The Information
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The leading publication high-powered tech execs and founders read daily.
San Francisco
Joined September 2013
Ironmouse is the world's third most subscribed to Twitch streamer—and she’s identifiable only by her voice and pink-haired, cat-eared anime avatar. @kyurieff looks at the rise of @ironmouse—and how she's paving the way for a new type of internet superstar.
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Investors that bought metaverse land with the hopes of leasing it to retailers have seen the value of their holdings collapse.
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“Imagine having two master’s in the USA, living for 14 years, paying taxes and owning an apartment—but having zero flexibility in choosing careers.” . After years of living the American Dream, many U.S.-educated Indian entrepreneurs are returning home.
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@kyurieff @ironmouse Correction: We mistakenly stated that Ironmouse has cat ears. Obviously, those are devil horns. Or maybe hair rolls. But definitely not cat ears. We regret the error!.
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Exclusive: Epic Games is considering expanding to film and television, with a Fortnite movie already in discussion. It's poached numerous executives from Lucasfilm this year already.
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Exclusive: Google is preparing ‘Project Jarvis’—an AI program that takes over computers to help with everyday web tasks.
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From Amber Heard to Meghan Markle, @cbouzy is a digital vigilante who monitors—and exposes—trolls and organized hate campaigns with @BotSentinel, even when risking his own safety. “Sometimes you’ve got to fight fire with fire,” he says.
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True Value: OpenAI could lose as much as $5 billion this year, we estimate, suggesting it will need to raise money again soon. From @amir and @aaronpholmes.
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“She is the absolute nightmare of the DAO and Web3 zealous.” Software engineer by day, crypto crime chronicler by night: meet @molly0xFFF, creator of @web3isgreat.
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Exclusive: OpenAI has fired two AI safety researchers for allegedly leaking information, including an ally of chief scientist Ilya Sutskever. From @erinkwoo and @steph_palazzolo.
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Exclusive: Meta is developing a search engine so its ChatGPT competitor can give answers about current events and reduce its reliance on Google. From @KalleyHuang.
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Exclusive: OpenAI, under pressure from Anthropic, is developing new products to automate complex software programming tasks. From @erinkwoo, @steph_palazzolo and @amir.
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A wave of ad spam that has appeared on X in the past two months appears to be financed with stolen credit cards. By @erinkwoo.
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Exclusive: As OpenAI looks to raise more capital, it's trying to launch AI that can reason through tough problems and help it develop a new AI model, 'Orion.'. From @erinkwoo, @steph_palazzolo and @amir.
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AI Agenda: OpenAI has shown its ‘Strawberry’ AI to national security officials. And, what could a ‘Strawberry’ product look like?. From @steph_palazzolo.
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“The SEC’s posture towards crypto in the U.S. is definitely hurting innovation,” said Brad Garlinghouse, CEO of Ripple Labs. He talks to @hgmiller29 about the SEC lawsuit against Ripple, cryptocurrencies he is interested in and more.
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OpenAI has hired Shivakumar Venkataraman, a 21-year Google veteran who previously led the company’s search ads business. The move comes as OpenAI develops a search engine that would compete with Google’s core product, as we first reported in February.
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Former 'Mad Men' writer alleges she was harassed by Matthew Weiner. Now, she's forming a nonprofit to help victims.
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In the hyper-growth crypto sector, pay attention to @chia_project, @AudiusProject, @trmlabs, @zerion_io, @QuickNode and @mojito_nft 🪙 #ti50.
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Exclusive: OpenAI is developing an AI voice assistant as it chases Google and Apple. From @steph_palazzolo.
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Scoop: OpenAI Preps ‘Operator’ Release For This Week. OpenAI is set to launch 'Operator,' a new ChatGPT feature that automates tasks like making reservations and planning trips—all from within your browser. Read more from @steph_palazzolo 👇.
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An AI startup asked venture capitalists to submit their best offer in an online form. The unusual approach netted 1,000 preliminary offers—and resulted in a $350 million Series A valuation, @KateClarkTweets reports.
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Move over Bitcoin, Ethereum and Solana: C3, founded by Pablo Yabo and Michel Dahdah, is built on the Algorand blockchain.
