Jasper, an Early Generative AI Winner, Cuts Internal Valuation as Growth Slows
Read more
The Briefing
asia
facebook
Will TikTok Be Disneyfied: The Information’s Tech Briefing
By
Martin Peers
· May 19, 2020 6:45 PM PDT
The announcement late Monday that Disney’s streaming honcho, Kevin Mayer, has become the CEO of TikTok made perfect sense—in my household at least. My 17-year-old daughter is a fanatical user of the short video app. Her face lights up when I ask her who her favorite Tik-Toker is (answer: @irisapatow, who happens to be the...
The announcement late Monday that Disney’s streaming honcho, Kevin Mayer, has become the...
The Briefing
real estate
venture capital
WeWork’s New Number: The Information’s Tech Briefing
By
Martin Peers
· May 18, 2020 6:57 PM PDT
A year ago, we noted an unusual discrepancy in WeWork’s apparent worth. Based on SoftBank’s earlier, large investments, the office co-working company carried a $47 billion valuation. Yet investors including mutual funds, secondary market buyers and even SoftBank in a smaller deal judged WeWork to be worth just $23 billion. Fast...
A year ago, we noted an unusual discrepancy in WeWork’s apparent worth. Based on...
The Briefing
covid-19
venture capital
Conference Nostalgia Sets In: The Information’s Tech Briefing
By
Martin Peers
· May 13, 2020 7:31 PM PDT
Today, I thought I would be waking up at 6 am to make the trek from San Francisco to Mountain View for the second day of Google’s annual developer conference, I/O. I probably would have forgotten to wear sunscreen and complained about trying to write stories from a venue made for rock concerts. But here we are. I’ve spent the day in...
Today, I thought I would be waking up at 6 am to make the trek from San Francisco to Mountain...
Twitter Sparks San Francisco Questions: The Information’s Tech Briefing
By
Martin Peers
· May 12, 2020 6:57 PM PDT
The Briefing
e-commerce
apple
Twitter Sparks San Francisco Questions: The Information’s Tech Briefing
By
Martin Peers
· May 12, 2020 6:57 PM PDT
In 2003, not too long after the dot-com collapse wiped out internet startups all over San Francisco, I wrote a story for The Wall Street Journal about artists and other bohemian types reclaiming the city from tech interlopers. LOL. If there’s one thing San Francisco has shown again and again over the decades, it’s that fortune...
In 2003, not too long after the dot-com collapse wiped out internet startups all over San...
The Briefing
covid-19
markets
IPO Rumblings: The Information’s Tech Briefing
By
Martin Peers
· May 11, 2020 7:31 PM PDT
It’s no surprise that the market for initial public offerings has been one of the casualties of the economic upheaval of the past couple of months. But in technology, optimism is an endlessly renewable resource, and it seems to be fueling hopes for a re-opening of the IPO window in the coming months. One example is Vroom, an online...
It’s no surprise that the market for initial public offerings has been one of the...
The Briefing
covid-19
apple
Navigating State-by-State Reopening Rules: The Information’s Tech Briefing
By
Martin Peers
· May 8, 2020 6:21 PM PDT
Every day brings news of companies gingerly trying to reopen for business amid a patchwork of different state rules. Today, we learned that Apple plans to reopen a handful of U.S. stores next week, in Idaho, South Carolina, Alabama and Alaska, where local rules allow. It’s another reminder of the brave new world we now inhabit where...
Every day brings news of companies gingerly trying to reopen for business amid a patchwork of...
The Briefing
uber/lyft
covid-19
Curbing Tech Ambitions: The Information’s Tech Briefing
By
Martin Peers
· May 6, 2020 6:13 PM PDT
Today brought so many tech headlines it’s hard to know where to begin. Uber confirmed the layoffs Amir previously reported. And then there was more big news from Facebook, as well as first quarter updates from Lyft and Peloton. I've been wondering lately whether Silicon Valley companies, as they downsize, are going to pare back...
Today brought so many tech headlines it’s hard to know where to begin. Uber confirmed the...
Disney’s Dividend Symbolism: The Information’s Tech Briefing
By
Martin Peers
· May 5, 2020 6:36 PM PDT
The Briefing
uber/lyft
covid-19
Disney’s Dividend Symbolism: The Information’s Tech Briefing
By
Martin Peers
· May 5, 2020 6:36 PM PDT
Greetings!We got more evidence today that the pandemic is likely to accelerate the shift in economic power from entertainment to tech. Disney, the mightiest of the Hollywood giants, suspended its half-yearly dividend, symbolizing just how much entertainment has been devastated by the current crisis. Last week, when big tech companies reported...
Greetings!We got more evidence today that the pandemic is likely to accelerate the shift in...
The Briefing
covid-19
amazon
Silver Lake’s Expanding Portfolio: The Information’s Tech Briefing
By
Martin Peers
· May 4, 2020 5:57 PM PDT
Greetings!Financial crises are great opportunities for investors with cash to burn. They’re able to grab opportunities that others fear to touch. Exhibit A is Silver Lake, which on Monday spent another $750 million investing in India’s Jio Platforms, following closely Facebook’s investment in the same firm.Silver Lake’s...
Greetings!Financial crises are great opportunities for investors with cash to burn. They’re...
The Briefing
amazon
Elon the Stock Picker: The Information’s Tech Briefing
By
Martin Peers
· May 1, 2020 5:18 PM PDT
Hello,Today, this study from a pre-eminent educational research group came across my screen, and it is too devastating not to share. Too many parents are skipping meals to feed their kids, or even pulling back on feeding them. As we follow all aspects of the crisis, I know many of you continue to think about the human toll. I hope you will...
Hello,Today, this study from a pre-eminent educational research group came across my screen, and...
The Briefing
amazon
apple
The Perils of Prospering From the Pandemic: The Information’s Tech Briefing
By
Martin Peers
· April 30, 2020 6:55 PM PDT
Greetings!Businesses that are able to sidestep a recession are usually happy to shout that from the rooftops. But, as Amazon’s statement on Thursday reminded us, no company wants to be seen to be profiting from the pandemic.Not only did the company declare it would spend its entire $4 billion operating profit this quarter on Covid-related...
Greetings!Businesses that are able to sidestep a recession are usually happy to shout that from...
The Wall Street-Main Street Disconnect: The Information’s Tech Briefing
By
Martin Peers
· April 29, 2020 5:40 PM PDT ·
1 comment
The Briefing
covid-19
facebook
The Wall Street-Main Street Disconnect: The Information’s Tech Briefing
By
Martin Peers
· April 29, 2020 5:40 PM PDT ·
1 comment
Greetings!It’s tough to remember a time when the disconnect between Wall Street and Main Street was so apparent. Quarantine orders are still in place in much of the U.S. Layoffs are continuing by the thousands—including 1,000 today at Lyft. People are still dying from the virus. And yet many stocks have recovered much of the ground...
Greetings!It’s tough to remember a time when the disconnect between Wall Street and Main...
The Briefing
Tale of Two Gig Economy Stars: The Information’s Tech Briefing
By
Martin Peers
· April 28, 2020 6:30 PM PDT
Greetings!You could call it a tale of two stars of the gig economy, Instacart and Uber. Earlier this week, Amir revealed that Instacart’s sales in April were up 450% compared with December and that the grocery delivery firm would turn its first profit this month, thanks to the pandemic.Today, Amir scored another scoop: that Uber is...
Greetings!You could call it a tale of two stars of the gig economy, Instacart and Uber. Earlier...
« First
‹ Prev
…
36
37
38
39
40
Join now to read full stories
Get Started
