The Information

.@bariweiss says restoring trust in journalism is central to her vision for CBS News. Speaking with The Information's CEO and Editor-in-Chief @jessicalessin at WTF Summit, the @CBSNews Editor-in-Chief explained why she believes the challenge goes beyond declining public trust. "I think a lot of times people talk about ‘we have a crisis in trust’. No, we have a crisis in trustworthiness."

🚀 AI Deep Dive Episode 7: The Unexpected AI Costs Catching Companies Off Guard What does AI really cost beyond the token bill? EY Global Consulting AI Leader Dan Diasio joins @rocketalignment to explore the unexpected costs of putting AI to work—from retraining employees and building safety systems to planning for outages when agents run critical processes. What does it take to make those investments pay off? And when should companies own a model rather than rent one? Shot at The Information’s AI Agenda Live event at the San Francisco Museum of Modern Art, this conversation also examines the full cost of AI, model routers and why a company’s org chart can get in the way of change. The topics discussed are based on EY Consulting research analysis. Learn more by visiting ( Supported by EY. Chapters 00:00 Intro 02:05 Why AI adoption is difficult 05:26 Culture, budgets and the org chart 07:55 Redesigning workflows around AI 12:21 How much can today’s models already do? 17:10 Multi-agent systems and human judgment 21:54 The full cost of AI 26:11 When to own your AI models 30:51 How model routers work 34:59 Leading change and making agents reliable

The Information | TITV | October 29, 2026

AI models can solve complex math problems. So why can't CFOs rely on them for financial forecasting? @anaplan CEO Charlie Gottdiener explains why LLMs still fall short of the accuracy businesses require: "LLMs can't do it. They're not architected to do it. They're language models, they're really good at predicting the next word, not doing arithmetic at scale."

Today on TITV: Shot at The Information's WTF Summit in Napa Valley, 23andMe founder Anne Wojcicki discusses the company's next chapter after bankruptcy and how AI could unlock new discoveries from genetic data. Plus, the Chan Zuckerberg Initiative's $1.8 billion AI biology initiative, Google's growing electricity needs, soaring AI startup valuations and cybersecurity risks from AI-generated code. 📺 Tune in at 10 am PT / 1 pm ET on:

Microsoft is offering voluntary buyouts to 60,000 employees, more than a quarter of its workforce. The Information's @aaronpholmes explains how the offers fit into the company's massive AI spending plans: "There's been sort of a recognition by leadership at the company that Microsoft can probably operate with significantly fewer employees than it has right now."

Organizations need to define what AI agent output is “good enough” to maximize reliability. EY Global Consulting AI Leader Dan Diasio explains why evaluating an agent’s work—and deciding what happens next—is essential to making AI reliable inside a company. “You need a rubric, you probably need a set of evaluations. You need a control plane to decide if the agent meets this criteria or based on its score that it gets, what happens next?” Supported by EY 🚀 Watch the full episode of AI Deep Dive:

Broadcom's $63 billion financing arrangement tied to Anthropic raises a bigger question. Is the AI boom becoming too dependent on debt? "Using debt to finance speculative investments. Never a good idea. That's how you get in trouble. That's why everybody's warning about a bubble." — @gilluria, Head of Technology Research at D.A. Davidson

Anthropic's upcoming IPO could be holding up other companies looking to go public. At The Information's WTF Summit, @NYSE President @lynnmartin explained why the size of Anthropic's offering could affect the broader IPO pipeline. "I think there's a limited amount of attention when something that big comes to market that a portfolio manager is gonna devote at any one given time."

