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27.10.2025 − 02.11.2025
The Information
Ann Gehan @ The Information 1 place · 10/29/2025 09:00 EDT

How Shopify’s Leadership Shake-Up Affects Its Push for Growth

Things have never been better for Shopify. The e-commerce firm’s stock is trading near all-time highs. And a recent deal with OpenAI has put Shopify in a position to capitalize on AI-fueled shopping by easily allowing its merchants to sell products through ChatGPT. And yet Shopify is seeing the kind of executive turnover normally associated with companies that are struggling. Read more

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The Information
Valida Pau @ The Information · 07/16/2025 13:04 EDT

Scale AI Lays Off 14% of Staff After Meta Deal

Scale AI laid off 200 employees from its data-labeling business, a month after Meta invested $14.3 billion in the startup and hired its CEO Alexandr Wang. The cuts affected 14% of the company’s global workforce, Scale spokesperson Joe Osborne told The Information on Wednesday. Scale will also ... Read more

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The Information
Ann Gehan @ The Information · 07/16/2025 12:44 EDT

OpenAI Adding Checkouts to ChatGPT, Taking Cut of Sales

OpenAI plans to add e-commerce checkouts into ChatGPT and take a cut of online shopping purchases made within the chatbot, the Financial Times reported. The move is a way for OpenAI to make money from people using AI for shopping inspiration and product recommendations. Merchants that receive ... Read more

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The Information
Stephanie Palazzolo @ The Information 1 place · 07/16/2025 10:00 EDT

Why xAI Spent So Much on Reinforcement Learning

Watching last week’s Grok 4 release, one statistic stood out to us. XAI said it spent 10 times as much computational power on reinforcement learning for Grok 4 as it laid out for Grok 3.RL is a common AI development technique that rewards a model for accomplishing certain goals and penalizes it for other behaviors. The xAI disclosure provided further evidence of how AI labs are increasingly improving their models... Read more

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The Information
Qianer Liu @ The Information · 07/16/2025 09:20 EDT

Nvidia CEO says AI Chip Exports Deal Linked to the US-China trade talks

Nvidia is set to “accelerate the recovery” of its artificial intelligence chip sales in China, thanks to improved U.S.-China relations, said CEO Jensen Huang at a press conference in Beijing on Wednesday. Huang attributed the resumption of chip sales to recent trade discussions between U.S. and ... Read more

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The Information
Michael Roddan @ The Information · 07/16/2025 09:00 EDT

Lavish Spending and Weak Growth Engulf Billionaire-Backed AI Startup SandboxAQ

An array of billionaire backers and the dream of two world-changing technologies has turned SandboxAQ into a $5.6 billion startup star. The company’s business has failed to keep up with the hype, and its CEO’s behavior is now under scrutiny. SandboxAQ’s success so far is illusory. Nearly all of the company’s first-quarter revenue can be traced back to Sergey Brin, who helped found the company. Inside the company, employees have... Read more

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The Information
Jessica E. Lessin @ The Information 2 place · 07/15/2025 20:38 EDT

‘We are basically all in on this’: Zuckerberg on AI

Meta will have “the largest compute fleet of any company,” Meta founder and CEO Mark Zuckerberg told me in an interview first aired on The Information’s TITV Tuesday. “And focusing on that on being powered by a small and talent-dense team, I think we’re gonna have by far the most compute per ... Read more

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The Information
Martin Peers @ The Information · 07/15/2025 20:00 EDT

Waymo’s Debatable Growth Milestone

Way to go, Waymo! The Alphabet-owned robotaxi service has hit a 100-million-mile autonomous driving milestone, the company announced Tuesday to much fanfare. That figure is 10 times what it was two months ago. Take that, Elon Musk, whose Tesla has barely launched its robotaxi service in Austin, Texas.Waymo’s success reflects a growing acceptance of self-driving cars as taxis—one that’s increasingly global. Indeed, also on Tuesday, Uber and Baidu announced a... Read more

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The Information
Cory Weinberg @ The Information · 07/15/2025 18:13 EDT

Speed and Greed Test Silicon Valley

The artificial intelligence dealmaking frenzy over the past few weeks is shifting Silicon Valley norms and creating wealth at a pace and scale we’ve never seen before. One theme is becoming clear: These AI deals are all about speed, and speed can make things messy. The latest example was Google co-founder Sergey Brin (suddenly relevant again), sitting in a Mountain View hotel meeting room last Thursday with more than 40... Read more

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The Information
Stephanie Palazzolo @ The Information 3 place · 07/15/2025 17:59 EDT

OpenAI Preps ChatGPT Agents in Challenge to Microsoft Excel and PowerPoint

As OpenAI tries to turn ChatGPT into a core application for white-collar work, it’s developing agent features that could make its customers less dependent on productivity apps from Microsoft. In the latest example, OpenAI has developed features that let ChatGPT customers quickly create and edit presentations and spreadsheets that are compatible with PowerPoint and Excel directly in the chatbot without using the Microsoft apps themselves, according to a person who... Read more

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The Information
Kaya Yurieff @ The Information · 07/15/2025 17:00 EDT

