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The Information
Kalley Huang @ The Information · 06/20/2025 12:52 EDT

Meta Announces Oakley-Branded Smart Glasses

Meta Platforms on Friday announced Oakley-branded smart glasses, which are targeted toward athletes. The glasses start at $399 and will be on sale later this summer, Meta said in a blog post. The announcement comes after Meta in September extended its partnership with EssilorLuxottica, the ... Read more

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The Information
Evan Robinson-Johnson @ The Information · 06/20/2025 11:41 EDT

Tesla Sends Invites to Public Testers for Robotaxi Launch on Sunday

Tesla’s long awaited robotaxi launch will take off Sunday in Austin, Texas—with essentially a babysitter in the passenger seat keeping an eye on the vehicle. In invitations to early testers of the service, Tesla noted that initial rides of the autonomous Model Y cars will include a “safety ... Read more

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The Information
Steve LeVine @ The Information 2 place · 06/20/2025 09:00 EDT

Why Humanoid Robots Are the Latest Front in America’s Tech War With China

Elon Musk’s forecasts of an ultralavish future for Tesla’s humanoid robot, Optimus, have not only been a boon to his company’s share price: They’ve provided a broad lift to nearly everyone working on humanoids, a technology once considered a fantasy land. One of the biggest beneficiaries is Apptronik, a scrappy Austin, Texas, rival working, in a partnership with Google DeepMind, on a humanoid robot called Apollo. In March, the Musk-created... Read more

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The Information
Jing Yang @ The Information · 06/20/2025 06:53 EDT

Meta Tried to Buy Safe Superintelligence, Now Aims to Hire its CEO

Meta Platforms tried to acquire Safe Superintelligence, the AI startup launched by OpenAI co-founder Ilya Sutskever, CNBC reported on Thursday, citing sources familiar with the matter. Sutskever rebuffed Meta’s offer and Mark Zuckerberg instead moved to recruit the startup’s CEO and co-founder ... Read more

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The Information
Abram Brown @ The Information · 06/19/2025 21:29 EDT

Scale AI’s Top Rival Hits More Than $1 Billion in Sales

Surge AI had more than $1 billion in sales last year, more than the revenue generated by its much talked-about competitor in data labelling, Scale AI. Last year, Scale AI had $870 million. There are other stark differences between the two startups: Surge is profitable, while Scale isn’t. And ... Read more

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The Information
Abram Brown @ The Information · 06/19/2025 21:24 EDT

Telegram Billionaire Plans to Leave Fortune to His 100-Plus Children

Telegram founder Pavel Durov says he will give away all his wealth to his kids—all 100 plus of them. Durov, who has an estimated $17.1 billion fortune, 40, has been a sperm donor for many years and has six children conceived naturally with three partners. None will have access to their ... Read more

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The Information
Nick Wingfield @ The Information · 06/19/2025 20:00 EDT

What a Scale AI Rival’s Extraordinary Success Says About the Meta Deal

The past week has been a steady drip, drip, drip of new details shedding light on Meta Platforms’ $14.3 billion investment in Scale AI and its hiring of the startup’s CEO, Alexandr Wang. The latest eye-opener came this morning in Stephanie and Cory’s profile of a Scale competitor, Surge AI, and its founder, Edwin Chen.In essence, they report, Surge has become the premium brand in data labeling, a business that... Read more

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The Information
Miles Kruppa @ The Information · 06/19/2025 17:00 EDT

Tokens Are AI Boom’s New Favorite Metric; Quick Payout for Friedman-Gross Fund

On Wednesday, Kalley and Cory broke the news that former GitHub CEO Nat Friedman and Safe Superintelligence co-founder Daniel Gross were in advanced talks to join Meta Platforms. Along with the hires, Meta is also discussing buying out a portion of the duo’s fund, which raised more than $1 billion two years ago.  Read more

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The Information
Kaya Yurieff @ The Information · 06/19/2025 16:00 EDT

Big Brands Are Thinking More Like Creators

Hello from the very hot French Riviera, where I’m wrapping up my time at Cannes Lions!On Thursday morning, I moderated a panel with two Mattel executives: Lisa McKnight, chief brand officer, and Jason Horowitz, global head of marketing and media. It’s striking how much brands are starting to operate more like creators. The most prominent example, of course, is Duolingo, the language learning app that uses its owl mascot Duo... Read more

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The Information
Laura Mandaro @ The Information · 06/19/2025 15:57 EDT

X Plans to Offer Trading, CEO Yaccarino Says

X CEO Linda Yaccarino told the Financial Times that users of the app would soon be able to make investments or trades on X. The move would expand owner Elon Musk’s vision of making X an “everything app,” and put it into direct competition with trading apps like Robinhood. X is already planning ... Read more

