Articles from www.theinformation.com

Articles from www.theinformation.com

Source: Anthropic is nearing $5B in annualized revenue, up from $4B reported on July 1, as it nears a deal to raise $5B led by Iconiq at a $170B valuation (www.theinformation.com)
3 hours ago

Source: OpenAI's monthly revenue grew ~2x in the first seven months of 2025, hitting $12B in annualized revenue; the company's 2025 revenue projection is $12.7B (www.theinformation.com)
1 day ago

Sources: Cohere has told investors it expects to generate $200M+ in annualized revenue by the end of 2025, up from $70M in annualized revenue as of February (www.theinformation.com)
2 days ago

Docs: Groq revised its 2025 revenue projections to $500M+ within the past month, citing delays in data center capacity, after projecting $2B+ earlier this year (www.theinformation.com)
2 days ago

Daniel Ek says Spotify's ad business has “been moving too slowly”; Spotify ad chief Lee Brown left on July 28 to join DoorDash as its chief revenue officer (www.theinformation.com)
2 days ago Spotify

Runway and Luma AI say they are talking to robotics and self-driving car companies about their video models and expect these revenue sources to eclipse studios (www.theinformation.com)
2 days ago AI Robot Autonomous Car

Sources: Ramp is in talks to raise $350M led by Iconiq at a ~$21B valuation, after raising $200M at a $16B valuation in June (www.theinformation.com)
6 days ago

Sources: GPT-5 shows improved performance in coding, particularly in practical software engineering tasks, outperforming prior OpenAI models and Claude Sonnet 4 (www.theinformation.com)
6 days ago

Sources: the number of Optimus humanoid robots Tesla has made this year is in the hundreds, well behind the pace needed to meet Musk's goal of producing 5K+ (www.theinformation.com)
6 days ago Tesla Robot

Sources: Elad Gil is raising a fund of ~$1.5B that could grow to $2B based on investor interest, making it one of the largest fundraising hauls for a solo GP (www.theinformation.com)
7 days ago

Source: Founders Fund and Dragoneer have committed to investing $1B+ each in OpenAI's second, $30B installment of its $40B round announced in March (www.theinformation.com)
7 days ago

Sources: Apple's team working on AI models wanted to release several as open source, Craig Federighi disagreed, largely concerned about public perception issues (www.theinformation.com)
9 days ago AI Apple

Sources: after Trump let Nvidia resume H20 chip sales to China, Nvidia told Chinese customers it has limited stocks and doesn't plan to restart production (www.theinformation.com)
12 days ago Trump China Nvidia

Sources: Anthropic's financial performance has prompted some investors to indicate interest in funding the company at a valuation of $100B+ if it pursues a deal (www.theinformation.com)
15 days ago

Sources: Anthropic has rehired Boris Cherny and Cat Wu, who developed Claude Code, just two weeks after they left for Cursor developer Anysphere (www.theinformation.com)
15 days ago

Source: OpenAI is preparing ChatGPT agents to let users create files compatible with PowerPoint and Excel, generate reports, and handle tasks involving websites (www.theinformation.com)
16 days ago

Mark Zuckerberg Q&A: Meta's focus on “personal super intelligence”, how large compensation packages pale in comparison to AI infra investments, AI glasses, more (www.theinformation.com)
16 days ago AI Zuckerberg Intelligence

Google Cloud has competed well against AWS in AI, attracting business from The Browser Company, Safe Superintelligence, Thinking Machines Lab, and OpenAI (www.theinformation.com)
17 days ago Google AI Browser

Sources: ByteDance is working on a lightweight MR device that resembles goggles, tethered to a compute puck, and has a team working on the device's custom chips (www.theinformation.com)
17 days ago

Sources: OpenAI and Windsurf talks ended after Windsurf raised concerns over how its tech would fit into OpenAI's agreement to share tech with Microsoft (www.theinformation.com)
20 days ago Microsoft

Source: Butterfly Effect, the startup behind Manus, has shut down its entire China-based team to minimize geopolitical risks associated with its ties to China (www.theinformation.com)
20 days ago China Startup

Sources: Groq has talked with investors about raising $300M to $500M at a $6B post-investment valuation, which would double its $2.8B valuation from August 2024 (www.theinformation.com)
22 days ago

In an internal Meta essay, an outgoing AI researcher says a “culture of fear”, with performance reviews and layoffs, is spreading like “a metastatic cancer” (www.theinformation.com)
22 days ago AI Layoffs

OpenAI told investors stock compensation jumped over 5x last year to $4.4B, or 119% of total revenue for that period but expects it to drop to under 10% by 2030 (www.theinformation.com)
24 days ago

Sources: TikTok plans to launch a new version of its app in the US on September 5, ahead of the Sept. 17 deadline for the US to enforce the divest-or-ban law (www.theinformation.com)
25 days ago Ban

Sources: Google told publishers it is hiring new staff to market its ad tech to big advertisers and ad agencies, signaling a renewed focus on publisher ad tech (www.theinformation.com)
26 days ago Google

Sources: In 2024, Apple explored a cloud service renting its own chips to developers; it spends ~$7B per year on renting Nvidia chips from AWS and Google (www.theinformation.com)
28 days ago Google Apple Nvidia

Sources: Anthropic's revenue hit a pace of $4B/year, up almost 4x from the beginning of 2025; Cursor maker Anysphere has poached two of Claude Code's leaders (www.theinformation.com)
30 days ago

Morgan Stanley says xAI raised $5B of equity in addition to $5B in debt; the company raised $6B in December from a16z and others (www.theinformation.com)
30 days ago Morgan Stanley Equity

OpenAI is expanding its consulting-like service to refine its models and build bespoke apps for large enterprise and government clients spending at least $10M (www.theinformation.com)
2025-6-30

Previous Page Next Page