Articles from www.theinformation.com

Articles from www.theinformation.com

Everett Randle, a former partner at Kleiner Perkins, joins VC firm Benchmark as general partner, following a slew of personnel departures at Benchmark (www.theinformation.com)
29 days ago

Sources: OpenAI is proposing a “sign in with ChatGPT” feature for websites, letting startups charge OpenAI model usage costs to users' ChatGPT capacity limits (www.theinformation.com)
2025-10-17 Startup

Reducto, which uses OCR with vision language models to convert complex documents into inputs for LLMs, raised a $75M Series B led by a16z at a $600M valuation (www.theinformation.com)
2025-10-15

Sources: OpenAI is working with Arm to develop a CPU designed to work with the AI chip OpenAI is developing with Broadcom; TSMC will manufacture the AI chip (www.theinformation.com)
2025-10-14 AI

a16z hires ex-VMware CEO Raghu Raghuram as general partner overseeing AI infrastructure and growth investments and as a managing partner, replacing Scott Kupor (www.theinformation.com)
2025-10-10 VMware AI

Data from 300K+ pull requests shows OpenAI is catching up to Anthropic in AI coding: Codex has a 74.3% success rate vs. Claude Code's 73.7% in code approvals (www.theinformation.com)
2025-10-10 AI

Sources: Cursor-maker Anysphere is considering investment offers at a ~$30B valuation; Cursor generates $500M in ARR as of June, third highest for an AI app (www.theinformation.com)
2025-10-9 AI

Relace, which makes tools and specialized language models to help AI agents code faster for customers like Lovable and Figma, raised a $23M Series A led by a16z (www.theinformation.com)
2025-10-9 AI

Sources: Tesla abandoned Elon Musk's goal to make thousands of Optimus robots in 2025 due to significant technical challenges, especially with the robots' hands (www.theinformation.com)
2025-10-8 Tesla Robot Elon Musk

Docs: Oracle generated ~$900M from its Nvidia cloud server rental business, with a $125M gross profit, or a 14% margin, vs. its ~70% overall gross profit margin (www.theinformation.com)
2025-10-8 Oracle Nvidia

Sources: Meta angered FAIR staff by requiring extra review of research before publishing; Yann LeCun considered resigning over Meta's broader AI changes (www.theinformation.com)
2025-10-3 AI

Financial disclosures to investors suggest OpenAI generated ~$4.3B in revenue in H1 2025, 16% more than all of 2024, and burned $2.5B, largely due to R&D costs (www.theinformation.com)
2025-9-30

Experts warn that Nvidia's large investments in data centers and startups, almost like a stimulus program, could be artificially inflating demand for its GPUs (www.theinformation.com)
2025-9-28 Startup Nvidia

Sources: data integration company Fivetran is in talks to acquire data management company dbt Labs in a deal valuing the combined entity at between $5B and $10B (www.theinformation.com)
2025-9-28

Sources: Meta is considering using Google's Gemini and open-source Gemma AI models to improve its ad summarization and recommendation system (www.theinformation.com)
2025-9-26 Google AI

Sources: OpenAI and Nvidia are discussing structuring their new AI data center partnership so that OpenAI would lease Nvidia's AI chips instead of buying them (www.theinformation.com)
2025-9-24 AI Nvidia

Sources: humanoid robotics startup 1X is seeking to raise up to $1B at a $10B+ valuation, more than 12x its previous valuation from a January financing (www.theinformation.com)
2025-9-23 Startup Robot

Distyl AI, which provides AI tools to automate business processes like HR management, raised $175M led by Lightspeed and Khosla Ventures at a $1.8B valuation (www.theinformation.com)
2025-9-23 AI

Perplexity struggles to scale its shopping and ad businesses nearly a year after launching ad sales and in-app purchasing, frustrating marketers and merchants (www.theinformation.com)
2025-9-20

Sources: Apple told at least two suppliers to boost their daily output of entry-level iPhone 17 by at least 30%, after strong pre-orders last weekend (www.theinformation.com)
2025-9-20 iPhone Apple

Sources: OpenAI plans to spend ~$100B on backup servers from cloud providers through 2030, in addition to the $350B already projected for server rentals (www.theinformation.com)
2025-9-20

Sources: OpenAI is recruiting from Apple's design, manufacturing, and supply chain teams, as it targets late 2026 or early 2027 for its first devices (www.theinformation.com)
2025-9-19 Apple Manufacturing

Report: at an xAI meeting, Elon Musk and his executives said the Grok chatbot has 64M monthly users; OpenAI said in August that ChatGPT had 700M weekly users (www.theinformation.com)
2025-9-19 chatbot Elon Musk

OpenAI projects that it will reduce the revenue share it pays to Microsoft from 20% this year to ~8% by 2030, potentially retaining over $50B more in revenue (www.theinformation.com)
2025-9-14 Microsoft

Sources: Anthropic scrapped plans to hire a Republican for its top policy role, instead choosing an Obama alumn as it adopts a cooler stance towards Trump (www.theinformation.com)
2025-9-14 Trump Republican

Source: Nvidia is scaling back DGX Cloud to primarily internal R&D use; DGX Cloud was initially envisioned to compete with major cloud providers like AWS (www.theinformation.com)
2025-9-13 Nvidia

Sources: Polymarket considers an offer valuing it at ~$9B, up from $1B in the summer; Kalshi is close to raising money at a $5B valuation, up from $2B in June (www.theinformation.com)
2025-9-13

Sources: Alibaba and Baidu have begun using their own internally designed chips to train their AI models, partly replacing AI chips made by Nvidia (www.theinformation.com)
2025-9-13 Alibaba AI Nvidia

In 2030, OpenAI projects $200B in revenue, with R&D spending hitting ~45% of that, or ~$90B; R&D costs of Alphabet and others are currently 10%-20% of revenue (www.theinformation.com)
2025-9-12 Alphabet

Source: Perplexity has secured commitments from investors for $200M in new funding at a $20B valuation (www.theinformation.com)
2025-9-11

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