Cognition’s cash burn, Musk’s AI warning and Palo Alto’s acquisition hunt: this week’s top stories

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AI’s rapid growth is creating enormous businesses—and putting new pressure on the companies funding that growth.

This week, our reporting went inside Cognition’s soaring growth, Cursor’s new life under Elon Musk, Palo Alto Networks’ deal hunt, Anthropic’s IPO planning and SoftBank’s latest robotics bet.

The Information reports from inside the companies, deals and decisions shaping what comes next—giving subscribers an early view of where the industry is headed. Subscribe for $299 and save 25% on your first year.

Here are five top stories to read this week.

Inside Cognition’s Booming Growth, High Cash Burn

Cognition’s coding business is surging as more enterprises adopt its tools—but sustaining that momentum is getting increasingly expensive.

Inside Musk’s First Address to Cursor: Grok Is Falling Behind

Elon Musk’s first address to Cursor employees offered a candid assessment of Grok’s position in the AI race—and a clearer view of how he plans to fold Cursor into his broader ambitions.

Inside Nikesh Arora’s Deals Hunt for Palo Alto Networks

Palo Alto Networks is looking for its next big acquisition as AI changes the cybersecurity landscape and raises the stakes for staying ahead of rivals.

Anthropic Considers Letting Shareholders Sell In IPO, Departing from SpaceX Playbook

Anthropic is weighing an unusual IPO structure as it tries to balance shareholder liquidity with the risks surrounding one of tech’s most anticipated listings.

SoftBank in Talks to Buy Majority Stake in Humanoid Maker 1X at $6 Billion Valuation

Masayoshi Son is making another push into robotics, this time through an OpenAI-backed humanoid startup that has yet to prove itself at scale.

Together, these stories show how quickly AI is reshaping company strategy, capital and competition. Subscribe now and save 25% to follow the shifts before they become obvious to the rest of the market.

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