Alphabet

Alphabet Inc., the parent company of Google, is a multinational conglomerate focused on technology and innovation. Led by CEO Sundar Pichai, Alphabet operates through numerous divisions including Google, YouTube, Waymo, and Calico. With a market capitalization of over $1 trillion, Alphabet is a leader in search, advertising, and artificial intelligence. Its competitors include tech giants such as Amazon, Apple, and Facebook.

Recent Articles about Alphabet

Art by Mike Sullivan; Shutterstock

Rising AI Costs Are Becoming a Problem For Even Investors

By Stephanie Palazzolo · May 6, 2026 7:00am PDT

In recent months, a lot of discussion has centered around the rising costs of AI, with even large, sophisticated public companies like Uber blowing through their 2026 AI budgets in a matter of months.Even venture capitalists are feeling the pain. One partner at a large fund told me that they previously gave five of their staffers enterprise ... In recent months, a lot of discussion has centered around the rising costs of AI, with even...

Patrick T. Fallon/AFP via Getty Images.

Private Equity’s AI Deals Lighten the Mood at Milken

By Cory Weinberg and Valida Pau · May 5, 2026 4:35pm PDT

News this week about private equity firms’ new joint ventures with OpenAI and Anthropic came at the right time for PE giants: just as they were about to sit down with their investors for days of meetings at the annual Milken Institute conference. The AI partnerships put the slew of PE firms involved—in Anthropic’s case, Blackstone, Hellman... News this week about private equity firms’ new joint ventures with OpenAI and Anthropic came at...

Art by Mike Sullivan

Sunday Insights

SpaceX IPO Set to Drive Billions in Tech Stock Sales

By Cory Weinberg and Valida Pau · May 3, 2026 8:00am PDT · 4 comments

A jet painted with SpaceX logos ferried nearly 200 investors from the largest Wall Street funds from Newark, N.J., to the southern tip of Texas a week and a half ago for a multiday presentation from executives. The airplane was so full it couldn’t fit everyone who wanted to get on, said an investor on the trip. The massive initial public... A jet painted with SpaceX logos ferried nearly 200 investors from the largest Wall Street funds...

Apple CEO Tim Cook. Fabrice Coffrini/AFP/Getty.

Apple's Cash Strategy Shift

By Martin Peers · Apr 30, 2026 5:10pm PDT

Apple CEO Tim Cook. Fabrice Coffrini/AFP/Getty.

Apple's Cash Strategy Shift

By Martin Peers · Apr 30, 2026 5:10pm PDT

Tim Cook is going out with a bang. Apple reported a stellar March quarter on Thursday, delivering 17% higher revenue, thanks to 22% growth in iPhone revenues, a big change from several years of anemic growth in sales of the ubiquitous device. In other words, far more consumers are upgrading their old iPhones than has been the case for a... Tim Cook is going out with a bang. Apple reported a stellar March quarter on Thursday, delivering...

Art via Mike Sullivan

Standard Intelligence Rides Neolab Fervor with Computer Use Model

By Rocket Drew · Apr 30, 2026 7:00am PDT

Pedestrians in downtown San Francisco are used to seeing Waymos navigating the streets. But two months ago, people in the South Park neighborhood saw something new: a Toyota Rav4 driving around with a laptop propped on the dashboard. The laptop was running a new breed of AI model, known as a “computer use model,” from a two-year-old startup... Pedestrians in downtown San Francisco are used to seeing Waymos navigating the streets. But two...

OpenAI CEO Sam Altman. Photo by Getty.

OpenAI Sees $8 ChatGPT Driving Consumer Subscribers to 122 Million This Year

By Sri Muppidi · Apr 28, 2026 2:56pm PDT · 6 comments

For three years, OpenAI has generated most of its revenue from people paying $20 a month for subscriptions to ChatGPT. This year, it is forecasting a massive shift, expecting a cheaper, ad-supported tier will both draw new users and cause tens of millions of its paying subscribers to downgrade, according to previously undisclosed projections. ... For three years, OpenAI has generated most of its revenue from people paying $20 a month for...

Musk-OpenAI and Big Tech Earnings on Deck This Week

Musk-OpenAI and Big Tech Earnings on Deck This Week

By Martin Peers · Apr 26, 2026 3:00pm PDT

This is going to be a fun week. First, Elon Musk and Sam Altman square off in a California court over the origins of OpenAI (for more details, see here). The final outcome probably won’t have a huge impact on the ChatGPT company—Musk’s chances of both winning the case and getting everything he wants from a victory seem unlikely, as we wrote here... This is going to be a fun week. First, Elon Musk and Sam Altman square off in a California court...

Art: Clark Miller (Photos: courtesy of the Breakthrough Prize)

The Night Hollywood and Silicon Valley Celebrated Together

By The Information Staff · Apr 25, 2026 8:13am PDT

Art: Clark Miller (Photos: courtesy of the Breakthrough Prize)

The Night Hollywood and Silicon Valley Celebrated Together

By The Information Staff · Apr 25, 2026 8:13am PDT

In a festive merger, the glitterati and the technorati combined forces in Los Angeles a week ago for the annual Breakthrough Prize black-tie gala, which hands out million-dollar awards to the world’s leading scientists. In a festive merger, the glitterati and the technorati combined forces in Los Angeles a week...

Tony Avelar/AP.

