Hello,
This month, we were the first to break stories on Google’s Gemini 4, Anthropic’s founder control plans, Meta’s Muse security flaw and China’s probe into DeepSeek, followed by publications such as Reuters, Bloomberg, The Verge and more. At The Information, we break the stories that matter before they become mainstream. Subscribe for $299 and save 25% on your first year to see them first.
Here's what we told our readers first.
Google plays catch-up, and pays up
In his first media appearance since taking over Google DeepMind, Koray Kavukcuoglu told our AI Agenda Live audience when Gemini 4 could arrive. Google is also quietly paying publishers whose work feeds its AI answers, and some of the biggest aren’t taking the deal.
The founders want the final say
Ahead of its IPO, Anthropic’s founders are lining up a way to keep control of the company, even as they own only a sliver of it. How much of the vote they’d hold, and who still picks the board, is in the story.
Big bets, new problems
Meta only just launched its Muse agent, but a security flaw now has the company rethinking the warning users see. At Tesla, the push to build Optimus at scale is running into trouble with its hands and its suppliers, many of them in China.
China tightens its grip
After Anthropic accused Chinese labs of routing user data to Claude, Beijing opened a probe into DeepSeek and Moonshot. DeepSeek, meanwhile, has more than doubled its revenue just as it lines up a fundraise.
Google, Anthropic, Meta, Tesla and DeepSeek are all deciding who gets control, and what it costs them when it slips.
Before it’s everywhere, it’s in The Information. Subscribe for $299 and save 25% on your first year for reporting that shows who’s winning the AI race before the rest of the market catches on.
