Amir Efrati

Bio

Co-founder of The Information (2013). Covers AI breakthroughs and major tech companies with exclusive reporting.

Topics

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Recent coverage

Amir Efrati covers the business of AI, focusing on major players like OpenAI and Anthropic. His recent reporting examines their revenue dominance, competitive tensions with Google, and internal disagreements over OpenAI’s financial strategy, such as IPO timing and monetizing customer discoveries.

Recent articles

• OpenAI Plans to Take a Cut of Customers’ AI-Aided DiscoveriesThe Information · Jan 22, 2026
• Anthropic and OpenAI’s Share of AI Startup Revenues Rises to 89%The Information · May 17, 2026
• OpenAI Is Challenging Google—While Using Its Search DataThe Information · Aug 21, 2025
• OpenAI CEO and CFO Diverge on IPO TimingThe Information · Apr 5, 2026

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