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Pro Weekly: The Most Popular Clouds for Generative AI Startups

By Akash Pasricha · Sept. 15, 2023 8:00 AM PDT

Since we last wrote in detail about our Generative AI Database, we’ve added 14 companies to our catalog, including text-to-presentation startup Tome and voice-generator startup Resemble AI. A tie binds several of these firms: Ten use Amazon as their cloud computing provider. Since we last wrote in detail about our Generative AI Database, we’ve added 14 companies to our...

Instacart submitted documents for an initial public offering on Aug. 25. Photo via Instacart

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Pro Weekly: IPO Chatter Doesn’t Move Private Markets

By Akash Pasricha · Sept. 8, 2023 8:00 AM PDT

Chatter around initial public offerings appears to be enticing investors to bid for shares of private companies on secondary markets, but not always the price they’re willing to pay for those shares. Caplight, which tracks private markets, said the dollar value of bids to buy shares of pre-public companies more than doubled this year... Chatter around initial public offerings appears to be enticing investors to bid for shares of...

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Pro Weekly: What Companies’ Cloud Spending Reveals

By Akash Pasricha · Sept. 1, 2023 8:00 AM PDT

As companies have shifted more of their computing tasks to cloud providers, their payments to Amazon Web Services, Microsoft, Google and others have become a significant cost of doing business. New updates to The Information’s Cloud Database reveal how those payments rise and fall with those companies’ financial results.Take Robinhood, for... As companies have shifted more of their computing tasks to cloud providers, their payments to ...

The Companies Readers Think Will Go Public

The Companies Readers Think Will Go Public

By Akash Pasricha · Aug. 25, 2023 8:00 AM PDT

The Companies Readers Think Will Go Public

The Companies Readers Think Will Go Public

By Akash Pasricha · Aug. 25, 2023 8:00 AM PDT

The Information readers have heard the chatter about a coming wave of initial public offerings. In our monthly survey, more than 40% of the 660 respondents expected new listings to pick up this year, and almost 60% expected the pace to accelerate by the first half of 2024. Equally interesting is which companies respondents think will go... The Information readers have heard the chatter about a coming wave of initial public offerings....

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Pro Weekly: Creators Meet Creative Destruction

By Akash Pasricha · Aug. 18, 2023 8:00 AM PDT

For the creator economy, it’s a moment of what economists call creative destruction. Six startups in our Creator Economy Database have been acquired this year, and three others have shut down. At the same time, entrepreneurs continue to form new companies aimed at creators and investors continue to back them. To that end, we added six... For the creator economy, it’s a moment of what economists call creative destruction. Six startups...

David Wadhwani, president of Adobe's digital media business. Photo by Getty.

Pro Weekly: Behind Adobe's Matrix Magic

By Akash Pasricha · Aug. 11, 2023 8:00 AM PDT

Let’s talk about the matrix. No, not “The Matrix”—rather, Adobe’s matrix.My colleague Kalley published an org chart earlier this week outlining the 64 people with power at Adobe. Artificial intelligence is front and center for the company, with multiple C-suite executives managing people working on AI initiatives, including Firefly, the company’... Let’s talk about the matrix. No, not “The Matrix”—rather, Adobe’s matrix.My colleague Kalley...

Elad Gil, Sam Altman and Mamoon Hamid. Photos by Getty.

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Pro Weekly: Our Top Enterprise Investors Flock Together

By Kalley Huang · Aug. 4, 2023 8:00 AM PDT

Welcome back!This week, to help readers follow the shifting playing field of enterprise software, we published The Information’s Enterprise Tech Power List. For this second edition of the list, we identified 10 of the most powerful executives, 10 emerging executives and 13 investors who exert the most influence over the enterprise software... Welcome back!This week, to help readers follow the shifting playing field of enterprise software,...

Tesla's Nevada Gigafactory. Photo by Tesla.

