Articles from www.theinformation.com

Articles from www.theinformation.com

Source: Anthropic offers to buy back shares from current and former employees, the first transaction of its kind for Anthropic, valuing the startup at $61.5B (www.theinformation.com)
15 hours ago Startup

Livestream marketplace Whatnot says it hit $3B+ worth of goods sold through its app last year and viewers spend 80+ minutes per day on average on the app (www.theinformation.com)
21 hours ago

Sources: Nvidia told ByteDance, Alibaba, Tencent, and others that it is tweaking its AI chips so they can be sold in China without breaching US export rules (www.theinformation.com)
23 hours ago China Alibaba AI Tencent Nvidia

Sources: AWS is developing an AI-assisted coding service that offers features similar to Cursor and goes beyond its current coding assistant Amazon Q Developer (www.theinformation.com)
1 day ago Amazon AI

US v. Google: Sundar Pichai says he had at least a “couple” of calls with Tim Cook in 2024 about a Gemini deal; Cook said Apple plans to add more AI chatbots (www.theinformation.com)
2 days ago Google AI Apple chatbot Tim Cook

a16z, which owns ~20% of Deel, a stake worth $2.5B+, is advising Deel in fighting Rippling, whose CEO Parker Conrad said a16z pushed him out of Zenefits in 2016 (www.theinformation.com)
6 days ago

Sources: Butterfly Effect, the Chinese startup behind Manus, has discussed setting up a new HQ outside China, and separating its domestic and global businesses (www.theinformation.com)
7 days ago China Startup

Docs: Scale AI had revenue of $870M in 2024, missing its $1B target, and plans a $150M share sale that values the startup at around $25B, up 80% from a year ago (www.theinformation.com)
7 days ago Startup AI

Sources: earlier in 2025, Chinese authorities refused to let an Apple equipment supplier export machinery to India needed for the iPhone 17's trial production (www.theinformation.com)
8 days ago China India iPhone Apple

Documents: OpenAI told investors it expects revenues of $125B in 2029 and $174B in 2030, with sales from agents and other products exceeding those from ChatGPT (www.theinformation.com)
9 days ago

Court data: Google estimates its Gemini AI chatbot had 35M DAUs and 350M MAUs worldwide as of last month while ChatGPT had 160M DAUs and 600M MAUs (www.theinformation.com)
9 days ago Google AI chatbot

The US DOJ says Google backed off more restrictive Gemini distribution deals, partly due to its case; Google says rivals talked to Samsung about chatbot deals (www.theinformation.com)
10 days ago Google Samsung chatbot

Judge overseeing hearing on fixing Google's monopoly questioned if DOJ's proposal to force a sale of Chrome met the “causation” standard for a structural remedy (www.theinformation.com)
11 days ago Google Chrome

Sales data: AI evaluation startups have modest revenue; Weights & Biases hit $50M ARR by Dec. 2024, but only 2% of that was from its AI evaluation product Weave (www.theinformation.com)
13 days ago Startup AI

A look at Google's efforts to improve Search with AI; sources: its leaders have struggled to articulate a vision for how they want Search features to evolve (www.theinformation.com)
14 days ago Google AI

Sources: Meta asked Microsoft, Amazon, and others over the past year to fund Llama training costs in exchange for incentives, as part of a “Llama Consortium” (www.theinformation.com)
15 days ago Amazon Microsoft

Goodfire, which works on decoding the inner workings of AI models, raised $50M led by Menlo; source: Anthropic invested $1M, its first startup investment (www.theinformation.com)
15 days ago Startup AI

PitchBook: US startups raised $91.5B in Q1 2025, up 116% YoY, while the number of deals fell 25% YoY to 3,003, as more money went into fewer very large rounds (www.theinformation.com)
17 days ago Startup

Sources: OpenAI's upcoming o3 and o4-mini reasoning models may excel at suggesting new types of science experiments, from nuclear fusion to pathogen detection (www.theinformation.com)
18 days ago

Source: Google laid off hundreds of employees in its platforms and devices unit, which works on Android, Pixel, and Chrome, after offering buyouts in January (www.theinformation.com)
22 days ago Android Google Chrome

A look at the internal chaos behind Apple's Siri failure, in part due to poor leadership, with John Giannandrea's AI/ML group dubbed “AIMLess” internally (www.theinformation.com)
22 days ago AI Apple

Source: ByteDance's revenue from international operations, which are primarily TikTok, rose 63% to $39B in 2024; overall revenue grew 29% to $155B (www.theinformation.com)
22 days ago

Amazon expands Haul, its Temu competitor, to offer name-brand items from Amazon's US inventory, as the US plans to end de minimis tariff exemptions on May 2 (www.theinformation.com)
24 days ago Amazon

Source: Instagram is working on an iPad app, and Adam Mosseri told staff to be willing to assume more “risk” to take advantage of a potential TikTok ban (www.theinformation.com)
24 days ago Instagram Ban iPad

Sources: OpenAI recently discussed acquiring io Products, a startup Sam Altman has been working on with Jony Ive to develop an AI-powered device, for $500M+ (www.theinformation.com)
26 days ago Startup AI

Sources: enterprise AI search startup Glean is in talks to raise hundreds of millions, including money to buy employee shares, at an estimated ~$7B valuation (www.theinformation.com)
28 days ago Startup AI

Sources: Meta aims to release Llama 4 later this month after pushing back its release date at least twice due to underperformance in reasoning and math tasks (www.theinformation.com)
28 days ago Mathematics

Sources: Intel and TSMC have reached a preliminary agreement for a joint venture to operate Intel's chipmaking facilities, with TSMC taking a 20% stake (www.theinformation.com)
29 days ago Intel

Sources: Google is in advanced talks to rent Nvidia Blackwell AI chips from CoreWeave, highlighting how major Nvidia customers are struggling to get chips (www.theinformation.com)
30 days ago Google AI Nvidia

Source: Trump plans to announce a company called TikTok America, with a 50% stake for US investors and 19.9% for ByteDance, which would license the algorithm (www.theinformation.com)
30 days ago Trump U.S. Algorithm

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