October 16, 2026
Friday Roundup
This week’s biggest stories, in one read
This week, our reporters tracked who is shaping the AI race, from a possible Nadella successor at Microsoft to OpenAI’s cybersecurity push and investor offers for Applied Intuition. Plus, OpenAI’s ad sprint and its plan to revive Sora.
Before it’s everywhere, it’s in The Information. Subscribe for $299 and save 25% on your first year.
Key highlights:
- Microsoft’s Office chief pitched Nadella on a move once considered heresy, and it reshaped Copilot.
- OpenAI is in early talks to buy a security firm it already works with on open-source bug fixes.
- A self-driving software startup is fielding investor offers at double its valuation from months ago.
Tech & AI
Copilot, OpenAI and the AI cost debate
Exclusive
OpenAI Eyes Acquisition That Could Boost Cybersecurity Business
By Valida Pau and Amir Efrati
Exclusive
OpenAI Scrambles to Fix Safety Issues Before Shipping Its Next Flagship Model
By Stephanie Palazzolo, Aaron Holmes and Amir Efrati
Finance
Valuations, deals and AI spending
Artificial Intelligence
Anthropic’s Rapid But Slowing Growth Could Weigh on IPO Valuation
By Cory Weinberg
Subscribe to The Information to get only the news you need to know directly to your inbox, giving you a competitive edge. Save 25% on your first year and enjoy unlimited access.
New from The Information Pro
AI Inflection Index
Flagging emergent terms and investable themes. 77 core AI trends tracked across 10,000 articles, newsletters, and briefings.
Gain access to AI Index, 60+ org charts, proprietary databases, exclusive newsletters, subscriber-only events, and more by subscribing to The Information Pro.
Follow us
Download our app
Sent to you@example.com | Manage your preferences or unsubscribe | Help
The Information · 251 Rhode Island Street, Suite 107, San Francisco, CA 94103
