Pro Weekly by The Information Staff

Weekly (Pro subscribers only)

Pro Weekly

By The Information Staff

Our analysts will sort through and send the biggest updates to our data every week in an exclusive newsletter, in case you don’t have the time to go through it all.

By providing your email, you agree to The Information’s Privacy Policy

Recent Editions

Pro Weekly: The Week in The Information Pro

Pro Weekly: The Week in The Information Pro

By The Information Staff · Aug 1, 2025 11:00am PDT

This week, the tech world is buzzing with major news, from the financial milestones of leading AI companies to a lively IPO market. In generative AI, OpenAI and Anthropic are showcasing explosive revenue growth, while Figma's successful debut has injected new life into the IPO landscape. Klarna's has renewed plans to go public and a... This week, the tech world is buzzing with major news, from the financial milestones of leading AI...

The Information Deep Research

Pro Weekly: Anthropic's Revenue Surge; Digging Into xAI

By The Information Staff · Jul 11, 2025 8:46am PDT

Welcome to the latest edition of our Pro newsletter. As you know, we recently launched Deep Research, our dedicated dive into the trends and data shaping the tech landscape.This week, Elon Musk’s xAI dominated headlines, with Linda Yaccarino stepping down as CEO of X, the company’s Grok chatbot coming under fire and xAI unveiling its latest... Welcome to the latest edition of our Pro newsletter. As you know, we recently launched Deep...

Runway CEO Cristobal Valenzuela at The Information's Private Capital Conference in 2024. Photo by Nicole Perreira.

Pro Weekly: How AI Is Taking Over the Creator Economy

By Akash Pasricha · Jun 27, 2025 8:38am PDT

Creator economy investors are basically artificial intelligence investors these days. I took a look at second-quarter venture funding in our Creator Economy Database, and it’s clear that investors are looking beyond the now-common AI image- and video-generation tools to focus on a crop of specialized AI products for creators. AI... Creator economy investors are basically artificial intelligence investors these days. I took a...

Pro Weekly: AI Efforts Drive Google-Apple Sentiment Split

Pro Weekly: AI Efforts Drive Google-Apple Sentiment Split

By Akash Pasricha · Jun 20, 2025 8:00am PDT

Pro Weekly: AI Efforts Drive Google-Apple Sentiment Split

Pro Weekly: AI Efforts Drive Google-Apple Sentiment Split

By Akash Pasricha · Jun 20, 2025 8:00am PDT

What’s driving reader outlooks for tech giants including Google, Apple and Meta this month? You can probably guess: How much they’re doing (or at least talking about doing) to get ahead in AI. In our June survey, subscribers said they were a lot more optimistic about Google’s prospects compared with our survey the previous month. The share... What’s driving reader outlooks for tech giants including Google, Apple and Meta this month? You...

Photo via Getty

Keeping Tabs on Meta AI

By Akash Pasricha · Jun 13, 2025 8:00am PDT

It’s weeks like these I’m so grateful for our Meta Platforms org chart. CEO Mark Zuckerberg recently made a dizzying number of changes to the company’s artificial intelligence team—resembling a hockey coach completely redrawing their starting lineup—as Meta’s AI has struggled to keep pace with rivals. Then this week, we scooped that Meta... It’s weeks like these I’m so grateful for our Meta Platforms org chart. CEO Mark Zuckerberg...

Photo via AP

Pro Weekly: IPO Hopefuls Are Getting Camera-Ready

By Akash Pasricha · Jun 6, 2025 8:00am PDT

Say cheese!Some companies on our Tech IPO Tracker are finally pushing ahead on long-awaited listings. The latest is stablecoin company Circle, which started trading on Thursday and ended the day with its shares closing at more than twofold its initial public offering price.Earlier this week, I took a look at the private firms that have hit dead... Say cheese!Some companies on our Tech IPO Tracker are finally pushing ahead on long-awaited...

