Articles from www.theinformation.com

Articles from www.theinformation.com

Sources: OpenAI and Windsurf talks ended after Windsurf raised concerns over how its tech would fit into OpenAI's agreement to share tech with Microsoft (www.theinformation.com)
1 day ago Microsoft

Source: Butterfly Effect, the startup behind Manus, has shut down its entire China-based team to minimize geopolitical risks associated with its ties to China (www.theinformation.com)
1 day ago China Startup

Sources: Groq has talked with investors about raising $300M to $500M at a $6B post-investment valuation, which would double its $2.8B valuation from August 2024 (www.theinformation.com)
3 days ago

In an internal Meta essay, an outgoing AI researcher says a “culture of fear”, with performance reviews and layoffs, is spreading like “a metastatic cancer” (www.theinformation.com)
3 days ago AI Layoffs

OpenAI told investors stock compensation jumped over 5x last year to $4.4B, or 119% of total revenue for that period but expects it to drop to under 10% by 2030 (www.theinformation.com)
5 days ago

Sources: TikTok plans to launch a new version of its app in the US on September 5, ahead of the Sept. 17 deadline for the US to enforce the divest-or-ban law (www.theinformation.com)
6 days ago Ban

Sources: Google told publishers it is hiring new staff to market its ad tech to big advertisers and ad agencies, signaling a renewed focus on publisher ad tech (www.theinformation.com)
7 days ago Google

Sources: In 2024, Apple explored a cloud service renting its own chips to developers; it spends ~$7B per year on renting Nvidia chips from AWS and Google (www.theinformation.com)
9 days ago Google Apple Nvidia

Sources: Anthropic's revenue hit a pace of $4B/year, up almost 4x from the beginning of 2025; Cursor maker Anysphere has poached two of Claude Code's leaders (www.theinformation.com)
11 days ago

Morgan Stanley says xAI raised $5B of equity in addition to $5B in debt; the company raised $6B in December from a16z and others (www.theinformation.com)
11 days ago Morgan Stanley Equity

OpenAI is expanding its consulting-like service to refine its models and build bespoke apps for large enterprise and government clients spending at least $10M (www.theinformation.com)
13 days ago

Source: Meta hired four more OpenAI researchers, including key contributors to o1-mini and o3-mini, as Zuckerberg continues an unprecedented recruiting effort (www.theinformation.com)
14 days ago Zuckerberg

Source: OpenAI recently began renting Google's TPUs to power ChatGPT, marking its first significant use of non-Nvidia chips; Meta also considered using TPUs (www.theinformation.com)
15 days ago Google Nvidia

Sources: mass production of Microsoft's next AI chip is delayed to 2026 and is expected to underperform Nvidia's Blackwell chip, released in late 2024 (www.theinformation.com)
15 days ago Microsoft AI Nvidia

Sources: Instagram and TikTok are working on versions of their apps customized to run on TV screens, following YouTube's success in attracting a TV audience (www.theinformation.com)
16 days ago YouTube Instagram

Sources: DeepSeek's highly anticipated R2 model faces delays due to a shortage of Nvidia server chips in China, exacerbated by the US ban of Nvidia's H20 chips (www.theinformation.com)
16 days ago China Ban Nvidia

Sources: in 2024, OpenAI considered document collaboration features but lacked the staff to create them, but has since made some unreleased collaboration tools (www.theinformation.com)
18 days ago

Sources: Mira Murati has told investors Thinking Machines Lab plans to develop customized AI models based on business KPIs, and also plans a consumer product (www.theinformation.com)
19 days ago AI

Sources: Google reduces its Google TV and Android TV budget by 10% and cuts Android TV and Google TV's ~300 employees by up to 25%, as it focuses on YouTube (www.theinformation.com)
19 days ago Android Google YouTube Budget

A look at Scale AI rival Surge AI, which raised no outside capital and told staff that it had $1B+ in 2024, vs. Scale's $870M, and has always been profitable (www.theinformation.com)
23 days ago AI

Source: Meta is in advanced talks to hire Nat Friedman and Daniel Gross to work on its AI efforts (www.theinformation.com)
24 days ago AI

Sources: OpenAI wants Microsoft to take a ~33% stake in exchange for giving up future profit rights, and seeks to revise its exclusive cloud deal with Microsoft (www.theinformation.com)
26 days ago Microsoft

Sources: Meta's talks with Scale AI started in mid-April, with Zuckerberg floating a $5B investment in early May, which Alexandr Wang later countered with $20B (www.theinformation.com)
26 days ago AI Zuckerberg

Current and former employees of OpenAI have sold nearly $3B worth of shares in tender offers since 2021, with $1.5B+ going to SoftBank alone (www.theinformation.com)
30 days ago

Sources: Meta's Scale AI deal was motivated by Mark Zuckerberg's desire to find new leadership for Meta's AI efforts, relationship with Alexandr Wang, and more (www.theinformation.com)
2025-6-12 AI Zuckerberg

Sources: OpenAI talked with Saudi Arabia's PIF, India's Reliance, and the UAE's MGX about investing in the next installment of its $40B round led by SoftBank (www.theinformation.com)
2025-6-12 India Arabia Saudi Arabia

Salesforce is restricting third-party companies from long-term indexing and storing of Slack messages, which would hamper rival enterprise AI firms like Glean (www.theinformation.com)
2025-6-11 AI Salesforce Slack

Memo: Google offers voluntary buyouts to US staff in the knowledge and information organization, which includes core search and much of the ads organization (www.theinformation.com)
2025-6-11 Google

Sources: Meta agrees to take a 49% stake in Scale AI for $14.8B, in a deal that gives cash to Scale's shareholders and makes Alexandr Wang a top Meta executive (www.theinformation.com)
2025-6-11 AI

Source: Amazon is developing software for humanoid robots to deliver packages and is near completion of an indoor “humanoid park” in San Francisco to test them (www.theinformation.com)
2025-6-5 Amazon Robot San Francisco

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