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30.06.2025 − 06.07.2025
The Information
Kaya Yurieff @ The Information 2 place · 07/01/2025 17:00 EDT

TikTok, Instagram May Worsen Streaming Ad Market’s Woes

The TV streaming market is getting awfully crowded! Last week, Kalley and I broke the news that Instagram and TikTok are both working on versions of their video apps better suited for TV screens, following YouTube’s success in the living room.It’s easy to understand why these social media companies want to get in the game. Advertisers generally pay more for ads that show on TV screens than smartphone apps. TV... Read more

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Nick Wingfield @ The Information 1 place · today 12:07 EDT

Meta Acquires Voice AI Startup

Meta Platforms has acquired PlayAI, a startup working on artificial intelligence-powered voice technology, Bloomberg reported. PlayAI staffers will join Meta next week and report to Johan Schalkwyk, who previously worked at the voice startup Sesame AI, according to Bloomberg. Last year, PlayAI ... Read more

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12.07.2025 ♉︎ Dear Taurus, Today will bring you a variety of impressions and situations that require your... Read more ›
The Information
Miles Kruppa @ The Information 2 place · 07/11/2025 17:49 EDT

OpenAI, Windsurf Break Off Acquisition Talks Over Microsoft IP Concerns

OpenAI has ended discussions to buy Windsurf, the maker of a popular artificial intelligence coding assistant formerly known as Codeium. Instead, Google will hire Windsurf’s CEO and some staff, both Google and Windsurf said. The talks between OpenAI to buy the startup for $3 billion ended in recent days after Windsurf’s team raised concerns over how the coding assistant would fit into the OpenAI and Microsoft agreement, which requires OpenAI... Read more

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The Information
Kalley Huang @ The Information 3 place · 07/11/2025 16:15 EDT

Meta Hires Two More OpenAI Researchers

Meta Platforms has hired two more artificial intelligence researchers from OpenAI as Meta CEO Mark Zuckerberg continues his aggressive push to recruit AI talent, after stumbles earlier this year. Allan Jabri and Lu Liu, who worked on multimodal AI at OpenAI, are joining Meta’s new AI ... Read more

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The Information
Martin Peers @ The Information · 07/11/2025 18:00 EDT

Where AI Researchers Will Be Happy

We got big news this afternoon in the AI world, as we learned that OpenAI’s talks to buy Windsurf, maker of the popular Codeium AI coding assistant, have ended—and Google has hired Windsurf’s CEO and some staff. For more on this drama, see our story here. Lots of questions remain unanswered, including what these developments mean for Windsurf and its investors.Meanwhile, can you think of a more topical question than... Read more

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The Information
Abram Brown @ The Information · today 10:00 EDT

A Tech Bro Gets Flooded By Hate

Welcome, Weekenders! In this newsletter:• The Big Read: How Dylan Field thrived after the Adobe deal died• Artificial Intelligence: Silicon Valley’s summer obsession? AI note taking • Plus, our Recommendations: A true crime podcast about a ninth life; the Roosevelts and the panda bear; and revisiting a cruise from hellAugustus Doricko has never been shy about his identity.When he spoke to The Information about a year ago, he likened his... Read more

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The Information
Abram Brown @ The Information · today 09:00 EDT

How Granola—and AI Note Taking—Grabbed Silicon Valley’s Attention

At the moment, many in the tech industry have developed a rather profound addiction to Granola. No, not to the crunchy breakfast-time oats—but to a software product made by a two-year-old startup that has come to dominate a crowded field of artificial intelligence–powered note-taking options. The tool from Granola, which was valued at nearly a half-billion dollars in May, has become something of an It App this summer among venture... Read more

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The Information
Natasha Mascarenhas @ The Information · 07/11/2025 19:33 EDT

Google Scoops Windsurf CEO After $3 Billion OpenAI Deal Talks Dissolve

OpenAI’s discussions to buy Windsurf, the maker of a popular artificial intelligence coding assistant formerly known as Codeium, have ended. Instead, Google will hire Windsurf’s CEO, Varun Mohan, and some of the startup’s staff, as well as pay for a nonexclusive license to Windsurf’s ... Read more

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The Information
Anita Ramaswamy @ The Information · 07/11/2025 16:42 EDT

JPMorgan Moves To Charge Fintechs Hefty Data Access Fees

JPMorgan Chase sent pricing information to companies that help transfer consumer data between banks and fintech firms indicating it would start charging them millions of dollars worth of fees to access its customers’ bank account information, according to a Bloomberg report on Friday. The move ... Read more

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The Information
Cory Weinberg @ The Information 1 place · 07/11/2025 12:38 EDT