Photo via Midjourney

How AI and E-Commerce Can Play Nice

By Ann Gehan and Akash Pasricha · May 30, 2025 8:00am PDT

Online shopping is an emerging battleground for AI companies. If you don’t believe us, check out our latest Talent Tracker of executives leading the way in AI-driven shopping. It highlights people at AI heavyweights like OpenAI and Perplexity, but also e-commerce and online payment incumbents like Shopify and PayPal. (See our full list of 14... Online shopping is an emerging battleground for AI companies. If you don’t believe us, check out...

Pro Weekly: Tech Bulls Are Back

Pro Weekly: Tech Bulls Are Back

By Akash Pasricha · May 23, 2025 8:00am PDT

Pro Weekly: Tech Bulls Are Back

Pro Weekly: Tech Bulls Are Back

By Akash Pasricha · May 23, 2025 8:00am PDT

The Information’s readers are suddenly feeling much rosier about prospects for the tech sector. In our latest exclusive survey, 54% said they expect conditions for tech companies will improve over the next six months. That’s a stark reversal from last month, when 65% of respondents said they expected conditions to worsen. The Information’s readers are suddenly feeling much rosier about prospects for the tech...

Databricks CEO Ali Ghodsi. Photo via AP

Pro Weekly: AI M&A Heats Up

By Akash Pasricha · May 16, 2025 8:00am PDT

One of the most exciting stories in tech lately is just four letters long: AI M&A. On Wednesday, Databricks said it was paying around $1 billion to buy Neon, a database software startup that can be used to develop AI agents. Then, on Thursday, Salesforce said it was buying AI agent developer Convergence. And OpenAI has reportedly been... One of the most exciting stories in tech lately is just four letters long: AI M&A. On...

Photo via SaaStr Annual

Pro Weekly: New IPO Rumbings, Tech Events Cheat Sheet

By Akash Pasricha · May 9, 2025 8:00am PDT

In case you missed it, we published our first-ever Tech Events Calendar last week, exclusively for Pro subscribers. We mapped out the must-know events for 2025, including key conferences where deals are struck and big decisions are made. Check out the full calendar here. We also asked our newsroom experts what to expect from upcoming... In case you missed it, we published our first-ever Tech Events Calendar last week, exclusively...

Modular AI's Chris Lattner and Encharge AI's Naveen Verma. Photos via YouTube and Encharge AI.

AI Chip Startups Chug Along

By Akash Pasricha · May 2, 2025 8:00am PDT

Nvidia CEO Jensen Huang made headlines this week when he told reporters the artificial intelligence chips race between the U.S. and China is neck and neck. He was referring to Huawei Technologies’ progress on its own new AI processor. But it’s worth remembering that many startups in the U.S. are also working on developing their own custom... Nvidia CEO Jensen Huang made headlines this week when he told reporters the artificial...

Netflix Defies Big Tech Pessimism

Netflix Defies Big Tech Pessimism

By Akash Pasricha · Apr 25, 2025 8:00am PDT

Netflix Defies Big Tech Pessimism

Netflix Defies Big Tech Pessimism

By Akash Pasricha · Apr 25, 2025 8:00am PDT

Here’s a statistic that sums up how gloomy The Information’s readers are feeling about big tech companies right now: Sentiment scores comparing the proportion of optimists and pessimists for 11 of the 14 companies we track are the most negative we’ve seen since we started our surveys in February 2023. That includes particularly bleak readings... Here’s a statistic that sums up how gloomy The Information’s readers are feeling about big tech...

Whatnot CEO Grant LaFontaine. Photo via Getty

Pro Weekly: Big Funding Quarter for Social Commerce

By Akash Pasricha · Apr 18, 2025 9:00am PDT

It’s starting to feel like the heady days of 2021 again—at least in the creator economy. We reported this week that U.S. creator startup funding had its best quarter in four years, according to our Creator Economy Database. Shopping was the category with the largest funding haul. We recorded just two deals in the quarter, but they were big... It’s starting to feel like the heady days of 2021 again—at least in the creator economy. We...

