Q&A

Below is a collection of every Q&A article by The Information.
Q&A

Meta’s Wearables VP Alex Himel Discusses New Display Glasses

By Akash Pasricha · Sep 19, 2025 12:43pm PDT
Meta Platforms hopes to make money out of its augmented reality glasses through software features, such as subscriptions to its artificial intelligence service, its vice president of wearables Alex Himel said in an interview with The Information’s TITV this week. But Meta doesn’t have near-term plans to try and sell ads on the glasses,... Meta Platforms hopes to make money out of its augmented reality glasses through software...
Arm CEO Rene Haas via Getty
Q&A

Why Arm’s CEO Sees Room for Nvidia Competitors

By Anissa Gardizy · Feb 26, 2025 6:00am PST
Cloud and chip executives have predicted for two years that Nvidia’s dominance in artificial intelligence server chips would crater, but that hasn’t come to pass. Yet Rene Haas, CEO of Arm Holdings, whose chip designs power part of Nvidia’s systems as well as those of major competitors, feels comfortable saying it’s only a matter of time before... Cloud and chip executives have predicted for two years that Nvidia’s dominance in artificial...
Turing CEO Jonathan Siddharth. Collage via Clark Miller
Q&A

OpenAI’s Latest Model Is a Gift to Coders, Not an Existential Threat, Turing CEO Says

By Jon Victor · Jan 7, 2025 9:00am PST
Within hours of OpenAI’s demonstration of its latest advanced reasoning model, o3, social media platforms and online forums were filled with posts from software engineers questioning their future: What happens to their jobs when artificial intelligence can write code better than they can? But Turing CEO Jonathan Siddharth, whose firm helps... Within hours of OpenAI’s demonstration of its latest advanced reasoning model, o3, social...
Peter DeSantis, Senior Vice President of AWS Utility Computing, at Amazon Re:Invent. Photo via Amazon.
Amazon Tries to Lure Cloud Customers Away From Nvidia
By Anissa Gardizy · Dec 4, 2024 5:26pm PST · 1 comment
Peter DeSantis, Senior Vice President of AWS Utility Computing, at Amazon Re:Invent. Photo via Amazon.
Q&A

Amazon Tries to Lure Cloud Customers Away From Nvidia

By Anissa Gardizy · Dec 4, 2024 5:26pm PST · 1 comment
Amazon, like other cloud providers, makes money from artificial intelligence primarily by renting out servers powered by Nvidia’s AI chips to software developers and businesses. But now, Amazon Web Services is trying to convince those customers to use servers powered by Amazon’s own AI chips instead, said Gadi Hutt, who leads... Amazon, like other cloud providers, makes money from artificial intelligence primarily by renting...
OpenAI's Giancarlo "GC" Lionetti. Photo via YouTube/Kleiner Perkins.
Q&A

OpenAI’s Sales Chief Sees ‘Paradigm Shift’ in Corporate AI Spending

By Aaron Holmes · Nov 27, 2024 6:00am PST
OpenAI, targeting nearly $4 billion in revenue this year, has generated the vast majority of those sales from individual consumers who pay for ChatGPT’s premium features. The company’s ability to hit its steep growth goals—as much as $100 billion in revenue by 2029—will hinge in part on its ability to sell to businesses.... OpenAI, targeting nearly $4 billion in revenue this year, has generated the vast majority of...
Crusoe's Bill Stein and Chase Lochmiller. Photos via Getty and Crusoe.
Q&A

Why OpenAI’s Data Center Plan Hinges on a Little-Known Startup

By Anissa Gardizy · Oct 16, 2024 12:01pm PDT · 3 comments
The artificial intelligence race is lifting previously unknown data center startups that say they can move faster than bigger developers. The latest is Crusoe, which on Tuesday announced a deal to borrow $3.4 billion to develop a data center that could eventually become one of the largest in the world. Oracle, a cloud provider, will lease the... The artificial intelligence race is lifting previously unknown data center startups that say they...
Photo via Getty
Q&A

