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Inside the secret investor behind Cognition and Ramp, Musk’s Cursor address and Palo Alto’s deals hunt: tech deep dives
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October 23, 2026 Tech Deep Dives Inside the deals, people and power plays The most powerful players in tech rarely explain themselves, so our reporters go inside the rooms, the deals and the relationships that shape the industry. At The Information, we break the stories that matter before they become mainstream. Subscribe for $299 and save 25% on the first year to stay ahead. Key highlights: A star investor almost nobody has heard of sits behind Cognition and Ramp. Elon Musk addressed Cursor’s employees for the first time, and it was no victory lap. Nvidia’s most trusted dealmaker is Jensen Huang’s son-in-law. Inside the Money Hidden investors, cash burn and mega deals The Big Read Shroud of Secrecy Cloaks Star Investor Behind Cognition, Ramp By Jemima McEvoy Exclusive Inside Cognition’s Booming Growth, High Cash Burn By Amir Efrati and Stephanie Palazzolo Exclusive Inside Nikesh Arora’s Deals Hunt for Palo Alto Networks By Kevin McLaughlin, Valida Pau and Aaron Holmes Exclusive Inside Blackstone’s Bid to Rule Over AI Financing By Dakin Campbell Inside Big Tech and AI Musk, Microsoft and SpaceX adapt to AI Exclusive Inside Musk’s First Address to Cursor: Grok Is Falling Behind By Grace Kay Exclusive How Microsoft’s New Office Chief Fixed Copilot and Won Over Nadella By Aaron Holmes Exclusive Why the SaaSpocalypse Isn’t Over For Workday By Laura Bratton and Anita Ramaswamy Exclusive How SpaceX’s AI Unit Turned Itself Into an AI Cloud Firm By Grace Kay Behind the Scenes Nvidia's dealmaker and AI's lab showdown Exclusive How Jensen Huang’s Son-in-Law Became One of His Most Trusted Executives By Phoebe Liu The Big Read Inside the Drama Behind a Biology Contest That Pits OpenAI Agents Against Humans By Amy Dockser Marcus Subscribe for $299 and save 25% on your first year to get the reporting behind tech’s biggest decisions. 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. Think you know tech? Prove it. Five quick polls a day on the biggest stories in tech. QUESTION OF THE DAY Which corners of AI look most frothy right now? Vote in the free app Subscribers can view past polls in the archive. 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