The Information

The most authoritative publication tech execs and founders read daily. Sign up:

[The Information @theinformation]

Ex-Meta CTO @schrep on the AI race: “I would never bet against Mark”

“Mark Zuckerberg is working 24/7, is a determined founder, and it's really hard to beat founder-backed companies.”

[The Information @theinformation]

Exclusive: Meta limited its employee tracking after staff backlash.

@jyoti_mann1 reports that it’s not just Meta tracking data for AI, but also Microsoft.

xAI on the other hand is offering to pay for employee tax returns for Grok.

[The Information @theinformation]

Exclusive: OpenAI is planning to combine Codex and ChatGPT.

“They are gearing up to release this so-called super app in the upcoming weeks.”

“The company has basically been saying, all right, if we know Codex is better [than ChatGPT], why not bring the Codex capabilities inside of ChatGPT…” —@steph_palazzolo

[The Information @theinformation]

Intel is “approaching this AI market on a number of fronts”, KeyBanc’s John Vinh explains:

“It's got its foundational core with server CPU, which, you know, as we talked about, they're entrenched there."

"It's an up-and-comer on AI ASICs and on-merchant GPUs."

[The Information @theinformation]

Microsoft is launching home-grown AI models as a cheaper option to OpenAI & Anthropic.

"Microsoft said that once you are able to sort of customize these models to your company's needs..."

"... they can actually be more useful in some cases than leading models from Anthropic or OpenAI. At a fraction of the cost." — @aaronpholmes

[The Information @theinformation]

Alphabet plans to use nearly $30 billion from a massive share sale to cover taxes tied to employee stock awards. That shows the AI talent war is creating a cash drain well beyond data centers and chips.

Read more in our Finance newsletter: https://t.co/WQcaTcRdeV

[The Information @theinformation]

Anthropic found its latest models are more likely to recognize they’re being evaluated, raising questions about how reliable benchmark results really are.

Read more: https://t.co/TgpvM5lmR4

[The Information @theinformation]

Cognition wants to be the “Switzerland” of AI coding. Its revamped Devin Desktop lets customers mix agents from multiple providers and route tasks to whichever tool is best suited for the job.

Full story: https://t.co/WUIoIz8WvP

[The Information @theinformation]

Exclusive: Amazon is relying on outside firms to sell some Twitch ads, a surprising approach for a company that also helps Netflix, Spotify and Roku monetize their own inventory.

Full story: https://t.co/5EQyyHHMiW

[The Information @theinformation]

Two years after Build became a showcase for OpenAI-powered products, Microsoft is giving its own AI models center stage.

The shift reflects its effort to improve margins and reduce dependence on outside providers.

Details: https://t.co/UmqA63Sjq3

[The Information @theinformation]

Meta’s wearable roadmap is getting more ambitious as the company races OpenAI and Google to build the next consumer AI device.

Read more: https://t.co/jUuYsp3Bdt

[The Information @theinformation]

Employee engagement surveys often leave HR teams stuck cleaning spreadsheets and sorting through unstructured feedback for weeks.

Google Gemini can help from generating survey questions to identifying patterns in employee feedback, speeding up the path from survey results to action.

Read more: https://t.co/1w9jdLoHqp

Supported by @GeminiApp

[The Information @theinformation]

Crypto’s Washington power center is now a glass office tower on F Street, where lobbyists, trade groups and policy teams are converging.

Their immediate goal is the Clarity Act, a pro-crypto bill that could expand digital assets’ role in mainstream finance.

Full story: https://t.co/P3V7r71tjA

[The Information @theinformation]

Today on TITV:

-Microsoft Build: New AI models, agents | @aaronpholmes

-Jensen Huang calls Marvell the next trillion-dollar firm | John Vinh, KeyBanc Capital Markets

-President Trump signs AI executive order | @leomschwartz

-OpenAI looks to combine Codex, ChatGPT | @steph_palazzolo

-Meta limits employee tracking after staff backlash | @jyoti_mann1

[The Information @theinformation]

The Information | TITV | June 03, 2026 https://t.co/Mq7ahGriFB

[The Information @theinformation]

The Information | TITV | June 03, 2026 https://t.co/Mq7ahGriFB

[The Information @theinformation]

Today on TITV:

-Microsoft Build: New AI models, agents | @aaronpholmes

-Jensen Huang calls Marvell the next trillion-dollar firm | John Vinh, KeyBanc Capital Markets

-President Trump signs AI executive order | @leomschwartz

-OpenAI looks to combine Codex, ChatGPT | @steph_palazzolo

-Meta limits employee tracking after staff backlash | @jyoti_mann1

📺 Tune in at 10 am PT / 1 pm ET on https://t.co/qvsehqyQFQ

[The Information @theinformation]

SpaceX is targeting a $1.75 trillion valuation, a level that could reset expectations for private tech companies heading toward IPOs.

A weak debut could chill institutional demand for the next wave of public listings.

Read more in our latest Dealmaker newsletter: https://t.co/He0rTDivw8

[The Information @theinformation]

Codex has hit 5 million weekly active users, helped by better models and a dedicated OpenAI team.

Now the company is reorganizing around the coding agent and preparing to merge it with ChatGPT and Atlas.

Full story: https://t.co/kcS5V3N4yE

[The Information @theinformation]

In the six months since Denise Dresser joined OpenAI as chief revenue officer, she has circled the globe to convince enterprises the AI startup is for them. Can she catch Anthropic?

Read our profile: https://t.co/lAoF9fAP6T

[The Information @theinformation]

AI is causing a massive threat to cybersecurity.

To solve this Raj Rajamani is building an AI governance platform, @jetstream_sec.

"Every user, every employee turning into a citizen developer, the insider threat of AI systems is far greater than external threats."

[The Information @theinformation]

Walmart is using its 3,500+ U.S. superstores to train its AI assistant Sparky on how people shop before they buy. The company sees offline behavior as an AI advantage against Amazon, Google and OpenAI.

Read more: https://t.co/1Rtu6yaUFu