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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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The Information
Juro Osawa @ The Information · 10/21/2025 06:14 EDT

Japan’s Sakana AI in Talks to Raise Capital at $2.5 Billion Valuation

Sakana AI, a Tokyo-based developer of artificial intelligence, is in talks with U.S. and Japanese investors to raise $100 million at a valuation of $2.5 billion, up 66% from a financing a year ago, The Information reported. The startup, founded in 2023 by former Google researchers, plans to ... Read more

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The Information
Juro Osawa @ The Information 3 place · 10/21/2025 04:36 EDT

Nvidia Discusses Loan Guarantee for OpenAI

Nvidia is discussing guaranteeing some of the loans that OpenAI is planning to take out in order to build its own data centers, The Wall Street Journal reported, citing people familiar with the matter. Such a move would involve risks for Nvidia, as the chip giant could face hefty debt ... Read more

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The Information
Stephanie Palazzolo @ The Information · 10/20/2025 23:57 EDT

OpenAI’s Japanese Rival Sakana in Talks to Raise Capital at $2.5 Billion Valuation

Sakana AI, a Tokyo-based developer of artificial intelligence, is in talks with U.S. and Japanese investors to raise $100 million at a valuation of $2.5 billion, up 66% from a financing a year ago, according to two people involved in the discussions. The funding talks come months after CEO David Ha said publicly that the company would operate profitably within a year. Sakana is developing AI with a different type... Read more

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

What Investors Are Missing in Apple’s iPhone 17 Sales Surge

It’s the calm before the earnings storm. Netflix kicks off tech earnings on Tuesday with its third-quarter report, and most of the big tech names come next week. Already, though, investors are anticipating the news. That’s most obviously true of Apple, whose shares jumped 4% on Monday on a research report about strong sales of the recently released iPhone 17 series. After spending most of the year below its 2024... Read more

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The Information
Natasha Mascarenhas @ The Information · 10/20/2025 18:47 EDT

Benchmark Names Everett Randle as New General Partner 

Everett Randle, a former partner at Kleiner Perkins investing out of its growth-stage funds, has joined Benchmark as the firm’s newest general partner, the early-stage firm announced Monday. At Kleiner, Randle worked on investments including enterprise search startup Glean and legal AI ... Read more

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The Information
Kevin McLaughlin @ The Information · 10/20/2025 14:42 EDT

AWS Taps 15-Year Veteran to Lead Startups and VC Sales Unit

Amazon Web Services has named Jason Bennett, a 15-year veteran of the cloud provider’s sales ranks, as its new vice president of global startups and venture capital, according to two people with direct knowledge of the appointment. Bennett, who has spent the past year as vice president of ... Read more

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The Information
Kevin McLaughlin @ The Information · 10/20/2025 13:54 EDT

Global AWS Cloud Outage Takes Down Major Websites, Internet Services

Amazon Web Services says it is continuing to work on restoring access to cloud servers and other products after an outage that began overnight in its data centers in northern Virginia, which handle a majority of its web traffic in North America. The outage, which affects the AWS US-East-1 data ... Read more

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The Information
Anissa Gardizy @ The Information · 10/20/2025 13:19 EDT

The Data Center Boom Enters a Speculative Era

The Wynn in Las Vegas was buzzing last week as executives, investors and dealmakers from across the data center, cloud and finance world converged at an event to trade notes on how quickly the industry has changed. A year ago, most conversations at Infra/Structure, hosted by Structure Research, focused on how hard it was to find land and power for new data centers for artificial intelligence, and skepticism abounded over... Read more

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The Information
Theo Wayt @ The Information · 10/20/2025 10:18 EDT

NASA Open to SpaceX Alternatives for ‘Behind Schedule’ Moon Mission

Elon Musk’s SpaceX is “behind schedule” preparing its Starship launch vehicle for a U.S. mission to the Moon, so NASA is seeking alternative bids from other companies including Jeff Bezos’ Blue Origin, the space agency’s head said Monday. NASA acting administrator Sean Duffy made the comments in ... Read more

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23.10.2025 20:53
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