Why Nvidia’s Favorite Cloud Startup Got $7.5 Billion From Blackstone, Others

By Anissa Gardizy · May 21, 2024 6:00am PDT
OpenAI and its artificial intelligence rivals get all the headlines, but few venture-backed companies have benefited more from the AI boom than CoreWeave, a cloud provider. That's thanks to Nvidia, which allocated some of its precious AI server chips to CoreWeave rather than large clouds like Amazon Web Services, prompting startups and even... OpenAI and its artificial intelligence rivals get all the headlines, but few venture-backed...
Diana Doyle of Morgan Stanley and Rich Wong of Accel. Photos via Morgan Stanley and Accel.
Why Fewer Than 20% of Startup Unicorns Are Likely to Go Public Soon
By Laura Mandaro · Mar 27, 2024 10:48am PDT · 2 comments
Diana Doyle of Morgan Stanley and Rich Wong of Accel. Photos via Morgan Stanley and Accel.
Q&A

Why Fewer Than 20% of Startup Unicorns Are Likely to Go Public Soon

By Laura Mandaro · Mar 27, 2024 10:48am PDT · 2 comments
The market for initial public offerings is crawling out of a two-year slumber, invigorated by the debuts of Reddit and Astera Labs. But most startups valued at $1 billion or higher won’t go public soon, predicts Accel partner Rich Wong. Of the 1,200-plus private startups that now have this valuation, he estimated far fewer than 20% will... The market for initial public offerings is crawling out of a two-year slumber, invigorated by the...
Databricks CEO Ali Ghodsi
Q&A

Databricks CEO Predicts Major Drop in AI Chip Prices

By Stephanie Palazzolo and Amir Efrati · Feb 13, 2024 4:37pm PST · 10 comments
Nvidia’s stock has been on a tear as major technology firms and app developers clamor for the company’s server chips for artificial intelligence, creating a shortage. But over the next year, prices for these chips, known as graphics processing units, will plummet, throwing a wrench into the business models of numerous major companies... Nvidia’s stock has been on a tear as major technology firms and app developers clamor for...
Dean Phillips photo by Gaelen Morse/Getty Images. Art by Clark Miller
Q&A

Dean Phillips on His Bid to Disrupt Biden—and Trump

By Scott Thurm · Jan 13, 2024 5:55am PST · 2 comments
Dean Phillips thinks too much government tech policy dwells on the negative. In an interview, the Minnesota congressman—who is mounting a long-shot bid to challenge Joe Biden for the Democratic presidential nomination—said regulations need to prevent “nefarious use” of artificial intelligence, but he’s equally... Dean Phillips thinks too much government tech policy dwells on the negative. In an interview, the...
Kai-Fu Lee. Photo by Hou Yu/China News Service via Getty Images.
Q&A

Chinese VC and AI Founder Predicts Shakeout in China’s AI Sector

By Juro Osawa and Jing Yang · Dec 27, 2023 12:35pm PST
China’s generative artificial intelligence startup sector is going through the “qualifying round,” according to Kai-Fu Lee, a venture capitalist and former president of Google China, who earlier this year founded 01.AI, a Beijing-based startup developing large language models, which last month raised a funding round at a $1... China’s generative artificial intelligence startup sector is going through the...
Dave Brown, vice president of compute and networking for Amazon Web Services. Photo courtesy of AWS
Why Amazon and Nvidia Are Teaming Up in the Cloud
By Anissa Gardizy · Dec 7, 2023 6:00am PST · 2 comments
Dave Brown, vice president of compute and networking for Amazon Web Services. Photo courtesy of AWS
Q&A

Why Amazon and Nvidia Are Teaming Up in the Cloud

By Anissa Gardizy · Dec 7, 2023 6:00am PST · 2 comments
Amazon Web Services last week said it would allow Nvidia to operate a cloud service using AWS data centers, making AWS the last major cloud provider to do so. With the new service, known as DGX Cloud service, Nvidia will rent servers that contain its graphics processing units from AWS, then sell access to the servers to its own customers,... Amazon Web Services last week said it would allow Nvidia to operate a cloud service using AWS...
Kate Ridley, Chief Brand and Product Officer of Allbirds. Photo by Allbirds.
Q&A

Allbirds Takes Cues From Airbnb to Battle Sales Slump

By Ann Gehan · Mar 14, 2023 6:00am PDT · 3 comments
Allbirds, the sneaker brand that gained a cult following in Silicon Valley for its eco-friendly, slipperlike shoes, is at a make-or-break moment. The company is trying to reel its original fans back in after a lackluster push into more-competitive categories like shoes for serious runners and apparel such as leggings over the past two years. But... Allbirds, the sneaker brand that gained a cult following in Silicon Valley for its eco-friendly,...
Silicon Valley Bank headquarters in Santa Clara, Calif., on Friday March 10. Photo by Bloomberg
Q&A