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Individual Tesla investors could swing a June vote to reinstate a giant pay package for Elon Musk. Influencers like ‘TeslaBoomerMama’ could play a critical role in getting them to vote. By @beckpeterson.
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Solana’s Anatoly Yakovenko and Ethereum’s Vitalik Buterin are building the architecture of Web3 in completely opposite ways. How long before the knives come out?.
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Exclusive: Apple is suspending work on its next high-end Vision headset but still plans to launch a cheaper headset by late next year. From @waynema and @QianerLiu.
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Microsoft and OpenAI have been drawing up plans for Stargate, a supercomputer that could cost as much as $100 billion. By @anissagardizy8 & @amir.
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Musk "could—and should—preemptively offer to partially or fully refund the estimated $2.3 billion Tesla has collected for FSD over the years, thus taking responsibility for its five years of tardiness," @stevelevine writes in The Electric.
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AI Agenda: OpenAI is Revamping Sora AI Video. We haven’t heard much about Sora, OpenAI’s video model, since its February teaser. Here’s what’s been going on. From @steph_palazzolo.
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AI Agenda: OpenAI Considers Higher Priced Subscriptions to its Chatbot AI. From @steph_palazzolo and @erinkwoo.
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Exclusive: Elon Musk's xAI is planning to build a supercomputer to link 100,000 GPUs to power the next versions of its AI, Grok. By @anissagardizy8.
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.@casey says he has “zero self-control” when it comes to social media. “If somebody who's as self-aware as I am feels that out of control, I can only imagine what it's like for a teenager … as a parent, it scares the sh*t out of me.” #ticreator
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Karpathy is Out at OpenAI - Andrej Karpathy, a prominent AI researcher and founding member of OpenAI, has departed the ChatGPT creator. From @jon_victor_ and @amir.
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Elon Musk's SpaceX put key lieutenant Gwynne Shotwell in charge of the Starbase facility, where the Mars rocket has been plagued with delays.
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Fighting 'woke AI,' Elon Musk is recruiting a team to make a rival to OpenAI's ChatGPT.
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"When I can find stillness, I can connect with the creator inside of me. That's where all those ideas flow from."—@katyperry on expanding into ventures beyond music, including CPG, philanthropy and more. #WTFSummit
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Crypto startups have been hit hard by the downturn, but the ones our reporters think are best positioned to survive the winter include @dYdX, @ironfishcrypto, @nansen_ai, @elementus_io, @RenderToken and @thirdweb, our 2022 cohort for #theinformation50 🪙.
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Elon Musk valued Twitter at $20 billion in employee stock grants he disclosed, down 55% from what he paid, but well above comparable public valuations.
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We’re thrilled to bring entrepreneur, author and long-time creator @hankgreen to our Creator Economy Summit this April! There’s still time to purchase a ticket and join us in LA for networking, panels, fireside chats and more. Secure your spot ⬇️.
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We’re thrilled to announce some of the incredible women that will be joining us for our 5th annual #WTFSummit:. @KatyPerry.@JessicaLessin.@SophiaAmoruso.@KaraNortman.@esthercrawford.and more. Limited tickets available to join us in Napa Oct 25-26:
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Elon Musk deliberately turned off access of outside apps to Twitter, internal messages show.
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Exclusive: OpenAI Targets AGI with System That Thinks Like a Pro Engineer. OpenAI, in a key step toward artificial general intelligence, is developing a product to replicate the work of an experienced programmer. Read more from @amir and @steph_palazzolo 👇.
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Exclusive: OpenAI has been developing a web search service in its latest challenge to Google. By @aaronpholmes.
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Venture capitalists have given up on the idea that they’ll make their career finding the next hit consumer marketplace, retail brand or media company. Dealmaker by @KateClarkTweets.
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Microsoft sees Azure outperforming Google, Amazon, and Salesforce in these key areas:
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Exclusive: Seven @Apple suppliers are accused of participating in forced labor programs amid the Uyghur genocide.
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Exclusive: SoftBank’s Vision Fund will invest $500 million in OpenAI, marking the tech conglomerate’s first investment in the ChatGPT maker. From @kateclarktweets and @coryweinberg.
