Asana

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Netflix co-CEO Greg Peters. Photo by Getty
The Briefing

Netflix on Deck This Week; Pressure on Software Stocks Intensifies

By Martin Peers · Apr 12, 2026 3:00pm PDT
We interrupt our regular AI programming to talk about something more entertaining: Netflix! The video-streaming giant kicks off tech earnings season on Thursday with its first-quarter earnings. It’s the first quarterly report since Netflix walked away from its $82.7 billion deal to buy Warner Bros. Discovery’s streaming and studio operations, so... We interrupt our regular AI programming to talk about something more entertaining: Netflix! The...
Fidji Simo, CEO of Applications at OpenAI. David Paul Morris/Bloomberg via Getty Images Message Shane Burke
The Briefing

OpenAI, Musk and Focus

By Martin Peers · Mar 17, 2026 5:00pm PDT
OpenAI has decided the “everything everywhere all at once” strategy isn’t ideal, after all. As we and others reported on Monday night, senior OpenAI executive Fidji Simo told staffers last week that the company needed to “refocus on business customers and cut down on side quests that were becoming a distraction.” (Is that the understatement of... OpenAI has decided the “everything everywhere all at once” strategy isn’t ideal, after all. As we...
Aneel Bhusri, CEO of Workday. Photo by Noah Graham/Getty Images.
The Briefing

Workday’s CEO Shuffle Is a Sign of Things to Come

By Martin Peers · Feb 9, 2026 5:00pm PST · 1 comment
Last week’s sell-off in software stocks is having an impact. Enterprise software firm Workday revealed Monday it had replaced its CEO, Carl Eschenbach, with co-founder and former CEO Aneel Bhusri, who is returning “to lead the company’s next chapter.” Bhusri, to be clear, has led the company for most of its chapters, having been either co-CEO or... Last week’s sell-off in software stocks is having an impact. Enterprise software firm Workday...
Dustin Moskovitz, co-founder of Asana. Photo via Flickr/Web Summit
The Briefing

Moskovitz Should Sell Asana

By Martin Peers · Mar 11, 2025 5:00pm PDT
We saw a muted recovery in some tech stocks on Tuesday, but there were a few notable exceptions. One was Asana, which makes a workplace collaboration software tool and is also known as the second act of Facebook co-founder Dustin Moskovitz. The stock plunged 24% today, the day after the company reported a middling quarter—and, perhaps more... We saw a muted recovery in some tech stocks on Tuesday, but there were a few notable exceptions....
An Asana sign at the New York Stock Exchange when the company went public last week. Photo by Bloomberg.
The Briefing

What Palantir and Asana Mean for Direct Listings: The Information’s Tech Briefing

By Martin Peers · Oct 5, 2020 5:31pm PDT · 1 comment
Stocks enjoyed a robust rally on Monday—except for the two newest stocks to go public via direct listing, Palantir and Asana. For the fourth consecutive day, both stocks lost ground. Palantir is now down 5% from its close last Wednesday, while Asana is down 13%. Both are down much more from their highs on their opening day. The weak... Stocks enjoyed a robust rally on Monday—except for the two newest stocks to go public via...