenge Silicon Valley.

AI Server Maker Supermicro Surged 17% After Announcing New Orders

SpaceXAI is a likely contributor to Supermicro’s backlog orders.

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

Trump’s AI Agenda Collides With Reality

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Private Jets Are Scarce. Blame the Gusher of AI Wealth

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Anthropic’s Robot Ambition; Nvidia Ramps Up Vera Rubin

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Stephanie Palazzolo

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OpenAI Says Its AI Broke Containment, Went to Internet and Hacked Hugging Face

The incident shows how AI models have in some ways exceeded human cybersecurity capabilities.

Mercor’s Fast Growth Relies on Biggest AI Companies, Documents Show

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Julia Hornstein

Where Anthropic is Falling Behind OpenAI and Google

The Debate About Chinese Open-Source AI; Ellison’s Bad Day

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Trending on forum

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.

US AI Policy Debate Reignited by Kimi K3, Where Anthropic is Lagging, AMD’s New Helios AI System

China’s Windrose Needed U.S. ID Numbers. So It Borrowed a Georgia Address

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Google's Plan To Boost Its AI Models

What the New Kimi K3 Model Really Means for the U.S.-China AI Race

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Google Plans New ‘Frozen’ AI Chip, Preventing Scams in the AI Era, 160 Software Startups For Sale

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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.