Big Tech's New Layoffs Phase is Underway

By Martin Peers · Apr 23, 2026 5:00pm PDT

We’re in a tech layoff era again—although a more accurate term may be an “employee replacement” phase. Meta Platforms told staff on Thursday it plans to lay off 10% of its staff, or about 8,000 people, next month. (The next few weeks won’t be fun at Meta!) The latest layoffs follow Meta’s cuts of about 2,000 people earlier this year and a spate... We’re in a tech layoff era again—although a more accurate term may be an “employee replacement”...

SpaceX's South Texas production facility. Photo by Reginald Mathalone/Getty Images.

What SpaceX’s Cursor Deal Says About xAI

By Martin Peers · Apr 21, 2026 5:00pm PDT

Elon Musk’s marketing pitch for the SpaceX IPO just got a bit more complicated. SpaceX’s revelation Tuesday afternoon that it was working closely with Cursor, the once-dominant coding firm, and might buy it for $60 billion, raises new questions about the health of xAI, Musk’s AI startup that SpaceX acquired for $250 billion in stock in early... Elon Musk’s marketing pitch for the SpaceX IPO just got a bit more complicated. SpaceX’s ...

Morgan Stanley's Michael Grimes, left, and Goldman Sachs' Kim Posnett. Images via Getty; YouTube

The Bankers Behind SpaceX’s “Project Apex” IPO

By Cory Weinberg and Valida Pau · Apr 21, 2026 4:32pm PDT · 1 comment

The weeks leading up to SpaceX’s initial public offering will test big ideas about the space industry and the future of artificial intelligence. It will also answer a more basic question: how well Morgan Stanley and Goldman Sachs can work together.The Wall Street rivals’ top bankers have been holed up at SpaceX’s Hawthorne, Calif., headquarters... The weeks leading up to SpaceX’s initial public offering will test big ideas about the space...

Art by Clark Miller

Google and Pentagon Discuss Classified AI Deal as Company Rebuilds Military Ties

By Erin Woo · Apr 16, 2026 6:00am PDT

Art by Clark Miller

Google and Pentagon Discuss Classified AI Deal as Company Rebuilds Military Ties

By Erin Woo · Apr 16, 2026 6:00am PDT

Google is negotiating an agreement with the Department of Defense that would allow the Pentagon to deploy Google’s Gemini AI models in classified settings, according to two people with direct knowledge of the discussions. If the two parties come to an agreement, it would expand Google’s connection to the Pentagon as a tech contractor and... Google is negotiating an agreement with the Department of Defense that would allow the Pentagon...

Ethan Swope/Bloomberg/Getty.

New SpaceX Numbers Show Reliance on Starlink

By Cory Weinberg · Apr 13, 2026 4:12pm PDT · 1 comment

A new set of numbers for Elon Musk’s SpaceX makes it clear that the success of its potential initial public offering will depend on investors embracing the growth of the company’s Starlink satellite internet business. The other two businesses inside SpaceX—rocket launches and AI—are burning cash and not generating the kind of growth... A new set of numbers for Elon Musk’s SpaceX makes it clear that the success of its potential...

Michael M. Santiago/Getty Images.

What the Coming Big IPOs Mean for Tech Stocks

By Martin Peers · Apr 5, 2026 3:00pm PDT

The first quarter is over, and tech earnings season is only a couple of weeks away. Here’s something worth thinking about: Big tech stocks out of favor with investors—particularly Microsoft, Amazon and Meta Platforms—need to show something striking when they report for the quarter if they want to get out of the doghouse they’re in.If they don’t,... The first quarter is over, and tech earnings season is only a couple of weeks away. Here’s...

Art by Clark Miller; screenshot via YouTube.

Jay Edelson Made Facebook Pay. Now He’s Coming for Silicon Valley’s AI

By Andrew Zaleski · Apr 3, 2026 9:01am PDT · 3 comments

To a degree, Jay Edelson, the class-action litigator who has made himself a constant thorn in the side of Silicon Valley’s biggest companies, likes to present a laid-back image. No power suits and wing tips for him—he prefers hoodies and sneakers. His constant companion at his Chicago office is Arlo, a white-and-gray sheepadoodle. On... To a degree, Jay Edelson, the class-action litigator who has made himself a constant thorn in the...

Wrtn Technologies co-founder and chief product officer Djay Lee. Photos courtesy of Wrtn Technologies.

An AI Storytelling Startup is On Pace to Generate $100 Million in Annual Sales

By Juro Osawa · Apr 2, 2026 7:00am PDT

Wrtn Technologies co-founder and chief product officer Djay Lee. Photos courtesy of Wrtn Technologies.

An AI Storytelling Startup is On Pace to Generate $100 Million in Annual Sales

By Juro Osawa · Apr 2, 2026 7:00am PDT

Besides ChatGPT, relatively few AI consumer apps have become breakout hits. But one app maker’s experience suggests there are plenty of lucrative consumer niches to be served.Seoul-based Wrtn Technologies says it’s generating more than $8 million in revenue a month from operating AI storytelling apps for hardcore anime and game fans in South... Besides ChatGPT, relatively few AI consumer apps have become breakout hits. But one app maker’s...

OpenRouter CEO Alex Atallah

Startup That Helps Developers Pick AI Models Nears $1.3 Billion Valuation

By Julia Hornstein, Stephanie Palazzolo and Kevin McLaughlin · Apr 1, 2026 8:24am PDT · 1 comment

As more AI apps and agents shift to using multiple AI models, startups that help developers choose the right ones are gaining traction. In the latest example, OpenRouter, which helps AI app developers access hundreds of models from a single application programming interface, is in talks to raise $120 million in new funding led by one of Alphabet... As more AI apps and agents shift to using multiple AI models, startups that help developers...