The Information
Day 22 after signup
OpenAI’s cybersecurity push, Applied Intuition’s valuation surge and the Pro tools to stay ahead
Plus, the IPO Tracker, VC’s rising leaders and org charts of 60+ tech companies.
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Hello, AI’s biggest players are making moves well before they show up in a press release. OpenAI is in early talks for an acquisition that could deepen its push into cybersecurity, and self-driving software startup Applied Intuition is fielding investor offers that would put it among the most valuable AI startups outside the big labs. Behind the headlines is a bigger question investors, founders and operators are watching: Which companies and investors are shaping tech’s next cycle? Our IPO Tracker follows 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. And with Venture Capital’s Rising Leaders 2026, Pro subscribers can see the investors already gaining influence, leading deals and sourcing opportunities others may miss before they become the next generation of general partners. Our org charts of 60+ companies show who runs what and who reports to whom, so you can see the people behind each strategic move. Subscribe to The Information Pro today for $999 $749 and save 25% on the first year to access all three resources. Why this matters: Spot the signals: Acquisition talks, funding offers and IPO plans reveal where confidence is building across tech. Follow the capital: Public listings and emerging venture leaders can reshape valuations, investor flows and competitive dynamics. See what’s next: Track which companies are approaching the public markets, which investors are positioning around the next winners and who is making the calls inside them. Tech’s next cycle is already taking shape. Knowing which companies are moving toward the public markets, which investors are finding the next breakout opportunities and who is steering each company can give you an edge before those shifts become obvious. Subscribe to The Information Pro today for $749 and save 25% on the first year to access the IPO Tracker, Venture Capital’s Rising Leaders, org charts of 60+ companies, exclusive AI data center and chip databases, and more. Subscribe to Pro Follow us Download our app Explore Our Newsletters Visit The Information Forum Sent to you@example.com | Manage your preferences or unsubscribe | Help The Information · 251 Rhode Island Street, Suite 107, San Francisco, CA 94103