Business journalism plays a vital role to healthy markets. It's even more essential in an opaque, fast-moving market like AI startup investing. A few highlights recently on where @theinformation has provided essential knowledge:

Shifting revenue projections at $6B Nvidia challenger Groq in the span of just a few months. Story by @MilesKruppa, @anissagardizy8 & me:

SandboxAQ, last valued at $5.6B, generated ~$10M in revenue in Q1 this year, after forecasting annual revs of $90M to investors this year. CEO Jack Hidary sold ~$50M of stock this year. Story by @MichaelRoddan

Are $18B Perplexity and $10B Cursor, arguably the hottest startups in AI, actually good, durable businesses? Consider these story nuggets: Cursor lets programmers use U.S. AI models otherwise restricted in China. & refunds made up ~45% of Perplexity's subscription sales in '24

This is a fun moment for biz journalism because the outcomes aren't obvious. For investors and employee shareholders, that's a more nerve-wracking prospect. But we are trying to provide some foundation layers of truth to the debate. Let me know what we should cover next.