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Art by Clark Miller; photos from Getty Images.
Artificial Intelligence

Microsoft Hopes Hastened AI Rollout, Price Discounts Can Fuel Office 365 Growth

By Aaron Holmes · Sep 15, 2025 10:04am PDT · 2 comments
On paper, Informatica, a Redwood City-based cloud software firm with 5,000 white collar employees, is exactly the type of company that should be gung-ho to pay up and buy Microsoft 365 Copilot, the version of the company’s flagship Office software that comes with artificial intelligence features. And more than a year ago, Informatica did test... On paper, Informatica, a Redwood City-based cloud software firm with 5,000 white collar...
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The Briefing

Oracle Frenzy Spreads

By Ken Brown · Sep 10, 2025 5:00pm PDT · 1 comment
Years from now, today may be remembered as the moment of peak euphoria for artificial intelligence. Not only did Oracle’s stock jump 36%—thanks to the company’s stunningly optimistic forecast for AI-related cloud revenue growth—but the enthusiasm spread to a range of companies that may not get the same boost from AI.I’ll be quick with the... Years from now, today may be remembered as the moment of peak euphoria for artificial...
Larry Ellison. Photo via Getty
The Briefing

Oracle’s Blockbuster Projections; Apple’s New iPhones

By Martin Peers · Sep 9, 2025 5:00pm PDT
The biggest news today wasn’t Apple’s new line of iPhones—that was about as much of a secret as the time of tomorrow’s sunrise (for more details of the Apple presentation, see below)—but Oracle’s blockbuster revenue projections. The software-and-cloud firm is enjoying what you might call its Nvidia moment. It is finally showing the benefits of... The biggest news today wasn’t Apple’s new line of iPhones—that was about as much of a secret as...
Art by Clark Miller
Why the NFL and Nielsen Are Beefing as Sports Streaming Surges
By Sara Germano · Sep 5, 2025 11:39am PDT
Art by Clark Miller
The Arena

Why the NFL and Nielsen Are Beefing as Sports Streaming Surges

By Sara Germano · Sep 5, 2025 11:39am PDT
The NFL, the world’s richest and most powerful sports league, would like you to know something: It is not thrilled with the way Nielsen measures its TV audience. Earlier this week, the NFL took the extraordinary step of criticizing media measurement firm Nielsen, which the football giant argued is undercounting the number of viewers for its... The NFL, the world’s richest and most powerful sports league, would like you to know something:...
Edo Liberty, founder and CEO of Pinecone. Screenshot via TedAI San Francisco.
Exclusive

Top-Funded AI Database Startup Pinecone Considers a Sale

By Valida Pau, Stephanie Palazzolo and Kevin McLaughlin · Aug 28, 2025 6:05pm PDT · 1 comment
When the artificial intelligence boom began a few years ago, investors flocked to startups that helped businesses transform and store proprietary data in a format AI could understand, known as a vector database. The technology allowed businesses to use a customized AI chatbot to search or analyze their customer and sales information. Since then,... When the artificial intelligence boom began a few years ago, investors flocked to startups that...
Art via Mike Sullivan
AI Agenda

Meet the Google-Scraping Startup Used by ChatGPT, Cursor and Perplexity

By Stephanie Palazzolo · Aug 28, 2025 7:00am PDT
Last week, we wrote about SerpApi, an Austin-based startup that scrapes Google Search results and offers that data through an application programming interface. Among its customers is OpenAI, which uses SerpApi’s services to ensure its ChatGPT can answer user queries with up-to-date information. (SerpApi CEO and founder Julien Khaleghy... Last week, we wrote about SerpApi, an Austin-based startup that scrapes Google Search results and...
YouTuber Dhar Mann. Photo: Dhar Mann Studios
Creator Economy

The Dizzying Rise of Dhar Mann

By Kaya Yurieff · Aug 27, 2025 2:18pm PDT
In early June, I pulled up to a giant lot in Burbank, Calif. about four miles down the road from Warner Brothers Studios, where “Friends” and “The Big Bang Theory” were filmed. I was there to tour the set and offices where YouTuber Dhar Mann runs a growing entertainment empire.Mann, who leases the 125,000 square foot production studio, part of... In early June, I pulled up to a giant lot in Burbank, Calif. about four miles down the road from...
How the Talent War is Impacting the Race for AGI
By The Information Staff · Aug 27, 2025 11:55am PDT
Deep Research

How the Talent War is Impacting the Race for AGI

By The Information Staff · Aug 27, 2025 11:55am PDT
A central question looms over artificial intelligence: How is the intensifying the war for talent impacting the race for artificial general intelligence (AGI)? A central question looms over artificial intelligence: How is the intensifying the war for talent...
Jeff Green, founder of The Trade Desk. Photo via Getty
Exclusive