Pro Weekly: More Plans for Battery Gigafactories

By Kalley Huang · July 28, 2023 8:00 AM PDT

Tesla's Nevada Gigafactory. Photo by Tesla.

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Pro Weekly: More Plans for Battery Gigafactories

By Kalley Huang · July 28, 2023 8:00 AM PDT

Welcome back!This week, we added two proposed factories for making electric vehicle batteries to The Information’s Gigafactory Database. The newest entrants include a plan by South Korea’s Samsung SDI and Chrysler parent Stellantis for a battery factory somewhere in the U.S., as well as a factory proposed by India’s Tata Group in Bridgwater,... Welcome back!This week, we added two proposed factories for making electric vehicle batteries to...

Pro Weekly: The Information Readers Turn Bullish on Tech

Pro Weekly: The Information Readers Turn Bullish on Tech

By Kalley Huang · July 21, 2023 8:00 AM PDT

Welcome back!On Thursday, we published results from our monthly subscriber survey, revealing a sunnier outlook for the technology industry among readers of The Information.Nearly half of respondents—47%—said conditions for technology companies would improve over the next six months, while about a fifth—19%—said they would worsen. In June,... Welcome back!On Thursday, we published results from our monthly subscriber survey, revealing a...

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Pro Weekly: Google's Influence on Generative AI

By Kalley Huang · July 14, 2023 8:00 AM PDT

Welcome back!Since we last wrote about The Information’s Generative AI Database, we added eight companies. We now track 55 companies building generative artificial intelligence technology or services. At least 10 of these companies have at least one founder who previously worked at Alphabet, including at its AI labs, Google Brain and... Welcome back!Since we last wrote about The Information’s Generative AI Database, we added eight...

Photo by Getty

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Pro Weekly: Stirrings in the IPO Market Prompt Updates to Our Tracker

By Cory Weinberg · July 7, 2023 8:00 AM PDT

Welcome back! If you squint, you can see the lineup for tech initial public offerings starting to shuffle together, after a year and a half of dawdling. There’s Arm, the SoftBank-backed chip designer that expects to list on the Nasdaq sometime after Labor Day. The fall could also bring debuts for Klaviyo, a marketing-tech firm backed by... Welcome back! If you squint, you can see the lineup for tech initial public offerings...

Snap, the second-largest spender in our database, said it is committed to spend $3.5 billion over the next three years, largely on cloud services. Photo by Getty.

Pro Weekly: Updates to Our Database of the Biggest Cloud Spenders

By Anissa Gardizy · June 30, 2023 8:00 AM PDT

Snap, the second-largest spender in our database, said it is committed to spend $3.5 billion over the next three years, largely on cloud services. Photo by Getty.

Pro Weekly: Updates to Our Database of the Biggest Cloud Spenders

By Anissa Gardizy · June 30, 2023 8:00 AM PDT

Welcome back!I’m Anissa, a reporter on cloud computing for The Information. This week we published numerous updates to our Cloud Database, which tracks how much companies spend on cloud computing and with which providers. We also added cybersecurity firm Rapid7 to the list, which now includes 77 companies. Together, they spend more than $13... Welcome back!I’m Anissa, a reporter on cloud computing for The Information. This week we...

Photo by Getty.

Pro Weekly: Non-U.S. Creator Startups Face Their Own Funding Struggles

By Kalley Huang · June 23, 2023 8:00 AM PDT

Welcome back!When streetwear company Parade World launched Moetic in July 2022, executives considered its London headquarters a strength. Moetic, a fashion marketplace where creators could launch storefronts with recommended items, could connect with fashion companies across the continent. But as dealmaking slowed last year, Moetic struggled to... Welcome back!When streetwear company Parade World launched Moetic in July 2022, executives...

