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Friday roundup: The Microsoft exec who could succeed Nadella, OpenAI’s cybersecurity push and more
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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 How Microsoft’s New Office Chief Fixed Copilot and Won Over Nadella By Aaron Holmes Exclusive OpenAI Eyes Acquisition That Could Boost Cybersecurity Business By Valida Pau and Amir Efrati OpenAI Accelerates Ad Sprint With Meta Hires, Slashed Prices By Alix Coutures AI Agenda OpenAI’s Plan To Revive Sora By Stephanie Palazzolo and Cory Weinberg Exclusive OpenAI Scrambles to Fix Safety Issues Before Shipping Its Next Flagship Model By Stephanie Palazzolo, Aaron Holmes and Amir Efrati AI Agenda Cognition’s Plan to Limit Tokenmaxxing to the Most Efficient Engineers By Rocket Drew Finance Valuations, deals and AI spending Dealmaker Applied Intuition Fields Offers at $30 Billion Valuation By Stephanie Palazzolo Inside a TPG-Backed Accounting Firm’s Plans for AI and More Acquisitions By Alex Eichenstein Applied AI Why Companies Can't Prove Their AI Spending Pays Off By Laura Bratton 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. Subscribe 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. Sign Up for Our Newsletter Four times/week AI Agenda Stay ahead of the innovation and disruption happening in AI. Stephanie Palazzolo covers the tech, startups, companies and people making headlines. Sign up Follow us Download our app Explore Our Newsletters Subscribe to The Information Sent to you@example.com | Manage your preferences or unsubscribe | Help The Information · 251 Rhode Island Street, Suite 107, San Francisco, CA 94103