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.

Recent Articles about E-Commerce
Palantir CEO Alex Karp. Photo by Getty.
The Briefing

Palantir’s AI Pricing Power

By Laura Bratton · May 3, 2026 3:00pm PDT
Results from Google, Microsoft and Amazon last week showed AI is still fueling cloud revenues, news that helped lift the stock market to fresh records on Friday. This week, we’ll get a clearer glimpse into whether AI can also lift the lagging prices of software stocks such as Palantir and ServiceNow.Palantir kicks off the week’s wave of... Results from Google, Microsoft and Amazon last week showed AI is still fueling cloud revenues,...
Philip Johnston, CEO of Starcloud. Screenshot via YouTube
Exclusive

Starcloud in Talks for $2.2 Billion Valuation as SpaceX Stirs Interest

By Theo Wayt and Julia Hornstein · Apr 30, 2026 2:24pm PDT · 1 comment
Starcloud, a two-year-old startup building orbital data centers, has told investors it’s in talks to raise at least $200 million at a valuation of around $2.2 billion after the investment, according to a person involved in the deal. The discussions come just one month after Redmond, Wash.-based Starcloud said it raised $170 million at a $1.1... Starcloud, a two-year-old startup building orbital data centers, has told investors it’s in talks...
Photo by David Kawai/ Getty Images.
Exclusive

Shopify Seeks Licenses to Push Deeper Into Fintech

By Ann Gehan · Apr 30, 2026 6:00am PDT
Commerce giant Shopify is seeking regulatory approvals to take a bigger role in offering financial and payments services to the millions of merchants using its software. Shopify has already secured money transmitter licenses in more than a dozen U.S. states to hold and move funds itself, and it is seeking them nationwide. If that happens, the... Commerce giant Shopify is seeking regulatory approvals to take a bigger role in offering...
A Mercado Libre facility in Sāo Paulo State, Brazil. Jonne Roriz/Bloomberg/Getty Images.
Mercado Libre Is Growing 30%-Plus a Year: Its Stock Is Too Cheap
By Anita Ramaswamy · Apr 21, 2026 6:04am PDT · 1 comment
A Mercado Libre facility in Sāo Paulo State, Brazil. Jonne Roriz/Bloomberg/Getty Images.
True Value

Mercado Libre Is Growing 30%-Plus a Year: Its Stock Is Too Cheap

By Anita Ramaswamy · Apr 21, 2026 6:04am PDT · 1 comment
Latin America’s largest tech firm, e-commerce and fintech juggernaut Mercado Libre, is on sale. The company’s share price has dropped 9% over the past 12 months even as its business has continued to rocket along at a 30%-plus revenue growth rate. Investors are skittish about growing competition posed by Singapore’s Sea Ltd. in Mercado Libre’s... Latin America’s largest tech firm, e-commerce and fintech juggernaut Mercado Libre, is on sale....
Adobe CEO Shantanu Narayen at the company's 2025 summit. David Becker/AP.
The Briefing

Adobe and Google Cloud Head to Vegas

By Martin Peers · Apr 19, 2026 3:00pm PDT
If you’ve never visited Las Vegas, this week might be the time. Adobe and Google Cloud are both having big shows there this week, with Adobe kicking off its customer summit tomorrow and running through Wednesday. Google Cloud Next, conveniently, starts Wednesday and runs through Friday. Come for one, stay for both!The two companies might be in... If you’ve never visited Las Vegas, this week might be the time. Adobe and Google Cloud are both...
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Wonder CEO Marc Lore. Kimberly White/Getty Images.
Dealmaker

Marc Lore’s Wonder Preps a Pre-IPO Round

By Cory Weinberg · Apr 16, 2026 3:17pm PDT
E-commerce veteran Marc Lore hasn’t been shy about his food delivery startup’s IPO aspirations. In recent months, he has written on the whiteboards in Wonder’s Midtown Manhattan office the date when it should be IPO-ready: March 31, 2027, according to a person close to the company.First, however, the company will try to tap private investors... E-commerce veteran Marc Lore hasn’t been shy about his food delivery startup’s IPO aspirations....
Pro subscription required icon Pro subscription required icon Art by Clark Miller.
Deep Research

Can OpenAI’s ChatGPT Ad Ambitions Add Up?

