E-Commerce

The Information’s reporting on e-commerce includes uncovering financials from the world’s biggest e-commerce companies, such as Amazon and Shein. Additionally, our team is leading the analysis of forays into e-commerce by various platforms, including ByteDance's TikTok, X and more.

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Recent Articles about E-Commerce
Art by Mike Sullivan
Talent Tracker

The 17 People Crucial to AI Shopping

By Ann Gehan · Feb 25, 2026 6:00am PST
The AI shopping race is shifting quickly. In less than six months, AI companies have mostly stopped trying to make agents that browse and shop directly on retail sites and have focused instead on putting checkout features inside AI chatbots. That’s elevated the importance of the engineers who have been building these shopping features as well as... The AI shopping race is shifting quickly. In less than six months, AI companies have mostly...
Why OpenAI, Anthropic Missed Their Own Gross Margin Forecasts
Dealmaker

Why OpenAI, Anthropic Missed Their Own Gross Margin Forecasts

By Sri Muppidi · Feb 24, 2026 3:43pm PST · 6 comments
OpenAI has become increasingly optimistic about the revenue it expects to generate from both consumers and businesses, pushing up its projections for the next five years. Clouding those forecasts, however, are escalating cloud server costs that have outstripped revenue growth.Those pressures were stark last year, when OpenAI’s gross margins fell... OpenAI has become increasingly optimistic about the revenue it expects to generate from both...
Nvidia CEO Jensen Huang. Krisztian Bocsi/Getty Images.
The Briefing

OpenAI’s Magical Thinking; Nvidia on Deck This Week

By Martin Peers · Feb 22, 2026 3:00pm PST · 1 comment
Before we get to what’s coming this week, let’s take a moment to honor the company that has honed the power of magical thinking. That would be OpenAI, whose latest long term revenue and profit projections we reported on Friday night here. The most important element of the report was that in 2025, the cost of running AI models quadrupled, so the... Before we get to what’s coming this week, let’s take a moment to honor the company that has honed...
Art by Clark Miller
The Big Read

E-Commerce Startups Are Back From the Dead

By Ann Gehan · Oct 10, 2025 9:24am PDT · 1 comment
Lately, venture capitalist Ben Lerer has found himself experiencing a bit of déjà vu: Once again, there’s a whole nest of thriving e-commerce startups worth his attention. When I reached him a couple weeks ago, his firm, Lerer Hippeau, was just putting money into two of them: Elm Biosciences, a new skin care startup, and Stiller’s... Lately, venture capitalist Ben Lerer has found himself experiencing a bit of déjà...
Art by Clark Miller.
E-commerce

‘Everyone’s Desperate’: Consumer Startups Bet on Mobile Big Brother Billboards

By Ann Gehan · Nov 29, 2024 10:00am PST · 2 comments
When Huel, a London-based startup that sells protein bars and powdered meals, was plotting an expansion push into America earlier this year, the company’s executives knew they needed to make a splash. Huel’s $200 million in annual revenue came from online sales mostly in Europe—in the U.S., it hoped to win over customers in... When Huel, a London-based startup that sells protein bars and powdered meals, was plotting an...