Twitch

Twitch is a live-streaming platform owned by Amazon that primarily focuses on video game content, but has expanded to include other areas such as music, creative arts, and talk shows. Twitch faces competition from other live-streaming platforms such as YouTube and Facebook Gaming.

Recent Articles about Twitch
Art by Clark Miller
Wearables

In Sickness and in Health: Wellness-Obsessed Techies Adopt Oura Rings as Wedding Bands

By Jemima McEvoy · Feb 14, 2026 5:23am PST
When AI researcher Sebastian Raschka got married in November 2023, he and his now-wife, Liza, went nontraditional. They wedded in Las Vegas at an Elvis-themed chapel, then celebrated by attending a U2 concert at the Sphere, the futuristic orb-shaped theater on the Strip. The Raschkas also bucked tradition in their selection of wedding rings,... When AI researcher Sebastian Raschka got married in November 2023, he and his now-wife, Liza,...
Arif Janmohamed. Screenshot via YouTube/The Fabric.
Exclusive

Lightspeed Partner Behind Navan, Netskope to Launch New Firm

By Katie Roof · Feb 13, 2026 10:49am PST
Lightspeed Venture Partners’ Arif Janmohamed, one of the firm’s leading enterprise software investors, is reducing his involvement to launch a new early stage investment firm later this year, he said. Janmohamed joined Lightspeed in 2008 as one of its first employees and became a partner four years later. He is the latest in a wave of veteran VC... Lightspeed Venture Partners’ Arif Janmohamed, one of the firm’s leading enterprise software...
Art by Clark Miller (photo: Getty Images)
The Big Read

Blue Owl Eyes New Deals as It Pushes Deeper Into AI Boom

By Miles Kruppa · Feb 13, 2026 6:00am PST · 1 comment
If there are growing worries about the scale of money pouring into AI, word of that hasn’t reached Marc Lipschultz. He is co-CEO of Blue Owl Capital, a publicly traded investment firm that has struck a series of huge AI data center deals. And he’s gearing up for far more of them. Right now, he says Blue Owl is working on more than $100 billion... If there are growing worries about the scale of money pouring into AI, word of that hasn’t...
Art by Clark Miller.
How OpenAI Uses ChatGPT to Catch ‘Leakers’
By Stephanie Palazzolo · Feb 11, 2026 7:00am PST
Art by Clark Miller.
AI Agenda

How OpenAI Uses ChatGPT to Catch ‘Leakers’

By Stephanie Palazzolo · Feb 11, 2026 7:00am PST
Here at The Information, we’re always trying to break through the hype to understand how folks are actually using AI in the real world. And recently, I came across a new application of AI that I can’t say I had ever heard of before: using ChatGPT to catch so-called leakers.When a news story about OpenAI’s internal activities is published,... Here at The Information, we’re always trying to break through the hype to understand how folks...
Bill McDermott, CEO of ServiceNow. Photo by Victor J. Blue/ Getty Images
True Value

What Investors Are Missing About ServiceNow

By Anita Ramaswamy · Feb 11, 2026 6:00am PST · 2 comments
Software stocks have started to recover after last week’s disastrous sell-off, but hardly enough to reverse a rout that has plagued the sector since fears that AI would render its products irrelevant took root. Several big-name software stocks, including ServiceNow, Adobe and Workday, are now trading at their lowest valuations in a decade. That... Software stocks have started to recover after last week’s disastrous sell-off, but hardly enough...
Photo by Yuichi Yamazaki/ Getty Images.
Exclusive

ChatGPT Shopping Could Get Complicated Fast

By Ann Gehan · Feb 10, 2026 10:04am PST
OpenAI has touted shopping inside ChatGPT as a major business opportunity as it tries to raise tens of billions in fresh cash. Meanwhile, the company is still nailing down some online commerce basics. That includes figuring out the best way to navigate state sales taxes—people working on commerce inside OpenAI still haven’t decided how it... OpenAI has touted shopping inside ChatGPT as a major business opportunity as it tries to raise...
Aneel Bhusri, CEO of Workday. Photo by Noah Graham/Getty Images.
The Briefing

