Readers of The Information are feeling the back-to-school blues. In our latest monthly survey, around 30% of the 680 respondents said they anticipate conditions for technology companies will improve in the next six months, roughly the same as the percentage of people who think conditions will worsen. The rest don’t think much will change. It's the first time sentiment has weakened in six months. Read more ›
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When SpaceX’s new Starship rocket exploded during a test flight in April, the company largely painted it as a success to have even gotten the 400-foot-tall behemoth off the ground. But inside the company, some employees were worried that the setback could delay, among other things, a SpaceX plan to provide wireless coverage to cellphones that are out of range of typical networks, according to people close to the company.... Read more ›
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Jim Cramer, CNBC’s “Mad Money” host, took a swipe at our report today that Google has set an internal goal to break from Broadcom, its supplier of artificial intelligence chips. Cramer called the story “patently false” on X. Cramer, who has been particularly bullish on Broadcom lately, is often criticized for dispensing bad advice—for example, telling his viewers earlier this year to buy shares of the parent company of Silicon... Read more ›
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Startups this year have been busy launching artificial intelligence tools, from chatbots to editing features, aimed at lightening creators’ workloads. Now YouTube is the first of the major social platforms to go hard on its own AI offerings for creators. At its Made on YouTube event in New York on Thursday, the Google-owned company made several announcements including Dream Screen, a new tool that allows creators to generate videos and... Read more ›
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“It’s time to build” became the rallying cry of venture capitalists after Marc Andreessen published his blog post in 2020, as the economy was reeling from the pandemic’s outbreak. More than three years later, a new one has entered the mix: It’s “time to IPO,” wrote Brad Gerstner, founder and CEO of investment firm Altimeter Capital, in a post on X this week.His comments added to a barrage of tweets... Read more ›
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GGV Capital, a prominent venture capital firm managing $9.2 billion in assets, plans to separate its China and U.S. teams following scrutiny from lawmakers in Washington about the national security implications of the firm’s investments in Chinese artificial intelligence and semiconductor firms, according to a notice the firm sent to its investors on Thursday. The move comes a few months after Sequoia Capital said it would separate its high-performing China... Read more ›
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Readers of The Information are hesitant to do business with China and also have grown more pessimistic about the global outlook for technology companies, according to our most recent survey. More than one-third of survey respondents think President Joe Biden’s China policies aren’t tough enough, even after Biden last month banned U.S. investments in key sectors of China’s economy. Roughly one-quarter of respondents said, conversely, that Biden is too tough... Read more ›
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Jacopo Pantaleoni joined Nvidia in 2001 when the company had less than 500 employees. He worked on what was then a small research project to improve Nvidia’s graphics processing units so they could better render images on computers and gaming consoles.More than two decades later, Nvidia has more than 26,000 employees and its GPUs are at the center of the generative AI explosion. Pantaleoni had climbed the ranks to become... Read more ›
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As TikTok seeks to compete with Amazon, it’s planting a flag in the e-commerce giant’s backyard. The video app company is using the Seattle area as the base for an aggressive expansion into online shopping, according to three people with knowledge of the situation. TikTok is offering existing employees in other TikTok offices, such as Los Angeles and New York City, a relocation package worth tens of thousands of dollars,... Read more ›
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Recent declines in the cost of batteries have persuaded some analysts to significantly increase their forecasts of electric vehicle sales later this decade. But the sales projections partly depend on the prices of battery metals like lithium and nickel staying comparatively low, a considerable risk given wild price swings over the last two years. Read more ›
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Google executives have extensively discussed dropping Broadcom as a supplier of artificial intelligence chips as early as 2027, according to a person with direct knowledge of the effort. In that scenario, Google would fully design the chips, known as tensor processing units, in-house, the person said. The move could help Google save billions of dollars in costs annually as it invests heavily in AI development, which is especially pricey compared... Read more ›
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We tend to lionize founders who start companies with the splashiest, most far-reaching consumer products. So Andrew Bialecki of $10 billion marketing tech startup Klaviyo—a name few people even know how to pronounce (it’s “clay-vee-oh”)—isn’t exactly a favorite to headline the next Code Conference.But Bialecki—a Boston-based, 37-year-old engineer who rarely gives interviews anyway—should be famous for taking Klaviyo public without lighting investor cash on fire. That has allowed him to... Read more ›
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As we detailed in a story on Tuesday, subscribers to new paid offering Meta Verified have complained about their frustrating experiences with human customer support, a key draw of the service. The Facebook and Instagram parent has fixed another early snag, which prevented creators from changing their photo or name once they paid for the $12 a month verification. More flexibility about name changes is good news for creators who... Read more ›
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Paradigm has established itself as one of the premier crypto-focused investors. More recently, though, it’s had to navigate the blowup of FTX and faced criticism from the crypto community, who took a website redesign to mean the firm was ditching crypto in favor of AI. I took a look at what’s next for Paradigm in a deep dive published last week. One of the most interesting aspects of the story... Read more ›
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Recent interest in artificial intelligence has focused on large-language models that aim to do everything from writing Shakespearean poetry to solving math riddles. But more entrepreneurs and investors have begun to wonder if LLMs that specialize in one field or another can be better than general purpose LLMs like OpenAI’s.One of those entrepreneurs, former GitHub CTO Jason Warner, may be uniquely positioned to answer this question. Warner helped create GitHub... Read more ›
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Count Shopify as one of the beneficiaries of the thawing market for initial public offerings. The e-commerce software giant is set for a windfall from a successful debut of Klaviyo, the marketing and data automation startup that priced its IPO at a fully diluted valuation of $9.2 billion late Tuesday. Shopify stands to gain a quick $295 million from a deal it struck with Klaviyo just last year, based on... Read more ›
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It’s been nearly two years since the last major IPO of a venture-backed company, so in case you forgot what one looked like, Instacart’s big day had many familiar beats. The ringing of the bell. The debate about stock pops. Early investors taking victory laps on TV.The celebration of the long-awaited listing obscured one fact. At the end of the day, Instacart really only took home about $100 million. We’ve... Read more ›
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Two years ago, VC hype for the creator economy started to merge with excitement for another hot sector: crypto. Companies that focused on creators and incorporated blockchain technologies garnered millions of dollars in new funding. While many of those companies are now flailing, some have still been able to raise capital, especially those embracing the new trend of the moment: artificial intelligence. In recent months, AfterParty, a blockchain-based startup whose... Read more ›
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All but a handful of artificial intelligence startups typically fall into one of two camps.The first group uses a single large-language model, typically OpenAI’s GPT-4, to power their applications. These startups, which have often raised millions in venture capital, usually say, “If you’ve got the cash, why not use the top-of-the-line model?”But as the number of commercially available LLMs continues to rise (there are now at least 300,000 to choose... Read more ›
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In late August, Jenny French discovered Instagram had disabled her account. That was a blow, since nearly half the prospects for her U.K. business, which trains physical therapists, jewelry boutiques and other clients on how to increase their Instagram reach, came from the account. But French figured she had an in with Instagram that would allow her to easily resolve the snafu. A few months earlier, the former teacher had... Read more ›
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01.04.2026 22:54
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