OpenAI’s cheapest model costs 80% less to run than Anthropic’s cheapest offering, but price alone may not win over business customers. Anthropic’s IPO filing reveals just how deeply its models are taking hold at major companies. Read more:

Anthropic generated $11.6 billion in second-quarter revenue, 2.5 times its revenue for all of 2025. But its IPO filing shows the scale of its spending ambitions, including hundreds of billions of dollars in computing deals with Google, Amazon, SpaceX and others. Full story:

Pro Report: The companies run by The Information’s 50 Most Influential People in Tech are worth more than $34 trillion, roughly equivalent to a year of U.S. GDP. Just four executives—Jensen Huang, John Ternus, Sundar Pichai and Satya Nadella—lead companies accounting for 57% of that value. Read more with The Information Pro:

Bari Weiss says she isn't making changes at CBS News to win a popularity contest. In a conversation with Jessica Lessin, she defended the network's Israel-Gaza coverage, discussed CNN's future and signaled an interest in subscriptions. Read more:

What if your 50-step workflow can be vastly improved by reimagining it with AI? EY Global Consulting AI Leader Dan Diasio explains why his team starts with the jobs a process needs to accomplish, then rebuilds it around people and agents. “And we can reconstruct that flow of work into something that looks way different than the 50 steps that we had previously.” Supported by EY 🚀 Watch the full episode of AI Deep Dive:

OpenAI is winning customers with lower prices, but Anthropic’s latest Claude model shows why businesses are still willing to pay more for better performance. Read more:

Exclusive: Instacart has held preliminary sale discussions with DoorDash and Uber, potentially setting up one of the biggest acquisitions in grocery delivery. Full story:

AI is uncovering software vulnerabilities faster than companies can fix them. Goldman Sachs, Bank of America and other major firms are ramping up cybersecurity spending and hiring, creating a windfall for security vendors. Read more:

Data center insurance premiums could approach $24 billion by 2030 as the AI infrastructure boom exposes developers to soaring penalties, power delays and equipment risks. Full story:

RT @amir: Well, well: Moonshot and DeepSeek are turning to OpenAI's GPT-6 Astra as a distillation target after Anthropic cracked down on such practices.

Exclusive: More than a quarter of Meta’s 10 million Muse users are shopping through the AI app, giving Stripe an early foothold in a fast-growing payment channel. Full story:

.@BariWeiss has faced criticism over her leadership of @CBSNews. "Judge us by the work. Judge us by the journalism that we are producing." Speaking with The Information's CEO and Editor-in-Chief @JessicaLessin at WTF Summit, the CBS News Editor-in-Chief defended her approach to leading the network, saying she isn't making decisions for popularity or to please an "imaginary in crowd." Read more:

Anthropic’s IPO filing reveals an 85% gross margin on running existing models, even as it relies heavily on rented computing power. The filing also outlines ways shareholders could eliminate the powers of its unusual AI safety trust. Read AI Agenda:

Mark Zuckerberg owns just 13% of Meta but controls 61% of its votes, illustrating how tech’s most powerful executives can wield influence far beyond their ownership stakes. Read more with The Information Pro:

Anthropic’s pricing power helped it overtake OpenAI in revenue, but its reluctance to extend discounts is now driving some major customers toward its rival. Full story:

RT @LauraBratton5: At @theinformation's WTF summit today , @bariweiss defended her overhaul of CBS News during a wide ranging interview with @Jessicalessin

Today on TITV: Microsoft is offering voluntary buyouts to 60,000 employees, more than a quarter of its workforce. What does the move signal about the company's priorities? Plus, DoorDash's talks to buy Instacart for around $17 billion, SpaceX and Broadcom's multibillion-dollar AI chip financing deals, Anaplan's enterprise AI strategy and General Compute's $100 million raise.

Exclusive: At 78, Ray Kurzweil believes medical advances could keep humans alive indefinitely as soon as 2032, but he’s also building an AI version of himself in case that prediction falls short Full story:

The Information | TITV | October 27, 2026

.@AnthropicAI wants to keep America's most advanced AI chips out of China's hands to maintain the U.S. lead in AI. At The Information's WTF Summit, Anthropic's Head of Public Affairs @SarahKHeck explained the company's position on chip export controls. "The easiest way to do that is to just not give them our best chips. It's very simple." "I think if you believe that China is somewhere between 6 and 12 months behind us, they're not going to be able to build chips fast enough to close that gap."

