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Ep 102: Build-a-bear is really an AI company. sam lessin 🏴‍☠️'s latest AI thesis drops, and even Dave Morin and Brit Morin didn’t fight him this time. The new episode is now live--link in bio.

Coco!!!!!

A 10/10 match.

Op-Ed from Investor Hadi Partovi: No, AI isn't killing computer science, Partovi argues. It’s making it essential. Read more: theinformation.com/articles/ai-ki…

This is literally all Zendaya wanted in Challengers

The most perfect game of tennis.

Some great reporting here from the team, including details about how the Trump - Elon political relationships dates back earlier than is known. theinformation.com/articles/fract…

DOGE isn't done. Scoop from Sylvia Varnham O’Regan theinformation.com/articles/sec-e…

This is why bankers are having fun right now. All the Scale-Meta details from Cory Weinberg theinformation.com/articles/meta-…

One of The Information's smartest moves was hiring an adtech reporter given all of the adtech/Big Tech **stuff** going on (antitrust, etc.). Catherine Perloff is crushing it over there. To other biz/tech pubs, you, too, would benefit from having a beat focused on ads/adtech!

pretty incredible chart from The Information on revenue among some of the top 15 AI startups:

I mentioned this on Bg2 Pod. Enterprise customers need to declare if they support “open data” or “closed data.” And customers should move away from “closed data” vendors as fast as possible.

Breaking: OpenAI wants to get out of its exclusive cloud contract with Microsoft, one of a slew of financial concessions it is seeking. Read more from @SriMuppidi and @AaronpHolmes 👇 theinformation.com/articles/opena…

Our Co-Founders Philippe Laffont Thomas Laffont kicked off our annual East Meets West conference with their keynote address "Coatue View on the State of the Markets." Check out some highlights, including our outlook below. coatue.com/blog/company-u…

Exclusive: Canned water startup Liquid Death looks for a cash infusion with a new convertible note. Read more from @AnnGehan and @CoryWeinberg 👇 theinformation.com/articles/liqui…

Big. Cory Weinberg Kalley Huang theinformation.com/articles/meta-…

Oracle is 2x a Salesforce, but Ellison is worth 25x Benioff?…. What This Says about the limitations of the SaaS business model.

Love a good backstory. More on The Information

$1 billion plus in revenue. No investors. What a story. Stephanie Palazzolo Cory Weinberg theinformation.com/articles/littl…

Ep 104: The marriage of convenience between OpenAI and Microsoft is falling apart. @JessicaLessin breaks down The Information’s latest exclusives on the rising tension in this week’s episode. Link in replies.