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The Information
Laura Mandaro @ The Information · 06/19/2025 15:37 EDT

Trump Signs Order Extending TikTok Deadline

President Donald Trump on Thursday signed an executive order extending the deadline for TikTok to find a new majority owner for its U.S. operations, or shut down, by another 90 days until Sept. 17, 2025. White House Press Secretary Karoline Leavitt said the administration will spend the next 90 ... Read more

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The Information
Nick Wingfield @ The Information · 06/19/2025 14:54 EDT

A European Rival to Starlink to Raise $1.5 Billion From Investors

Eutelsat Communications said it plans to raise 1.35 Billion ($1.5 billion) in an investment round led by the French government as the company seeks to expand its satellite internet service and rival to Elon Musk’s Starlink. In a statement, Eutelsat said that the fundraising round would increase ... Read more

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The Information
Nick Wingfield @ The Information · 06/19/2025 14:09 EDT

SpaceX Starship Rocket Explodes During Ground Testing

A SpaceX Starship rocket exploded late Wednesday night while on a test stand in south Texas, sending a huge fireball and plume of smoke into the sky. On X, SpaceX said a “major anomaly” occurred with the rocket at 11 p.m. central time, but that it had established a safety perimeter around the ... Read more

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The Information
Aaron Holmes @ The Information · 06/19/2025 13:26 EDT

Chatbots Get Cheaper; Anthropic Reigns Supreme in Coding

When DeepSeek released its high-performing open-source artificial intelligence earlier this year, Microsoft CEO Satya Nadella predicted that the price of AI models and applications would soon come under pressure. And he said that trend would prevent any one company from gaining a permanent advantage over others in selling AI to enterprises. “Buyers are smart,” Nadella said in a February podcast interview. “The open-source alternative will actually make sure that the... Read more

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The Information
Stephanie Palazzolo @ The Information · 06/19/2025 10:00 EDT

Zuckerberg Fills Out His AI Dream Team; Developers Are Cheating on LMArena

Before we get to today’s column, my colleagues Kalley and Cory broke some important news on Wednesday: Meta Platforms is close to hiring former GitHub CEO Nat Friedman, who now moonlights as a prominent AI investor, and Daniel Gross, Friedman’s investment partner and a cofounder of Safe Superintelligence with Ilya Sutskever. In the process, Meta is partly buying out the investors’ AI-focused venture fund, which is named after them, and... Read more

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The Information
Stephanie Palazzolo @ The Information · 06/19/2025 09:00 EDT

The Little-Known Startup That Has Surged Past Scale AI—Without Any Investors

For years, data labeling existed in a tucked-away corner of Silicon Valley, a critical but unglamorous area of AI where companies like Google and OpenAI hire outside firms to improve their models by laboriously grading the quality of what they produce. Now, a spotlight has unexpectedly fallen onto the field in the wake of Meta Platforms’ decision to pay $14.3 billion for 49% of Scale AI, the best-known data-labeling firm.... Read more

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The Information
Sahil Patel @ The Information · 06/18/2025 20:00 EDT

Netflix Is Becoming What It Replaced: Live TV

Before we get into this evening’s briefing, check out Kalley and Cory’s late-breaking scoop today about Meta Platforms’ latest efforts to boost its artificial intelligence efforts. We reported that the company is holding advanced talks with Nat Friedman and Daniel Gross, two prominent investors, about joining Meta. Meta is also discussing partially buying out their investment firm, NFDG, as part of the talks.Netflix continues to find fresh ways to mimic... Read more

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The Information
Kalley Huang @ The Information · 06/18/2025 19:49 EDT

Meta in Talks to Hire AI Investors Nat Friedman and Daniel Gross, Partially Buy Out Their Venture Fund

Meta Platforms is in advanced talks to hire artificial intelligence investors Nat Friedman and Daniel Gross to help lead its AI efforts, The Information reported. Meta is also in discussion to partially buy out Friedman and Gross’ venture capital fund, NFDG, which holds stakes in top AI startups ... Read more

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The Information
Kevin McLaughlin @ The Information · 06/18/2025 19:11 EDT

Startup Typedef Aims to Help Data Engineers Harness AI

Typedef, a startup co-founded by data analytics veterans, came out of stealth today with a $5.5 million seed round led by Pear VC. The startup is developing a type of software known as a query engine which helps customers search their own databases and storage systems to get answers to ... Read more

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The Information
Alex Perry @ The Information · 06/18/2025 17:36 EDT

Waymo to Start Testing in New York City

Waymo, Google’s robotaxi company, said Wednesday it will begin mapping out New York City for the first time starting Thursday. People working for Waymo will manually drive five cars around the city, collecting data to create high definition maps of roads, buildings and signage that will later be ... Read more

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