The Information
The Information is a premium subscription publisher for technology and business intelligence.
Analyst Perspective
Lessin Media Company, trading as The Information, is a private US publisher focused on subscription-based technology and business journalism. Its core business is selling paid access to reporting, newsletters, data assets, research tools and multi-seat group subscriptions to professionals, executives, investors and enterprise teams. The company also monetises its audience through direct brand partnerships and ticketed or sponsored events. The business model is anchored in premium recurring subscriptions rather than traffic-scale advertising. The company has expanded beyond articles into proprietary databases, organisational charts, research products, newsletters, video content and executive events, creating a higher-value information product for professional users and corporate accounts.
Analyst Signal Briefing
Updated: 6 Aug 2026The Information continues to cement its position as a leading intelligence source through high-profile exclusive reports. Building on its previous coverage of US government restrictions on OpenAI’s GPT-5.6 and Microsoft’s internal Copilot overhaul, the publication recently revealed that Anthropic is exploring Samsung as a manufacturing partner for custom AI chips. These scoops, alongside detailed reporting on low enterprise adoption of Copilot, underscore the outlet’s ability to uncover confidential strategic developments across frontier AI, reinforcing its role in providing critical industry insights for the global tech landscape.
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Key insights about The Information
Category Differentiation
This is an independent subscription news publisher and research product business, not a generic information services firm or a broad adtech platform. It sells editorial intelligence, data products and sponsorship access rather than open-web media buying technology.
The Information: About
The company operates a subscription-first publishing model. It creates proprietary editorial content and converts that content into multiple paid products: individual subscriptions, enterprise group access, premium research tiers, structured data products, newsletters and video. It extends monetisation through direct sponsorships, partner content and executive events, using its concentrated senior technology audience as the core commercial asset.
How The Information Works & Monetises
Business model analysis and core revenue streams
The company monetises through annual content subscriptions, higher-priced Pro subscriptions, and enterprise group licences sold on a multi-seat basis. It supplements recurring subscription income with direct advertising and sponsorship packages sold through brand partnerships, plus event ticket sales and event sponsorships. The commercial model prioritises premium pricing, audience quality and recurring revenue over high-volume programmatic advertising.
Revenue Channels
Products & Services in Categories
Verified structural categorizations from the graph
Recent Signals (The Information)
Anthropic hiring custom AI chip design team
Anthropic is assembling an internal “Custom Silicon Team” of hardware and software experts to co-design custom AI chips and models intended to make its Claude models faster and more efficient, confirming earlier reports. The company has held talks with Samsung to manufacture a chip it designs and is reported to be collaborating with Broadcom and Google on specialized Tensor Processing Units. Anthropic still relies on infrastructure and hardware relationships with Amazon Web Services, Google Cloud, Nvidia and AMD, but sees in-house silicon as necessary to scale. Industry estimates cited by Reuters put the cost of designing a modern AI chip at roughly $500 million, and timing for a first Anthropic-designed chip remains unknown. Google has also agreed to invest in Anthropic under a multibillion-dollar arrangement announced in April.
Read original sourceOpenAI launches ChatGPT Work agent
OpenAI released ChatGPT Work on July 9, 2026 — an agent product for knowledge work that consolidates prior agent efforts (Codex, ChatGPT agents, OpenClaw) into a cloud-hosted workspace. Work runs on the Codex harness, uses an isolated cloud microVM and a managed Chrome browser service, integrates with plugins/connectors to services like Gmail, Slack, Salesforce, Notion and Figma, and can produce interactive artifacts (sheets, docs, slides, Sites). Work supports cloud and local desktop modes, scheduled/automated tasks, and per-task persistent working directories; three weeks after launch Work (and Codex) reportedly crossed 10 million users. OpenAI plans to merge Chat and Work modes into a single experience by the end of the year.
Read original sourceWhite House Hosts AI Firms to Review Model-Testing Framework
The White House will meet with leading artificial intelligence companies to review a newly completed voluntary framework for testing the cybersecurity capabilities of advanced AI models. Representatives from Anthropic are expected to participate, and OpenAI and Google are also reported to attend. The voluntary program would let participating developers give the government early access to certain frontier models for up to 30 days; the framework cannot be used to create mandatory federal licensing, permitting or preclearance requirements. The meeting follows a June 2 executive order directing federal agencies to create a process to identify “covered frontier models” and to develop classified benchmarks for assessing advanced cyber capabilities.
Read original sourceThe Information: Frequently Asked Questions
What is The Information?
The Information is a subscription-based technology and business news publisher operated by Lessin Media Company.
Who uses The Information?
Its users include executives, founders, investors, analysts, professionals and enterprise teams that pay for premium reporting and research tools.
How does The Information make money?
It makes money from annual subscriptions, Pro and group licences, brand partnerships, sponsored content, event tickets and event sponsorships.
Company Facts
- Founded
- 2013
- Headquarters
- United States
- Core Segment
- Publisher & Media Owner
- Company Size
- 50–200
- Official Link
- theinformation.com