Pro Weekly: How Investor Sentiment Reacts to the News

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Pro Weekly: How Investor Sentiment Reacts to the News

By Kalley Huang · June 16, 2023 8:00 AM PDT

Welcome back!Thursday, we published results from our monthly reader survey. Readers of The Information remain split on their outlook for Silicon Valley, with roughly equal numbers of respondents saying conditions will improve, worsen or stay the same.Respondents last month were more optimistic about most of the 14 companies our survey asks... Welcome back!Thursday, we published results from our monthly reader survey. Readers of The...

Photo by Getty.

Pro Weekly: More Generative AI Companies for Our Database

By Kalley Huang · June 9, 2023 8:00 AM PDT

Welcome back!This week, we added seven companies to The Information’s Generative AI Database, which now includes 46 companies building generative artificial intelligence technology or services. Six of the new entrants develop their own AI models, which ingest large amounts of data to learn patterns, even though building and training these models... Welcome back!This week, we added seven companies to The Information’s Generative AI Database,...

The San Francisco Bay Area is home to more than half the companies in The Information's Generative AI Database.

Pro Weekly: Generative AI Spurs Cloud Demand—and Competition

By Kalley Huang · June 2, 2023 8:00 AM PDT

The San Francisco Bay Area is home to more than half the companies in The Information's Generative AI Database.

Pro Weekly: Generative AI Spurs Cloud Demand—and Competition

By Kalley Huang · June 2, 2023 8:00 AM PDT

Welcome back!To help readers track the frenzy around generative artificial intelligence, we launched The Information's Generative AI Database, listing 39 startups that make AI models or build services on top of them. Together, those companies have raised more than $15 billion from more than 50 investors.OpenAI, whose ChatGPT fueled the... Welcome back!To help readers track the frenzy around generative artificial intelligence, we...

Fewer creator startups are based in Los Angeles. Photo by Bloomberg

Pro Weekly: Creator Funding Flows to More Places

By Kalley Huang · May 26, 2023 8:00 AM PDT

Welcome back!Los Angeles, with its close ties to the larger entertainment industry, has emerged as the center of the creator economy. For years, startups serving creators have flocked to Southern California. But this year, more money is flowing to creator startups based elsewhere.Only 14% of the creator economy startups that have raised funding... Welcome back!Los Angeles, with its close ties to the larger entertainment industry, has emerged...

Photo by Bloomberg

Pro Weekly: Twitter’s Intern and Our IPO Tracker’s New Winners and Losers

By Kalley Huang · May 19, 2023 8:00 AM PDT

Since Elon Musk purchased Twitter for $44 billion in October, he and his deputies have aggressively cut jobs and slashed costs. During that process, Twitter’s internship program was canceled. But Twitter now has one intern: Arjun Chimni, who was hired as a corporate functions intern in April, according to The Information’s reporting. That’s... Since Elon Musk purchased Twitter for $44 billion in October, he and his deputies have...

Turo CEO Andre Haddad. Photo by Getty

Pro Weekly: The Rare Startup With a Rising Valuation

By Kalley Huang · May 12, 2023 8:00 AM PDT

Welcome back! It’s no secret that the valuations of tech companies have fallen in the past year or so. We offer a window into just how far valuations of once high-flying startups have declined in our updated Tech IPO Tracker, which now includes estimated valuations of companies that were looking to go public as recently as last year. Since... Welcome back! It’s no secret that the valuations of tech companies have fallen in the past...

Pro Weekly: More Shuffling in the Org Charts

Pro Weekly: More Shuffling in the Org Charts

By Kalley Huang · May 5, 2023 8:00 AM PDT

Pro Weekly: More Shuffling in the Org Charts

Pro Weekly: More Shuffling in the Org Charts

By Kalley Huang · May 5, 2023 8:00 AM PDT

Welcome back!Last week, we detailed how cost cutting had shaken up management at Amazon and Meta Platforms. Snap too is shuffling its ranks, while Google parent Alphabet now has its two sometimes-squabbling artificial intelligence labs working together. We continually update our Org Charts for 40 companies, sometimes without publishing stories... Welcome back!Last week, we detailed how cost cutting had shaken up management at Amazon and Meta...

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