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

Two State AI Laws to Watch

Artificial intelligence firms’ failure last week to convince U.S. lawmakers to ban state-based laws targeting AI means all eyes are now on state legislatures that aim to pass them.One law that’s close to the finish line is New York’s Responsible AI Safety and Education Act. The state legislature passed the bill in June, and eventually it will head to the desk of the governor, who will decide whether to sign... Read more

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The Information
Sri Muppidi @ The Information · 07/07/2025 09:00 EDT

OpenAI’s Stock Compensation Reflect Steep Costs of Talent Wars

OpenAI has signaled it will hike pay for some employees in the wake of a raid by Meta Platforms on its artificial intelligence researchers. That could mean a significant increase in the billions of dollars in stock awards it already accounts for, threatening to further dilute investors after a planned corporate restructuring. The San Francisco startup has told investors stock-based compensation jumped more than five times last year, to $4.4... Read more

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The Information
Juro Osawa @ The Information · 07/06/2025 20:16 EDT

U.S. Mulls AI Chip Curbs on Malaysia, Thailand

The Trump administration is planning to restrict the sale of key artificial intelligence chips to Malaysia and Thailand as part of an effort to block China’s access to such chips through intermediaries in Southeast Asia, Bloomberg reported. The Commerce Department is working on draft export ... Read more

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The Information
Sylvia Varnham O'Regan @ The Information · 07/06/2025 18:55 EDT

TikTok Building New Version of App for U.S. Users

TikTok is building a new version of its app for users in the U.S. ahead of a planned sale of the app to a group of investors, The Information reported. The company has developed a plan to launch the new TikTok app, known internally as “M2,” to U.S. app stores on September 5. Under the plan, ... Read more

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The Information
Sylvia Varnham O'Regan @ The Information · 07/06/2025 12:18 EDT

TikTok Building New Version of App Ahead of Expected U.S. Sale

TikTok is building a new version of its app for users in the U.S. ahead of a planned sale of the app to a group of investors. The company has developed a plan to launch the new TikTok app, known internally as “M2,” to U.S. app stores on September 5, according to two people with knowledge of the matter. (The existing TikTok app is known internally as “M.”) Under the... Read more

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The Information
Laura Mandaro @ The Information · 07/05/2025 22:07 EDT

Elon Musk Says He’s Launching His Own Political Party

Tesla CEO Elon Musk said Friday that he planned to launch his own political party, the “America Party,” and suggested the party would “laser-focus on just 2 or 3 Senate seats and 8 to 10 House districts.” “When it comes to bankrupting our country with waste & graft, we live in a one-party ... Read more

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The Information
Laura Mandaro @ The Information 1 place · 07/05/2025 20:55 EDT

Trump Says U.S. Will Resume Talks With China on TikTok

President Donald Trump said late Friday that the U.S. was close to a deal for the American operations of TikTok and his administration would start talking to the Chinese government on Monday or Tuesday about the plan. “I think the deal is good for China, and it’s good for us,” he told reporters ... Read more

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The Information
Abram Brown @ The Information 2 place · 07/05/2025 10:00 EDT

OpenAI and Meta Should Call a Cease-Fire

Welcome, Weekenders! In this newsletter:• Lists: 25 great books for summer 2025 • The Arena: A counter-terrorism startup is a surprise WNBA partner• Artificial Intelligence: Why Meta and Google learned to love art• Plus, our Recommendations: a pop-critic laureate; Alexander Hamilton’s dual roles; and a nightly island getawayThe holiday weekend seems to have forced a momentary pause in the AI talent war between Meta Platforms and OpenAI: It’s been a... Read more

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The Information
Abram Brown @ The Information 2 place · 07/05/2025 09:00 EDT

25 Great Books for Summer 2025

Dead billionaires have piled up in modern pop culture to an almost absurd amount. Surely some Pacific Heights morgue is overflowing by this point. Well, “Dead Money” adds one more to the examiner’s table: Trevor Canon, the uber-wealthy founder of Journy, an Uber-like startup worth mega billions. His death throws his company’s future into doubt through what debut novelist Jakob Kerr calls a “dead money provision,” some legalese that freezes... Read more

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The Information
Josh Duboff @ The Information 3 place · 07/05/2025 09:00 EDT

AI’s Unexpected Consequence: Meta, Google and Big Tech Finally Appreciate Art

On an unseasonably warm May afternoon in Manhattan’s bustling Rockefeller Center, the designers Wade Jeffree and Leta Sobierajski stood a few yards in front of a large, colorful sculpture—a “vibrant mirrored maze,” as a nearby placard puts it—that they’d spent the past year building. Billed as a Google Labs Collaboration, the project, per the tech giant, was spurred by the question, “How can generative AI expand the creative process?” Google... Read more

