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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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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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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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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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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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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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Martin Peers @ The Information · 07/14/2025 20:00 EDT

Zuckerberg’s AI Psychological Warfare

Mark Zuckerberg is trying to psych out his rivals in artificial intelligence. That’s one interpretation of his Threads post on Monday, declaring that Meta is “going to invest hundreds of billions of dollars” on AI computing capacity to build “superintelligence”—a new buzzword for the most advanced AI imaginable. That’s a more aggressive statement of intentions regarding AI spending than other big tech companies have made so far, although Zuckerberg didn’t... Read more

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The Information
Kalley Huang @ The Information · 07/14/2025 16:15 EDT

Meta Discusses Developing Closed AI Models

Meta Platforms in recent weeks has discussed developing closed artificial intelligence models which would represent a departure from its current focus on open-source, or free, models, according to four people familiar with the discussions. Some leaders, including Meta’s chief AI officer Alexandr ... Read more

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The Information
Yueqi Yang @ The Information · 07/14/2025 16:06 EDT

Crypto Asset Manager Grayscale Files for IPO Confidentially

Grayscale, the crypto asset manager owned by Digital Currency Group, a crypto conglomerate founded by Barry Silbert, said it has filed paperwork confidentially for a U.S. initial public offering, joining the ranks of crypto firms seeking to go public after Circle’s successful debut. Founded in ... Read more

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The Information
Ann Gehan @ The Information · 07/14/2025 15:48 EDT

Shopify Adds AI Agent Policy Pushing Developers To Incorporate Its Checkout

Shopify took a step to restrict AI agents operating on its e-commerce platform, used by millions of merchants to run their online stores. The company has added a warning to the software code that its merchants use to power their online stores, flagging that it won’t permit agents and other ... Read more

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The Information
Aaron Holmes @ The Information · 07/14/2025 14:49 EDT

Pentagon Awards $200 Million Contracts to xAI, Google, Anthropic

The U.S. Department of Defense has awarded contracts worth up to $200 million to artificial intelligence developers xAI, Google and Anthropic to “address critical national security needs,” the agency said Monday. The Pentagon said OpenAI won a similar $200 million contract last month. The ... Read more

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The Information
Natasha Mascarenhas @ The Information · 07/14/2025 14:04 EDT

Cognition to Acquire What Remains of Windsurf

Coding assistant company Cognition has entered a definitive agreement to acquire the remaining staff and assets of Windsurf, according to a person with direct knowledge of the matter. All the remaining employees who did not join Google following a $2.4 billion licensing and recruiting deal ... Read more

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The Information
Kevin McLaughlin @ The Information · 07/14/2025 13:34 EDT

AWS Preps New AI Service That Lets Customers Tap OpenAI Models

Amazon Web Services has been developing a new cloud service that lets customers build AI agents using models that it doesn’t currently offer access to through its Bedrock application development service, as we reported today. The new service will make it easier for AWS customers to use models ... Read more

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The Information
Kalley Huang @ The Information · 07/14/2025 12:33 EDT

Meta Announces Data Center Projects

Meta Platforms is building several multi-gigawatt data centers, CEO Mark Zuckerberg said on Monday in a post on Threads. One of these projects, called Prometheus, is located in Ohio and will come online next year. Another, called Hyperion, is located in Louisiana and is expected to bring online ... Read more

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The Information
Juro Osawa @ The Information 2 place · 07/14/2025 11:55 EDT

ByteDance Developing Mixed Reality Goggles in Challenge to Meta

Competition in mixed reality devices is heating up. TikTok’s parent, ByteDance, is working on a lightweight mixed reality device that resembles a pair of goggles, according to three people with direct knowledge of the project. It’s following in the footsteps of Meta Platforms, which has been working on a similar product scheduled for release in 2027. Mixed reality devices let people overlay digital images over their real surroundings to enhance... Read more

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Rocket Drew @ The Information 2 place · 07/14/2025 10:00 EDT

Grok 4 is the Real Deal

Before we get to today’s main column about Grok 4, we wanted to share four things we learned from the craziness on Friday, when Google snatched the CEO and technology behind Windsurf, a competitor to Cursor that OpenAI had agreed to buy for $3 billion just two months ago. Read more

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Kevin McLaughlin @ The Information · 07/14/2025 09:00 EDT

Google Finds a Crack in Amazon’s Cloud Dominance

Earlier this year, when The Browser Company was looking for a cloud provider to power the artificial intelligence features in a web browser it was developing, the startup’s leaders asked Amazon Web Services if it could handle the work. Winning this business was important to AWS. The Browser Company projected it would eventually spend tens of millions of dollars a year on cloud services to run the AI features for... Read more

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The Information
Martin Peers @ The Information · 07/14/2025 08:51 EDT

Musk Floats Tesla Investment in xAI

Elon Musk says Tesla shareholders will vote on whether the electric vehicle maker should invest in xAI, noting in a post on X that “if it was up to me, Tesla would have invested in xAI long ago.” Musk’s comments, made on Sunday night, came a day after the Wall Street Journal reported that Musk’s ... Read more

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