Articles from www.theinformation.com

Articles from www.theinformation.com

Coding assistant startup Sourcegraph says ads in its free tier are generating $5M to $10M in annualized revenue; the ad-supported tier was launched in October (www.theinformation.com)
27 days ago Startup

Dealogic: 51 US tech IPOs raised $16.8B in 2025, driven by AI and crypto, above the past three-year average but far below 2021's 127 IPOs raising $74.4B (www.theinformation.com)
28 days ago IPO AI

Sources: Apptronik, a humanoid robot maker backed by Google, is in the process of raising at least $400M led by B Capital at a $5B pre-money valuation (www.theinformation.com)
29 days ago Google Robot

Elon Musk says Grok 5 would be released “in Q1 sometime”, later than a deadline he previously set of releasing the model by the end of 2025 (www.theinformation.com)
29 days ago Elon Musk

Sources: OneTrust, which sells privacy and compliance software and was last valued at $4.5B in 2023, is exploring a sale, possibly to private equity buyers (www.theinformation.com)
30 days ago Equity

Search and browser startup Brave says it has passed $100M in annualized revenue in Q1, and had 100M MAUs as of September, up from 77M at the end of 2024 (www.theinformation.com)
2025-11-12 Startup Browser

Source: Blue Owl's Digital Infrastructure funds are investing ~$3B in a New Mexico-based Stargate data center, set to consume 4.5GW, as Blue Owl expands into AI (www.theinformation.com)
2025-11-12 Mexico AI

Sources: Apple may add a second camera to the next iPhone Air, possibly set for spring 2027 release alongside the iPhone 18 and 18e, to address user complaints (www.theinformation.com)
2025-11-11 iPhone Apple

Sources: Apple is delaying the release of the next version of the iPhone Air, originally planned for fall 2026, after the first model sold below expectations (www.theinformation.com)
2025-11-11 iPhone Apple

You.com CEO Richard Socher is working on a new AI lab to automate AI research, and, sources say, hopes to raise $1B for it; Socher will remain at You.com (www.theinformation.com)
2025-11-8 AI

Sources: Google Gemini co-lead Noam Shazeer clashed with colleagues on internal forums over topics like gender and Gaza; moderators deleted some of his comments (www.theinformation.com)
2025-11-8 Google

Sources: the White House has told others in the government it won't allow Nvidia to sell its scaled-down AI chip B30A to China, despite Trump's hints he might (www.theinformation.com)
2025-11-7 Trump China AI Nvidia

Sources: data center startup Crusoe is arranging an employee share sale involving ~$120M worth of shares that values it at ~$13B, up from $10B+ just weeks ago (www.theinformation.com)
2025-11-6 Startup

Source: Anthropic projects revenues of up to $70B in 2028, up from ~$5B in 2025, and expects to become cash flow positive as soon as 2027 (www.theinformation.com)
2025-11-5

Deel names ex-Credit Karma CEO Joe Kauffman as CFO ahead of a potential IPO, replacing Deel CEO Alex Bouaziz's father Philippe, who becomes executive chairman (www.theinformation.com)
2025-11-4 IPO

Court documents: in a deposition, Ilya Sutskever documented significant internal conflicts at OpenAI prior to Sam Altman's firing and discusses his OpenAI exit (www.theinformation.com)
2025-11-3

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)
2025-10-30 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)
2025-10-29 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)
2025-10-26 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)
2025-10-26 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)
2025-10-25

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)
2025-10-24 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)
2025-10-24 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)
2025-10-24

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)
2025-10-24

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)
2025-10-23

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)
2025-10-21

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)
2025-10-17 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)
2025-10-15

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)
2025-10-14 AI

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