The Information

How Small Firms Use Claude to Quit Salesforce

The world’s largest companies may not be hurriedly replacing traditional enterprise applications with vibe coded alternatives, but some smaller firms are. Greenleaf Management, an Atlanta-based real estate property and investment manager with about 55 employees, saved around $100,000 annually by replacing Salesforce’s customer relationship management software with a custom application developed using AI tools from startup Replit and Claude Code, said Dave Codrea, a partner at the company. The...

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

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Anthropic in Talks With Samsung to Manufacture Custom AI Chip

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Microsoft Memo Details AI App Overhaul to ‘Earn the Right to Exist’

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Tesla Caps Employee AI Spend at $200 per Week After Adoption Push

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Pickleball Is the Past. The Tech Elite Is Obsessed With Padel

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China Plans to Let Top AI Firms Buy Limited Amount of Nvidia H200 Chips

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Nvidia’s New Hedge Against Chip Competitors? Partner with Them

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Palantir CEO Says Some U.S. Government Customers Switched to Open Source AI

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SoftBank, Altimeter, D1 to Invest in Thrive Holdings’ $2 Billion Financing

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Julia Hornstein

Why Microsoft’s Real Value Is Close to $3.8 Trillion, or $500 a Share

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Anita Ramaswamy

Sunday Insights

Walmart’s Amazon-Sized Ads Opportunity

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Catherine Perloff

Tesla’s Robotaxi Push Tests New Blueprint for Scaling Fast

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China’s AI Lab Zhipu Weighs Custom Chip As Demand for its GLM Model Soars

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The Five Kinds of Model Routers That Cut AI Costs

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Nvidia and the Neocloud Gold Rush

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Microsoft Begins Gaming Retreat

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Alex Karp, Open Source AI and a Neocloud Heyday

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

Pickleball Is the Past. The Tech Elite Is Obsessed With Padel

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Style and Shopping

What to Wear When Work’s a Beach

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AI Infrastructure

From Prometheus to Hadrian: Silicon Valley's Push to Reindustrialize America

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Ann Davis Vaughan

Freshfields’ Anthropic Win; A Squeeze of Lime Returns

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Julia Hornstein

Marc Lore’s Wonder Ties $9 Billion-Valuation Fundraise to Future IPO

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Julia Hornstein

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Three Charts Show How xAI, Meta and Anthropic Are Entering Each Other’s Turf

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SK Hynix’s US Listing Will Be a Focal Point This Week

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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

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Binance to Cooperate Less on Crypto Cases, Justice Department Warns Staff in Memo

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OpenAI Researcher Says GPT-5.6 is Better at AI Research Than Most Human Interns

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Stephanie Palazzolo

Wall Street Takes on Chip Financing

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The Information Staff

Facing a Revolt, HubSpot Reverses Decision to Use Customer Data For AI Feature

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Kevin McLaughlin

The Prolonged Write-Downs in Enterprise Software Startups

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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.