By The Information Staff · Apr 16, 2026 12:00pm PDT
OpenAI has mapped out ambitious targets for its recently launched ChatGPT advertising business, telling investors it plans to hit around $2.4 billion in ad revenue this year and nearly $11 billion in 2027. An analysis by The Information’s Deep Research shows there are still significant hurdles OpenAI needs to clear in order to turn a small,... OpenAI has mapped out ambitious targets for its recently launched ChatGPT advertising business,...
Art by Mike Sullivan.
The Hidden Costs of AI Shopping Payments
By Ann Gehan · Apr 15, 2026 10:30am PDT · 1 comment
Art by Mike Sullivan.
Q&A

The Hidden Costs of AI Shopping Payments

By Ann Gehan · Apr 15, 2026 10:30am PDT · 1 comment
Shoppers using AI are seeking refunds and disputing credit card charges at an elevated rate, highlighting the financial risks of AI-powered shopping, according to Carlo Bruno, vice president of product at payments firm Adyen. Companies must figure out how to handle that risk before AI can reliably tackle online purchases, Bruno said. The... Shoppers using AI are seeking refunds and disputing credit card charges at an elevated rate,...
Art by Mike Sullivan.
Exclusive

OpenAI Plans New Pricing for ChatGPT Ads, Explores Other Upgrades

By Ann Gehan · Apr 15, 2026 6:00am PDT
OpenAI plans to start pricing some ChatGPT ads based on whether people click on the ads rather than just how many people see them, an agency executive who spoke with OpenAI employees and works with ChatGPT advertisers said. At the same time, OpenAI has also indicated it plans to introduce ads aimed at getting people to take a specific action,... OpenAI plans to start pricing some ChatGPT ads based on whether people click on the ads rather...
Jared Siskin/Getty Images.
Dealmaker

Billion Dollar Grüns Sale Gives Consumer Investors Hope

By Katie Roof · Apr 14, 2026 4:18pm PDT
When Unilever last week announced its $1.2 billion acquisition of Grüns, a three-year-old brand of gummy vitamins, I had a flashback to a decade ago when Unilever bought Dollar Shave Club for almost the same price. That earlier deal marked the heyday of venture-backed consumer exits, which have been few and far between more recently. The... When Unilever last week announced its $1.2 billion acquisition of Grüns, a three-year-old brand...
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Art by Clark Miller

The ‘Tokenmaxxing’ Tide May Already Be Turning

By Jyoti Mann, Nick Wingfield and Catherine Perloff · Apr 11, 2026 7:00am PDT
At tech giants like Meta Platforms, employees may have embraced the idea of “tokenmaxxing” as a way to show off how dedicated they are to using AI in their jobs. Don’t expect businesses beyond the deepest-pocketed tech giants to follow their lead, though. As The Information reported on Monday, employees inside Meta have been competing to see who... At tech giants like Meta Platforms, employees may have embraced the idea of “tokenmaxxing” as a...
Art by Mike Sullivan
OpenAI Forecasts Advertising to Hit $102 billion by 2030
By Sri Muppidi · Apr 9, 2026 6:00am PDT · 11 comments
Art by Mike Sullivan
Exclusive

OpenAI Forecasts Advertising to Hit $102 billion by 2030

By Sri Muppidi · Apr 9, 2026 6:00am PDT · 11 comments
OpenAI’s advertising effort is so new that the company is still working out the kinks in it. That hasn’t stopped it from setting ambitious aims for the business, which it expects to become the largest driver of its revenue by the end of the decade. OpenAI expects advertising to generate about $2.4 billion in revenue this year and to quadruple... OpenAI’s advertising effort is so new that the company is still working out the kinks in it. That...
Lindsey Nicholson/Getty Images.
Exclusive

Amazon’s Tough Stance on Prices Prompts Brands to Pull Products

By Ann Gehan · Apr 7, 2026 6:00am PDT · 1 comment
Selling on Amazon is getting tougher for some big brands. In recent months, Amazon has rebuffed requests from some of the company’s wholesale suppliers to increase what it pays for their inventory, forcing brands to swallow higher costs related to tariffs, and more recently, oil prices, according to people who work with consumer brands like... Selling on Amazon is getting tougher for some big brands. In recent months, Amazon has rebuffed...
Art by Mike Sullivan.
Exclusive

Amazon Curbs Misleading Markdowns Ahead of Prime Day Sale

By Ann Gehan · Apr 3, 2026 10:16am PDT
Amazon is taking steps to curb misleading markdowns on its retail site ahead of its annual Prime Day sale this summer, steps that could cut down on eye-popping Prime Day deals while addressing complaints that some discounts are overstated. Over the next two months, Amazon will closely track what shoppers have been paying for items in the run-up... Amazon is taking steps to curb misleading markdowns on its retail site ahead of its annual Prime...
Photos of Sam Atlman and Fidji Simo by Getty Images. Portraits of John Coogan and Jordi Hays courtesy of TBPN. Art by Mike Sullivan
Exclusive

Why OpenAI’s Fidji Simo Bought the TBPN Podcast Amid Crusade Against ‘Side Quests’

By Stephanie Palazzolo · Apr 2, 2026 2:27pm PDT
In recent weeks, Fidji Simo has burst into public view as the OpenAI executive bringing much-needed discipline to the AI startup, as it inches toward an initial public offering late this year. Last month, Simo—who is now CEO of AGI Deployment—delivered the sobering message to the company’s staff that OpenAI can no longer chase “side... In recent weeks, Fidji Simo has burst into public view as the OpenAI executive bringing...