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20.10.2025 − 26.10.2025
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Katie Roof @ The Information · 10/22/2025 17:10 EDT

Adobe Discussed $3 Billion Acquisition of AI Video Startup Synthesia

Adobe in recent months held talks with Synthesia, a London-based maker of artificial intelligence software that generates video avatars of people, to buy the startup for about $3 billion, a premium from the startup’s $2.1 billion valuation in a January financing, according to a person with knowledge of the discussions. Synthesia and Adobe walked away without reaching a deal after disagreeing about the price, this person and two others said.... Read more â€ș

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The Information
Sylvia Varnham O'Regan @ The Information · 08/07/2025 11:04 EDT

Trump Calls on Intel CEO to Resign ‘Immediately’

President Donald Trump has called on Intel CEO Lip-Bu Tan to resign from his position, claiming he has conflicts of interest and “there is no other solution to this problem.” Trump did not provide any evidence to support his claim. Tan was appointed as CEO of Intel in March. The president’s ... Read more â€ș

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The Information
Martin Peers @ The Information · 08/07/2025 10:22 EDT

WBD’s Second Quarter Shows Growth at Studio and Streaming

Warner Bros. Discovery’s second quarter earnings, released on Thursday, demonstrated why the film and TV company is breaking in two. Its streaming and studios division reported 13% higher revenues of $5.2 billion, while its “global linear networks” segment—cable channels—reported a 9% drop in ... Read more â€ș

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The Information
Rocket Drew @ The Information · 08/07/2025 10:00 EDT

Chinese Models Lead the Pack on Video AI, for Now

Before we get to today’s column, OpenAI is set to release its latest flagship model, GPT-5, later Thursday morning.We may have taken some of the wind out of the launch’s sails thanks to our reporting in recent weeks on how GPT-5 came together and what you can expect from the model (sorry OpenAI!), but there’s still lots to look forward to with the release later today. Specifically, I’m interested in... Read more â€ș

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The Information
Juro Osawa @ The Information · 08/07/2025 09:38 EDT

Trump’s New Chip Tariffs Could Raise Prices For Cars and Tools But Not AI

President Donald Trump’s plan to impose 100% import tariffs on semiconductors is unlikely to affect the advanced chips designed by Nvidia and big U.S. tech firms for artificial intelligence. But depending on how the tariffs are applied, they could raise the cost of older chips which power a wide range of consumer goods, from home appliances and automobiles to consumer electronics and industrial tools. Trump said the 100% chip tariffs... Read more â€ș

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The Information
Martin Peers @ The Information · 08/07/2025 09:36 EDT

Ellison’s Skydance Takes Control of Paramount

David Ellison’s Skydance Media has taken control of Paramount Global, ending the Redstone family’s decades-long run with the aging entertainment company and thrusting the family of Oracle founder Larry Ellison more deeply into Hollywood. The renamed Paramount Skydance will be controlled by ... Read more â€ș

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The Information
Sri Muppidi @ The Information · 08/07/2025 09:07 EDT

Replit’s Margins Illustrate the High Costs of Coding Agents

At Replit, a maker of artificial intelligence–powered programming tools, the launch of a new coding agent last September put its sales into overdrive. Annualized revenue at the startup surged to more than $32 million in February from a measly $2 million last August. In July 2025, it hit $144 million, according to a person close to the company. But its potential to become profitable is another story. As revenue has... Read more â€ș

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The Information
Jing Yang @ The Information · 08/07/2025 04:34 EDT

TSMC, South Korean Chipmakers Shares Rise on Trump’s Semiconductor Tariffs

Shares of Taiwan Semiconductor Manufacturing Co. and South Korea’s Samsung Electronics and SK Hynix closed higher on Thursday, as all the companies appear to emerge unscathed in President Donald Trump’s proposed 100% tariffs on all imported semiconductors. TSMC, the world’s largest chipmaker ... Read more â€ș

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The Information
Martin Peers @ The Information · 08/06/2025 20:00 EDT

Uber Leads Gig Economy Pack

For just a minute, can we put aside relentless fundraising from artificial intelligence startups? Let’s give some airtime to the gig economy firms of an older generation of startups that are now minting the kind of money these newer firms can only dream about. Yes, we’re talking about the second-quarter numbers out Wednesday from Uber, DoorDash, Lyft and Airbnb, which between them generated $4.2 billion in free cash flow in... Read more â€ș

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The Information
Catherine Perloff @ The Information · 08/06/2025 18:52 EDT

AppLovin’s Revenue Grows 77% in Second Quarter

Mobile ad tech firm AppLovin continued to report gangbusters growth in the second quarter, posting 77% higher revenue of $1.26 billion, above the upper end of the company’s guidance. AppLovin has been on a growth tear lately, so much so that it even started getting under the skin of Google, the ... Read more â€ș

