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The Information
Ann Gehan @ The Information 1 place · today 09:46 EDT

Amazon Launches New AI Recommendation Feature To Help Shoppers Make Decisions

Amazon launched a new artificial intelligence-powered product recommendation feature Thursday, the e-commerce giant’s latest move to incorporate more AI features into both its consumer-facing shopping experience as well as the systems that power its search and recommendation features. The new ... Read more â€ș

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23.10.2025 ♒ Hello, Aquarius! Today's day promises you a very busy and positive schedule, thanks to harmony... Read more â€ș
The Information
Juro Osawa @ The Information 2 place · today 08:52 EDT

TikTok Revamps Management Team To Empower Chinese Executives

TikTok is implementing drastic leadership changes that pull the video app closer to the orbit of its parent ByteDance, just as Washington and Beijing are on the cusp of reaching a deal over the app’s future in the U.S. TikTok’s global content and distribution partnership teams, both led by Western executives, will be moved under Fiona Zhi, a Bytedance veteran who has been TikTok’s product chief since 2023, according to... Read more â€ș

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The Information
Sylvia Varnham O'Regan @ The Information 3 place · today 15:18 EDT

Trump Says He Won’t Send National Guard to SF After Calls From Tech ‘Friends’

President Donald Trump has called off plans to send the National Guard on Saturday into San Francisco, after he said friends who live in the area urged him not to go ahead with it. “Great people like Jensen Huang, Marc Benioff, and others have called saying that the future of San Francisco is ... Read more â€ș

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The Information
Juro Osawa @ The Information · today 09:56 EDT

HongShan Leads Fundraising in AI Agent Genspark

HongShan, the Chinese venture capital giant formerly known as Sequoia Capital China, is leading the funding round in artificial intelligence agent Genspark that will value the startup at more than $1 billion, according to two people with knowledge of the deal. Genspark has secured commitments ... Read more â€ș

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The Information
Aaron Tilley @ The Information · today 09:30 EDT

Could Apple and Musk’s SpaceX Finally Do a Satellite Deal?

A few years ago, Elon Musk pitched Apple unsuccessfully on the idea of his company, SpaceX, providing satellite connectivity to iPhones. There are tantalizing hints that such a deal could be back on the table. In recent months, in anticipation of a possible future arrangement with Apple, SpaceX has added support in its new satellite designs for the same radio spectrum Apple uses for the iPhone’s current satellite features, which... Read more â€ș

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The Information
Martin Peers @ The Information · today 11:49 EDT

Ellison’s Paramount Has Made Three Bids for WBD

The Ellison family’s Paramount Skydance has made three offers for Warner Bros. Discovery in the past month, at steadily rising prices, the New York Times reported on Thursday. All the offers were rejected. Paramount’s offers for WBD began at $19 a share and rose to $23.50 a share. Before ... Read more â€ș

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The Information
Stephanie Palazzolo @ The Information · today 10:00 EDT

Music App Suno Nearly Quadruples Annual Recurring Revenue to $150 Million

You can count the number of breakout consumer AI applications on the fingers of one hand. There’s OpenAI’s ChatGPT and
that’s about it, at least so far. Suno, which helps people create music using conversational prompts, isn’t yet a breakout—but it could be soon. The company is generating around $150 million in annual recurring revenue from subscriptions to its app, up nearly four times from a year ago, according to a... Read more â€ș

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The Information
Katie Roof @ The Information · 10/22/2025 17:10 EDT

Adobe Discussed $3 Billion Acquisition of AI Video Startup Synthesia

Adobe in recent months held talks with Synthesia, a London-based maker of artificial intelligence software that generates video avatars of people, to buy the startup for about $3 billion, a premium from the startup’s $2.1 billion valuation in a January financing, according to a person with knowledge of the discussions. Synthesia and Adobe walked away without reaching a deal after disagreeing about the price, this person and two others said.... Read more â€ș

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The Information
Theo Wayt @ The Information · 10/22/2025 16:29 EDT

Tesla Profit Fell 37% in Third Quarter Despite End of Tax Credit Boosting Sales

Tesla’s net income fell 37% year-over-year to $1.4 billion in the third quarter, the company said Wednesday, attributing the decline to factors including tariffs and increased research and development spending. Meanwhile, revenue grew 12% year-over-year to $28.1 billion due in part to a surge in ... Read more â€ș

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The Information
Steve LeVine @ The Information · today 14:57 EDT

Redwood Materials Raises $350 Million for Data Center Batteries

Battery materials company Redwood Materials said Thursday it had raised $350 million  to expand of its new line of business repurposing used batteries to power AI data centers. Its new valuation, of more than $6 billion, is 20% higher than its last fundraising in 2023. The funding, led by ... Read more â€ș

