Welcome, Weekenders! In this newsletter:• The Big Read: Inside ZaiNar, the secretive startup hoping to power the physical AI era • Policy: Meet the Trump official who wants to deliver a win to prediction markets • Plus, Recommendations—our weekly pop culture picks: “Expanse: The Nannup Four,” “The Infinity Machine” and “Beef”Watching the Elon Musk versus OpenAI trial from inside the courtroom gave me a front-row seat to the AI boom’s... Read more ›
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Sequoia Capital partner Roelof Botha told the venture firm’s limited partners that he planned to pass the role of “senior steward,” the firm’s top role, to two partners: Alfred Lin and Pat Grady. Botha said he will transition to a new role advising the partnership while continuing to serve on ... Read more ›
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Google Cloud is likely to continue experimenting with different pricing models for its AI services for businesses, including some based on outcomes and others based on usage or even flat fees based on user numbers, according to a Google Cloud vice president Oliver Parker, in an interview on The ... Read more ›
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Talking to business leaders about AI these days can often feel paradoxical. On one hand, AI is becoming a steady part of company software budgets, especially productivity tools like chatbots and AI coding software that individual employees use. On the other hand, there’s a persistent frustration that AI isn’t living up to the hype when it comes to meaningfully automating work. Read more ›
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Two of the biggest winners from last year’s list of The Information’s 50 Most Promising Startups proved again that huge gains can come from surprising places. A year ago the term vibe coding didn’t exist. Now Anysphere, whose Cursor coding assistant is in the middle of the movement and was our top AI app pick, is a blockbuster. Among the startups on our list last year, Anysphere holds the top... Read more ›
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Spotify lifted revenue 7% in the third quarter, as growth in its subscription business was offset by a 6% drop in advertising revenue. It was the second consecutive decline for Spotify ads, which last year had been growing, albeit slowly. Spotify executives said on the earnings call Tuesday that ... Read more ›
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Shopify said Tuesday revenue in the third quarter grew 32% from a year earlier to $2.84 billion as the e-commerce software maker continues to add new merchants and expand its reach in newer markets like Europe and with brick-and-mortar retailers. Free cash flow grew 20% to $507 million, though ... Read more ›
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I’d recommend you check out our annual list of the most promising startups, which we published this morning and includes companies across artificial intelligence, consumer, cybersecurity, crypto and more.Each year, it gets harder and harder to come up with our final list of AI applications and infrastructure startups. Part of that is due to the explosion of AI startups and the sheer number of them we have to sift through.... Read more ›
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Norway’s sovereign wealth fund plans to vote against Tesla’s proposed $1 trillion CEO compensation package for Elon Musk, the fund said on Tuesday. Norges Bank said in a disclosure that it was “concerned about the total size of the award, dilution, and lack of mitigation of key person risk.” The ... Read more ›
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Uber’s revenue growth accelerated to 20% in the third quarter, lifting earnings before interest, taxes, depreciation and amortization by 33% to $2.3 billion. Free cash flow rose 5.7% to $2.2 billion. Underwriting the growth was Uber’s delivery business, where bookings jumped 25% and Ebitda ... Read more ›
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Anthropic this summer hiked its most optimistic growth forecasts by roughly 13% to 28% over the next three years and projected generating as much as $70 billion in revenue in 2028, up from close to $5 billion this year, according to a person with knowledge of the company’s financials. The company expects demand from businesses for its AI models to drive that growth. Anthropic projected that its 2025 revenue from... Read more ›
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Investor euphoria around artificial intelligence has shown little sign of wearing off this year, especially as ex-employees of AI developers such as OpenAI, Google and Palantir raised capital for their own AI startups. That made it more difficult than ever to identify promising but relatively unknown startups that fit the criteria for the sixth edition of The Information 50. To qualify, startups must have raised less than $100 million and... Read more ›
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If you’re tired of the seemingly endless parade of AI cloud deals, better get comfortable with them: They’re not going away anytime soon. On Monday, for instance, Microsoft struck deals with two little-known cloud firms, Lambda and Australia’s Iren, for additional computing capacity. Another firm, Cipher Mining Inc. announced a similar deal to provide capacity to Amazon’s cloud unit Amazon Web Services. More significantly, AWS announced a deal to run... Read more ›
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Cipher Mining, which builds and runs data centers for bitcoin mining and has recently expanded its focus to AI, revealed in its third-quarter earnings report that it has inked a 15-year lease agreement with Amazon Web Services worth around $5.5 billion. In the deal, Cipher will provide 300 ... Read more ›
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Palantir’s sales to U.S. businesses hit $397 million in the third quarter, exceeding Wall Street’s expectations and growing 121% compared to the previous year, the company reported Monday. The U.S. commercial growth was a highlight of continued breakneck growth for Palantir, which has been ... Read more ›
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France threatened to ban Shein from selling products in the country after a consumer protection regulator said in a statement it had discovered the fast-fashion giant was selling sex dolls “with a childlike appearance.” France’s economic minister Roland Lescure said Monday that the government ... Read more ›
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White House officials discouraged President Donald Trump from raising the topic of exporting Nvidia’s advanced AI chips to China during a recent meeting with Chinese leader Xi Jinping, The Wall Street Journal reported Monday. Nvidia Chief Executive Jensen Huang had lobbied the president directly ... Read more ›
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Global payroll startup Deel has hired a new chief financial officer, former Credit Karma boss Joe Kauffman, as the company continues to overhaul its leadership ahead of a potential IPO. Kauffman, who left Credit Karma after a recent restructuring by parent company Intuit, replaces Philippe ... Read more ›
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Microsoft said Monday it had struck two separate deals to spend more than $10 billion to rent cloud servers with Nvidia chips from smaller cloud providers in the coming years. Microsoft will spend $9.7 billion to rent servers from cloud startup Iren over the next five years, and will also rent ... Read more ›
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Tesla expects to deploy at least 1,000 Robotaxi vehicles in the San Francisco Bay Area and 500 or more in Austin before the end of the year, according to CEO Elon Musk. While Tesla hasn’t disclosed exactly how many vehicles it operates now, reports from riders indicate the current total figure ... Read more ›
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Before we get to today’s column, OpenAI is continuing its trend of diversifying its cloud compute providers away from Microsoft. Monday morning, the ChatGPT maker announced that it has signed a seven-year, $38 billion cloud deal with Amazon Web Services. OpenAI will immediately start using compute from AWS, with the goal to deploy all capacity before the end of next year, with the option to use even more compute into... Read more ›
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09.05.2026 16:03
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