Meta headquarters in Menlo Park, Calif. Photo by Getty.

Pressure Grows on OpenAI to Respond to Meta’s Challenge

Photo: Meta headquarters in Menlo Park, Calif. Photo by Getty.

Welcome to AI Agenda, The Information’s new newsletter that takes you inside the fast-paced world of artificial intelligence.

Rapid advancements in the field have prompted companies and governments to grapple with how emerging technology such as ChatGPT and AI-generated video will shape our lives. Through it all, The Information has brought you the early news on companies, investors and techniques driving the progress.

This newsletter aims to cut through the noise on a daily basis. We’ll explain how AI is transforming industries, from healthcare to law to education, and sending regulators and content publishers into a tizzy. We’ll get inside key companies, and we’ll do it with science at the heart of our analysis, speaking with top researchers, founders and executives about developments behind the headlines—and what’s coming next. We’ll also bring you scoops on deals and people, including funding of key AI startups (scroll down to see a fresh example).

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OpenAI's Greg Brockman (left) and Google's Demis Hassabis (right). Photos by Getty.
AI Agenda google ai
OpenAI Hustles to Beat Google to Launch ‘Multimodal’ LLM
As fall approaches, Google and OpenAI are locked in a good ol’ fashioned software race, aiming to launch the next generation of large-language models: multimodal.
From left, a Google TPU, Broadcom CEO Hock Tan and Google Cloud chief Thomas Kurian. Photos via Getty, Google and YouTube.
Exclusive google semiconductors
To Reduce AI Costs, Google Wants to Ditch Broadcom as Its TPU Server Chip Supplier
Google executives have extensively discussed dropping Broadcom as a supplier of artificial intelligence chips as early as 2027, according to a person with direct knowledge of the effort.
Org Charts enterprise Finance
The People in Power at Tech Private Equity Juggernaut Thoma Bravo
Orlando Bravo may be the face of Thoma Bravo, but he’s not the only one calling the shots. The hard-charging, helicopter-riding managing partner has become the most recognizable person at the software-focused private equity firm.
Art by Clark Miller.
space Twitter
The Trouble With Walter: In His Elon Musk Tome, the Writer Shows Us the Perils of Access Journalism
Walter Isaacson is the exotic bird of American letters, a charming and convivial bon vivant and raconteur, the life of many a dinner party, a studious biographer and a generous mentor.
Gigafund co-founders Luke Nosek and Stephen Oskoui. Art by Clark Miller; Oskoui photo courtesy Gigafund.
The Big Read space entertainment
The Elon Musk Investors With Dreams of a New Social Order
In February 2021, a Mormon film producer named Jeffrey Harmon returned home to Provo, Utah, raving about an exclusive gathering he’d just attended in Austin, Tex.
Flexport founder Ryan Petersen. Photos via Getty and Flexport.
e-commerce
Can Ryan Petersen Fix Flexport?
Ryan Petersen was getting antsy. This March, Petersen had handed over the CEO job at Flexport—the logistics company he’d founded a decade earlier, which had ballooned to an $8 billion valuation in 2022—to veteran Amazon executive Dave Clark.