Bank Execs on SVB Fallout: ‘2,000 Times Better If a Buyer Comes In’ This Weekend

By Amir Efrati · Mar 10, 2023 3:38pm PST · 8 comments
Thousands of businesses and investors are panicking after federal regulators on Friday froze their assets at Silicon Valley Bank in what was the second-biggest bank failure in U.S. history. From publicly-traded firms like Roku to privately-held startups like Shield AI, many SVB customers are girding for problems or scrambling to ensure they can... Thousands of businesses and investors are panicking after federal regulators on Friday froze...
Greg Brockman. Photo by Getty
Q&A

OpenAI President on Musk Criticism: ‘We Made a Mistake’

By Jon Victor and Kevin McLaughlin · Mar 9, 2023 6:00am PST · 4 comments
Elon Musk fanned a growing culture war in artificial intelligence by confirming last week that he plans to develop an “anti-woke” alternative to OpenAI’s ChatGPT, as The Information first reported. Musk and other critics have a point, said Greg Brockman, OpenAI’s co-founder and president. In an interview, he said the... Elon Musk fanned a growing culture war in artificial intelligence by confirming last week that he...
OpenSea CEO Devin Finzer. Photo by Getty Images
OpenSea CEO Wants to Work With Apple on NFT Apps
By Aidan Ryan · Dec 22, 2022 10:53am PST
OpenSea CEO Devin Finzer. Photo by Getty Images
Q&A

OpenSea CEO Wants to Work With Apple on NFT Apps

By Aidan Ryan · Dec 22, 2022 10:53am PST
Reports last week that Apple is considering allowing alternative app stores to comply with new EU regulations could pave the way for a new wave of apps, including those that feature non-fungible tokens. That would be good news for OpenSea, the biggest marketplace for buying and selling NFTs. In an interview with The Information, OpenSea CEO... Reports last week that Apple is considering allowing alternative app stores to comply with new EU...
Photos via Goldman Sachs.
Q&A

Expect a Wave of Private Tech M&A in 2023, Goldman Bankers Say

By Maria Heeter · Nov 1, 2022 6:03am PDT · 3 comments
Consolidation among private tech firms is set to pick up—especially among startups that had to abandon hope of going public this year, according to top Goldman Sachs bankers. “We’ve had a very busy year on the public side of [M&A]. The private side of that is really to come, and that’s where we’re set up for... Consolidation among private tech firms is set to pick up—especially among startups that had...
Stina Ehrensvärd. Photo provided by Yubico.
Q&A

Google’s Anti-Phishing Frenemy Opens Door to Acquisition

By Kevin McLaughlin · Sep 29, 2022 1:35pm PDT · 1 comment
A streaming TV show about cybersecurity may not sound like must-see TV, but Yubico, a low-profile maker of computer security keys used by big tech firms and big banks to protect against phishing attacks, is optimistic about the project’s potential. The company has been developing a series about the biggest cybersecurity breaches of the... A streaming TV show about cybersecurity may not sound like must-see TV, but Yubico, a low-profile...
Art by Clark Miller.
Q&A

A Filmmaker’s Ode to Virtual Reality and the People Who Live in It

By Annie Goldsmith · Aug 6, 2022 7:00am PDT · 2 comments
VRChat changed Joe Hunting’s life. Not only did the first-person virtual reality game serve as the setting for Hunting’s debut film “We Met in Virtual Reality,” but it also introduced the 23-year-old director, producer, writer and editor to his new girlfriend. (The Sundance-premiered documentary, now streaming on HBO Max, is garnering mostly ... VRChat changed Joe Hunting’s life. Not only did the first-person virtual reality game serve as...
Databricks Chief People Officer Amy Reichanadter.
Databricks Pushes Ahead With Hiring Spree to Add 2,500 Workers This Year
By Mark Matousek · Jun 16, 2022 6:08am PDT · 2 comments
Databricks Chief People Officer Amy Reichanadter.
Q&A

Databricks Pushes Ahead With Hiring Spree to Add 2,500 Workers This Year

By Mark Matousek · Jun 16, 2022 6:08am PDT · 2 comments
Layoffs and hiring freezes are sweeping across Silicon Valley, but Databricks is still recruiting heavily. The data management company, most recently valued at $38 billion last August, is aiming to end the year with 5,500 employees, up from 3,000 at the start of 2022, Databricks Chief People Officer Amy Reichanadter said in an interview with The... Layoffs and hiring freezes are sweeping across Silicon Valley, but Databricks is still recruiting...