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In-depth insights in seconds. Ask Deep Research.

Meta

Meta Platforms, formerly known as Facebook, is a technology conglomerate based in Menlo Park, Calif. The company owns and operates Facebook, Instagram, Threads and WhatsApp, among other products and services. Meta is one of the world’s most valuable companies and is among the 10 largest publicly traded corporations in the U.S. It is considered one of the Big Five, alongside Google parent company Alphabet, Amazon, Apple and Microsoft.

Recent Articles about Meta
Chart by Shane Burke
True Value

Intel is Now Pricier Than TSMC: That Makes No Sense

By Anita Ramaswamy · Jan 22, 2026 9:06am PST · 2 comments
Intel’s stock price has more than doubled in the past five months, since President Donald Trump announced the U.S. government would buy a 10% stake in the ailing chip manufacturer, followed by similar investments from SoftBank and Nvidia. Investors are betting the new capital, coupled with a surge in AI demand, will help resuscitate the company.... Intel’s stock price has more than doubled in the past five months, since President Donald Trump...
Art by Getty Images
AI Agenda

Why Some Researchers at OpenAI, Thinking Machines and Amazon Want to Change How LLMs Are Trained

By Stephanie Palazzolo · Jan 22, 2026 7:00am PST
It seems like every AI researcher these days has lots of ideas around how to combat major shortcomings in the field, such as the “split-brain problem” (in which a model can incorrectly answer a question just because of the way the question is phrased), by developing new models that do “continual learning,” for instance.AI researchers also tell... It seems like every AI researcher these days has lots of ideas around how to combat major...
Art by Mike Sullivan
Exclusive

With Google Deal, Apple’s Craig Federighi Plots a Cautious Course in AI

By Aaron Tilley and Wayne Ma · Jan 22, 2026 6:00am PST
Last fall, Apple’s software chief, Craig Federighi, delivered a warm message to a meeting of the company’s combined software and AI groups. Federighi said he was excited about deeper collaboration between his software team and Apple’s AI group. But then came Federighi’s criticism. He added that he liked moving fast and feeling the “wind at his... Last fall, Apple’s software chief, Craig Federighi, delivered a warm message to a meeting of the...
Millions of these metals-rich nodules are strewn across the seafloor three miles below the surface of the Pacific. Photo: Carolyn Cole / L.A. Times/Getty
The Electric: Trump Expedites Deep Sea Mining of Critical Minerals
By Steve LeVine · Jan 22, 2026 4:30am PST
Millions of these metals-rich nodules are strewn across the seafloor three miles below the surface of the Pacific. Photo: Carolyn Cole / L.A. Times/Getty
The Electric

The Electric: Trump Expedites Deep Sea Mining of Critical Minerals

By Steve LeVine · Jan 22, 2026 4:30am PST
Startup Western mining companies got key U.S. support Wednesday in their yearslong effort to extract copper, cobalt and other key metals from the deep Pacific seabed, a move intended to accelerate non-Chinese supplies for tech and defense companies. Startup Western mining companies got key U.S. support Wednesday in their yearslong effort to...
Dario Amodei, co-founder and chief executive officer of Anthropic, during the World Economic Forum (WEF) in Davos, Switzerland, on Tuesday, Jan. 20, 2026.
Exclusive

Anthropic Lowers Gross Margin Projection as Revenue Skyrockets

By Sri Muppidi · Jan 21, 2026 6:19pm PST · 3 comments
Anthropic last month projected it would generate a 40% gross profit margin from selling AI to businesses and application developers in 2025, according to two people with knowledge of its financials. That margin was 10 percentage points lower than its earlier optimistic expectations, though it’s still a big improvement from the year before. The... Anthropic last month projected it would generate a 40% gross profit margin from selling AI to...
Larry Ellison. Craig Hudson/The Washington Post via Getty Images.
The Briefing

Oracle Should (but Likely Won’t) Cut Its Dividend

By Martin Peers · Jan 21, 2026 5:00pm PST
Here’s a question: How much are big tech companies cutting back on sending money to shareholders as they ramp up their AI development spending? It’s a good time to ask: On Friday, Oracle is due to pay out its latest quarterly dividend of 50 cents a share. That will amount to $1.4 billion going out the door, which Oracle can ill afford. After... Here’s a question: How much are big tech companies cutting back on sending money to shareholders...
Barret Zoph. YouTube/OpenAI.
Exclusive

OpenAI Names Former TML Staffer Zoph to Oversee Enterprise Push

By Stephanie Palazzolo and Erin Woo · Jan 21, 2026 2:14pm PST · 1 comment
Barret Zoph, the Thinking Machines Lab cofounder who rejoined OpenAI in a swirl of controversy last week, will lead the company’s push to sell AI products to businesses, as part of a broader reorganization across the company, OpenAI’s CEO of Applications Fidji Simo told staff on Wednesday. Brad Lightcap, OpenAI’s chief operating officer, will... Barret Zoph, the Thinking Machines Lab cofounder who rejoined OpenAI in a swirl of controversy...
What the Thinking Machines Shake-Up Reveals About the AI Talent Market
By The Information Staff · Jan 21, 2026 12:11pm PST
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Deep Research

