Welcome, Weekenders! In this newsletter:• The Big Read: Meet the father of Claude Code• Artificial Intelligence: The hijinks around tokenmaxxing • Plus, Recommendations—our weekly pop culture picks: “Who Blew Up the Georgia Guidestones?” “Those Who Are About to Die” and “It Was Just an Accident”Over a good many years, “Silicon Valley,” the HBO show, accomplished a very rare feat: It got the elite of Silicon Valley, the place, to laugh... Read more ›
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Technology companies are trying a new way to please Wall Street: Promise to go back to the office. After years of extolling the value of remote work—and long after the rest of the business world has reverted to their in-office ways—tech companies are seeing if they can buck up investors by showing how much more productive they are when they can actually see each other. Read more ›
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Roughly 20 leaders have departed Clubhouse over the past year or so, including many of the notable hires the social audio app recruited from major companies such as Meta Platforms, Google, TikTok, Spotify and Netflix. All these ex-staffers had vice president, head or lead in their titles or job descriptions (most were heads of something).The social audio app, which turns three years next month, became a pandemic sensation as millions... Read more ›
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There are different ways to ascend venture capital’s top ranks. Move fast, be loud and raise a lot of money. Or, build slowly, stay quiet and let the deals speak for themselves.For examples of these two approaches, just look at Andreessen Horowitz and Thrive Capital. Both launched near the depths of the 2009 financial crisis and both have successfully cracked the exclusive group of tier-one VC firms at impressive speeds.... Read more ›
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Sign up for Rosen’s newsletter, Parqor, part of The Information’s newsletter network. Among many newsmaking statements during his debut earnings season as Disney’s recently returned CEO, Robert Iger declared that “everything is on the table” concerning the Hulu-Disney relationship. Over the years, Disney has amassed a two-thirds stake in the legacy streaming service. A big chunk arrived within its 21st Century Fox acquisition in 2019, and it then struck a... Read more ›
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Revenue has evaporated nearly overnight at non-fungible token marketplaces like OpenSea, thanks to a fierce price war that’s sent many NFT trading fees tumbling to zero. Now it’s a waiting game to see who can survive the drought. Blur, a marketplace that has no transaction fees, started picking up steam in October and eclipsed OpenSea’s weekly volume by December. It kicked into overdrive In February when it started offering users... Read more ›
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Here are some staggering numbers for you. Year to date, bitcoin is up 43%, ether is up 39%, and Coinbase shares are up more than 92%. In fact, Coinbase is now trading around 5 times its projected next 12 month sales, up from 2.1 times when 2023 began, according to Koyfin. Where’s all this coming from?It turns out, startups and venture capitalists are scratching their heads a bit, too, around... Read more ›
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Some people are easily pleased. Salesforce stock jumped 15% in after-hours trading after the enterprise software firm reported fourth-quarter results that were a little better than it had projected. Free cash flow was solid. And Salesforce announced it was doubling its stock buyback program. Wall Street will enjoy those goodies—and the sycophants who pass for analysts showered praise on management for what the company was announcing. But it has to... Read more ›
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Could Apple and Google trip up TikTok even if saber-rattling politicians do not? It’s an intriguing idea sparked by a story we published today, especially as it resurfaces a perennial gripe of many startup founders: the iron grip the two tech giants have on smartphone apps. According to new reporting from my colleague Juro on Wednesday, the ByteDance-owned short video app has begun talks with Apple and Google to ensure... Read more ›
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Alphabet’s robotaxi developer Waymo laid off 137 employees on Wednesday, its second round of cuts this year as the parent company reins in spending across its subsidiaries. The layoffs mean around 8% of Waymo employees, or 209 employees, have been cut this year, Waymo’s co-CEOs told staff in an internal email viewed by The Information. The latest round of cuts primarily focused on engineers while the previous cuts in January... Read more ›
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TikTok faces a new potential hurdle to overcoming national security concerns in the U.S.: Apple and Google. TikTok, the popular video app owned by Chinese internet giant ByteDance, has begun talks with Apple and Google to ensure its proposed data security plan doesn’t get derailed by their app store rules, according to a person with direct knowledge of the matter. Under the plan—which TikTok has proposed to the U.S. government... Read more ›
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Bill Gates is back at Microsoft—at least on the company’s internal organizational chart. Although Gates recently said he is a part-time adviser, the co-founder’s inclusion in the above chart of more than 160 top employees is among the most striking of roughly 100 changes we’ve made since our last major update before the pandemic. In recent months, many of these executives have been trimming staff and cutting peripheral projects while... Read more ›
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Elon Musk today confirmed our big story from yesterday that he’s been recruiting a team to build an AI and chatbot that is “anti-woke.” Jon Victor and I wrote that his aim was to build a chatbot that “would have fewer restrictions on divisive subjects compared to ChatGPT and a related chatbot Microsoft recently launched.”Today, Musk tweeted out a meme showing a dog labeled Based AI attacking monsters labeled Woke... Read more ›
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Stripe has cut the valuation for its multi-billion-dollar fundraising by about 10% to around $50 billion, according to two people familiar with the situation, underlining the challenges that Stripe has faced in completing the fundraising. While Stripe is still expected to complete the funding round, it is now setting the per-share price at about $20, down from about $23 a share, these people said. The earlier per-share price translated to... Read more ›
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As the creator economy gets more crowded and competitive, it’s become common for people to hone in on a narrow niche as a way to stand out. We’ve profiled creators who review family-friendly cars or make elaborate cheese boards as their main content focus.Then there’s Alex French, 19, who has built her social media career without carving out a genre. She initially went viral in 2019 for a TikTok clip... Read more ›
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13.04.2026 14:45
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