Formation coverage.

OpenAI, Anthropic Claim Cryptography Breakthrough on Same Day - The Information

Why Cheaper Models Won't Win OpenAI the Enterprise - The Information

Anthropic's S-1 shows an 85% gross margin in H1 from running its models, a reality check for skeptics who said pay-as-you-go model sales wouldn't be profitable (Stephanie Palazzolo/The Information)

The FCC warns TP-Link that three routers exceeded power limits and it may have submitted "false or incorrect information", a move that could allow further bans (Bloomberg)

AI-driven disinformation running rampant on social media before US midterms, experts warn

Sources detail how Ramp investors Joe Lonsdale and Keith Rabois pushed US lawmakers to probe rival Airwallex's China ties after Airwallex scrapped a Ramp deal (Michael Roddan/The Information)

Data center tenants now demand $5M+ a day in late-delivery fees, up from $1M this spring, spawning new "delay-in-delivery" coverage from brokers like Marsh (Ann Davis Vaughan/The Information)

Source: Replit recently moved most AI spend from Anthropic to OpenAI, which gave 30%+ off in a deal worth $100M+/year, after Anthropic discontinued its discount (The Information)

Anthropic’s Margin is OpenAI’s Opportunity - The Information

Few Americans Say They Are Asking AI Chatbots for 2026 Election Information

Andy Jassy says AWS capacity for 2027 is "largely sold out" and a "good chunk" of 2028 capacity is also sold, though AWS reserves some capacity for on-demand (Catherine Perloff/The Information)

OpenAI says it built an "offline world" from cached web content to train isolated frontier models to browse, search for information, and use web apps (OpenAI)

Utopai, an AI film studio that says it has more than 20 projects in the works, raised $60M at a $1B valuation (Rocket Drew/The Information)

Instacart Shares Rally 10% After The Information Reports Sale Talks

Sources: Instacart, currently valued at $12B, is in talks to sell itself and held preliminary conversations with DoorDash and Uber (The Information)

Public-Interest Information in an AI-Intermediated Age

Sources: SoftBank's SB Energy is considering going public as soon as December or waiting until 2027, as it closely watches Anthropic's IPO, expected in November (The Information)

Sources: Datadog offered to buy Israeli cloud cybersecurity startup Upwind Security for ~$4B; Upwind is finalizing a $300M funding round at a ~$3.8B valuation (The Information)

Atlanta-based Tractian, which uses AI and sensors to predict machine failures and recommend maintenance, raised a $130M Series D at a $1.4B valuation (Rocket Drew/The Information)

Rocket Drew / The Information : Atlanta-based Tractian, which uses AI and sensors to predict machine failures and recommend maintenance, raised a $130M Series D at a $1.4B valuatio…

OpenAI Had Numerous Vulnerabilities Its AI Could Exploit, Evaluators Find - The Information

Israeli security company Lava finds 32 Nvidia Blackwell Ultra B300 chips connected to systems linked to state-owned operator China Telecom, despite US controls (Qianer Liu/The Information)

Source: a16z plans to drop "crypto" from its flagship blockchain fund, rebranding it to "a16z frontier" and broadening its investment strategy beyond crypto (Leo Schwartz/The Information)

UK government hasn't the foggiest how much it's spending on digital transformation

Years of promises, but officials unable to put a figure on investment…

Keep your family’s important information organized and encrypted for $49

OpenAI to Bring Models to Google Cloud - The Information

OpenAI, Anthropic Should Cap Compute for R&D, Say AI Safety Advocates - The Information

OpenAI expands ChatGPT ads to 26 additional countries, taking the total to 83 countries, and says the platform's advertiser base is 100K+, up from 20K in August (Alix Coutures/The Information)

OpenAI Expands ChatGPT Ads to 26 More Countries, Says It Has More Than 100,000 Advertisers - The Information