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The Information
Erin Woo @ The Information · 10/22/2025 14:17 EDT

UK Competition Authority Designates Google, Apple With “Strategic Market Status”

The UK Competition and Markets Authority said on Wednesday that Google and Apple had “strategic market status” for their dominance over the mobile phone markets, opening the two tech companies up to stricter regulation. The CMA said in a statement that both platforms have “substantial, ... Read more â€ș

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The Information
Catherine Perloff @ The Information · 10/22/2025 13:29 EDT

Reddit Sues Data Scrapers and Perplexity for Unlawfully Accessing Content

Reddit is suing AI search startup Perplexity and a group of firms that scrape data from the social media firm’s chat forums for copyright infringement. The lawsuit follows a cease and desist letter Reddit sent Perplexity barring the startup from scraping its site. Reddit is accusing four data ... Read more â€ș

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The Information
Kalley Huang @ The Information · 10/22/2025 13:16 EDT

Meta Cuts About 600 from AI Organization

Meta Platforms is cutting about 600 employees from its artificial intelligence organization, Meta Superintelligence Labs, a spokesperson said. The layoffs come after the unit, which had about 3,400 employees as of this summer, restructured itself in August. The cuts will affect the organization’ ... Read more â€ș

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The Information
Li Haslett Chen @ The Information · 10/22/2025 11:34 EDT

Can AI Deliver What Shoppers Want?

Much of the rhetoric around commerce and AI imagines a revolution in how we find and buy things. OpenAI joined the discourse when it announced that you can buy directly through ChatGPT via partnerships with Walmart, Shopify and Etsy—all powered by Stripe. They’re not alone. AI answer engine Perplexity launched one-click checkout with PayPal in 2024, AI fashion agent Daydream is turning conversations into personal styling sessions, and AI browser... Read more â€ș

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The Information
Ann Gehan @ The Information · 10/22/2025 10:10 EDT

ShopMy Boosts Valuation to $1.5 Billion With $70 Million in New Funding

Influencer marketing startup ShopMy said Wednesday that it raised $70 million in new funding from investors including growth equity investment firm Avenir, Bain Capital Ventures, Bessemer Venture Partners and Menlo Ventures. The new funding brings the company’s valuation to $1.5 billion. The ... Read more â€ș

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The Information
Erin Woo @ The Information · 10/22/2025 10:00 EDT

OpenAI’s New Browser War; Google’s College Developer Play

Before we get to today’s column, we’d be remiss not to mention OpenAI’s release on Tuesday of its new web browser, news of which we first scooped almost a year ago. The new browser, ChatGPT Atlas, is yet another example of OpenAI expanding its reach into consumers’ online lives, just as other tech incumbents such as Google and Apple have done. Among Atlas’s features: the ability to remember users’ browsing... Read more â€ș

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The Information
Ann Gehan @ The Information · 10/22/2025 09:00 EDT

TikTok Shop’s New Ad Policy Risks Alienating Merchants

As TikTok readies itself for the expected sale of its U.S. business to a new venture controlled by American investors, the company is trying to boost its commerce business, TikTok Shop. But the measures it has taken risk alienating merchants who sell on the shopping service. TikTok Shop in recent weeks has begun pushing sellers to switch to a new ad-buying tool that promotes videos linking only to TikTok Shop,... Read more â€ș

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The Information
Catherine Perloff @ The Information · 10/22/2025 08:52 EDT

Amazon Web Services Pushes More Into Advertising Technology

Amazon Web Services is releasing a new product aimed at making it easier for advertising technology companies to use cloud technology and integrate with one another. That’s notable because many advertising technology companies have not yet migrated to the cloud, said AWS global head of ad tech ... Read more â€ș

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The Information
Aaron Holmes @ The Information · 10/22/2025 08:21 EDT

Microsoft Raises Nadella’s Pay to $96.5 Million

Microsoft raised CEO Satya Nadella’s total compensation for the year ending in June to $96.5 million, up from $79.1 million last year, the company said in a filing. Over $84 million of Nadella’s compensation was in stock. Nadella’s pay rose because he “positioned Microsoft as a clear artificial ... Read more â€ș

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The Information
Laura Mandaro @ The Information · 10/21/2025 23:46 EDT

Sequoia COO Said to Step Down Over Partner Maguire’s Posts

Sequoia Capital’s former chief operating officer, Sumaiya Balbale, resigned from her job this summer after partner Shaun Maguire made posts on X she considered Islamophobic, according to the Financial Times, which cited people with knowledge of the situation. In July, Maguire accused New ... Read more â€ș

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The Information
Martin Peers @ The Information · 10/21/2025 20:00 EDT

