Articles from www.theinformation.com

Articles from www.theinformation.com

Source: Google laid off hundreds of employees in its platforms and devices unit, which works on Android, Pixel, and Chrome, after offering buyouts in January (www.theinformation.com)
2025-4-11 Android Google Chrome

A look at the internal chaos behind Apple's Siri failure, in part due to poor leadership, with John Giannandrea's AI/ML group dubbed “AIMLess” internally (www.theinformation.com)
2025-4-11 AI Apple

Source: ByteDance's revenue from international operations, which are primarily TikTok, rose 63% to $39B in 2024; overall revenue grew 29% to $155B (www.theinformation.com)
2025-4-11

Amazon expands Haul, its Temu competitor, to offer name-brand items from Amazon's US inventory, as the US plans to end de minimis tariff exemptions on May 2 (www.theinformation.com)
2025-4-9 Amazon

Source: Instagram is working on an iPad app, and Adam Mosseri told staff to be willing to assume more “risk” to take advantage of a potential TikTok ban (www.theinformation.com)
2025-4-9 Instagram Ban iPad

Sources: OpenAI recently discussed acquiring io Products, a startup Sam Altman has been working on with Jony Ive to develop an AI-powered device, for $500M+ (www.theinformation.com)
2025-4-7 Startup AI

Sources: enterprise AI search startup Glean is in talks to raise hundreds of millions, including money to buy employee shares, at an estimated ~$7B valuation (www.theinformation.com)
2025-4-5 Startup AI

Sources: Meta aims to release Llama 4 later this month after pushing back its release date at least twice due to underperformance in reasoning and math tasks (www.theinformation.com)
2025-4-5 Mathematics

Sources: Intel and TSMC have reached a preliminary agreement for a joint venture to operate Intel's chipmaking facilities, with TSMC taking a 20% stake (www.theinformation.com)
2025-4-4 Intel

Sources: Google is in advanced talks to rent Nvidia Blackwell AI chips from CoreWeave, highlighting how major Nvidia customers are struggling to get chips (www.theinformation.com)
2025-4-3 Google AI Nvidia

Source: Trump plans to announce a company called TikTok America, with a 50% stake for US investors and 19.9% for ByteDance, which would license the algorithm (www.theinformation.com)
2025-4-3 Trump U.S. Algorithm

Sources: ByteDance, Alibaba, Tencent, and other Chinese companies placed $16B+ in orders for Nvidia's H20 chips in Q1 2025, ahead of a potential US sales ban (www.theinformation.com)
2025-4-3 China Alibaba Tencent Ban Nvidia

Source: Agility Robotics, a maker of humanoid robots led by Peggy Johnson, is raising $400M at a $1.75B pre-money valuation; ~100 of its robots are in the field (www.theinformation.com)
2025-4-2 Robot

OpenAI says ChatGPT has hit 20M paid subscribers, up from 15.5M at the end of 2024, suggesting the company is making at least $415M in monthly revenue (www.theinformation.com)
2025-4-2

Sources: the Chinese startup behind Manus is in talks with US VC firms and others to raise funding at a $500M+ valuation, up ~5x from its previous valuation (www.theinformation.com)
2025-3-28 China Startup

Source: Nvidia is in advanced talks to acquire Lepton AI, which rents Nvidia GPU servers, for several hundred million dollars; Lepton raised $11M in 2023 (www.theinformation.com)
2025-3-27 AI Nvidia

Leaked financial figures: Stripe doubled its free cash flow in 2024 to about $2.2B and grew revenues by about 28% to $5.1B; Chime grew revenues by 31% to $1.7B (www.theinformation.com)
2025-3-27

Sources: OpenAI has spoken with Reliance about a potential product and sales partnership in India; Meta also plans to work with Reliance on new AI businesses (www.theinformation.com)
2025-3-23 India AI

Source: US Senators Dick Durbin and Lindsey Graham plan to introduce a bipartisan bill with wide support that would make Section 230 expire on January 1, 2027 (www.theinformation.com)
2025-3-22

Sources: Apple TV+ is losing $1B+ annually even as its subscriptions grew to ~45M in 2024; one source says Apple has spent $5B+ on content since its 2019 launch (www.theinformation.com)
2025-3-21 Apple

Source: Liam Fedus, VP of research in charge of post-training at OpenAI, is leaving the company to found a startup focused on using AI to discover new materials (www.theinformation.com)
2025-3-18 Startup AI

Sources: Google plans to partner with Taiwanese chipmaker MediaTek on its next-gen TPUs, set for 2026, but will still work with Broadcom (www.theinformation.com)
2025-3-18 Taiwan Google

Crusoe, a startup helping build the first data center for Stargate, says it secured a deal with a gas turbine owner to generate 4.5 gigawatts of energy by 2027 (www.theinformation.com)
2025-3-17 Energy Startup

Sources: DeepSeek and its hedge fund parent, High-Flyer Capital, forbid some R&D staff from traveling abroad freely, asking them to hand in their passports (www.theinformation.com)
2025-3-15

Sources: Oracle is a leading contender to help run TikTok US; ByteDance management prefers Oracle but wants to retain a hands-on role with TikTok's operations (www.theinformation.com)
2025-3-14 Oracle

Sources: self-driving simulation software provider Applied Intuition is in talks to raise hundreds of millions at a $15B valuation; it reached $400M ARR in 2024 (www.theinformation.com)
2025-3-12

Source: Anthropic's annualized revenue grew from $1B at the end of 2024 to $1.4B in early March; Manus uses tools including Claude 3.7 Sonnet to power its agent (www.theinformation.com)
2025-3-12

Source: Microsoft is testing out ways to replace OpenAI's models in Copilot with models from other AI labs including xAI, Meta, and DeepSeek (www.theinformation.com)
2025-3-8 Microsoft AI

Source: Microsoft completed the training of a family of models, codenamed MAI, and is experimenting swapping out the MAI models for OpenAI's models in Copilot (www.theinformation.com)
2025-3-8 Microsoft

Sources: Larry Page has formed a new company, Dynatomics, to use LLMs to create highly optimized designs for various objects and then have a factory build them (www.theinformation.com)
2025-3-7

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