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Microsoft and OpenAI execs have been drawing up plans for a data center project that would contain a supercomputer with millions of specialized server chips to power OpenAI’s AI. The project could cost as much as $100 billion. By @anissagardizy8 & @amir.
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Google’s company-defining effort to catch up to OpenAI is turning out to be harder than expected. By @jon_victor_.
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Chia Network, Inc. is gearing up to go public—@akashpasricha unpacks its IPO pitch in today's Crypto Global ⤵.
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Exclusive: OpenAI CEO Sam Altman has privately said the company could become a benefit corporation akin to rivals Anthropic and xAI. From @aaronpholmes, @nmasc_ and @julia_hornstein.
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1/ @andrewchen of @a16z has compiled 20 of the best resources for learning about marketplace startups. Here's a link to full blog post:
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Dealmaker: Why Nvidia Could Back XAI. XAI’s upcoming financing is expected to include participation from large strategic investors, sources say. Nvidia is the most likely candidate. From @KateClarkTweets and @nmasc_.
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Exclusive: Sequoia and other U.S.-backed venture firms are funding China's answer to OpenAI.
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Elon Musk told Twitter employees on Thursday the company could lose several billion dollars in 2023 and said bankruptcy is not out of the question.
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Remote learning was disastrous for most teens. But for a small fraction, being stuck at home led to hyperproductive entrepreneurship. “I was bored during quarantine, I trolled a lot, and I just kind of got into tech,” @joinaviato founder @ericzhu105 says.
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Exclusive: Microsoft’s pact with OpenAI is deepening: The software giant is discussing using the startup’s text-generating AI in Word, email and other apps.
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Exclusive: Meta Plans Paid Version of AI. Meta Platforms is considering charging users for a more advanced version of its Meta AI assistant. From @KalleyHuang.
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Apple has finished work on three custom chips for its upcoming AR/VR headset. New details about the chips reveal the headset will need to be wirelessly tethered to a host device like a phone, tablet or computer.
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Exclusive: ByteDance planned to spend $7 billion to access Nvidia AI chips, including Blackwell, in 2025. It would be one of the biggest users of such chips. Read more from @QianerLiu and @JuroOsawa 👇.
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The Magic Eden Miracle: How an NFT marketplace soared to a $1.6 billion valuation in the midst of a market crash.
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Exclusive: OpenAI’s financial projections for investors suggest it won’t reach a profit until 2029 and also indicate its losses could triple by 2026. From @coryweinberg.
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OpenAI's ChatGPT tool is on fire, and a cottage industry of bot builders is exploding alongside with it.
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Exclusive: OpenAI Shifts Strategy as Rate of ‘GPT’ AI Improvements Slows. @steph_palazzolo, @erinkwoo and @amir.
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AI Agenda: Ex-OpenAI CTO Murati’s New Team Takes Shape. We’ve got the inside scoop on how ex-OpenAI CTO Mira Murati’s new startup is shaping up. From @steph_palazzolo and @erinkwoo.
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Amazon considering giving developers access to raw transcripts of what people say when using Alexa apps. $AMZN
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AI Agenda: Why Musk’s AI Rivals Are Alarmed by His New GPU Cluster. Elon Musk claims to have finished a 100,000-strong H100 cluster in four months. How likely is that?. From @anissagardizy8.
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Perplexity AI, an AI–powered search engine, has become a Silicon Valley startup darling for taking on Google. It's also quietly using Google's data. By @aaronpholmes @steph_palazzolo & @jon_victor_.
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AI that can automatically generate code, text or video is taking over, yet the long-term potential is hard to fathom. Join us Thursday to discuss what’s next for generative AI: Held in partnership with @LIFT_Labs.
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Microsoft is hooked on OpenAI. But as the cost of running AI soars, a lieutenant of CEO Satya Nadella races to develop a plan B. New from @aaronpholmes
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Elad Gil is raising a new $620 million fund from at least 26 limited partners. @berber_jin1 writes about his ascent to Silicon Valley's biggest solo venture capitalist, from his stints at Google and Twitter to becoming an adviser for Stripe's founders:.
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AI Agenda: Goodbye, GPT. Hello, Reasoning ‘O’. What OpenAI’s shift from GPTs to reasoning models means. From @amir.
