Articles from www.theinformation.com

Articles from www.theinformation.com

Sources describe disputes at Google between Google Labs and Workspace before NotebookLM's launch and between Google Cloud and DeepMind over the pace of launches (www.theinformation.com)
2025-2-19 Google

Analysis: Spotify, which reported its first annual profit in 2024, had just €1.8B in ad revenue, 26% above 2022, while subscription revenue grew 35% to €13.8B (www.theinformation.com)
2025-2-18 Spotify

Sources: Anthropic expects to burn $3B in 2025, down from $5.6B in 2024, and make up to $3.7B in revenue in 2025, as it seeks to catch up with OpenAI (www.theinformation.com)
2025-2-15

Source: Anthropic has developed a hybrid AI model that combines traditional LLM capabilities with reasoning features and plans to release it in the coming weeks (www.theinformation.com)
2025-2-14 AI

Sources: Apple continues to work with Baidu to develop AI search and Siri features for iPhone users in China even after onboarding new partner Alibaba (www.theinformation.com)
2025-2-14 China iPhone Alibaba AI Apple

Source: Apple and Alibaba submitted their co-developed AI features for approval by China's cyberspace regulator; Apple considered but rejected Deepseek's models (www.theinformation.com)
2025-2-12 China Alibaba AI Apple

A memo at Meta states privacy teams will have less authority to delay products and previous privacy decisions will be reviewed, as some are overly “risk-averse” (www.theinformation.com)
2025-2-11

John Schulman, who previously co-founded OpenAI and was one of the leading architects of ChatGPT, leaves Anthropic, after joining the company in August 2024 (www.theinformation.com)
2025-2-6

Sources: Meta is merging the teams behind Facebook and Messenger into one unit and shuffling its generative AI group, as it prepares for layoffs next week (www.theinformation.com)
2025-2-5 Facebook AI Layoffs

OpenAI told some shareholders ChatGPT had 15.5M paid subscribers in 2024, up from 5.8M in 2023, and usage of OpenAI's API increased seven times (www.theinformation.com)
2025-2-1

OpenAI told some shareholders revenue from its $200/month ChatGPT Pro plan surpassed that of ChatGPT Enterprise, which was generating $25M/month as of September (www.theinformation.com)
2025-1-29

Sources: Meta set up four war rooms to analyze DeepSeek's tech, two focusing on how High-Flyer reduced training costs, one on what data High-Flyer may have used (www.theinformation.com)
2025-1-27

Sources: Sam Altman told some colleagues that OpenAI and SoftBank will each commit $19B to fund The Stargate Project (www.theinformation.com)
2025-1-23

Sources: OpenAI is working on an advanced AI coding assistant that can replicate a Level 6 engineer and relies in part on the company's o1 reasoning model (www.theinformation.com)
2025-1-23 AI

Source: OpenAI plans to release a new ChatGPT feature called Operator this week to automate complex tasks typically done via a web browser (www.theinformation.com)
2025-1-23 Browser

Source: Meta is offering creators with large TikTok followings bonuses ranging from $10K to $50K/month to post videos on Instagram Reels before other platforms (www.theinformation.com)
2025-1-21 Instagram

Source: Meta will break up its civil rights team, which helped develop a system to address racial and other disparities in how Meta distributed ads on its apps (www.theinformation.com)
2025-1-18

Source: Meta CTO Andrew Bosworth told staff that some of Meta's changes were “pretty ham-fisted, borderline unintentional” and Meta is planning some corrections (www.theinformation.com)
2025-1-17

Sources: RedNote staff is scrambling to hide US users' posts from Chinese users after China raised concerns about politically sensitive English-language posts (www.theinformation.com)
2025-1-17 China

Sources: TikTok plans to block access to its app for US users on Jan. 19 unless SCOTUS stops the ban; one source says a pop-up message will give users more info (www.theinformation.com)
2025-1-15 Ban

Memo: Microsoft reorgs its cloud and AI teams to form a new “Core AI” unit led by Jay Parikh, the ex-Lacework CEO and Meta engineering exec that joined in 2024 (www.theinformation.com)
2025-1-14 Microsoft AI

Sources: Microsoft, Meta, AWS, and Google recently cut some orders of Nvidia's Blackwell GB200 racks, as overheating and connection glitches lead to delays (www.theinformation.com)
2025-1-14 Google Microsoft Nvidia

Amazon has quietly changed or removed pages on its corporate website that declared its commitment to DEI and other issues (www.theinformation.com)
2025-1-11 Amazon

Source: OpenAI may launch agents this month and has been cautious, as rivals like Anthropic moved ahead, partly due to concerns of prompt injection attacks (www.theinformation.com)
2025-1-8

Email: NYC-based Level, which raised a $27M Series A in 2021 to help companies offer staff benefits, shuts down after an effort to sell the company fell through (www.theinformation.com)
2025-1-3

Sources: Morgan Stanley's E-Trade explores adding crypto trading, if approved by Federal Reserve, anticipating a favorable regulatory environment under Trump (www.theinformation.com)
2025-1-3 Trump Morgan Stanley

Source: ByteDance keeps using a loophole for US chip sanctions and told suppliers it planned to spend up to $7B to access Nvidia chips outside China in 2025 (www.theinformation.com)
2024-12-31 China Nvidia

Bookkeeping startup Bench, which raised $100M+ including from Shopify, closes down effective immediately; several employees say Bench also laid off staff (www.theinformation.com)
2024-12-28 Startup Shopify

An undisclosed 2023 agreement between Microsoft and OpenAI defines achieving AGI as the point when OpenAI develops AI systems that generate $100B+ in profits (www.theinformation.com)
2024-12-27 Microsoft AI

Source: Microsoft and OpenAI wrangle over Microsoft's stake in the for-profit, use of OpenAI's IP, continued collection of 20% of OpenAI's revenue, and more (www.theinformation.com)
2024-12-27 Microsoft

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