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Heading into Q4: The scoops behind OpenAI, Anthropic and SpaceX's biggest moves this month
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September 30, 2026 Tech's Biggest Scoops September's stories shaping Q4 and 2027 Hello, With one quarter left in 2026, now is the time to put your remaining budget to work. Put it toward something that will pay off long after year-end: staying ahead of the shifts shaping Q4—and what comes next in 2027. This month alone, we took readers inside the security debate at OpenAI, the AI labs’ quiet safety talks and SpaceX’s overhaul of its AI data centers. That’s the edge The Information delivers: reporting from inside the companies, deals and decisions shaping technology, so you’re never the last to know. It’s one investment that keeps working for you all year. Subscribe for $299 and save 25% on your first year. Follow the Money Where capital is flowing—and where it’s getting stuck Exclusive Personal AI App Instinct Faces Compute Crunch That Could Lead to New Funding By Stephanie Palazzolo and Valida Pau AI Agenda Rogo, Hebbia Revenue Rises as Claude Finance Threat Looms By Alix Coutures Jane Street-Linked Data Center Debt Sours By Dakin Campbell Exclusive How Erebor Bank’s Sweet Stablecoin Deal Backfired By Michael Roddan and Yueqi Yang Power Plays How tech’s biggest players are rewriting the rules Exclusive Anthropic’s In-House Payments Tech Push Could Chip Away at Stripe By Stephanie Palazzolo Exclusive SpaceX Overhauls Data Center Build-Out, Potentially Slowing Expansion By Grace Kay Exclusive Anthropic, OpenAI, Google Quietly Discussed an AI Safety Standards Body By Leo Schwartz Exclusive Introducing The Information’s 50 Most Influential People in Tech By Jemima McEvoy and Jessica E. Lessin The Risks Ahead What could slow the AI boom in 2027 Exclusive OpenAI Technique in ‘Astra’ Model Sparks Security Concerns By Amir Efrati, Stephanie Palazzolo and Rocket Drew Exclusive Anthropic Data Fears Prompt Nvidia, Palantir and Booz Allen to Restrict Model Use By Laura Bratton and Aaron Holmes Before it’s everywhere, it’s in The Information. Subscribe now and save 25% on your first year to follow the exclusive reporting that goes beyond the headlines. Subscribe now Our reporting is now easier to access wherever you are with the new The Information app, available on the App Store and Google Play. New from The Information Pro IPO Tracker Which tech company goes public next? Follow nearly 80 companies on the road to an IPO, from Anthropic and OpenAI to Discord and Strava, with expected timing, valuations and outlook for each. Gain access to the IPO Tracker, 60+ org charts, proprietary databases, exclusive newsletters, subscriber-only events, and more by subscribing to The Information Pro. Sign Up for Our Newsletter Two times/week Dealmaker By The Information Staff The Information’s reporters Valida Pau and Julia Hornstein give you the inside scoop on tech deals and dealmakers. 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