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xAI’s Cash Haul: Musk’s year-old startup is in the final stretch of raising $6 billion at a valuation of $18 billion from investors including Sequoia. From @nmasc_, @beckpeterson and @margauxmaccoll.
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After building successful clothing brand Favorite Daughter, @efosta and @saramfoster launched a venture capital fund called Oversubscribed Ventures. They shared thoughts on getting up-and-running and finding the right companies (and people) to invest in. #WTFSummit
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BREAKING: Several top Google executives had affairs with subordinates, violating at least the spirit of company policies. Many Google employees believe that history hurt perception of women at the company.
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Exclusive: OpenAI leaders say Microsoft hasn’t moved fast enough to supply the startup with servers to develop its technology. From @anissagardizy8, @aaronpholmes and @amir.
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Reality Comes to Meta’s Reality Labs:. Meta’s Reality Labs hardware teams have been asked to cut spending by nearly 20% between now and 2026, as Meta reins in spending on its AR/VR division. From @waynema and @KalleyHuang.
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Exclusive: OpenAI has talked to Snapchat's parent company, which makes smart glasses, about using the AI startup's object-recognition software.
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Reconciling differences over everything from remote work to code, Google’s newly merged AI SWAT team is preparing for a big fall launch.
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Generative AI has captured the attention of VCs and consumers alike—and one startup, @runwayml, topped our list of Data & AI startups on #theinformation50, which includes @VicDotAi, @_hex_tech, @startreedata, Great Expectations, Tabular and @Onehousehq 🔍.
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Exclusive: Microsoft plans to unveil its AI chip next month to lessen its reliance on Nvidia GPUs. By @anissagardizy8.
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Magic Eden, the latest—and maybe the last—unicorn of the NFT bubble entered the crypto race just 10 months ago. But it's already threatening OpenSea and fending off a host of challengers.
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We want to help news startups produce great journalism. That's why we're launching @TheInformation Accelerator
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Introducing the Generative AI Database: an in-depth look at 35+ startups building generative AI software and services, tracking who's investing and how much ⤵️ .
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Surrounded by pro-Israel voices, Arab Americans in Silicon Valley say they’re terrified of speaking out in support of Palestinians. By @margauxmaccoll.
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In The Briefing by @mvpeers:. ✔️ How Vice Media became a money pit.✔️ The EU continues its regulatory dance with Microsoft. Read more in tonight's newsletter ⤵️ .
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AI Agenda: OpenAI researchers are concerned that rivals are using o1 outputs to develop competing reasoning models. From @steph_palazzolo.
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Exclusive: AWS is cementing its edge over rivals thanks to powerful server chips it designed in-house and quickly turned into a multibillion-dollar business.
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Exclusive: Amazon is discussing a multibillion-dollar investment in OpenAI rival Anthropic, but Amazon wants Anthropic to make a concession. From @anissagardizy8.
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UP & COMERS: individuals in the running to lead or back the next $100 billion crypto startups. Keep an eye on @AriannaSimpson, @alexisohanian, @nikil, @stablekwon, @dfinzer, @sandeepnailwal, @starkness, @haydenzadams, @2Ragu, @_kinjalbshah #ticrypto.
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.@StephenNellis interviews MSFT cloud boss Scott Guthrie, “a no-B.S. engineer focused on delivering useful tools.”
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AI Agenda: The Startup Powering Perplexity, Meta's AI Search. A little-known startup is powering search features for Perplexity, Meta, Mistral and other conversational AI developers. From @KalleyHuang.
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Several startups on the enterprise AI list are trying to make it easier for data science teams to work with machine-learning models, including @huggingface, @appzen, @OctoML, @focalsystems, @hypersonix_ai and @streamlit 🔍 #ti50.
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OpenAI has hired former members of a Google AI chip unit as it seeks to develop its own AI chip, in possible threat to Nvidia. From @QianerLiu and @amir.
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We're excited to introduce our new Young Professionals Plan! You can now subscribe to The Information for half off if you are 30 or under
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Who are the most promising early-stage startups to watch? Introducing the 2022 edition of #theinformation50, our deeply reported list of 50 companies poised for dramatic growth and impact 🚀.
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Gumroad, a seller of services for creators, recorded its largest monthly profits in February.
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