The Information

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03.11.2025 − 09.11.2025
The Information
Theo Wayt @ The Information 2 place · 11/04/2025 09:54 EDT

Norway’s Sovereign Wealth Fund to Vote Against’s Elon Musk’s Tesla Pay Package

Norway’s sovereign wealth fund plans to vote against Tesla’s proposed $1 trillion CEO compensation package for Elon Musk, the fund said on Tuesday. Norges Bank said in a disclosure that it was “concerned about the total size of the award, dilution, and lack of mitigation of key person risk.” The ... Read more ›

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The Information
Aaron Holmes @ The Information · 04/08/2025 11:19 EDT

Dem. Senators Say Microsoft, Google AI Deals Could Violate Antitrust Laws

Democratic lawmakers are probing whether deals signed by Microsoft and Google to invest in AI startups including OpenAI and Anthropic have violated antitrust laws, according to letters sent to the CEOs of those firms on Tuesday. In the letters, Sen. Elizabeth Warren of Massachusetts and Sen. Ron ... Read more ›

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The Information
Kalley Huang @ The Information · 04/08/2025 10:15 EDT

Meta Platforms on Saturday released two versions of Llama 4, the newest generation of its flagship open-source large language model, called Llama 4 Scout and Llama 4 Maverick. The release came a day after we reported that Meta had hit some snags with the new model, which had delayed its release a bit. At first glance, the new AI seemed to work well. LMArena, an organization that benchmarks LLMs, ranked... Read more ›

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The Information
Theo Wayt @ The Information 1 place · 04/08/2025 09:00 EDT

Tech’s Biggest Trade War Losers

Trump’s aggressive trade moves mean every U.S. tech company, large and small, now faces threats to its business. A pullback in e-commerce and ad spending could hammer Amazon and Meta Platforms, and general macroeconomic malaise could hurt cloud computing growth. Less obvious threats, however, are brewing as a global trade war intensifies. EU retaliation aimed at digital services could hurt U.S. tech companies across the board, for instance. Another question... Read more ›

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The Information
Juro Osawa @ The Information · 04/08/2025 01:07 EDT

President Donald Trump warned that the U.S. will impose an additional 50% tariff on imports from China effective Wednesday if Beijing doesn’t withdraw its retaliatory tariffs on the U.S. Trump made the new threat against China Monday in a post on his Truth Social social media site. He said in ... Read more ›

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The Information
Sri Muppidi @ The Information · 04/07/2025 21:41 EDT

Cato Networks, an Israel-based seller of network security software valued at $3 billion in September 2023, has talked to potential investors about raising funding that could value it at $4.5 billion before the investment, according to a person with direct knowledge of the discussions. The ... Read more ›

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The Information
Natasha Mascarenhas @ The Information · 04/07/2025 21:13 EDT

A stock market rout triggered by President Donald Trump’s tariffs on Chinese and European goods is threatening to end the artificial intelligence–powered gold rush that has buoyed Silicon Valley for more than two years. Eric Bahn, a co-founder of early-stage venture firm Hustle Fund, is advising startups the firm has backed to be more cautious with spending and to purchase any hardware, like laptops or phones, before prices increase. “The... Read more ›

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The Information
Martin Peers @ The Information · 04/07/2025 20:00 EDT

Is your seatbelt still holding? Monday’s ups and downs in the stock market would be enough to give anyone whiplash. The good news, for tech investors at least, is that things weren’t all bad. Quite a few stocks went up, including Nvidia, Amazon, Meta Platforms and Broadcom. The biggest losers included Apple, down 3.7%, and Tesla, down 2.6%, which as sellers of actual stuff—phones and cars—are more obviously exposed to... Read more ›

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The Information
Alex Perry @ The Information · 04/07/2025 19:46 EDT

Waymo Explores Using Rider Data to Train Generative AI

Waymo is exploring using rider data captured with in-car cameras to train generative AI, according to researcher Jane Manchun Wong, who shared her findings on X. An unpublished version of the robotaxi app Waymo One’s privacy page asks users if they accept that “interior camera data” may be used ... Read more ›

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The Information
Yueqi Yang @ The Information · 04/07/2025 18:15 EDT

Strategy, Big Bitcoin Owner, to Record $5.9 Billion Crypto Loss

Strategy, the software maker formerly known as MicroStrategy, said it will report an unrealized loss of $5.91 billion from its bitcoin holdings, as a cryptocurrency selloff wiped out most of its gains since Donald Trump’s election victory. The company has to recognize the unrealized loss after ... Read more ›