Workday’s CEO Shuffle Is a Sign of Things to Come

By Martin Peers · Feb 9, 2026 5:00pm PST · 1 comment
Last week’s sell-off in software stocks is having an impact. Enterprise software firm Workday revealed Monday it had replaced its CEO, Carl Eschenbach, with co-founder and former CEO Aneel Bhusri, who is returning “to lead the company’s next chapter.” Bhusri, to be clear, has led the company for most of its chapters, having been either co-CEO or... Last week’s sell-off in software stocks is having an impact. Enterprise software firm Workday...
Bob Iger and Josh D'Amaro. Getty Images. Disney/Getty Images.
Disney’s CEO Choice Reflects Entertainment’s Decline
By Martin Peers · Feb 3, 2026 5:00pm PST
Bob Iger and Josh D'Amaro. Getty Images. Disney/Getty Images.
The Briefing

Disney’s CEO Choice Reflects Entertainment’s Decline

By Martin Peers · Feb 3, 2026 5:00pm PST
It’s CEO replacement time. Both Walt Disney Co. and PayPal named new chief executives on Tuesday, with each appointment symbolizing major business shifts. Disney named parks chief Josh D’Amaro to succeed longtime CEO Bob Iger, who turns 75 next week (D’Amaro is Iger’s second successor, after the first one flopped so badly Iger had to return to... It’s CEO replacement time. Both Walt Disney Co. and PayPal named new chief executives on Tuesday,...
Microsoft CEO Satya Nadella. Jason Redmond/Getty Images.
True Value

Microsoft Is Striking the Right Balance Between Software and Cloud

By Anita Ramaswamy · Feb 2, 2026 6:00am PST · 2 comments
Microsoft is in Wall Street’s doghouse. The company’s shares have lagged the S&P 500 index for the past few months, and the big stock sell-off that followed last Wednesday’s earnings report has left them trading at their lowest value, as a multiple of operating profits, since 2022. Investors were responding to a slight slowdown in growth at... Microsoft is in Wall Street’s doghouse. The company’s shares have lagged the S&P 500 index...
Art by Clark Miller
Analysis

I Built a Word-a-Day App With Anthropic’s Cowork. It Took a Lot of Work

By Rocket Drew · Jan 31, 2026 6:29am PST · 3 comments
In the last several weeks, Anthropic’s Cowork has captured considerable attention. And no wonder—Cowork has an alluring promise: that it can apply all the power of Anthropic’s coding agent, Claude Code, to nonprogramming tasks in a simple tool. The reality is, like many freshly hired human co-workers, Anthropic’s tool has some... In the last several weeks, Anthropic’s Cowork has captured considerable attention. And no...
Photo by Christopher Juhn/Getty Images
AI Agenda

ICE Says It Uses AI From Palantir, OpenAI; Meta’s Humanoid Robot Training Plan

By Erin Woo and Jyoti Mann · Jan 29, 2026 7:00am PST
The U.S. Department of Homeland Security on Wednesday released a new database describing its use of artificial intelligence last year, including how Immigration and Customs Enforcement, an agency within DHS, relied on technology from Palantir and OpenAI.ICE has been a flashpoint around the country after government agents fatally shot two people... The U.S. Department of Homeland Security on Wednesday released a new database describing its use...
Anthropic CEO Dario Amodei via Getty
Anthropic and JPMorgan Seem to Agree That AI Isn’t Eating Enterprise Apps Yet
By Amir Efrati and Kevin McLaughlin · Jan 27, 2026 11:37am PST
Anthropic CEO Dario Amodei via Getty
Applied AI

Anthropic and JPMorgan Seem to Agree That AI Isn’t Eating Enterprise Apps Yet

By Amir Efrati and Kevin McLaughlin · Jan 27, 2026 11:37am PST
AI has been a frequent bogeyman to software stocks in the past year, with investors worried that AI agents could erode seat-based subscription pricing models and long-term growth. Shares of big incumbents such as Salesforce, Workday, Hubspot, ServiceNow and Adobe are down anywhere from 29% to 58% in that time frame, prompting some analysts... AI has been a frequent bogeyman to software stocks in the past year, with investors worried that...
Art by Mike Sullivan
AI Agenda

