AI Enigma: Search Traffic Drops to Sites, but Revenue Doesn’t—YetSave 25% and learn more

The Information
Sign inSubscribe

    Data Tools

    • About Pro
    • The Next GPs 2025
    • The Rising Stars of AI Research
    • Leaders of the AI Shopping Revolution
    • Enterprise Software Startup Takeover List
    • Org Charts
    • Sports Tech Owners Database
    • The Information 50 2024
    • Generative AI Takeover List
    • Generative AI Database
    • AI Chip Database
    • AI Data Center Database
    • Cloud Database
    • Creator Economy Database
    • Creator Startup Takeover List
    • Tech IPO Tracker
    • Tech Sentiment Tracker
    • Sports Rights Database
    • Tesla Diaspora Database
    • Gigafactory Database
    • Pro Newsletter

    Special Projects

    • The Information 50 Database
    • VC Diversity Index
    • Enterprise Tech Powerlist
    • Kids and Technology Survey
  • Org Charts
  • Tech
  • Finance
  • Weekend
  • Events
  • TITV
    • Directory

      Search, find and engage with others who are serious about tech and business.

    • Forum

      Follow and be a part of discussions about tech, finance and media.

    • Brand Partnerships

      Premium advertising opportunities for brands

    • Group Subscriptions

      Team access to our exclusive tech news

    • Newsletters

      Journalists who break and shape the news, in your inbox

    • Video

      Catch up on conversations with global leaders in tech, media and finance

    • Partner Content

      Explore our recent partner collaborations

      XFacebookLinkedInThreadsInstagram
    • Help & Support
    • RSS Feed
    • Careers
  • About Pro
  • The Next GPs 2025
  • The Rising Stars of AI Research
  • Leaders of the AI Shopping Revolution
  • Enterprise Software Startup Takeover List
  • Org Charts
  • Sports Tech Owners Database
  • The Information 50 2024
  • Generative AI Takeover List
  • Generative AI Database
  • AI Chip Database
  • AI Data Center Database
  • Cloud Database
  • Creator Economy Database
  • Creator Startup Takeover List
  • Tech IPO Tracker
  • Tech Sentiment Tracker
  • Sports Rights Database
  • Tesla Diaspora Database
  • Gigafactory Database
  • Pro Newsletter

SPECIAL PROJECTS

  • The Information 50 Database
  • VC Diversity Index
  • Enterprise Tech Powerlist
  • Kids and Technology Survey
Deep Research
TITV
Tech
Finance
Weekend
Events
Newsletters
  • Directory

    Search, find and engage with others who are serious about tech and business.

  • Forum

    Follow and be a part of discussions about tech, finance and media.

  • Brand Partnerships

    Premium advertising opportunities for brands

  • Group Subscriptions

    Team access to our exclusive tech news

  • Newsletters

    Journalists who break and shape the news, in your inbox

  • Video

    Catch up on conversations with global leaders in tech, media and finance

  • Partner Content

    Explore our recent partner collaborations

Subscribe
  • Sign in
  • Search
  • Opinion
  • Venture Capital
  • Artificial Intelligence
  • Startups
  • Market Research
    XFacebookLinkedInThreadsInstagram
  • Help & Support
  • RSS Feed
  • Careers

Going public?Ready to IPO?

Learn more
Featured Partner
Latest
Most popular
Adobe Discussed $3 Billion Acquisition of AI Video Startup SynthesiaExclusive

Adobe Discussed $3 Billion Acquisition of AI Video Startup Synthesia

Adobe in recent months held talks with Synthesia, a London-based maker of artificial intelligence software that generates video avatars of people, to buy the startup for about $3 billion, a premium from the startup’s $2.1 billion valuation in a January financing, according to a person with knowledge of the discussions. Synthesia and Adobe walked away without reaching a deal after disagreeing about the price, this person and two others said. The talks followed Adobe’s...

By
Katie Roof
Deep Research

Why OpenAI Just Declared War on Google’s $100 Billion Search Moat

By
The Information Staff
Opinion

Can AI Deliver What Shoppers Want?

By
Li Haslett Chen
The Briefing

Musk Dials Back Near Term Robotaxi and Optimus Targets

By
Theo Wayt
AI Agenda

OpenAI’s New Browser War; Google’s College Developer Play

By
Erin Woo
and
Stephanie Palazzolo

Trump Administration in Talks to Take Stakes in Quantum Computing Firms

The government, which agreed to take a 10% stake in Intel in August, is looking to deepen its involvement in key areas of technology.

Andreessen Horowitz Said to Seek $10 Billion in New Funds

It would spread the new money in follow-on, AI and manufacturing investments.
Exclusive

TikTok Shop’s New Ad Policy Risks Alienating Merchants

By
Ann Gehan

We didn’t build a better AI.We just built one with over a decade of The Information behind it.Deep Research is here.Try it now with Pro.

Trump Crypto Partner Abruptly Suspends CEO

Alt5 Sigma, a Nasdaq-listed company amassing a digital store of a cryptocurrency backed by the Trump family, said on Wednesday it suspended its CEO with immediate effect. 

Khosla Says Robotics Valuations Are “Getting Bonkers”

Khosla also played down concerns about the circular financing deals that have become more common in AI, saying the key question is which company is taking on the risk.
The Briefing

Netflix’s Success Spotlights Warner’s Failure

By
Martin Peers

Tesla Profit Fell 37% in Third Quarter Despite End of Tax Credit Boosting Sales

Tesla also gave an update on its Optimus robot, which is falling behind on ambitious production goals set by Musk.

