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Recent Articles about Waymo

Judge James Boasberg. Getty Images

How Trump’s TikTok Tactics Helped Meta Win Antitrust Case

By Martin Peers · Nov 18, 2025 5:00pm PST

For once, the latest multibillion-dollar AI deal—this time Microsoft and Nvidia investing in Anthropic—isn’t the day’s biggest tech news development. (Skip down for details on that story.) More important was a Washington judge’s ruling on Tuesday that Meta Platforms isn’t a monopoly. So much for all those breathless headlines suggesting Meta... For once, the latest multibillion-dollar AI deal—this time Microsoft and Nvidia investing in...

Art by Clark Miller

Before Buyout Offer, a Boardroom Feud Festered at Grindr

By Cory Weinberg · Nov 14, 2025 9:04am PST · 1 comment

The week before Halloween, Grindr, the gay dating-and-hookup app, threw a big party near New York’s Chelsea neighborhood—its second annual Pleasure Ball. The theme: sexy garden, essentially. (“Nature’s gay and it’s hungry,” read the invitation.) Attendees showed up as scantily clad gnomes and fawns, and the crowd included influencers, New... The week before Halloween, Grindr, the gay dating-and-hookup app, threw a big party near New York...

Nvidia CEO, Jensen Huang. Photo by Getty Images

Why Nvidia Keeps Backing Would-Be Competitors to OpenAI

By Stephanie Palazzolo · Nov 13, 2025 7:36am PST

As we wrote in this story on Tuesday, investors are rushing to back a new crop of research-focused AI labs (dubbed neolabs) hoping to outflank OpenAI and Anthropic. One investor, in particular, is driving most of these new startups: Nvidia.In Reflection AI’s October fundraising, for instance, Nvidia contributed $800 million out of the $2 billion... As we wrote in this story on Tuesday, investors are rushing to back a new crop of...

Lyft Investors Are Enjoying the Ride

By Anita Ramaswamy · Nov 13, 2025 6:00am PST · 1 comment

Lyft Investors Are Enjoying the Ride

By Anita Ramaswamy · Nov 13, 2025 6:00am PST · 1 comment

Here’s a stock market fact that will surprise nearly everyone who has followed the ride-hailing industry: Lyft’s stock performance is beating Uber’s by a fair margin this year. Lyft is riding a surprising rebound, turning a money pit into a cash generator and making promising deals in ride hailing. Lyft shares are up nearly 80% in 2025, ahead of... Here’s a stock market fact that will surprise nearly everyone who has followed the ride-hailing...

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Waymo Speeds Up

By Martin Peers · Nov 12, 2025 5:00pm PST · 1 comment

Next time you’re barreling down a highway and you get stuck behind someone driving at the speed limit, don’t honk or flash your lights. It might be a Waymo self-driving car! The Alphabet-owned robotaxi business announced Wednesday that its cars will now drive on freeways in the San Francisco Bay Area, Los Angeles and Phoenix, a major advance for... Next time you’re barreling down a highway and you get stuck behind someone driving at the speed...

Art by Clark Miller

The Dumbest AI Fear

By Abram Brown · Nov 8, 2025 7:00am PST

Welcome, Weekenders! In this newsletter:• The Big Read: Data centers are hiring James Bond–style security consultants• The Arena: Is this German club the next Wrexham?• Plus, our Recommendations: “Coining It,” “Gotham at War,” “The Gods of New York” and “The Lowdown”Many fears about artificial intelligence have at least some validity. I do... Welcome, Weekenders! In this newsletter:• The Big Read: Data centers are hiring James Bond–style...

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Tesla’s Scaled Back Robotaxi Timeline Still Faces Obstacles

By Theo Wayt · Oct 30, 2025 6:00am PDT · 3 comments

Elon Musk has already dampened expectations for when Tesla will widely roll out its robotaxi service, which the CEO says is critical to the automaker’s future. But it’s questionable whether Tesla will even be able to hit the lowball expansion figures Musk disclosed to Tesla shareholders last week. Tesla has yet to complete all the paperwork... Elon Musk has already dampened expectations for when Tesla will widely roll out its robotaxi...

