Inside Microsoft’s race to revive Copilot and Uber’s AI cost blowout: stories we broke first and what they signal now

Hello,

The biggest shifts in tech and finance rarely appear out of nowhere. They show up first in the details: a new AI chip design, a crypto exchange’s stock-trading ambitions, a coding model meant to revive GitHub Copilot, or an AI budget blown up by runaway Claude Code usage.

That’s where The Information comes in. We broke these stories first, then watched as companies confirmed our reporting and major outlets followed our work. Subscribe now and save 25% off your Annual subscription for $399 $299.

CNBC matched and cited Aaron Holmes’ scoop that Microsoft planned to unveil a new coding model as part of its push to make GitHub Copilot more competitive against Cursor and Claude Code.

Bloomberg, Reuters and Tom’s Hardware picked up Qianer Liu and Juro Osawa’s report that ByteDance is developing AI chips similar to those from Nvidia partner Groq, a design that could help the company work around U.S. export restrictions.

Bloomberg followed our article on Uber CTO Praveen Neppalli Naga, who said the company’s use of AI coding tools had already blown through its full-year AI budget.

Binance confirmed Yueqi Yang’s January report that major crypto exchanges were exploring ways to offer trading in tokens tied to U.S. stocks.

EMarketer and AdExchanger picked up Cathy Yang’s reporting on Amazon’s growing reliance on outside firms to sell ads for media properties such as Twitch and Alexa.

Seeking Alpha, MacRumors, Mashable, and 9to5Mac picked up Aaron Tilley’s brief on Apple’s use of Nvidia technology for Siri.

And months after Jemima McEvoy and Stephanie Palazzolo reported on Greg and Anna Brockman’s emergence as major MAGA donors, The Wall Street Journal ran a similar story on the couple’s growing political presence.