RT @Jessicalessin: Kurzweil is replicating himself. Sounds right. Great profile on singularity founder by @AmyDMarcus

What does the Skydance merger mean for the future of @cbsnews and CNN? At The Information's WTF Summit, CEO and Editor-in-Chief @JessicaLessin asked CBS News Editor-in-Chief @BariWeiss about uncertainty surrounding the two news organizations—and whether she would want to run CNN. "CNN is an unbelievable organization." But when asked whether she'd want to lead it, Weiss said: "I wanna focus on doing CBS News, trust me. This is a big enough challenge." Read more:

Exclusive: Futurist Ray Kurzweil, 78, is building an AI replica of himself that can speak, reason and learn from conversations. He hopes the digital version, called Rai, will continue interacting with people long after his death. Full story:

Anthropic now has roughly 11,900 business customers spending at least $100,000 annually, making OpenAI’s push to win them over with cheaper models an uphill battle. Read more:

RT @Ryanbarwick: First Scoop: OpenAI is buying Google's AI chips. It's a big win for Google’s TPU chip business, which is a growing challenger to Nvidia. Also follows Oracle, which today said it would buy and rent out TPUs to customers. Talk to Barwick, folks!

Today on TITV: Microsoft is offering voluntary buyouts to 60,000 employees, more than a quarter of its workforce. What does the move signal about the company's priorities? Plus, DoorDash's talks to buy Instacart for around $17 billion, SpaceX and Broadcom's multibillion-dollar AI chip financing deals, Anaplan's enterprise AI strategy and General Compute's $100 million raise. 📺 Tune in at 10 am PT / 1 pm ET on:

AI is uncovering software vulnerabilities faster than companies can fix them. Goldman Sachs, Bank of America and other major firms are ramping up cybersecurity spending and hiring, creating a windfall for security vendors. Read more:

RT @Jessicalessin: Details from my fascinating conversation with CBS News Editor-in-Chief @bariweiss this morning. We discussed: Culture change at CBS, the state of 60 minutes, how she balances her personal opinions with running the network, future of streaming and subscription, what is next for the @TheFP, how she is covered by the media, what Trump says about her, her recent plane ride with CNN chief Mark Thompson and much much more.

The AI data center boom is creating enormous new risks for developers and their lenders. A two-month construction delay could trigger $300 million in penalties, threatening projects backed by billions in borrowed money. Full story:

Anthropic’s IPO filing reveals that shareholders could strip its Long-Term Benefit Trust of its power over the board, raising new questions about the company’s commitment to independent AI safety oversight. Read AI Agenda:

.@CBSNews Editor-in-Chief @BariWeiss addressed reports that she removed the Gaza death toll from the network's coverage of the anniversary of the October 7 attacks. Speaking with The Information's CEO and Editor-in-Chief @JessicaLessin at WTF Summit, Weiss said she was not involved in editing the reports. "I was not involved in the editing of either of those stories." Weiss pointed to the size of CBS News, saying the newsroom has roughly 1,200 to 1,400 people and produces an enormous amount of content. "I'm not deep in the weeds of every story." Read more:

Anthropic generated $3.5 billion in free cash flow on $16.3 billion in revenue in the first half of 2026, reversing a $1.6 billion cash burn a year earlier. Its 85% gross margin on running existing AI models challenges skeptics who questioned the profitability of selling AI access. Read AI Agenda:

Nvidia, Apple, Alphabet and Microsoft account for 57% of the more than $34 trillion in company value controlled by executives on The Information’s list of the 50 Most Influential People in Tech. Read more with The Information Pro:

“I felt like I was stuck under a wave for like five years,” Bumble cofounder and CEO Whitney Wolfe Herd said at The Information’s WTF Summit, in her first interview since Bumble agreed to a sale. “But now I’m on the beach.” Full story:

Exclusive: Instacart is weighing a sale as its growth trails larger rivals DoorDash and Uber. The company has hired an investment bank to explore its options, though a deal would likely face antitrust scrutiny. Full story:

Bari Weiss defended her overhaul of CBS News at The Information’s WTF Summit, urging critics to “judge us by the journalism.” She said the network is embracing a more entrepreneurial culture despite scrutiny of its coverage and declining ratings. Read more:

Exclusive: Stripe’s early lead in AI shopping payments is putting pressure on Visa and Mastercard, which are racing to promote competing technology that preserves their control over transactions. Full story: