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As Anthropic Costs Mount, Businesses Pressure Software Firms to Shorten Contracts

By Laura Bratton · May 20, 2026 9:00am PDT · 2 comments
Businesses are spending more on Anthropic and other AI providers, and the additional budget has to come from somewhere. One natural target for cuts is other software. While businesses aren’t abandoning their enterprise applications outright, they’re putting themselves in a better position to do so if AI makes traditional apps less important. For... Businesses are spending more on Anthropic and other AI providers, and the additional budget has...
Google CEO Sundar Pichai on stage at Google I/O. Photo courtesy of Google.
AI Agenda

Google Pitches Its AI Coding Tools as the Cost-Effective Option

By Erin Woo · May 20, 2026 7:00am PDT
Google came into its flagship developer conference, Google I/O, on Tuesday with a big question to answer: Does it have a counter to Anthropic’s dominance in coding?The takeaway, after a sweltering day in Mountain View, Calif.: Google wants to redefine the competition. Google didn’t release a new “pro” version of its flagship model, Gemini, to... Google came into its flagship developer conference, Google I/O, on Tuesday with a big question to...
SpaceX's rocket Starship makes a test flight last October. Photo by AP Photo/Eric Gay.

Starship Launch and IPO Filing Mark Critical Week for SpaceX

By Cory Weinberg, Theo Wayt and Valida Pau · May 20, 2026 5:19am PDT
SpaceX’s draft prospectus, which could become public as soon as later on Wednesday, has prominently positioned a photograph of its Starship rocket, in the very early stages of liftoff, with bright orange flames emerging from its engines and smoke plumes underneath. The photo underlines how the 400-foot-tall rocket is the most significant piece... SpaceX’s draft prospectus, which could become public as soon as later on Wednesday, has...
Art: Clark Miller (Photo: Getty Images)
Policy

CFTC Chair Races to Stop States From Killing Prediction Markets

By Nancy Scola · May 2, 2026 7:04am PDT
When Michael Selig took up his new position as head of the Commodity Futures Trading Commission a few months ago, he quickly embarked on an effort that seems fitting for a Trump administration official who would like to make it possible for every American living room to become a wagering parlor. Selig is a sports fan, and he filled the space... When Michael Selig took up his new position as head of the Commodity Futures Trading Commission a...
Getty Images.
The Information Finance

Did Prediction Markets Cause the Crypto Crash?

By Ken Brown · Apr 1, 2026 8:00am PDT · 3 comments
Please join The Information at the New York Stock Exchange on Monday, April 27, for The Information’s “Financing the AI Revolution” forum. Hear from top executives and investors on how the rapid build-out of AI is reshaping tech, finance and capital markets. Learn more here.On Kalshi, the wildly popular prediction market, bettors assigned just a... Please join The Information at the New York Stock Exchange on Monday, April 27, for The...