Articles from www.theinformation.com

Articles from www.theinformation.com

Sources: Butterfly Effect, the Chinese startup behind Manus, has discussed setting up a new HQ outside China, and separating its domestic and global businesses (www.theinformation.com)
2025-4-26 China Startup

Docs: Scale AI had revenue of $870M in 2024, missing its $1B target, and plans a $150M share sale that values the startup at around $25B, up 80% from a year ago (www.theinformation.com)
2025-4-26 Startup AI

Sources: earlier in 2025, Chinese authorities refused to let an Apple equipment supplier export machinery to India needed for the iPhone 17's trial production (www.theinformation.com)
2025-4-25 China India iPhone Apple

Documents: OpenAI told investors it expects revenues of $125B in 2029 and $174B in 2030, with sales from agents and other products exceeding those from ChatGPT (www.theinformation.com)
2025-4-24

Court data: Google estimates its Gemini AI chatbot had 35M DAUs and 350M MAUs worldwide as of last month while ChatGPT had 160M DAUs and 600M MAUs (www.theinformation.com)
2025-4-24 Google AI chatbot

The US DOJ says Google backed off more restrictive Gemini distribution deals, partly due to its case; Google says rivals talked to Samsung about chatbot deals (www.theinformation.com)
2025-4-23 Google Samsung chatbot

Judge overseeing hearing on fixing Google's monopoly questioned if DOJ's proposal to force a sale of Chrome met the “causation” standard for a structural remedy (www.theinformation.com)
2025-4-22 Google Chrome

Sales data: AI evaluation startups have modest revenue; Weights & Biases hit $50M ARR by Dec. 2024, but only 2% of that was from its AI evaluation product Weave (www.theinformation.com)
2025-4-20 Startup AI

A look at Google's efforts to improve Search with AI; sources: its leaders have struggled to articulate a vision for how they want Search features to evolve (www.theinformation.com)
2025-4-19 Google AI

Sources: Meta asked Microsoft, Amazon, and others over the past year to fund Llama training costs in exchange for incentives, as part of a “Llama Consortium” (www.theinformation.com)
2025-4-18 Amazon Microsoft

Goodfire, which works on decoding the inner workings of AI models, raised $50M led by Menlo; source: Anthropic invested $1M, its first startup investment (www.theinformation.com)
2025-4-18 Startup AI

PitchBook: US startups raised $91.5B in Q1 2025, up 116% YoY, while the number of deals fell 25% YoY to 3,003, as more money went into fewer very large rounds (www.theinformation.com)
2025-4-16 Startup

Sources: OpenAI's upcoming o3 and o4-mini reasoning models may excel at suggesting new types of science experiments, from nuclear fusion to pathogen detection (www.theinformation.com)
2025-4-15

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

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