Peter Hoeschele. Screenshot via YouTube

OpenAI Executive Explains the Insatiable Appetite For AI Chips

By Sri Muppidi · Oct 20, 2025 7:00am PDT

Peter Hoeschele. Screenshot via YouTube

OpenAI Executive Explains the Insatiable Appetite For AI Chips

By Sri Muppidi · Oct 20, 2025 7:00am PDT

Peter Hoeschele, who runs OpenAI’s Stargate data center team, said at an event last week that the company’s models are essentially in constant training mode. That’s a change from the past, when OpenAI would stop training them when they reached a certain point. “Let’s stop talking about training versus inference,” Hoeschele said after Oracle... Peter Hoeschele, who runs OpenAI’s Stargate data center team, said at an event last week that the...

DeepRoute CEO Maxwell Zhou, in Seoul in April. Photo: Photo: Costfoto/NurPhoto/Getty

The Electric: A Chinese AI Expert On What It Will Take For Cars To Go Completely Autonomous

By Steve LeVine · Oct 20, 2025 4:30am PDT · 1 comment

Global automakers agree that very soon consumers will expect all new cars to function autonomously, requiring little or no attention from the driver. But they are sharply divided about how to get there. Global automakers agree that very soon consumers will expect all new cars to function...

Oracle co-CEO Clay Magouyrk. Getty Images

Oracle’s Hypergrowth Forecasts

By Martin Peers · Oct 16, 2025 5:00pm PDT

Bearish sentiment about the cost-benefit equation of artificial intelligence has become so prevalent lately that it almost feels like conventional wisdom is now skepticism. But that certainly isn’t the case at Oracle, the nearly 50-year-old enterprise software firm turned cloud provider, which declared itself today to be a “hypergrowth company,”... Bearish sentiment about the cost-benefit equation of artificial intelligence has become so...

A rendering of Inversion's Arc spacecraft in orbit. Credit: Inversion

The Robots that Could Beat Optimus to Space

By Rocket Drew · Oct 13, 2025 7:10am PDT

Before we get to our column, we should acknowledge OpenAI’s latest chip deal, this time with Broadcom, announced Monday morning. The Information first reported the two companies were in talks in July of last year but a lot has happened since then. Most obviously, OpenAI has also struck deals for supplies of AI chips with both Nvidia and AMD. We’... Before we get to our column, we should acknowledge OpenAI’s latest chip deal, this time with ...

Photo: Courtesy Morgan Stanley.

The Electric: Morgan Stanley's Uber Bull on Why Investors Should Be Looking at Humanoids, Flying Cars and Brain Implants

By Steve LeVine · Oct 13, 2025 4:30am PDT · 2 comments

Photo: Courtesy Morgan Stanley.

The Electric: Morgan Stanley's Uber Bull on Why Investors Should Be Looking at Humanoids, Flying Cars and Brain Implants

By Steve LeVine · Oct 13, 2025 4:30am PDT · 2 comments

“Look up in the sky,” Morgan Stanley analyst Adam Jonas said, speaking on Zoom from his office in a mid-Manhattan high-rise. “How many airplanes do you see?” None, I said. Jonas said he didn’t see any either—and that was wasted space. “Look up in the sky,” Morgan Stanley analyst Adam Jonas said, speaking on Zoom from his office in...

Silver Lake's Egon Durban. Photo via Getty

Silver Lake’s Big Week

By Cory Weinberg · Sep 26, 2025 5:00pm PDT

This week’s biggest business headlines should convince you: One of the most interesting non-founders in tech or finance is Silver Lake’s Egon Durban.First, the under-the-radar tech investor squeezed into the middle of the Trump administration’s deal to split TikTok from its Chinese parent company, and at a seemingly bargain-basement price.... This week’s biggest business headlines should convince you: One of the most interesting...