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The Information
Anissa Gardizy @ The Information · 04/07/2025 17:39 EDT

President Donald Trump said in a press conference Monday that his administration plans to approve new power plants in record time, which could aid manufacturing and data centers development in the U.S. Trump appeared to have data centers for artificial intelligence in mind, saying “we’re way ... Read more ›

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The Information
Ann Gehan @ The Information · 04/07/2025 16:43 EDT

Shopify CEO Tobi Lutke is requiring teams to prove that work can’t be carried out by artificial intelligence tools in order to receive more budget or headcount, according to a memo he posted on X Monday. Employee performance will also be assessed in part on how well staffers use AI tools, Lutke ... Read more ›

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The Information
Amir Efrati @ The Information · 04/07/2025 16:03 EDT

Oracle Execs Worry About Tariff Impact on Mega Data Center For OpenAI

Oracle executives have privately expressed concerns about President Donald Trump’s tariffs on the cost of a mega data center for OpenAI, The Information reported Monday. The facility in Abilene, Texas, was already slated to cost between $50 billion and $100 billion before the tariffs. The ... Read more ›

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The Information
Kevin McLaughlin @ The Information · 04/07/2025 15:40 EDT

Nvidia has closed its acquisition of Lepton AI, a two-year-old startup that rents out servers powered by Nvidia’s artificial intelligence chips, according to a person close to the startup. The Information last month reported on the deal, which is worth hundreds of millions of dollars. Lepton ... Read more ›

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The Information
Anissa Gardizy @ The Information · 04/07/2025 10:15 EDT

Tariffs Trouble Oracle

Before we get to tariffs, we wanted to make sure you saw Stephanie and Jessica’s scoop on OpenAI discussing acquiring a startup created by OpenAI CEO Sam Altman and ex-iPhone designer Jony Ive to develop a personal artificial intelligence device. Although Altman isn’t technically classified as a cofounder of the startup, io Products, the potential deal immediately drew comparisons with Elon Musk’s xAI buying Elon Musk’s X.On to the news…President... Read more ›

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The Information
Anissa Gardizy @ The Information · 04/07/2025 09:00 EDT

Pressure Rises on Oracle to Finish OpenAI Data Center

Oracle is building a data center in Abilene, Texas, the size of 17 football fields for OpenAI. Currently, it’s empty and incomplete. If it stays that way much longer, OpenAI can walk away from the deal, which could cost Oracle billions of dollars, according to two people working with the company on the project. While it’s unlikely OpenAI would bail if Oracle and its construction partners can’t complete the project... Read more ›

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The Information
Stephanie Palazzolo @ The Information · 04/06/2025 21:08 EDT

OpenAI in recent weeks discussed acquiring a startup its CEO Sam Altman has been working on with ex-Apple designer Jony Ive’s studio, which is developing an artificial intelligence-powered personal device, The Information reported. If it happens, the deal would include a team of engineers ... Read more ›

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The Information
Stephanie Palazzolo @ The Information 2 place · 04/06/2025 18:02 EDT

OpenAI in recent weeks discussed acquiring a startup its CEO Sam Altman has been working on with ex-Apple designer Jony Ive’s studio to develop an artificial intelligence-powered personal device, according to two people with direct knowledge of the deal talks. They are also discussing partnership options beyond a full acquisition, one of the people said. Read more ›

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The Information
Nick Wingfield @ The Information · 04/06/2025 16:55 EDT

Craft Ventures, the San Francisco venture firm co-founded by White House crypto and AI czar David Sacks, last week laid off a half dozen employees, the firm confirmed. Its investors are also changing their focus to later stage investments from seed stage deals. The departures mainly involved ... Read more ›

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The Information
Natasha Mascarenhas @ The Information 2 place · 04/05/2025 19:27 EDT

David Sacks’ Craft Ventures Lays Off Staff, Co-Founder Steps Back

Craft Ventures, the eight-year-old venture firm co-founded by White House adviser David Sacks, last week laid off half a dozen employees who were largely involved in recruiting professionals for startups it backs, a spokesperson confirmed. It made the changes as the firm’s investors have shifted their focus to later-stage investments from very early-stage investments, according to a person with direct knowledge of the changes. Jeff Fluhr, co-founder of the firm,... Read more ›

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The Information
Kalley Huang @ The Information 2 place · 04/05/2025 15:58 EDT

Meta Platforms on Saturday released two versions of Llama 4, the newest generation of its flagship open-source large language model. Both versions, Scout and Maverick, are mixture of experts models, which are trained so that only specialized parts of a model activate at a time. The Information ... Read more ›

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10.11.2025 01:02
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