This is the time of year when the leaves begin to turn color, Earth, Wind and Fire blares from car stereos, and two tech companies that aspire to be players in consumer hardware—Amazon and Microsoft—show off the gadgets they want you to buy this holiday season. This year, Amazon goes first with an event on Wednesday, followed by Microsoft on Thursday. Already, though, an unexpected personnel change has upstaged the... Read more ›
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Here’s a question: will European users ever get to join Threads?I’ve been wondering that as I’ve reported on the response by Meta Platforms to increasing European restrictions on the personal data tech companies can share with advertisers. As I wrote Friday, the parent of Facebook and Instagram has been showing some users in Europe—and young people elsewhere—ads that don’t take into account everything they do on Meta’s apps. The Digital... Read more ›
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As fall approaches, Google and OpenAI are locked in a good ol’ fashioned software race, aiming to launch the next generation of large-language models: multimodal. These models can work with images and text alike, producing code for a website just by seeing a sketch of what a user wants the site to look like, for instance, or spitting out a text analysis of visual charts so you don’t have to... Read more ›
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When Instacart goes public on Tuesday, at least one shareholder likely to make money is its own customer: grocery giant Albertsons, one of several retailers that quietly struck stock deals with Instacart years ago that remained a closely held secret inside the delivery company, people familiar with the matter said. The grocery company’s stock deal, which hasn’t been previously reported, was tied to a commercial partnership it struck with Instacart... Read more ›
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Last week, Charter Communications, the No. 2 cable provider, and Walt Disney Co. cut a deal to include Disney streaming services, such as Disney+ and a new ESPN service still in the works, with Charter’s cable television packages. That pact could be a watershed for traditional TV gatekeepers that want a piece of the action from the streaming services they’ve grown to fear. Charter urgently wanted a deal in place... Read more ›
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Three years ago this week, Tesla CEO Elon Musk presided over a spirited outdoor event that he called “Battery Day.” For years, Musk had teased plans to eventually introduce an affordable mass-market electric vehicle, and now, speaking to a parking lot full of honking fans sitting in Teslas, he explained how he would do it. For more than two hours, in a top-to-bottom reimagination of how to make EV batteries,... Read more ›
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Ryan Petersen was getting antsy. This March, Petersen had handed over the CEO job at Flexport—the logistics company he’d founded a decade earlier, which had ballooned to an $8 billion valuation in 2022—to veteran Amazon executive Dave Clark. In July, Petersen joined venture capital firm Founders Fund as a partner. But just a few weeks after that, Petersen was focused on Flexport again. By mid-August, Petersen was poking his head... Read more ›
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Last month, The Information Weekend conducted our first-ever Brain-Body Investment Survey, asking subscribers about their exercise, wellness and beauty practices. The results emphasized Silicon Valley’s willingness to experiment and innovate—not just in their jobs, but on their bodies. Some of the practices respondents jotted down were familiar (massages, facials, personal training). Others practically required a decoder ring (BBL: Is that Brazilian butt lift or broadband light?). To remove any lingering... Read more ›
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Walter Isaacson is the exotic bird of American letters, a charming and convivial bon vivant and raconteur, the life of many a dinner party, a studious biographer and a generous mentor. He blurbed both of my books, a kindness he’s bestowed on many authors, and he has been nothing but kind and gracious to me over the years. Unfortunately, these admirable and lovely attributes go a long way to explaining... Read more ›
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Hi, welcome to your Weekend.It’s been another week of all-things Elon Musk, courtesy of Walter Isaacson’s book drop, an appearance in Washington for AI discussions with lawmakers and his opining on the inevitability of a future Chinese invasion of Taiwan at the All-In Summit. The illustration designer Clark Miller created for Adam Lashinsky’s review of the Isaacson book captures this moment perfectly: Musk truly is our Inescapable Man.If you’ve been... Read more ›
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Whether you’re a freight shipping fan, an IPO market aficionado, a close watcher of the crypto venture capital landscape, or if you’ve ever wondered what happened to Yahoo, there’s something for everyone in The Information’s coverage from this past week. Here are some highlights: Read more ›
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Goldman Sachs has made changes to how it handles Apple Savings transactions in an effort to resolve problems some customers had experienced when making withdrawals, according to people familiar with the matter. Some Apple Card customers who flocked to new Apple Savings accounts after they launched in April found it difficult or impossible to withdraw money from them, The Information previously reported. The reason: Goldman’s system was so sensitive to... Read more ›
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This week, we took advantage of Brit and Dave's deep expertise in all things Apple for a fun episode about the company's new products, the state of hardware and how Apple will fare in the AI era. I loved hearing Brit share an anecdote about Steve Jobs. You'll know why when you hear it. And, of course, we got a few good product tips and More or Less debates in... Read more ›
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Thrive Capital is raising $300 million from California Public Employees' Retirement System, adding a marquee investor at a time when venture investors are finding it harder to raise money, according to a person with direct knowledge of the matter. The addition of CalPERS, which manages $463 billion, marks the pension plan’s first investment in a flagship fund raised by the New York venture capital firm founded by Josh Kushner. Rather... Read more ›
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Orlando Bravo may be the face of Thoma Bravo, but he’s not the only one calling the shots. The hard-charging, helicopter-riding managing partner has become the most recognizable person at the software-focused private equity firm. But he’s surrounded by a cadre of trusted executives who help oversee Thoma Bravo’s massive $131 billion of assets and decide where to deploy its resources. Read more ›
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In February 2021, a Mormon film producer named Jeffrey Harmon returned home to Provo, Utah, raving about an exclusive gathering he’d just attended in Austin, Tex. He’d been invited by an old friend, Stephen Oskoui, who ran Austin-based venture capital firm Gigafund alongside Luke Nosek, a founding partner of Founders Fund and a member of the famed PayPal mafia. According to sources close to Harmon, the event was attended by... Read more ›
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Since we last wrote in detail about our Generative AI Database, we’ve added 14 companies to our catalog, including text-to-presentation startup Tome and voice-generator startup Resemble AI. A tie binds several of these firms: Ten use Amazon as their cloud computing provider. Read more ›
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Meta Platforms built a $114 billion-a-year advertising juggernaut by tailoring ads to Facebook and Instagram users based on what they liked, posted or bought on the company’s apps. Now, under mounting pressure from regulators around the world, Meta is backing away from that approach. In the EU, users can now choose to see ads based only on basic personal data such as age, gender and general location. Meta is also... Read more ›
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These days I often read things that stop me in my tracks. In challenging economic times, the ugly truth often comes out. But upon reading Cory’s excellent account of how Instacart’s former CEO clashed with Sequoia Capital this morning, one line almost made me spill my morning coffee. "Some investors close to Instacart, like Sequoia, Andreessen Horowitz, D1 and Valiant Capital, plan to buy more shares in the IPO, backing... Read more ›
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Google has given a small group of companies access to an early version of its highly anticipated conversational artificial intelligence software, according to three people with direct knowledge of the matter. Giving outside developers access to the software, known as Gemini, means Google is getting close to incorporating it in its consumer services and selling it to businesses through the company’s cloud unit. Gemini is intended to compete with OpenAI’s... Read more ›
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02.04.2026 00:30
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