What the Thinking Machines Shake-Up Reveals About the AI Talent Market

By The Information Staff · Jan 21, 2026 12:11pm PST
The recent shake-up at Thinking Machines Lab offers a clear view into how competition for AI talent is evolving across the industry. As leading firms move more aggressively to recruit and retain a small pool of highly sought-after researchers, the effects are showing up not just in hiring practices but in valuations, investor confidence and... The recent shake-up at Thinking Machines Lab offers a clear view into how competition for AI...
Art by Mike Sullivan/Gemini
Exclusive

Apple Developing AI Wearable Pin

By Wayne Ma and Qianer Liu · Jan 21, 2026 11:58am PST · 1 comment
Apple is developing an AI-powered wearable pin the size of an AirTag that is equipped with multiple cameras, a speaker, microphones and wireless charging, according to people with direct knowledge of the project. The device could be released as early as 2027, they said. Such a product would position Apple to compete more effectively with OpenAI,... Apple is developing an AI-powered wearable pin the size of an AirTag that is equipped with...
GE Vernova turbines at the Stargate AI data center construction site in Abilene, Tex. Kyle Grillot/Bloomberg via Getty Images.
The Information Finance

Data Center Inflation Is Here

By Ken Brown · Jan 21, 2026 8:00am PST · 5 comments
In the first weeks of the year, it has become clear that building data centers is getting more expensive. On a relative basis, the shift could benefit the cash-rich tech giants, particularly Google, while potentially hurting cash-burning startups. This doesn’t mean giant data centers won’t get built. Investors are still enthusiastic about... In the first weeks of the year, it has become clear that building data centers is getting more...
The Information Finance Newsletter
Context and explanation for the biggest investments in the industry, with a particular focus on the funding of artificial intelligence.
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Screenshots of Runway videos via YouTube.
AI Agenda

AI Videos Nearly Indistinguishable From Real Videos, Runway Finds

By Rocket Drew · Jan 21, 2026 7:00am PST
Runway today is releasing its latest AI model, Gen-4.5, that can generate videos from an image. The model, from the startup that specializes in image and video-generating models, is impressive but is likely to underscore growing concerns about AI-generated deepfakes.To measure the model’s performance, Runway asked over 1,000 people to... Runway today is releasing its latest AI model, Gen-4.5, that can generate videos from an image....
Art by Mike Sullivan
TikTok Plans Big Shopping Push
By Jing Yang and Juro Osawa · Jan 21, 2026 6:04am PST
Art by Mike Sullivan
Exclusive

TikTok Plans Big Shopping Push

By Jing Yang and Juro Osawa · Jan 21, 2026 6:04am PST
TikTok’s U.S. business may be about to take off. The scheduled completion this week of TikTok’s sale of its U.S. data security arm to a joint venture ends years of uncertainty about its future in the U.S. And the video app maker is now redoubling its efforts to build a much bigger e-commerce business in the U.S., in a new challenge to Amazon. TikTok’s U.S. business may be about to take off. The scheduled completion this week of TikTok’s...
Photo by Getty.
Exclusive

OpenAI Lines Up Advertisers, Reveals Key Details Ahead of Ads Launch

By Catherine Perloff and Sri Muppidi · Jan 20, 2026 7:29pm PST · 1 comment
OpenAI has started offering its new chatbot ads to dozens of advertisers, according to two people familiar with the matter. To start off, the company is charging on the basis of ad views as opposed to per-ad clicks that are typical at large sellers of search ads like Google and Amazon, the people said. OpenAI is asking that small pool of... OpenAI has started offering its new chatbot ads to dozens of advertisers, according to two people...
Amazon CEO Andy Jassy on TITV at Davos today. Photo via TITV
The Briefing

Andy Jassy in Davos; Netflix’s Q4

By Jessica E. Lessin · Jan 20, 2026 5:00pm PST
My second day in Davos began way too early—in a sit-down with Amazon CEO Andy Jassy for The Information’s TITV. It has been two years and three months since I last sat down with Jassy in Seattle. While he’s always calm and measured—and, for what it is worth, he’s one of the nicest people to interview—one could sense a little defensiveness... My second day in Davos began way too early—in a sit-down with Amazon CEO Andy Jassy for The...
Applied Compute co-founders Rhythm Garg and Linden Li.
Exclusive

Applied Compute, Founded by Ex-OpenAI Researchers, in Talks for $1.3 Billion Valuation

By Stephanie Palazzolo and Valida Pau · Jan 20, 2026 3:01pm PST · 1 comment
Applied Compute, a startup founded by three former OpenAI researchers that helps companies customize models with their own data, is in talks to raise new funding at a $1.3 billion valuation, including the investment, according to four people with knowledge of the discussions. The funding would more than double the company’s valuation from its... Applied Compute, a startup founded by three former OpenAI researchers that helps companies...
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