The Information

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27.04.2026 − 03.05.2026
The Information
Rocket Drew @ The Information 1 place · 05/02/2026 11:00 EDT

Doom Ban, Meme Coins and 7 More Highlights from Musk v. OpenAI

Welcome, Weekenders! In this newsletter:‱ The Big Read: Inside ZaiNar, the secretive startup hoping to power the physical AI era ‱ Policy: Meet the Trump official who wants to deliver a win to prediction markets ‱ Plus, Recommendations—our weekly pop culture picks: “Expanse: The Nannup Four,” “The Infinity Machine” and “Beef”Watching the Elon Musk versus OpenAI trial from inside the courtroom gave me a front-row seat to the AI boom’s... 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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The Information
Yueqi Yang @ The Information · 10/21/2025 12:15 EDT

Fed Explores ‘Skinny’ Master Account as Crypto Firms Seek Access

The Federal Reserve is exploring creating a new type of account that could be used by crypto, fintech and other companies to process payments without using banks. Fed governor Chrisopher Waller, speaking at the Fed’s first-ever Payments Innovation Conference, said he has directed Fed staff to ... Read more â€ș

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The Information
Theo Wayt @ The Information · 10/21/2025 12:08 EDT

Elon Musk Unloads on NASA Chief After SpaceX Comments

Elon Musk attacked acting NASA leader Sean Duffy in a series of X posts on Tuesday after Duffy said the space agency would consider alternatives to SpaceX for a Moon mission scheduled to launch in 2027. Duffy, who was named acting NASA administration by President Donald Trump in July and also ... Read more â€ș

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The Information
Kevin McLaughlin @ The Information · 10/21/2025 11:24 EDT

AWS Returns to “Normal Operations” After Global Cloud Outage

Amazon Web Services said its cloud services had returned to “normal operations” as of Monday afternoon Pacific time, after a major global outage lasting more than 12 hours affected users of popular internet services such as Zoom, Netflix, Snapchat and Reddit. The outage affected servers in ... Read more â€ș

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The Information
Stephanie Palazzolo @ The Information 1 place · 10/21/2025 10:05 EDT

Is Andrej Karpathy Right About Overhyped AI?

Andrej Karpathy, one of the founding members of OpenAI, on Friday threw cold water on the idea that artificial general intelligence is around the corner. He also cast doubt on various assumptions about AI made by the industry’s biggest boosters, such as Anthropic’s Dario Amodei and OpenAI’s Sam Altman.The highly regarded Karpathy called reinforcement learning—arguably the most important area of research right now—“terrible,” said AI-powered coding agents aren’t as exciting... Read more â€ș

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The Information
Martin Peers @ The Information 3 place · 10/21/2025 09:35 EDT

Warner Bros. Discovery to Evaluate Strategic Options

Warner Bros. Discovery’s board of directors said it had begun a “review of strategic alternatives” as a result of “unsolicited interest the company has received from multiple parties for both the entire company and Warner Bros.” The announcement comes a few weeks after news reports said David ... Read more â€ș

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The Information
Catherine Perloff @ The Information · 10/21/2025 09:00 EDT

AI Enigma: Search Traffic Drops to Sites, but Revenue Doesn’t—Yet

In the past year, Mexican hotel chain Tafer Hotels & Resorts has seen traffic to its website fall 25%. Despite that, Tafer’s revenue is up year over year, according to Max Gomez Montejo, chief digital marketing officer at the hotel chain. Tafer isn’t alone. A growing number of companies say their websites are losing traffic, thanks to how artificial intelligence chatbots have changed the way people use online search. Yet... Read more â€ș

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09.05.2026 23:00
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