With Figma IPO, Dylan Field Bounces Back From Adobe Fiasco

The main Department of Justice building, across from the National Archives in Washington, was the kind of brooding edifice Dylan Field had walked through a lot in 2023 as he tried to convince governments around the world to let him sell Figma, the design software startup that had been his life, to Adobe for $20 billion. He made a final attempt to win over the Justice Department in a December... Read more

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The Information
Juro Osawa @ The Information · 07/11/2025 11:50 EDT

Startup Behind Manus AI Agent Shuts Down China Team

The startup behind Manus, an artificial intelligence agent that went viral earlier this year and got financial backing from Benchmark, has shut down its entire China-based team, according to a person with knowledge of the situation. It’s the latest sign that Manus, whose biggest target market is ... Read more

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The Information
Qianer Liu @ The Information · 07/11/2025 09:00 EDT

Huawei AI Chip Redesign Aims to Break Nvidia’s China Dominance

China’s Huawei Technologies is plotting a fundamental redesign of its next artificial intelligence chip in a bid to seize market share from Nvidia. The Chinese tech giant is working on a new AI chip design that would allow its chips to be used for a wider array of AI development work than its current ones can handle, according to two people with knowledge of the plan. That would bring Huawei’s... Read more

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The Information
Martin Peers @ The Information · 07/10/2025 20:00 EDT

Tesla’s Late to Shareholder Meeting—and Why It Doesn’t Matter

Here’s a question: When was the last time anyone paid attention to a company’s annual shareholder meeting? More to the point, perhaps, when was the last time a company’s annual meeting really mattered? The answer to the first one (and maybe the second) is when a company drags its feet scheduling the meeting, as Tesla did—until today. On Wednesday, both The New York Times and The Wall Street Journal reported... Read more

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The Information
Natasha Mascarenhas @ The Information · 07/10/2025 18:36 EDT

How One New Solo GP Is Using AI to Identify Promising Founders

When former Bain Capital Ventures partner Sarah Smith raised a $16 million fund to back early-stage startups earlier this year, she decided to use artificial intelligence to answer a question that venture capitalists say usually comes down to human instinct: Which founders are worth meeting?The Menlo Park, Calif.–based investor developed a screening system using Anthropic’s Claude, which she says she trusts with sensitive information over other models. The system helps... Read more

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The Information
Kaya Yurieff @ The Information · 07/10/2025 17:00 EDT

A New Influencer Horror Film Shot at the Sway House

Influencers aren’t just appearing on TV screens, but also increasingly on big screens. On Friday, a new horror film starring digital creators called “Skillhouse” will premiere in some AMC and Regal showhouses.The film follows 10 fictional influencers who are lured into a content house where they have to compete in social media challenges and rack up likes in order to survive. The cast includes Bryce Hall, who rose to early... Read more

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The Information
Sri Muppidi @ The Information · 07/10/2025 15:36 EDT

Andreessen Horowitz Moves Legal Home from Delaware to Nevada.

Andreessen Horowitz is changing its incorporation from Delaware, where it has been incorporated since its founding in 2009, to Nevada. In a blog post on Wednesday, the firm wrote that the Delaware Court of Chancery has an “unprecedented level of subjectivity into judicial decisions,” while ... Read more

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The Information
Michael Roddan @ The Information · 07/10/2025 15:06 EDT

Revolut Looks To Raise At $65 Billion Valuation

Revolut is attempting to raise $1 billion in a new funding round that would give the UK-based fintech startup a valuation of $65 billion, the Financial Times first reported. Revolut offers free and low-cost banking services, such as accounts and money transfers, through an app. The neobank was ... Read more

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The Information
Kevin McLaughlin @ The Information · 07/10/2025 13:55 EDT

Glean’s Product Chief Moves Into Advisory Role at AI Search Startup

Tamar Yehoshua, president of product and technology at AI search startup Glean, recently left that role and is now a part-time advisor to co-founder and CEO Arvind Jain, according to a person close to the company and her updated LinkedIn profile. Yehoshua, who joined Glean in March 2024, ... Read more

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The Information
Aaron Holmes @ The Information · 07/10/2025 13:00 EDT

Why Some Companies Are Canceling ChatGPT Subscriptions

Companies that buy artificial intelligence chatbots for their workers have many options, and some of them have started looking for the cheapest option. That could explain new data from payments startup Ramp, showing a slight dip in the percentage of Ramp customers that spent money on AI products like ChatGPT between May and June, to 42% from 42.5%.Ramp’s more than 30,000 corporate card customers collectively spend billions of dollars annually... Read more

