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Why Expedia Won’t Fight ChatGPT’s Travel Ambitions

By Aaron Holmes and Kevin McLaughlin · Jan 6, 2026 10:30am PST

AI companies envision a future in which AI agents, rather than humans, become the primary users of websites such as commerce apps. The idea is that people may be more inclined to ask chatbots like ChatGPT or Gemini to buy a new pack of paper towels or book a hotel for them than to go to individual websites.While some website owners such as... AI companies envision a future in which AI agents, rather than humans, become the primary users...

Art by Mike Sullivan

OpenAI’s ChatGPT Problem

By Stephanie Palazzolo · Dec 18, 2025 7:00am PST

OpenAI has a problem and, unfortunately for it, that problem is also how it makes most of its money: ChatGPT.In this story that Sri, Amir and I published this morning, we revealed that over the past year OpenAI staffers had noticed that improvements to the company’s models weren’t necessarily lifting ChatGPT usage. Their quandary is that... OpenAI has a problem and, unfortunately for it, that problem is also how it makes most of its...

ServiceNow CEO Bill McDermott. Getty Images.

ServiceNow Sell-Off Highlights Jittery Market

By Martin Peers · Dec 15, 2025 5:00pm PST

Talk about a jittery market. Shares of ServiceNow dropped 11.5% on Monday after a weekend report that the enterprise software firm was in “advanced talks” to buy cybersecurity firm Armis for $7 billion. The stock sell-off wiped $21 billion off ServiceNow’s market capitalization—reducing it to $159 billion—which seems something of an... Talk about a jittery market. Shares of ServiceNow dropped 11.5% on Monday after a weekend report...

Baseten cofounder and CTO Amir Haghighat and Parsed cofounders Mudith Jayasekara and Charles O'Neill. Photo courtesy of Parsed.

Inference Provider Baseten Acquires Reinforcement Learning Startup Parsed

By Stephanie Palazzolo · Dec 10, 2025 7:00am PST

Baseten cofounder and CTO Amir Haghighat and Parsed cofounders Mudith Jayasekara and Charles O'Neill. Photo courtesy of Parsed.

Inference Provider Baseten Acquires Reinforcement Learning Startup Parsed

By Stephanie Palazzolo · Dec 10, 2025 7:00am PST

AI firms are getting more interested in AI that continues to learn even after it’s been trained, otherwise known as continual learning, as we discussed in this recap from last week's NeurIPS conference. As an example, some small companies have used special techniques like finetuning and reinforcement learning to teach cheaper open-source models... AI firms are getting more interested in AI that continues to learn even after it’s been trained,...

Amazon CEO Andy at Amazon Re:Invent 2024. Photo courtesy of AWS

AWS Beats the AI Drum in Vegas

By Kevin McLaughlin · Nov 30, 2025 4:07pm PST

Hopefully, everyone has digested their Thanksgiving leftovers. It’s going to be a busy week, tech event-wise. The biggest of them all is re:Invent, Amazon Web Services’ annual customer conference in Las Vegas that has become something like the Super Bowl of cloud computing. On Tuesday, AWS CEO Matt Garman is scheduled to take the stage for... Hopefully, everyone has digested their Thanksgiving leftovers. It’s going to be a busy week, tech...

Jensen Huang. Getty Images.

Nvidia Doesn’t See an AI Bubble as It Rakes In the Cash

By Martin Peers · Nov 19, 2025 5:00pm PST

Bubble? What bubble? Nvidia CEO Jensen Huang dismissed fretful talk about massive AI investment on Wednesday, extolling the benefits of AI for a wide variety of companies—from startups to big firms like Meta Platforms. Of course, the biggest beneficiary of the AI transformation is Nvidia itself, whose stranglehold on the AI chip market is... Bubble? What bubble? Nvidia CEO Jensen Huang dismissed fretful talk about massive AI investment...

Pinterest CEO Bill Ready. Getty Images.

Pinterest’s AI Strategy Focuses on What Users Want

By Catherine Perloff · Nov 18, 2025 6:54am PST

Since ChatGPT came out three years ago, there has been no shortage of tech companies whose businesses some see as potential victims of competition from chatbots. That list has ranged from Google to Salesforce to Adobe. Now it’s Pinterest’s turn. The digital scrapbooking firm came of age during an earlier tech era by giving its users a way to... Since ChatGPT came out three years ago, there has been no shortage of tech companies whose...

