It's always interesting, and somewhat telling, when The Information article from a while ago starts trending in our system. Here's today's:

theinformation.com/articles/to-un…

ICYMI here's the link to the story: theinformation.com/articles/insid…

Six unicorn startups could seek a sale as pressure from rivals and customers rises.

theinformation.com/articles/the-c…

By aaron holmes

This prediction from 2022 has aged pretty well: theinformation.com/articles/seven…

news: Pressure mounting on cybersecurity startups.

Lacework raised $1.8 BILLION from investors, now in talks to sell to Wiz for ~10% of that, per Cory Weinberg aaron holmes

theinformation.com/articles/10-bi…

SCOOP: Wiz is in advanced talks to acquire Lacework, one of its competitors, for $150m-$200m. The deal is a sharp discount from Lacework's latest valuation of $8 billion as of 2021. w/ Cory Weinberg theinformation.com/articles/10-bi…

New: Microsoft is working on new AI agent capabilities for its Copilot products in an effort to drive more adoption. The company plans to announce some of the features at its Build conference next month: theinformation.com/articles/to-un…

Microsoft has apparently taken down all of its WizardLM models on Hugging Face, which is causing problems for HF customers. CEO Clem Delangue says he’s trying to get answers from Microsoft

CISA just disclosed that federal agencies were breached by the recent Russian hack of Microsoft. That confirms my reporting from last month, which revealed that Russian hackers stole emails from Microsoft's federal agency customers: cisa.gov/news-events/di…

New: OpenAI has invited former employees to participate in its $86 billion tender offer.

The move reflects continued demand in the ChatGPT-maker, even while some VCs sit out the share sale due to the startup's high price.

W/ Jon Victor:

theinformation.com/briefings/open…

Wondering what to read over your Sunday morning coffee?

I dug into the story behind Microsoft's big March surprise: The hiring of new Microsoft AI CEO Mustafa Suleyman.

theinformation.com/articles/behin…

New in today's AI agenda: 🤖Malicious Models🤖

A newly discovered Hugging Face vulnerability would let hackers upload models that could execute code, letting them steal data from other people's models on HF or change how those models behave. Not great!
theinformation.com/articles/huggi…

We shouldn't overlook how stunning this level of investment is for a technology with an unclear business model. $msft

theinformation.com/articles/micro…

SCOOP: Microsoft is paying Inflection $650 million to license its software, as it hires nearly all Inflection staff. Inflection is using that money to pay its investors a positive return. w/ Jessica Lessin natasha mascarenhas theinformation.com/articles/micro…

Scooplet in today’s AI Agenda: Bing now has 120m DAUs, up from 100m a year ago.

Read on for a rundown of what—and who—Mustafa Suleyman will be working with in his new role: theinformation.com/articles/what-…

New details on an unusual aspect within Inflection's next chapter. Investors have been promised they're going to be made whole (and then some) as part but will also retain existing stakes after the payout.

w/ aaron holmes

theinformation.com/articles/micro…

If you're as chronically online as we are, you may have seen chatter around similarities b/w Google and Perplexity's search results.

We spoke w/ the Silicon Valley darling's CEO to clear up what they use and don't use from outside search engines.

theinformation.com/articles/ai-se…