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Why Anthropic’s margins are OpenAI’s opportunity, the Ramp-Airwallex doomed deal and Instacart’s sale talks: your Monday catch-up
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October 26, 2026 Monday Readout The stories to start your week Busy Monday? Catch up on the tech and finance stories you need to know to stay ahead this week. We reported on OpenAI’s discounts to lure Anthropic customers, a Ramp investor campaign against rival Airwallex and Instacart’s sale talks. Key highlights: OpenAI is offering deep discounts to lure Anthropic customers, and some startups have already shifted their AI spending. Ramp’s high-profile investors have launched a campaign against rival Airwallex after a partnership fell apart. Instacart has been working with an investment bank to weigh a sale and has held preliminary conversations with potential buyers. Before it’s everywhere, it’s in The Information. Subscribe for $299 and save 25% on your first year. Coming out of the weekend Anthropic’s margins, Ramp’s feud and Instacart’s sale Anthropic’s Margin is OpenAI’s Opportunity By Laura Bratton and Stephanie Palazzolo Exclusive Ramp Investors Went Nuclear Against Airwallex After Doomed Deal By Michael Roddan Exclusive Instacart Is Exploring a Sale By Valida Pau, Jessica E. Lessin and Cory Weinberg Exclusive VC Firms Tap LP Pools, Warehouse Loans for Speedy AI Cash By Julia Hornstein Dealmaker Anthropic’s Elevator Problem: Persuading Investors to Share Its AI Dream By Cory Weinberg The Briefing Anthropic’s Big Reveal By Nick Wingfield What to know from last week AI’s debt crunch, bank hackers and Altman’s endgames Exclusive How CoreWeave’s Debt Binge Brought a Moment of Reckoning By Dakin Campbell Exclusive Altman Describes Three Endgames for AI, Including One Where a Single Firm ‘Melts Everyone Else’s GPUs’ By Stephanie Palazzolo and Amir Efrati AI Agenda Anthropic Readies Model That Reads Users' Intentions Better By Stephanie Palazzolo Exclusive Hackers Used Claude and Grok to Automate Attacks on Banks By Aaron Holmes and 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 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 IPO Tracker, 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 Chip-backed debt is on track to hit $1 trillion. What share ends up restructured? 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