The Tech Company That Powered Kai Cenat’s Streaming University

Kai Cenat, the world’s top Twitch streamer, made a splash in late May with a four-day “Streamer University” bootcamp for aspiring creators. Cenat, who has more than 18 million followers on the Amazon-owned site, along with fellow Twitch streamer Dennis Duke and rapper and YouTuber DDG and others, offered up classes teaching streamers how to grow their audience, generate revenue and use different tech tools. Read more

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The Information
Miles Kruppa @ The Information · 07/15/2025 15:49 EDT

Blackstone investing $25 billion in Pennsylvania AI push

Blackstone plans to invest $25 billion in data centers and energy production in Pennsylvania, CEO Jon Gray said at a Pittsburgh event where President Donald Trump spoke about artificial intelligence investments. Gray announced the planned investment on a panel at the Pennsylvania Energy and ... Read more

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The Information
Alex Perry @ The Information · 07/15/2025 15:31 EDT

Uber and Baidu to Launch Robotaxi Partnership

Uber said Tuesday that it partnered with Baidu to launch thousands of Apollo Go robotaxis in cities outside of the U.S. and mainland China. The first robotaxis under the partnership are expected to launch in Asia and the Middle East later this year. Baidu owns and operates Apollo Go. Apollo Go ... Read more

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The Information
Alex Perry @ The Information · 07/15/2025 15:30 EDT

Waymo Hits 100 Million Fully Autonomous Miles

Waymo said Tuesday that its robotaxis hit a new milestone of completing 100 million miles without a driver. The progress reflects Waymo’s gradual expansion of its service to more cities: the company is now operating in Los Angeles, Phoenix, San Francisco, Atlanta and Austin. It plans on ... Read more

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The Information
Aaron Holmes @ The Information · 07/15/2025 14:01 EDT

AWS, Google Race to Fill the Gaps in Their AI Clouds

The artificial intelligence boom is already visibly reshaping the cloud wars. For instance, Amazon Web Services looked like an insurmountable front-runner just a few years ago, but Google has made gains among AI developers thanks to its ability to serve some models at a much lower price, my colleague Kevin reported yesterday.More broadly, we’re starting to see evidence that the cloud providers are all racing to make small improvements to... Read more

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The Information
Jessica E. Lessin @ The Information · 07/15/2025 13:31 EDT

Inside Zuckerberg’s AI Playbook: Billions in Compute, a Talent Arms Race, and a New Vision for Meta

When I sat down with Meta CEO and founder Mark Zuckerberg to talk artificial intelligence, I expected that he would want to discuss the company’s new supercomputer plans and talk about why he’s been working the phones all summer in a red-hot AI recruiting blitz. We covered all that. But over the course of the interview, I heard something more interesting emerge: two clear new doctrines that are guiding Zuckerberg... Read more

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The Information
Cory Weinberg @ The Information · 07/15/2025 11:26 EDT

Blockchain Lender Figure Technology Plans IPO

Figure Technology Solutions, a startup that makes home loans on its blockchain and runs a crypto exchange, is planning to go public this fall, Figure co-founder Mike Cagney said. Figure is part of a wave of crypto companies taking advantage of a more crypto-friendly White House and surging investor interest in the industry. The move is a big turnaround for Figure, which tried to go public under President Joe Biden’s... Read more

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The Information
Theo Wayt @ The Information · 07/15/2025 11:19 EDT

Tesla’s North America Sales Chief Leaves

Tesla’s top North America sales executive has left the company, the Wall Street Journal reported, as the company faces declining vehicle sales. Troy Jones had been with Tesla for 15 years and oversaw sales, service and delivery in the company’s largest market, according to the Journal. His ... Read more

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The Information
Stephanie Palazzolo @ The Information · 07/15/2025 10:00 EDT

Zuckerberg Says His AI Will Solve ‘Simpler Things’ Than Its Rivals

Before we get to today’s column about Cognition buying Windsurf, Meta Platforms CEO Mark Zuckerberg on Monday spoke to Jessica Lessin, our editor in chief, for the inaugural episode of TITV, a new daily tech show, about the question on everyone’s mind these days: Why exactly would an AI researcher come to Meta? (Other than the $100 million pay packages, of course.)Zuckerberg drew a connection between the hundreds of billions... Read more

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The Information
Natasha Mascarenhas @ The Information · 07/15/2025 09:00 EDT

Windsurf Whiplash: Inside 96-hours of Frantic AI Dealmaking

Last Thursday, more than 40 researchers and engineers at Windsurf, a startup that has developed an artificial intelligence–powered coding tool, began gathering at a hotel in Mountain View, Calif., after receiving an invitation to a mysterious meeting from the startup’s management. The agenda became soon obvious when the staffers were ushered into a conference room: Sitting near Windsurf CEO Varun Mohan was Google co-founder Sergey Brin, while Google’s top AI... Read more

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The Information
Anissa Gardizy @ The Information · 07/14/2025 22:59 EDT

Nvidia Says AI Chips Sales Will Resume in China

Nvidia CEO Jensen Huang said Monday that the chip designer plans to resume selling an artificial intelligence chip to China that the U.S. government had previously restricted. After meetings in Washington, Nvidia said it had begun filing export license applications to sell the H20 chip, which is ... Read more

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03.11.2025 18:27
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