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The Information
Erin Woo @ The Information · 11/02/2025 21:02 EDT

Google Pulls AI Model Following Defamation Accusations

Google removed its open-source AI model Gemma from its AI Studio developer tool after Senator Marsha Blackburn sent a letter accusing Gemma of fabricating rape allegations against her. Last month, the conservative activist Robby Starbuck also sued Google under similar grounds. Gemma is still ... Read more

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The Information
Theo Wayt @ The Information · 11/02/2025 18:00 EDT

Preparing for Elon Musk’s $1 Trillion Tesla Vote

Over the past couple of months, my X feed and television have been bombarded with Tesla advertisements. For the most part, these ads don’t feature products anyone can actually buy—instead, they include futuristic Tesla projects like the Optimus humanoid robot and are aimed at convincing Tesla shareholders to approve a proposed compensation package for CEO Elon Musk. The result of that vote is likely to be among the biggest tech... Read more

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The Information
Martin Peers @ The Information · 11/02/2025 15:03 EDT

White House Says China Will Drop Antitrust Probes Into U.S. Chip Companies

China has agreed to drop antitrust and other investigations into U.S. chip companies, the White House said on Saturday, as part of a broader trade agreement the two countries reached last week. In recent months, China has opened antitrust investigations into both Qualcomm and Nvidia, among other ... Read more

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The Information
Martin Peers @ The Information · 11/02/2025 11:00 EDT

Google and Microsoft Face Less AI Spending Risk Than Meta, Amazon

Of all the big tech companies investing in AI, Google and Microsoft are the best positioned to handle the growing costs of the technology, judging from data disclosed this past week in September-quarter earnings. Google and Microsoft generate more cash from their businesses than other big tech companies, including Apple. And they’re devoting a smaller percentage of that cash to capital expenditures for new AI data center construction than other... Read more

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The Information
Abram Brown @ The Information 1 place · 11/01/2025 10:00 EDT

The Neo Robot Economy

Welcome, Weekenders! In this newsletter:• The Big Read: Inside Benchmark’s high-stakes pressure test • Artificial Intelligence: The VCs who turned vibe code into whimsical passion projects• Artificial Intelligence: Venerable Casio’s surprise hit? An AI robopet • WTF: Behind the scenes at our summit for the most powerful and influential women in tech, media and finance • The Arena: WNBA owner Clara Wu Tsai has a $1 billion plan• Plus, our... Read more

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The Information
The Information 2 place · 11/01/2025 09:00 EDT

Sing the News to Me? The VCs Who Turned Vibe Code Into Whimsical Passion Projects

In less than a year, AI-assisted coding has become a fixation within Silicon Valley, which sees the companies building such products as some of the most lucrative startups in tech. While tools like Cursor and Anthropic’s Claude Code can’t transform techno novices into app-building wizards overnight, they do make coding faster—and easier for people who have some knowledge of coding but don’t have the same skill as a veteran engineer.... Read more

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The Information
The Information Staff @ The Information 3 place · 11/01/2025 09:00 EDT

Clara Wu Tsai’s Plan to Build the First $1 Billion WNBA Franchise

When Clara Wu Tsai and her husband, Alibaba co-founder Joe Tsai, bought the WNBA’s New York Liberty in 2019, one of her first priorities was convincing her fellow team owners they needed to spend money to see real growth in the sport. “For so long, we felt that the owners in the league have been operating from this scarcity mindset and just trying to save money,” Wu Tsai said earlier... Read more

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The Information
Jessica Roy @ The Information 2 place · 11/01/2025 08:26 EDT

Do We Want an Age of AI Robopets?

One August morning, Kaarage woke up and took the train from the Japanese countryside into the city. She went to a restaurant and enjoyed a lunch of vegetables and soup, as well as an iced coffee. Afterward, she studied a musical score on her iPad, then went home to relax. Kaarage is not a person: She’s an internet-beloved Moflin, an AI-powered robopet made by Casio—yes, Casio—who shares a charming, bucolic... Read more

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The Information
The Information Staff @ The Information · 11/01/2025 08:24 EDT

The Information’s WTF Summit in Pictures

Executives from Netflix, Palantir and YouTube along with dozens more of the most powerful and influential women in technology, media and finance gathered earlier this week for The Information’s annual WTF Summit. The conversations ranged from how AI is reshaping the financing markets to sponsorship pricing power in the WNBA—while attendees still had plenty of time to mingle under the bright Yountville, Calif., sunshine. Below, some scenes from one of... Read more

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The Information
Rocket Drew @ The Information · 10/31/2025 21:47 EDT

An OpenAI Founder Discusses Anthropic Merger Talks, Internal Beefs in Deposition

Anthropic initially expressed “excitement” about a possible merger with OpenAI two years ago, after OpenAI’s board fired CEO Sam Altman, OpenAI co-founder and former chief scientist Ilya Sutskever told attorneys in a deposition made public this week. Such a deal would have potentially placed Anthropic CEO Dario Amodei at the helm of OpenAI. He and his sister, Daniela Amodei, both left senior roles at OpenAI in 2020 over differences on... Read more