OpenAI One-Ups Anthropic with New Whistleblower Policy

By Rocket Drew · Jan 27, 2026 9:19am PST
OpenAI recently updated its policy for handling whistleblower complaints, following concerns about AI startups ignoring what are standard rules applying to all companies. It follows similar steps from Anthropic and could pressure other AI companies to follow suit. Federal government rules mandate that companies cannot retaliate against... OpenAI recently updated its policy for handling whistleblower complaints, following concerns...
Art by Mike Sullivan
Data Point

AI Clogs Exits for PE-Backed Software Firms

By Valida Pau · Jan 27, 2026 6:00am PST
Private equity firms are struggling to sell the software companies they acquired in a buying frenzy in 2021 and 2022, even though they enjoyed a rebound in sales for such companies last year. The lack of deals could force more PE firms to sell their holdings at a lower price, or even at a discount to the original deal price. Sales did pick up... Private equity firms are struggling to sell the software companies they acquired in a buying...
Art by Mike Sullivan
AI Infrastructure

Five Takeaways From ‘Data Center Davos’

By Anissa Gardizy · Jan 26, 2026 8:00am PST · 1 comment
Last week, the data center industry migrated temporarily to Hawaii for the Pacific Telecommunications Council conference. The event—like Davos except warmer—is typically where deal talks in the data center business begin and the priorities for the year are set. The sector’s power brokers are coming off a wild 12 months, bookended by the... Last week, the data center industry migrated temporarily to Hawaii for the Pacific...
AI Infrastructure Newsletter
Stay ahead of the AI infrastructure wars. Anissa Gardizy and Ann Davis Vaughan cover how tech titans are disrupting the energy sector and becoming accidental industrial giants to compete on the AI model battlefield.
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OpenAI CFO Sarah Friar and CEO Sam Altman. Kyle Grillot/Getty Images.
OpenAI Seeks Premium Prices in Early Ads Push
By Ann Gehan and Catherine Perloff · Jan 26, 2026 6:00am PST · 1 comment
OpenAI CFO Sarah Friar and CEO Sam Altman. Kyle Grillot/Getty Images.
Exclusive

OpenAI Seeks Premium Prices in Early Ads Push

By Ann Gehan and Catherine Perloff · Jan 26, 2026 6:00am PST · 1 comment
In its initial rollout of ads, OpenAI is charging prices that rival those for coveted video programs like the NFL, and well above what rivals such as Meta Platforms’ social media apps charge. But unlike Meta or Google, OpenAI won’t be providing detailed information about the query responses accompanying their ads or whether ads prompted ChatGPT... In its initial rollout of ads, OpenAI is charging prices that rival those for coveted video...
Art by Clark Miller (photos: Getty Images)
The Top 5

A Tech Mogul’s Guide to Winter Fashion, Davos-Style

By Esther Achara · Jan 24, 2026 6:01am PST · 3 comments
Tackling global dilemmas is what the World Economic Forum does best, and keen observers of the happenings at Davos, Switzerland, can definitely glean a sense of where the world might be heading. It’s also not a bad place to pick up a sense of mogul-appropriate winter wear. “Dressing for Davos isn’t easy,” admitted Victoria Hitchcock, a Silicon... Tackling global dilemmas is what the World Economic Forum does best, and keen observers of the...
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...
MrBeast. Victoria Sirakova/Getty Images.
The Briefing

Bitmine’s Switch From Ether to MrBeast

By Yueqi Yang · Jan 15, 2026 5:00pm PST · 1 comment
Investors who own shares of Bitmine, which last year turned itself into a holding company for ether tokens, woke up to some surprising news today. Bitmine is investing $200 million in Beast Industries, the company of MrBeast, the No.1 YouTuber. He’s known for making viral videos, not for his interest in ether. The investment is what you... Investors who own shares of Bitmine, which last year turned itself into a holding company for...