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The Information
Theo Wayt @ The Information · 08/06/2025 18:25 EDT

xAI Tools to Run More of X’s Ad Business, Musk Says

Elon Musk’s X is using parent company xAI’s Grok artificial intelligence tools to handle more of the social media site’s advertising business, Musk and other xAI executives said Wednesday. X is using Grok to improve targeting based on user data, Musk and xAI’s head of ads engineering Roman ... Read more â€ș

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The Information
Martin Peers @ The Information · 08/06/2025 18:09 EDT

DoorDash Reports Accelerating Revenue Growth

DoorDash’s revenue growth accelerated to 25% in the second quarter, the food-delivery firm reported on Wednesday, as gross-order volume growth also picked up. Meanwhile, DoorDash reported an operating profit of $163 million, compared with an operating loss of $201 million a year earlier. ... Read more â€ș

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The Information
Sylvia Varnham O'Regan @ The Information · 08/06/2025 18:08 EDT

Trump Says He Will Charge 100% Tariff on Chip Imports

President Donald Trump said Wednesday that he will impose tariffs of about 100% on chips imported into the country, although the charge will not apply to companies who are “building” in the United States including Apple. “We’re going to be putting a very large tariff on chips and semiconductors, ... Read more â€ș

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The Information
Martin Peers @ The Information · 08/06/2025 17:35 EDT

Airbnb’s Revenue Growth Accelerates Despite Weakness in North America

Airbnb posted 13% higher revenue for the second quarter, more than double the growth rate of the first quarter and the fastest the travel bookings firm has grown since the start of last year. Airbnb’s free cash flow was $1 billion, in line with a year earlier. The revenue lift was despite a ... Read more â€ș

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The Information
Kaya Yurieff @ The Information · 08/06/2025 17:02 EDT

VC Firm Taps Creators as LPs, Startup Advisers

When Pepsi acquired probiotic soda maker Poppi in May for nearly $2 billion, influencer Alix Earle also won big. The TikTok star, who promoted the brand on social media and appeared in the company’s Super Bowl commercial, got equity in the company rather than just the typical cash payment. Curate Capital, a venture capital firm that invests in early-stage consumer goods companies founded by women, sees an opportunity for more... Read more â€ș

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The Information
Jessica E. Lessin @ The Information · 08/06/2025 15:54 EDT

Uber CEO Discusses Flywheel Behind Strong Quarter, ‘Robot Car’ Future

In an interview with The Information’s TITV, Uber CEO Dara Khosrowshahi said that the company is growing quickly by leveraging its unique position as both a ride and delivery platform. And he laid out a fresh prediction around when autonomous drivers could match the number of human drivers on ... Read more â€ș

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The Information
Jessica E. Lessin @ The Information · 08/06/2025 15:48 EDT

Uber CEO on the Next Decade in Autonomous and Why He Isn’t Rushing to Do Big M&A

Uber CEO Dara Khosrowshahi is having a good year. Despite growing competition and the looming rise of autonomous vehicles, the company announced another quarter of solid growth and a $20 billion share buyback. And, as he shared with me in an interview on The Information’s TITV on Wednesday, it’s all a pretty simple strategy: “We are both in ride hailing and in delivery, and we’re able to bring consumers onto... Read more â€ș

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The Information
Valida Pau @ The Information · 08/06/2025 14:21 EDT

Apollo To Acquire Data Center Builder As AI Demand Grows

Apollo Global Management is acquiring a majority stake in Stream Data Centers, as the asset manager looks to capitalize on a boom in data centers and artificial intelligence. Founded in 1999, Stream Data Centers develops and operates data centers and has delivered more than 20 campuses across ... Read more â€ș

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The Information
Aaron Tilley @ The Information · 08/06/2025 13:21 EDT

Apple to Invest Additional $100 Billion into US Manufacturing

President Donald Trump plans to announce that Apple will invest an additional $100 billion into U.S. manufacturing at an event later on Wednesday, according to Bloomberg. With the pledge, the iPhone maker is likely hoping to avoid costly tariffs by helping Trump with his goal of bringing ... Read more â€ș

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The Information
Miles Kruppa @ The Information · 08/06/2025 13:00 EDT

Middle East’s AI Push Promises Big Deals—With Strings Attached

Big checks, cheap energy and the prospect of fast growth lured artificial intelligence companies to the Middle East. Now they are facing a reality of tough deal terms and delays that raise questions about their own growth trajectories. Saudi Arabia and the neighboring United Arab Emirates have made big pushes to invest in domestic AI projects with the goal of diversifying their economies away from energy. Saudi and UAE state... Read more â€ș

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The Information
Martin Peers @ The Information · 08/06/2025 10:35 EDT

Shopify Stock Soars on 31% Revenue Growth

Shopify stock jumped 19% after the ecommerce software firm reported 31% revenue growth and said it wasn’t seeing any impact on shopper behavior from President Trump’s tariffs so far. The report was the latest sign that business was strong in the quarter after doubts flared in April when ... Read more â€ș

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31.10.2025 21:13
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