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The Information
Anita Ramaswamy @ The Information · 07/04/2025 14:00 EDT

Why OpenAI and Anthropic Are the Best Bets in Artificial Intelligence

There are no bargains in artificial intelligence. Investors just gave $2 billion to Mira Murati’s Thinking Machines Lab, which is five months old, has no products and produces little revenue. There is value, though, if you look closely enough. Focusing on valuation, growth rates and revenue across the AI landscape separates the reasonable values from the froth, and the likely success stories from companies that may struggle to meet their... Read more

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The Information
Qianer Liu @ The Information 2 place · 07/04/2025 06:23 EDT

TSMC Delays Japan Chip Plant Amid Concerns Over U.S. Tariffs

Taiwan Semiconductor Manufacturing Company, the world’s largest chipmaker, is delaying the construction of its second plant in Japan, the Wall Street Journal reported, citing people familiar with the plans. TSMC is pushing back the plans in Japan because it is prioritizing the expansion of its ... Read more

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The Information
Natasha Mascarenhas @ The Information 2 place · 07/03/2025 19:52 EDT

Startups Navigate Walled Off Data

Artificial intelligence startups aren’t just chasing capital. They’re seeking deals for customer data.As my colleague Kevin and I reported earlier this week, enterprise software firms such as Salesforce, Notion and Atlassian are limiting other companies’ access to customer data they host. The reason seems to be that AI startups like Glean threaten these software firms by making it easier for customers to search and analyze their data in the enterprise... Read more

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The Information
Aaron Tilley @ The Information 3 place · 07/03/2025 18:43 EDT

Apple Considers Launching Public Cloud

Apple has considered launching its own public cloud for its millions of developers, The Information reported Thursday. The service would run on Apple’s chips and could potentially handle certain workloads more efficiently than the major cloud players. Apple sees its cloud as ... Read more

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The Information
Erin Woo @ The Information · 07/03/2025 18:31 EDT

YouTube, Trump Having ‘Productive Discussions’ Over Censorship Case

YouTube has engaged in “productive discussions” with Donald Trump “regarding next steps” in a 2021 case in which Trump sued YouTube and Google chief executive Sundar Pichai for banning his accounts after the January 6 riots, according to a May court filing. Additional discussions were “ ... Read more

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The Information
Martin Peers @ The Information · 07/03/2025 18:00 EDT

Nvidia Nears $4 Trillion Market Cap

If anyone enjoys this holiday, it should be Jensen Huang. Nvidia stock on Thursday closed at $159.34 a share, up 18.6% for the year, giving it a market capitalization of $3.88 trillion. Getting to $4 trillion is within reach. (Remember when passing $1 trillion was a big deal for any company?) Right now, Nvidia is valued only a little below what Alphabet and Meta Platforms are worth on a combined... Read more

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The Information
Alex Perry @ The Information · 07/03/2025 17:35 EDT

A Startup’s AI Bots Scour Web for Social Sentiment

As you might’ve noticed from our latest Creator Economy database update, fundraising by creator startups in the second quarter dropped from the year-ago quarter as well as the first three months of the year. It’s notable though, that investments in startups focused on artificial intelligence and marketing rose over both periods. In fact, funding for creator startups focused on AI topped $500 million last quarter. Nectar Social’s new $8.6 million... Read more

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The Information
Natasha Mascarenhas @ The Information · 07/03/2025 15:25 EDT

SSI Co-founder Ilya Sutskever Becomes CEO, Addresses Acquisition talks 

Safe Superintelligence, the secretive AI lab co-founded by OpenAI co-founder and former chief scientist Ilya Sutskever, confirmed the departure of co-founder and venture capital investor Daniel Gross. Sutskever is now CEO and will continue to oversee the company’s technical team. In a post on X, ... Read more

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The Information
Aaron Tilley @ The Information 1 place · 07/03/2025 13:36 EDT

Apple Explored Launching a Cloud Service for Developers

Apple over the past few years considered launching a business renting out its servers to the millions of developers that create apps for the iPhone and Mac, in what would be a hugely ambitious move that would pit it against Amazon, Microsoft and Google. The idea discussed was for Apple to rent out servers running on Apple’s own chips, said three people involved in the effort. That reflects Apple’s successful... Read more

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The Information
Aaron Holmes @ The Information · 07/03/2025 13:00 EDT

Companies Spend More On Cursor, Less on Engineers

Competition is heating up in the artificial intelligence coding market, as the maker of coding assistant Cursor hired the two leaders of Anthropic’s rival coding product, Claude Code. But both AI firms are growing rapidly as businesses, especially tech startups, go all-in on coding assistant apps rather than hiring more human engineers.For instance, e-commerce marketplace app Gumroad has been heavily using Cursor and Devin, another AI coding app, over the... Read more

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04.11.2025 12:23
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