Articles from www.theinformation.com

Articles from www.theinformation.com

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)
2025-7-17

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)
2025-7-17

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)
2025-7-16

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)
2025-7-16 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)
2025-7-15 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)
2025-7-15

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)
2025-7-12 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)
2025-7-12 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)
2025-7-10

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)
2025-7-10 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)
2025-7-8

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)
2025-7-7 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)
2025-7-6 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)
2025-7-4 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)
2025-7-2

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)
2025-7-1 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

Source: Meta hired four more OpenAI researchers, including key contributors to o1-mini and o3-mini, as Zuckerberg continues an unprecedented recruiting effort (www.theinformation.com)
2025-6-29 Zuckerberg

Source: OpenAI recently began renting Google's TPUs to power ChatGPT, marking its first significant use of non-Nvidia chips; Meta also considered using TPUs (www.theinformation.com)
2025-6-28 Google Nvidia

Sources: mass production of Microsoft's next AI chip is delayed to 2026 and is expected to underperform Nvidia's Blackwell chip, released in late 2024 (www.theinformation.com)
2025-6-27 Microsoft AI Nvidia

Sources: Instagram and TikTok are working on versions of their apps customized to run on TV screens, following YouTube's success in attracting a TV audience (www.theinformation.com)
2025-6-27 YouTube Instagram

Sources: DeepSeek's highly anticipated R2 model faces delays due to a shortage of Nvidia server chips in China, exacerbated by the US ban of Nvidia's H20 chips (www.theinformation.com)
2025-6-26 China Ban Nvidia

Sources: in 2024, OpenAI considered document collaboration features but lacked the staff to create them, but has since made some unreleased collaboration tools (www.theinformation.com)
2025-6-25

Sources: Mira Murati has told investors Thinking Machines Lab plans to develop customized AI models based on business KPIs, and also plans a consumer product (www.theinformation.com)
2025-6-24 AI

Sources: Google reduces its Google TV and Android TV budget by 10% and cuts Android TV and Google TV's ~300 employees by up to 25%, as it focuses on YouTube (www.theinformation.com)
2025-6-23 Android Google YouTube Budget

A look at Scale AI rival Surge AI, which raised no outside capital and told staff that it had $1B+ in 2024, vs. Scale's $870M, and has always been profitable (www.theinformation.com)
2025-6-20 AI

Source: Meta is in advanced talks to hire Nat Friedman and Daniel Gross to work on its AI efforts (www.theinformation.com)
2025-6-19 AI

Sources: OpenAI wants Microsoft to take a ~33% stake in exchange for giving up future profit rights, and seeks to revise its exclusive cloud deal with Microsoft (www.theinformation.com)
2025-6-17 Microsoft

Sources: Meta's talks with Scale AI started in mid-April, with Zuckerberg floating a $5B investment in early May, which Alexandr Wang later countered with $20B (www.theinformation.com)
2025-6-17 AI Zuckerberg

Current and former employees of OpenAI have sold nearly $3B worth of shares in tender offers since 2021, with $1.5B+ going to SoftBank alone (www.theinformation.com)
2025-6-13

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