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The Information
Martin Peers @ The Information · 10/31/2025 16:57 EDT

Netflix Reportedly Explores a Bid for WBD’s Streaming and Studio Businesses

Netflix is exploring a bid for Warner Bros. Discovery’s studio and streaming business, Reuters reported on Thursday, and has hired Moelis & Co. as an advisor. WBD last week said it had initiated a strategic review, weighing whether to sell, either in part or whole. The entertainment company, ... Read more

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The Information
Yueqi Yang @ The Information · 10/31/2025 16:21 EDT

Tether Launches Share Buyback as Profit Tops $10 Billion

Tether, the largest stablecoin issuer, said its profit has surpassed $10 billion in the first nine months of this year, making it one of the most profitable crypto companies in the world. It has also launched a share buyback initiative. Tether, a private company based in El Salvador, is owned by ... Read more

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The Information
Theo Wayt @ The Information · 10/31/2025 14:04 EDT

Elon Musk Says Tesla Might Unveil A Flying Car This Year

Tesla might unveil a flying car before the end of this year, CEO Elon Musk hinted on a podcast episode released Friday, without giving details. Asked by Joe Rogan for updates on the years-delayed new version of Tesla’s Roadster sports car, Musk said Tesla was close to demonstrating a prototype. ... Read more

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The Information
Natasha Mascarenhas @ The Information 2 place · 10/31/2025 12:49 EDT

Benchmark’s AI Pressure Test: High Prices, Smaller Stakes—and a Poached Star

Last year, Benchmark, the storied venture capital firm, embarked on a lavish courtship of Brendan Foody, founder and CEO of Mercor, a startup that fills a lucrative niche in AI by hiring workers to train AI programs. First, General Partner Victor Lazarte chatted with Foody over Zoom. Then Peter Fenton, the firm’s longest-tenured active GP, took Foody out on his helicopter for a tour around San Francisco. And finally, Benchmark’s... Read more

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The Information
Theo Wayt @ The Information · 10/31/2025 10:13 EDT

Elon Musk’s SpaceX to Receive $2 Billion for Trump’s ‘Golden Dome’ Project

Elon Musk’s SpaceX will receive $2 billion to build satellites for the U.S. government as part of President Donald Trump’s “Golden Dome” defense project, the Wall Street Journal reported on Friday. The satellites being developed by SpaceX will be used to track missiles and aircraft, according to ... Read more

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The Information
Yueqi Yang @ The Information 2 place · 10/31/2025 09:00 EDT

Stock Market’s Crypto Rally Boosts Private Companies

Stock market investors fell in love with crypto this year, setting off a big rally in public markets. Now the buying frenzy has rebounded back to privately held companies like crypto exchange Kraken and payments firm Ripple, whose valuations have soared. Kraken, one of the oldest crypto exchanges, is raising money at a $20 billion valuation, according to a person familiar with the matter, after getting $500 million in new... Read more

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The Information
Wayne Ma @ The Information · 10/31/2025 04:48 EDT

Nvidia to Supply Samsung With 50,000 GPUs

Nvidia said Thursday it signed a deal to sell 50,000 graphics processing units to Samsung Electronics to help the South Korean company with its chip design and manufacturing. The deal, estimated to be worth hundreds of millions of dollars in sales, was announced during a visit by Nvidia CEO ... Read more

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The Information
Katie Roof @ The Information 3 place · 10/30/2025 22:44 EDT

Lightspeed, Zeev Win Billions From Navan IPO

Travel software firm Navan, which weathered a pandemic, name change and government shutdown on its path to an initial public offering, had a disappointing start as a public company. Shares fell 20% on the first day. Its earliest investors still made big gains on paper though. Investor Oren Zeev and his affiliated funds, which invested $150 million starting with Navan’s seed round in 2015, had about a $1 billion stake... Read more

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The Information
Nick Wingfield @ The Information · 10/30/2025 20:28 EDT

Globalstar Has Discussed a Potential Sale with SpaceX, Others

Globalstar has talked to Elon Musk’s SpaceX and other potential suitors about buying the satellite company, Bloomberg reported. The news of the sale talks follows a report from The Information saying that Globalstar’s chairman James Monroe had discussed the possibility of selling the company for ... Read more

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The Information
Martin Peers @ The Information · 10/30/2025 20:10 EDT

Amazon’s Cloud Lifts

The cloud over Amazon is lifting. The e-commerce and cloud giant reported Thursday that its cloud unit, Amazon Web Services, accelerated revenue growth by nearly 3 percentage points to 20% in the third quarter, its fastest rate of expansion since the end of 2022. That means AWS, by far the biggest of the major cloud firms, has joined its nearest rivals, Microsoft Azure and Google Cloud, in showing accelerating growth.... Read more

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