Hi, welcome to your Weekend.What’s that I hear? It’s the sound of thousands of techies in the Bay Area calling in favors and taking out second mortgages to score tickets to Taylor Swift’s concert at Levi’s Stadium last night and tonight in Santa Clara. If you succeeded, congratulations! Speaking of Taylor, I stumbled across a fascinating post this week by a Microsoft employee on Blind, the anonymous commenting app that... Read more ›
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Enough with the chatter about Elon Musk and Mark Zuckerberg. Let’s talk about ordinary people for a second. If you’re in that group (and let’s face it, we can’t all be billionaires), then you may be aware that nowadays you’re spending more on broadband than you might have a few years ago. In fact, we may all find we’re spending more and more over time. The firms that provide high-speed... Read more ›
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Does Elon know what he’s doing? Is he just doing “sh— to stay in the news cycle?” This week, in More or Less, we debated Musk’s motivations for Twitter’s strange rebrand. And then things got a little heated as Sam posited that seed investing as we know it is over. That would certainly be a change for Silicon Valley. (I’m not so sure.) Episodes below. Hope you enjoy and thank... Read more ›
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Exploding Kittens CEO Elan Lee still remembers the exact moment when he realized that he had to quit his job at Microsoft. Back in 2014, when he was chief design officer for the company’s Xbox Entertainment Studios division, Lee was visiting his younger brother for a small family reunion, only to find his niece and nephew zoned out in front of the TV. “They were both staring at the screen,... Read more ›
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Welcome back!This week, we added two proposed factories for making electric vehicle batteries to The Information’s Gigafactory Database. The newest entrants include a plan by South Korea’s Samsung SDI and Chrysler parent Stellantis for a battery factory somewhere in the U.S., as well as a factory proposed by India’s Tata Group in Bridgwater, U.K., for its Jaguar Land Rover division.Since we launched the Gigafactory Database in November, we’ve added a... Read more ›
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Alex Shin was pretty sure he’d just screwed up the deal. It was early 2021, and Shin was pitching a couple of investors from the venture capital arm of Cisco Systems on the idea of investing in Blind—an app used by millions of workers at tech companies and employers to anonymously gossip about compensation, the horrors of dating in San Francisco and everything in between. Shin, an adviser for Blind... Read more ›
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Microsoft, which has managed to keep its nose clean with antitrust regulators for more than a decade, is now back in their crosshairs. The European Commission Thursday said it had opened a formal probe of complaints that Microsoft is improperly tying its Teams collaboration software to its Microsoft 365 productivity suite. The Commission said it’s “concerned” that Microsoft may effectively be forcing customers to include Teams with their Microsoft 365... Read more ›
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Social media creators have been exploring how they can use generative artificial intelligence to promote their personal brands, find inspiration and offload work. Giselle Ugarte, an online performance coach who has nearly 300,000 followers on TikTok, is testing whether the technology can help her with a particularly time-consuming task: onboarding new clients. In March, Ugarte worked with Render Media, a Vermont startup, to create a digital likeness of herself that... Read more ›
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Shortly after the exit of five of its partners, Sequoia Capital let go of seven members of its in-house recruiting and talent team, sending a clear signal to other firms that it’s time to reevaluate the platform teams, which grew exceedingly large during the record bull run. Across VC, I suspect there are thousands of these platform employees—who don’t do deals but instead help portfolio companies with recruiting, sales and... Read more ›
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Many startups and tech nonprofits face legal harassment from patent holders that don’t make products but file lawsuits in the hopes of wringing settlements from businesses. These so-called patent trolls have been thorns in the side of small innovators for years. Now, the U.S. Patent and Trademark Office, the agency that oversees the patent system, has proposed new rules that will encourage more costly legal harassment and will remove protections... Read more ›
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How bad is the digital ad market? For small firms like BuzzFeed, Vox Media and Bustle Digital Group, digital ad revenue has shrunk so much that their best-performing ad business is now the one tied to live events. Media executives say sales of ad sponsorships tied to live events is outperforming the rest of the ad business, in part due to pent-up demand from the 2020-21 period when most live... Read more ›
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Save the Date: Next Thursday, Aug. 2, join Aidan Gomez, co-founder and CEO of Cohere, an OpenAI rival valued at $2 billion, and Edo Liberty, founder and CEO of Pinecone, one of the hottest young AI infrastructure startups, for a live audio chat with subscribers. The CEOs will talk to AI Agenda author Stephanie Palazzolo and take your questions about what's coming next in the rapidly developing field. More details... Read more ›
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Jensen Huang, co-founder and CEO of Nvidia, the chip designer powering the artificial intelligence boom, has a hand in nearly every aspect of the company’s day-to-day operations. That includes reviewing what sales representatives plan to say to relatively small potential customers, according to a current Nvidia manager with direct knowledge. The company’s organizational chart showing most of Huang’s reports also reflects his deep involvement. He has an unusually large number... Read more ›
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The world’s major automakers have announced plans to spend tens of billions of dollars on electric vehicle assembly plants, battery gigafactories and mining operations around the world. But they have largely shunned India. Though India is now tied as the world’s third-largest auto market, major carmakers have announced no EV or battery gigafactories in the South Asian country; General Motors and Ford have pushed ahead with plans to pull out... Read more ›
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Mark Zuckerberg’s long national nightmare may be over—at least regarding Meta Platforms’ time in Wall Street purgatory. The social media giant reported 11% topline growth for the second quarter Wednesday, outperforming its bigger digital ad rival Google in ad growth for the period. More importantly, Meta projected third quarter growth of as much as 24.5%. If the company can deliver that result, it would be the first time since late... Read more ›
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Meta Platforms is considering artificial intelligence products that help creators connect with their fans, CEO Mark Zuckerberg said on an earnings call on Wednesday. Zuckerberg sees a variety of uses for AI agents, or chatbots, including for creators and businesses. “There are going to be a handful of experiences around helping people connect with the creators who they care about, and helping creators foster their communities,” he said. Read more ›
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Foundry Technologies, a startup that plans to rent servers to companies to run artificial intelligence software, is in talks to raise money at a valuation of $350 million, according to two people with direct knowledge of the matter. That might not sound surprising except for the fact Foundry was valued at around $50 million in its seed round late last year. The sevenfold increase in Foundry’s valuation in roughly nine... Read more ›
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The world’s most valuable private e-commerce company is coming for Amazon on its home turf. Shein, the Singapore-based fast-fashion giant most recently valued in May at $66 billion, has won over millions of American shoppers by shipping $4 crop tops and $8 jeans directly from China. Now it’s pushing further into incumbents’ territory by trying to recruit U.S. brands that are already big on Amazon and Shopify, part of its... Read more ›
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OpenAI has hired a onetime Microsoft intellectual property lawyer, Tom Rubin, to oversee products, policy and partnerships, the company confirmed. His hiring means OpenAI has an intellectual property specialist in charge of negotiating deals with news publishers to license use of their material in training large-language models that run ChatGPT. Rubin, who most recently has been a law lecturer at Stanford University, had been an adviser to OpenAI since 2020,... Read more ›
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A lot of ink has been spilled about Sam Altman’s controversial crypto startup Worldcoin and the two million people who have had their eyeballs scanned to gain access to tokens. But an overlooked part of Worldcoin’s token launch is what it’s doing to promote trading of its new tokens.On Monday, Worldcoin sent 43 million worldcoins to people who signed up as part of the pre-launch period. But most of the... Read more ›
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04.04.2026 12:53
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