UK Competition Authority Designates Google, Apple With “Strategic Market Status”

The CMA said in a statement that both platforms have “substantial, entrenched market power" over the mobile phone market.

Featured Newsletters

View all
Five times/week

The Briefing

Get smarter about the most important stories in tech, media and finance by following Silicon Valley’s most-read executive newsletter.

Four times/week (subscribers only)

AI Agenda

Stay ahead of the innovation and disruption happening in AI. Stephanie Palazzolo covers the tech, startups, companies and people making headlines.

Two times/week

Dealmaker

Reporters Cory Weinberg and Natasha Mascarenhas tell you what’s coming next, who’s winning—and who’s losing—in the high-stakes world of startup investing.

View all
Dealmaker

AI Is Speeding Up M&A Deals, Says Latham

By
Valida Pau

Meta Cuts About 600 from AI Organization

The layoffs come after the unit, which had about 3,400 employees as of this summer, restructured itself in August.

Microsoft Raises Nadella’s Pay to $96.5 Million

Nadella “positioned Microsoft as a clear artificial intelligence leader for this generational technology shift,” the board wrote.
Applied AI

A Reality Check on Agents

By
Aaron Holmes

Sequoia COO Said to Step Down Over Partner Maguire’s Posts

The resignation of the executive followed Shaun Maguire's remarks about New York mayoral candidate Zohran Mamdani.

What happens when Silicon Valley logs off—the trends, people and companies shaping tech culture.

View all
The Top 5

The Best New Places for a Tech Holiday Party

By
Jemima McEvoy
The Arena

Moneyball for Minors: Inside the Booming Business of Youth Sports Apps

By
Sara Germano
3
View all

Anthropic and Google in Talks to Strike Multi-Billion Dollar Cloud Deal

The cloud deal would be be valued in the high tens of billions
AI Agenda

Is Andrej Karpathy Right About Overhyped AI?

By
Stephanie Palazzolo

OpenAI Launches ChatGPT Atlas, an AI-Powered Web Browser

Atlas allows users to use ChatGPT while browsing the web and take actions on users’ behalf

Netflix Posts 17% Revenue Growth, in Line With Projections

The company this year has cut back on its disclosure, making it difficult to assess how much of its growth is coming from new subscribers and how much from pricing or advertising.
Exclusive

AI Enigma: Search Traffic Drops to Sites, but Revenue Doesn’t—Yet

By
Catherine Perloff

Trending on forum

View all

Energy abundance is on its way in China and everywhere but the US

Tim O'ReillyFounder & CEOO'Reilly Media

Apple's GPT-5 Integration: A Strategic Suicide Mission

Zack daiMindfulAI Thinktank

Will Agents eat B2B software

Steven Forth

Search our community Directory to engage with others who are serious about tech and business.

Warner Bros. Discovery to Evaluate Strategic Options

The announcement comes a few weeks after news reports said David Ellison's Paramount Skydance had approached WBD about a possible acquisition.
Exclusive

OpenAI’s Japanese Rival Sakana in Talks to Raise Capital at $2.5 Billion Valuation

By
Stephanie Palazzolo
,
Juro Osawa
and
Katie Roof
The Briefing

What Investors Are Missing in Apple’s iPhone 17 Sales Surge

By
Martin Peers
AI Infrastructure

The Data Center Boom Enters a Speculative Era

By
Anissa Gardizy
AI Agenda

OpenAI Executive Explains the Insatiable Appetite For AI Chips

By
Sri Muppidi
Read more

Subscribe to The Briefing by Martin Peers, Jessica Lessin and the team at The Information

Get smarter about the most important stories in tech, media and finance by following Silicon Valley’s most-read executive newsletter.

Read The Briefing

Upcoming Events

The Information’s 2025 WTF Summit

\Yountville, CA 94599

View more

Latest in Pro

Deep Research

Why OpenAI Just Declared War on Google’s $100 Billion Search Moat

Deep Research

Why Cloud Profits Are Collapsing in the Chip Arms Race

Community Commentary

Justin BakerFreelance DeveloperSitesByJustin.com
on… Internal Oracle Data Show Financial Challenge of Renting Out Nvidia Chips
Looks like the market initially cut oracle’s valuation by $58 billion as a result of this article. I have never moved public markets by $58 billion so that is impressive to me. Shows you how seriously markets take this publication.
Benjamin CohenManaging Member
on… Internal Oracle Data Show Financial Challenge of Renting Out Nvidia Chips
Bombshell? Moving markets. Thought this was known!
Mihai SutaCofounder And Managing PartnerABQ.Institute
on… Business Adoption of AI Will Take Years, Say Venture Capitalists and Executives
It starts with education and pen‑and‑paper basics: understand your company’s processes, data structures, and workflows; identify the key use cases; study the model landscape and market trends; and then adapt and train the teams. AI adoption means large‑scale augmentation, so not only are more resources required, but especially people.
  • About
  • Pro
  • Deep Research
  • Careers
  • TITV
  • Events
  • Brand Partnerships
  • Group Subscriptions
Subscribe to The Information
XFacebookLinkedInThreadsInstagram
TermsPrivacyHelp & Support
© 2013– The Information. All Rights Reserved.
Cookies Settings