OpenAI chief scientist Jakub Pachocki and CEO Sam Altman.

How Realistic is OpenAI’s 2028 Timeline For Automating AI Research Itself?

By Stephanie Palazzolo · Oct 29, 2025 7:00am PDT

OpenAI chief scientist Jakub Pachocki and CEO Sam Altman.

How Realistic is OpenAI’s 2028 Timeline For Automating AI Research Itself?

By Stephanie Palazzolo · Oct 29, 2025 7:00am PDT

OpenAI flooded the zone yesterday with a long-awaited announcement regarding its revised agreement with Microsoft and corporate restructuring, and an hour-long livestream in which CEO Sam Altman and Chief Scientist Jakub Pachocki answered questions from the public. (For more on the restructuring, check out this story from my colleagues.)On the... OpenAI flooded the zone yesterday with a long-awaited announcement regarding its revised...

OpenAI CEO Sam Altman and Nvidia CEO Jensen Huang. Getty Images

Nvidia and OpenAI Flood the Zone With AI News

By Martin Peers · Oct 28, 2025 5:00pm PDT

Where’s an AI agent when you need one? We got a flood of AI-related news today, including OpenAI’s revelation that it had completed its long-gestating restructuring into a near-normal company, one that can go public one day. Nvidia CEO Jensen Huang also was busy making news at the company’s GTC event in Washington, revealing the volume of orders... Where’s an AI agent when you need one? We got a flood of AI-related news today, including OpenAI’...

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How OpenAI’s Sora is Evolving Like TikTok

By Stephanie Palazzolo · Oct 28, 2025 7:10am PDT

When OpenAI released its Sora video app last month, it seemed like an attempt to develop a TikTok-like viral video service with artificial intelligence at its core. And in some ways, usage of Sora has echoes in how TikTok is used.In a recent all-hands, OpenAI CEO Sam Altman told employees that 20% to 30% of Sora users created AI-generated videos... When OpenAI released its Sora video app last month, it seemed like an attempt to develop a TikTok...

Synthesia co-founder and CEO Victor Riparbelli. Getty Images

Why Some AI Startup Acquisitions Are Failing

By Laura Mandaro and Katie Roof · Oct 23, 2025 2:49pm PDT · 1 comment

Over the last few days our reporters have broken news about two merger discussions that fizzled: Adobe, which was interested in buying video startup Synthesia, and SoftBank, which talked with humanoid robotics maker Agility about a takeover. In both cases, the startups ended up pursuing more venture capital funding at higher valuations.These are... Over the last few days our reporters have broken news about two merger discussions that fizzled:...

Art by Getty Images; Mike Sullivan

Music App Suno Nearly Quadruples Annual Recurring Revenue to $150 Million

By Stephanie Palazzolo · Oct 23, 2025 7:00am PDT · 1 comment

Art by Getty Images; Mike Sullivan

Music App Suno Nearly Quadruples Annual Recurring Revenue to $150 Million

By Stephanie Palazzolo · Oct 23, 2025 7:00am PDT · 1 comment

You can count the number of breakout consumer AI applications on the fingers of one hand. There’s OpenAI’s ChatGPT and…that’s about it, at least so far. Suno, which helps people create music using conversational prompts, isn’t yet a breakout—but it could be soon. The company is generating around $150 million in annual recurring revenue from... You can count the number of breakout consumer AI applications on the fingers of one hand. There’s...

Photo by Getty.

Adobe Discussed $3 Billion Acquisition of AI Video Startup Synthesia

By Katie Roof · Oct 22, 2025 2:10pm PDT

Adobe in recent months held talks with Synthesia, a London-based maker of artificial intelligence software that generates video avatars of people, to buy the startup for about $3 billion, a premium from the startup’s $2.1 billion valuation in a January financing, according to a person with knowledge of the discussions. Synthesia and ... Adobe in recent months held talks with Synthesia, a London-based maker of artificial...

Peter Hoeschele. Screenshot via YouTube

OpenAI Executive Explains the Insatiable Appetite For AI Chips

By Sri Muppidi · Oct 20, 2025 7:00am PDT

Peter Hoeschele, who runs OpenAI’s Stargate data center team, said at an event last week that the company’s models are essentially in constant training mode. That’s a change from the past, when OpenAI would stop training them when they reached a certain point. “Let’s stop talking about training versus inference,” Hoeschele said after Oracle... Peter Hoeschele, who runs OpenAI’s Stargate data center team, said at an event last week that the...