Netflix’s Success Spotlights Warner’s Failure

OpenAI continued its march to world domination, unveiling its long-anticipated Web browser, ChatGPT Atlas. It offers some snazzy features, including a split-screen view that allows you to ask ChatGPT questions related to the webpage you’re on without switching tabs. Given how difficult it is to change people’s ingrained habits, getting consumers to switch to a new browser may be tough—certainly harder than getting them to try the chatbot. But at... Read more â€ș

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The Information
Sri Muppidi @ The Information · 10/21/2025 18:48 EDT

Anthropic and Google in Talks to Strike Multi-Billion Dollar Cloud Deal

Anthropic is in talks with Google to access additional computing power in a deal in the high tens of billions of dollars, according to a person with knowledge of its plans. Talks are still early, and deal terms could change. Google is an existing cloud provider for Anthropic, which recently ... Read more â€ș

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The Information
The Information Partnerships @ The Information · 10/21/2025 17:47 EDT

2026: The Year of an IPO Thaw?

After four years in a deep freeze, initial public offerings are finally showing signs of life. Tech companies like Klarna, StubHub, and Figure have recently hit the exchange, signaling that the long initial public offering winter may—at last—be coming to an end. But it’s not just IPOs driving renewed optimism. Mergers and acquisitions, special purpose acquisition companies, and direct listings are also on the rise, giving founders a growing number... Read more â€ș

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The Information
Theo Wayt @ The Information · 10/21/2025 17:21 EDT

Amazon Reportedly Expects to Avoid Adding Hundreds of Thousands of Workers Due to Robots

Amazon aims to avoid significantly growing its U.S. workforce while doubling the volume of products it sells by 2033, the New York Times reported on Tuesday, citing internal company documents. Without robotics and automation, the company would expect to need to hire more than 600,000 more people ... Read more â€ș

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The Information
Valida Pau @ The Information · 10/21/2025 17:03 EDT

AI Is Speeding Up M&A Deals, Says Latham

A flurry of tech mergers and acquisitions catalyzed by the artificial intelligence boom has been big business for lawyers. Latham & Watkins, which has landed on some of the highest-profile deals, says tech is moving fast and companies are keeping pace, sometimes getting transactions done in days. “It’s speed oftentimes because the deal is existential to the business, whether it’s getting the acquisition done before a competitor or raising capital... Read more â€ș

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The Information
Sri Muppidi @ The Information · 10/21/2025 16:19 EDT

OpenAI Launches ChatGPT Atlas, an AI-Powered Web Browser

OpenAI on Tuesday unveiled ChatGPT Atlas, a web browser that allows users to search the web alongside a companion ChatGPT sidebar, confirming earlier reporting from The Information. The browser heightens OpenAI’s competition with Google, which handles most search questions on the web, including ... Read more â€ș

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The Information
Martin Peers @ The Information · 10/21/2025 16:14 EDT

Netflix Posts 17% Revenue Growth, in Line With Projections

Netflix reported 17% higher revenue of $11.5 billion, right in line with its projection issued in mid-July, while operating income rose 28% to $3.2 billion. The company’s shares fell 6% in after-hours trading, perhaps because of investor disappointment that Netflix didn’t exceed its ... Read more â€ș

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The Information
Kevin McLaughlin @ The Information · 10/21/2025 15:27 EDT

Google Cloud Hires Accenture CTO to Bolster Executive Ranks

Google Cloud has hired Karthik Narain, a software industry veteran who was most recently chief technology officer at Accenture, to fill the newly created role of chief product and business officer, CEO Thomas Kurian announced in a LinkedIn post. Narain, who reports to Kurian, now oversees around ... Read more â€ș

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The Information
Kalley Huang @ The Information 2 place · 10/21/2025 15:14 EDT

Mark Zuckerberg Must Testify in Social Media Harm Trial, Judge Rules

Meta Platforms CEO Mark Zuckerberg must testify in the trial for a lawsuit alleging social media companies have harmed young users, a Los Angeles Superior Court judge ruled on Monday, CNBC reported. Instagram head Adam Mosseri and Snap CEO Evan Spiegel will also have to testify in the trial, ... Read more â€ș

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The Information
Aaron Holmes @ The Information · 10/21/2025 13:30 EDT

A Reality Check on Agents

Around the start of this year, executives at artificial intelligence providers like OpenAI and Salesforce said 2025 would be “the year of agents,” making it seem like fully autonomous AI would soon take over human jobs. Since then, Salesforce, Microsoft, SAP and many others pitched roughly seven types of agent to automate white collar tasks in realms like coding, HR, finance, and sales. But the promise of truly autonomous agents... Read more â€ș

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