Articles from www.theinformation.com

Articles from www.theinformation.com

China is expediting IPO approvals amid its AI rivalry with the US, recently approving listings for chip designers MetaX and Moore Threads in just three months (www.theinformation.com)
1 day ago China IPO AI

Memo: California's AG says OpenAI's restructuring has “no impact” on other cases, likely referring to Elon Musk's lawsuit against OpenAI over its restructuring (www.theinformation.com)
2 days ago Elon Musk California

Sources: AI chip startup SambaNova is exploring a sale after it struggled to complete a fundraising round; SambaNova was last valued at $5B in 2021 (www.theinformation.com)
5 days ago Startup AI

Sources: OpenAI is developing AI tools to generate music from text and audio prompts, including capabilities such as adding guitar accompaniment to vocal tracks (www.theinformation.com)
5 days ago AI

With an influx of Meta alums, some OpenAI staffers worry it is adopting Meta's tactics, like using social media dynamics with Sora and a softening stance on ads (www.theinformation.com)
6 days ago

Sources: Adobe held talks to acquire Synthesia, which makes AI tools that generate video avatars of people, for ~$3B; the startup was valued at $2.1B in January (www.theinformation.com)
7 days ago Startup AI Adobe

Source: SoftBank held talks about acquiring Agility Robotics for $900M+ before participating in Agility's funding round valuing the startup at $1.75B pre-money (www.theinformation.com)
7 days ago Startup Robot

Source: Suno hit ~$150M in ARR from subscriptions to its app, up nearly 4x YoY; it has $10 and $30 per month subscription tiers, implying 5M+ subscribers (www.theinformation.com)
7 days ago

Internal memo: TikTok plans leadership changes, moving two teams under ByteDance veteran Fiona Zhi and undoing earlier efforts to empower Western executives (www.theinformation.com)
7 days ago

TikTok pushes merchants to use a new ad-buying tool that promotes videos linking to TikTok Shop rather than merchants' own sites, frustrating some merchants (www.theinformation.com)
8 days ago

Everett Randle, a former partner at Kleiner Perkins, joins VC firm Benchmark as general partner, following a slew of personnel departures at Benchmark (www.theinformation.com)
10 days ago

Sources: OpenAI is proposing a “sign in with ChatGPT” feature for websites, letting startups charge OpenAI model usage costs to users' ChatGPT capacity limits (www.theinformation.com)
14 days ago Startup

Reducto, which uses OCR with vision language models to convert complex documents into inputs for LLMs, raised a $75M Series B led by a16z at a $600M valuation (www.theinformation.com)
16 days ago

Sources: OpenAI is working with Arm to develop a CPU designed to work with the AI chip OpenAI is developing with Broadcom; TSMC will manufacture the AI chip (www.theinformation.com)
17 days ago AI

a16z hires ex-VMware CEO Raghu Raghuram as general partner overseeing AI infrastructure and growth investments and as a managing partner, replacing Scott Kupor (www.theinformation.com)
21 days ago VMware AI

Data from 300K+ pull requests shows OpenAI is catching up to Anthropic in AI coding: Codex has a 74.3% success rate vs. Claude Code's 73.7% in code approvals (www.theinformation.com)
21 days ago AI

Sources: Cursor-maker Anysphere is considering investment offers at a ~$30B valuation; Cursor generates $500M in ARR as of June, third highest for an AI app (www.theinformation.com)
22 days ago AI

Relace, which makes tools and specialized language models to help AI agents code faster for customers like Lovable and Figma, raised a $23M Series A led by a16z (www.theinformation.com)
22 days ago AI

Sources: Tesla abandoned Elon Musk's goal to make thousands of Optimus robots in 2025 due to significant technical challenges, especially with the robots' hands (www.theinformation.com)
23 days ago Tesla Robot Elon Musk

Docs: Oracle generated ~$900M from its Nvidia cloud server rental business, with a $125M gross profit, or a 14% margin, vs. its ~70% overall gross profit margin (www.theinformation.com)
23 days ago Oracle Nvidia

Sources: Meta angered FAIR staff by requiring extra review of research before publishing; Yann LeCun considered resigning over Meta's broader AI changes (www.theinformation.com)
28 days ago AI

Financial disclosures to investors suggest OpenAI generated ~$4.3B in revenue in H1 2025, 16% more than all of 2024, and burned $2.5B, largely due to R&D costs (www.theinformation.com)
2025-9-30

Experts warn that Nvidia's large investments in data centers and startups, almost like a stimulus program, could be artificially inflating demand for its GPUs (www.theinformation.com)
2025-9-28 Startup Nvidia

Sources: data integration company Fivetran is in talks to acquire data management company dbt Labs in a deal valuing the combined entity at between $5B and $10B (www.theinformation.com)
2025-9-28

Sources: Meta is considering using Google's Gemini and open-source Gemma AI models to improve its ad summarization and recommendation system (www.theinformation.com)
2025-9-26 Google AI

Sources: OpenAI and Nvidia are discussing structuring their new AI data center partnership so that OpenAI would lease Nvidia's AI chips instead of buying them (www.theinformation.com)
2025-9-24 AI Nvidia

Sources: humanoid robotics startup 1X is seeking to raise up to $1B at a $10B+ valuation, more than 12x its previous valuation from a January financing (www.theinformation.com)
2025-9-23 Startup Robot

Distyl AI, which provides AI tools to automate business processes like HR management, raised $175M led by Lightspeed and Khosla Ventures at a $1.8B valuation (www.theinformation.com)
2025-9-23 AI

Perplexity struggles to scale its shopping and ad businesses nearly a year after launching ad sales and in-app purchasing, frustrating marketers and merchants (www.theinformation.com)
2025-9-20

Sources: Apple told at least two suppliers to boost their daily output of entry-level iPhone 17 by at least 30%, after strong pre-orders last weekend (www.theinformation.com)
2025-9-20 iPhone Apple

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