Ai Sector

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Stripe CEO, Patrick Collison. Getty Images.
Exclusive

Stripe Minted $3.2 Billion in Cash in 2025, Setting Up Acquisition Hunt

By Yueqi Yang · Jul 22, 2026 12:12pm PDT
Stripe is coming off a banner year thanks to booming growth in the AI sector, where the company processes payments for big AI labs and small developers alike. The payment giant’s revenue jumped by a third to $6.8 billion last year, according to a person familiar with its financial figures, marking its fastest revenue growth since 2021. Stripe is... Stripe is coming off a banner year thanks to booming growth in the AI sector, where the company...
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AI Agenda

OpenAI’s Agent Moment; Cursor’s AI Hallucination

By Stephanie Palazzolo · Apr 21, 2025 7:30am PDT · 1 comment
Google’s role in the AI sector will be in the spotlight this week, as the Justice Department makes its case in a Washington court for how to deal with what the court has already found to be Google’s illegal search monopoly. We’ll keep you updated.Meanwhile, looking back at last week, we had both an AI snafu and—perhaps more importantly—OpenAI’s... Google’s role in the AI sector will be in the spotlight this week, as the Justice Department...
Tome Co-Founder and CEO Keith Peiris. Photo by Getty.
AI Agenda

The AI Presentation Startup Losing Its Rose-Colored Glasses; Musk’s GPU Dreams

By Stephanie Palazzolo · Apr 9, 2024 7:00am PDT
Being a startup founder is hard enough. Add to that the unique obstacles facing the generative AI sector—disappointed buyers, slow revenue growth and the high costs of conversational AI—and many AI founders are realizing that it’s not necessarily the land of free-flowing capital and Nvidia chips.Take Tome, the Bay Area startup, which uses AI to... Being a startup founder is hard enough. Add to that the unique obstacles facing the generative AI...
Jensen Huang and Masayoshi Son. Getty Images.
The Briefing

Meta, SoftBank and Nvidia Splurge on Holiday AI Deals

By Martin Peers · Dec 29, 2025 5:00pm PST · 1 comment
The dealmakers of the AI sector didn’t take a break this holiday season. Meta revealed this afternoon it had bought Manus, the Singapore-based developer of AI agents. The price wasn’t disclosed but seeing as Manus’ last fundraising valuation was $500 million, Meta might have spent $2 billion or so but not hugely more than that. (More on Manus ... The dealmakers of the AI sector didn’t take a break this holiday season. Meta revealed this...
Kuaishou's booth at last year's Shanghai Auto Show. Photo by Costfoto/NurPhoto via Getty Images.
Exclusive

China’s AI Sector Faces Fallout From U.S. Chip Curbs

By Qianer Liu and Juro Osawa · Jun 27, 2024 8:00am PDT · 1 comment
U.S. rules curbing the export of artificial intelligence chips to China are beginning to squeeze the country’s AI industry. And companies ranging from behemoths like Alibaba to rising startups like Moonshot AI are all grappling with the impact. After Chinese online video giant Kuaishou unveiled a test version of Kling, its text-to-video AI... U.S. rules curbing the export of artificial intelligence chips to China are beginning to squeeze...
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...