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Articles from www.theinformation.com
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www.theinformation.com
Sources: HongShan, formerly Sequoia China, has invested only a quarter of the ~$9B it raised in 2022 and has been increasingly looking beyond China for deals
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www.theinformation.com
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1 day ago
China
Sources: Apple executives have discussed acquiring Mistral AI and Perplexity, with Eddy Cue as the most vocal champion within the company for such AI deals
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www.theinformation.com
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1 day ago
AI
Apple
Source: Snap is considering raising outside money to fund Spectacles development or spinning off Spectacles, to compete with deeper-pocketed rivals like Meta
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www.theinformation.com
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5 days ago
Sources: OpenAI has been partially using Google search results scraped by a startup called SerpApi for ChatGPT responses on current events like news and sports
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www.theinformation.com
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5 days ago
Google
Startup
Sources: Nvidia told suppliers like Amkor and Samsung to halt H20 chip production after China urged local tech firms to avoid H20 over alleged security concerns
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www.theinformation.com
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6 days ago
China
Samsung
Nvidia
Source: Meta has signed a deal with Google, worth more than $10B over six years, to use Google Cloud's servers, storage, networking, and other services
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www.theinformation.com
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6 days ago
Google
Sources: Crusoe is discussing raising $1B+ at a $10B valuation; the company, which is helping build OpenAI's first Stargate facility, had $250M revenue in 2024
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www.theinformation.com
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6 days ago
Sources: Character.AI has recently discussed a sale with potential buyers and also talked with investors about raising a few hundred million at a $1B+ valuation
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www.theinformation.com
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7 days ago
AI
Source: Pylon, which uses AI to automate B2B customer service, raised $31M led by a16z and Bain Capital at a valuation in the hundreds of millions of dollars
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www.theinformation.com
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8 days ago
AI
NYC-based Protege, which prepares and sells real-world datasets like lab results and sports footage for AI training, raised a $25M Series A led by Footwork
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www.theinformation.com
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10 days ago
AI
Sources: Meta plans its fourth AI restructuring in six months, dividing Superintelligence Labs into TBD Lab, a product team, an infrastructure team, and FAIR
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www.theinformation.com
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12 days ago
AI
Source: cloud startup Vercel has been approached by investors offering to invest hundreds of millions at an $8B-$9B valuation; it was valued at $3B last year
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www.theinformation.com
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13 days ago
Startup
Sources: chip startup Rivos, which plans to release a GPU for inference as early as 2026, is seeking to raise between $400M and $500M at a $2B+ valuation
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www.theinformation.com
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13 days ago
Startup
Sources: Perplexity talked with The Browser Co. and Brave about buying them, offering ~$1B for Brave; OpenAI also discussed an acquisition with The Browser Co.
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www.theinformation.com
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14 days ago
Browser
Source: Meta has acquired WaveForms AI, which is working on AI that understands and mimics emotion in audio and debuted in December with a $40M seed led by a16z
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www.theinformation.com
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20 days ago
AI
Source: OpenAI awards bonuses to ~1,000 research and engineering employees, or ~30% of its staff, ranging from several hundred thousand to millions of dollars
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www.theinformation.com
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20 days ago
A look at newsletter platform Beehiiv, which has a $30M ARR and fees starting at $43/month for 1,000 subscribers, unlike Substack, which takes a 10% revenue cut
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www.theinformation.com
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21 days ago
Internal email: Cognition offers buyouts to its ~200 newly acquired Windsurf staff, with Cognition CEO Scott Wu writing “we don't believe in work-life balance”
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www.theinformation.com
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21 days ago
Source: Reflection AI, founded by ex-Google researchers and which makes the AI agent Asimov, has raised most of the $1B+ it is seeking to build open-source LLMs
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www.theinformation.com
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21 days ago
Google
AI
Sources: AI video startup Runway is in talks to raise ~$500M at a $5B+ pre-money valuation; rival Luma AI aims to raise $1.1B+ at a $3.2B+ pre-money valuation
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www.theinformation.com
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21 days ago
Startup
AI
Source: GPT-5 improvements won't be comparable to the leaps in performance of earlier models, such as between GPT-3 in 2020 and GPT-4 in 2023
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www.theinformation.com
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26 days ago
Source: Anthropic is nearing $5B in annualized revenue, up from $4B reported on July 1, as it nears a deal to raise $5B led by Iconiq at a $170B valuation
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www.theinformation.com
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27 days ago
Source: OpenAI's monthly revenue grew ~2x in the first seven months of 2025, hitting $12B in annualized revenue; the company's 2025 revenue projection is $12.7B
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www.theinformation.com
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28 days ago
Sources: Cohere has told investors it expects to generate $200M+ in annualized revenue by the end of 2025, up from $70M in annualized revenue as of February
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www.theinformation.com
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29 days ago
Docs: Groq revised its 2025 revenue projections to $500M+ within the past month, citing delays in data center capacity, after projecting $2B+ earlier this year
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www.theinformation.com
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29 days ago
Daniel Ek says Spotify's ad business has “been moving too slowly”; Spotify ad chief Lee Brown left on July 28 to join DoorDash as its chief revenue officer
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www.theinformation.com
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29 days ago
Spotify
Runway and Luma AI say they are talking to robotics and self-driving car companies about their video models and expect these revenue sources to eclipse studios
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www.theinformation.com
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29 days ago
AI
Robot
Autonomous Car
Sources: Ramp is in talks to raise $350M led by Iconiq at a ~$21B valuation, after raising $200M at a $16B valuation in June
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www.theinformation.com
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2025-7-26
Sources: GPT-5 shows improved performance in coding, particularly in practical software engineering tasks, outperforming prior OpenAI models and Claude Sonnet 4
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www.theinformation.com
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2025-7-26
Sources: the number of Optimus humanoid robots Tesla has made this year is in the hundreds, well behind the pace needed to meet Musk's goal of producing 5K+
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www.theinformation.com
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2025-7-25
Tesla
Robot
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