Walmart Backing Away From Trade Desk, an Amazon Ad Tech Rival

By Catherine Perloff and Theo Wayt · Aug 14, 2025 7:16am PDT
Amazon’s most direct rival in handling ad sales across the web, the Trade Desk, could be in danger of losing one of its most valuable clients—Walmart. Last year, Walmart renegotiated its four-year-old arrangement with the Trade Desk, under which advertisers buying spots on the Web using Walmart shopper data for targeting have to use the... Amazon’s most direct rival in handling ad sales across the web, the Trade Desk, could be in...
Exclusive

Unsolicited Term Sheets, Declining Dry Powder: Inside the AI Deal Rush

By Natasha Mascarenhas · Aug 11, 2025 6:00am PDT · 5 comments
Last year, when money was surging into artificial intelligence startups, even some venture capitalists involved in those deals worried that the high costs of AI and unreliable demand from businesses were setting up many startups for disappointment. Such skepticism, if not dead, is on its last legs. Monthly revenue that is doubling or quadrupling... Last year, when money was surging into artificial intelligence startups, even some venture...
Uber CEO Dara Khosrowshahi. Photo via Getty
The Briefing

Uber Leads Gig Economy Pack

By Martin Peers · Aug 6, 2025 5:00pm PDT · 1 comment
For just a minute, can we put aside relentless fundraising from artificial intelligence startups? Let’s give some airtime to the gig economy firms of an older generation of startups that are now minting the kind of money these newer firms can only dream about. Yes, we’re talking about the second-quarter numbers out Wednesday from Uber, DoorDash,... For just a minute, can we put aside relentless fundraising from artificial intelligence startups?...
Photo via Getty
OpenAI’s Secret Strategy for Its Open Models
By Stephanie Palazzolo · Aug 6, 2025 7:00am PDT
Photo via Getty
AI Agenda

OpenAI’s Secret Strategy for Its Open Models

By Stephanie Palazzolo · Aug 6, 2025 7:00am PDT
AI developers rejoice! After months of buildup, OpenAI yesterday finally released the first open-weight large language models it’s put out since 2019, which in AI land is forever. (ChatGPT itself was released less than three years ago.) The impetus for OpenAI to launch an open-weight model goes back to China’s DeepSeek, which exploded onto... AI developers rejoice! After months of buildup, OpenAI yesterday finally released the first...
Photo via Getty
The Briefing

Figma’s Bubble and Apple’s Surprise

By Martin Peers · Jul 31, 2025 5:00pm PDT
What a day! Apple surprised with a much better quarter than it had projected, lifting revenue in the June quarter 10%, thanks to 13% higher iPhone revenue, the best iPhone quarter in four years. Amazon, meanwhile, reported the best growth for its online stores in three years. (See below for more on the quarterly results.) The biggest news today,... What a day! Apple surprised with a much better quarter than it had projected, lifting revenue in...
Art by Clark Miller
The Arena

Sports Leagues Hunt for Startup Investments in a Chummy Style of Venture Capital

By Sara Germano · Jul 25, 2025 9:04am PDT
A couple weeks ago, LeBron James was in Las Vegas, seated courtside at the Thomas and Mack Center to watch his team, the Los Angeles Lakers, scrimmage against their crosstown rivals, the Clippers. The game was a highlight of the NBA’s annual off-season Summer League tournament, where rookies and rising stars—like James’ son,... A couple weeks ago, LeBron James was in Las Vegas, seated courtside at the Thomas and Mack Center...
Deals

Targets to Watch as AI Dealmaking Picks Up

By Valida Pau · Jul 24, 2025 6:00am PDT
Google’s and Meta Platforms’ unconventional multibillion-dollar deals to obtain artificial intelligence talent have dominated headlines in recent weeks. But large technology companies including Meta, Amazon, Nvidia, Snowflake and cloud provider CoreWeave have gone beyond recruiting talent: Each has recently acquired at least one AI startup for... Google’s and Meta Platforms’ unconventional multibillion-dollar deals to obtain artificial...
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What’s Missing From Netflix’s Results
By Martin Peers · Jul 18, 2025 3:00pm PDT
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The Briefing

What’s Missing From Netflix’s Results

By Martin Peers · Jul 18, 2025 3:00pm PDT
Imagine buying a house from someone who refused to show you the interior. The roof might be leaking, but the sellers don’t want you to know. That’s what it’s like buying shares in many of the biggest tech companies, which refuse to disclose key details about their business. More strikingly, many of these companies—such as Netflix and Apple—... Imagine buying a house from someone who refused to show you the interior. The roof might be...
Photo via Getty
Exclusive

The Education of Roku’s Anthony Wood

By Catherine Perloff · Jul 18, 2025 6:00am PDT
For years, Roku founder and CEO Anthony Wood ran the streaming device maker with some strict rules. He wouldn’t allow advertisements on the Roku home screen—the first thing its viewers see when they switch on their TV—for anything besides other entertainment companies. He also wouldn’t allow the home screen to promote individual... For years, Roku founder and CEO Anthony Wood ran the streaming device maker with some strict...