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The Information
Ken Brown @ The Information · 07/10/2025 12:43 EDT

Nvidia’s $4 Trillion Market Cap Highlights Extreme Concentration in Market

Nvidia briefly crossing the $4 trillion level in market capitalization got all of the headlines this week. The artificial intelligence-driven rally that got it there has wider implications for investors. Nvidia shares jumped over the $4 trillion mark on Wednesday but failed to close above it. ... Read more

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The Information
Theo Wayt @ The Information · 07/10/2025 10:12 EDT

Tesla Sets Annual Meeting For November After Shareholder Pressure

Tesla has scheduled its annual shareholder meeting for November, several months later than usual, one day after a shareholder group demanded the company set a date. Tesla will hold its annual meeting on Nov. 6, the company’s board of directors said in a securities filing that was posted publicly ... Read more

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The Information
Amir Efrati @ The Information · 07/10/2025 10:00 EDT

What the OpenAI Web Browser Means; Musk Says Grok 4 is No. 1

OpenAI’s embrace of Google Cloud servers isn’t stopping it from launching a direct assault on several of Google’s core products. Its next target: Chrome.Reuters on Wednesday reported that OpenAI’s web browser is coming soon. It’s been eight months since we broke the first news about OpenAI’s development of the browser, including its hiring of two early Chrome engineers from Google. If you’re wondering why it takes so long to make... Read more

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The Information
Yueqi Yang @ The Information 2 place · 07/10/2025 09:00 EDT

Why New U.S. Crypto Rules Will Reverberate Globally

The most important cryptocurrency bill in history could become law next week, but its immediate effect on everyday Americans will be negligible. Instead, the biggest impact will occur overseas, where it will boost both crypto and the dollar in the global economy. The law will bolster confidence in stablecoins, cryptocurrencies pegged to a traditional asset, generally the U.S. dollar. Individuals and businesses across the world—from Argentina to Turkey—have embraced stablecoins... Read more

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The Information
Juro Osawa @ The Information · 07/10/2025 03:53 EDT

Elon Musk’s xAI Unveils Grok 4

Elon Musk’s xAI launched Grok 4, the latest generation of its AI models, intensifying its competition with rivals OpenAI, Google and Anthropic. In an hourlong livestream Wednesday night, Musk said Grok 4 is the “smartest AI in the world” and “smarter than almost all graduate students in all ... Read more

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The Information
Qianer Liu @ The Information · 07/10/2025 02:46 EDT

Nvidia CEO Plans to Meet Top Chinese Officials Next Week

Nvidia CEO Jensen Huang plans to meet senior Chinese government officials in Beijing next week to reassert the company’s commitment to the country, the Financial Times reported, citing people familiar with his plans. Huang is trying to arrange a meeting with Chinese Premier Li Qiang, according ... Read more

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The Information
Erin Woo @ The Information · 07/10/2025 02:22 EDT

Google Co-founder Brin Calls UN ‘Transparently Antisemitic’ in Message to Colleagues

Google co-founder Sergey Brin called the United Nations “transparently antisemitic” in an internal message responding to a UN report alleging that Google and other tech firms profited from “the genocide carried out by Israel” in Gaza, The Washington Post reported Wednesday. “With all due ... Read more

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The Information
Theo Wayt @ The Information · 07/09/2025 20:00 EDT

Why Elon Musk’s AI Focus Doomed Linda Yaccarino

Oh, how times have changed! Just two years ago, Elon Musk hired Linda Yaccarino as the CEO of Twitter with a mandate to clean up relationships with advertisers, many of whom were worried about their products showing up next to hate speech. On Wednesday, Yaccarino unexpectedly announced her departure at a time when the merger of X with Musk’s AI startup xAI had essentially downgraded her role to the head... Read more

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The Information
Nick Wingfield @ The Information · 07/09/2025 19:42 EDT

The Information Launches an AI Chatbot

The Information has launched a chatbot, The Information Deep Research, that allows its subscribers to more easily answer business questions using artificial intelligence. The tool is trained on The Information’s decade-plus of reporting, including its stories, org charts and other proprietary ... Read more

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The Information
Natasha Mascarenhas @ The Information · 07/09/2025 18:28 EDT

Nvidia Challenger Groq Discusses $6 Billion Valuation

Groq, an Nvidia challenger that develops chips to power large language models, has talked to investors about raising between $300 million to $500 million at a $6 billion post-investment valuation, according to two people with direct knowledge of the fundraising effort. The deal discussions come as the company told investors its revenue will more than quintuple this year. If completed, the deal would double the startup’s post-investment valuation of $2.8... Read more

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12.07.2025 13:30
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