Photo via Adobe

Pro Weekly: AI Venture Funding Extends Hot Streak

By Akash Pasricha · Apr 11, 2025 8:00am PDT

The stock market had a rough start to the year. Artificial intelligence venture funding, however, is still on an upward trajectory. Startups in our Generative AI Database raised more than $18.8 billion in the first quarter, more than threefold with the same period last year. We logged 79 funding rounds across the 441 companies in our database.To... The stock market had a rough start to the year. Artificial intelligence venture funding, however,...

A Seattle Orcas Major League Cricket game. Microsoft CEO Satya Nadella co-owns the team. Photo via MLC.

Pro Weekly: Upstart Sports Leagues Gain Momentum

By Akash Pasricha · Apr 4, 2025 8:00am PDT

A few weeks ago, we published one of my favorite additions to The Information Pro, our Sports Team Owners Database. My colleague Sara Germano logged more than 50 sports franchises across nearly a dozen sports leagues that count tech entrepreneurs, executives and investors among their owners. I was struck by how many of these people have... A few weeks ago, we published one of my favorite additions to The Information Pro, our Sports...

Photo via Getty

Pro Weekly: EToro Leads Crypto IPO Comeback

By Akash Pasricha · Mar 28, 2025 8:10am PDT

Photo via Getty

Pro Weekly: EToro Leads Crypto IPO Comeback

By Akash Pasricha · Mar 28, 2025 8:10am PDT

When it rains, it pours. March has been one of the busiest months in a while for tech companies filing to go public, so we’ve overhauled our IPO Tracker to help you keep track of the sudden burst of activity. Cloud provider CoreWeave priced its initial public offering on Thursday night, though with a smaller offering at a lower price than... When it rains, it pours. March has been one of the busiest months in a while for tech companies...

Pro Weekly: Big Tech Pessimism Sets In

Pro Weekly: Big Tech Pessimism Sets In

By Akash Pasricha · Mar 21, 2025 8:00am PDT

Talk about a U-turn. In January and February, readers of The Information were overwhelmingly optimistic about the tech sector’s prospects. This month, however, readers turned the most pessimistic they’ve been in two years.Readers also said they feel less confident about each of the 14 companies we ask them about each month. That largely aligns... Talk about a U-turn. In January and February, readers of The Information were overwhelmingly...

Moveworks CEO Bhavin Shah. Photo via Flickr/Web Summit.

Pro Weekly: AI Agent M&A Heats Up

By Akash Pasricha · Mar 14, 2025 8:00am PDT

ServiceNow’s $2.85 billion acquisition of Moveworks turned heads this week, marking one of the largest recent purchases of an artificial intelligence software company. Moveworks may be a familiar name. It was one of the 78 companies we highlighted as potential acquisition candidates in October when we published our Generative AI Takeover List... ServiceNow’s $2.85 billion acquisition of Moveworks turned heads this week, marking one of the...

Art by Mike Sullivan via Midjourney

Pro Weekly: The Looming HR Software Shakeout

By Akash Pasricha · Mar 7, 2025 8:04am PST

We tallied 92 software companies that may be ripe for acquisition, based in part on how long it’s been since they last raised money. Many of the takeover candidates focus on specific industries, such as logistics or e-commerce software companies, which have been under mounting pressure for several years amid a broader downturn in those sectors... We tallied 92 software companies that may be ripe for acquisition, based in part on how long it’s...

Pro Weekly: Trump Bump Fades for Tesla, Coinbase

Pro Weekly: Trump Bump Fades for Tesla, Coinbase

By Akash Pasricha · Feb 28, 2025 8:00am PST

Pro Weekly: Trump Bump Fades for Tesla, Coinbase

Pro Weekly: Trump Bump Fades for Tesla, Coinbase

By Akash Pasricha · Feb 28, 2025 8:00am PST

Our latest subscriber survey showed that readers continue to be plenty optimistic about the outlook for the technology sector overall. But when it comes to individual big tech companies, sentiment mostly soured in February, suggesting that developments like government spending cuts and sinking crypto prices are complicating that broadly rosy... Our latest subscriber survey showed that readers continue to be plenty optimistic about the...