Articles from www.theinformation.com

Articles from www.theinformation.com

Source: Instagram considers launching a standalone Reels app, improving recommendations, and distributing more three-minute-long videos, to compete with TikTok (www.theinformation.com)
2025-2-27 Instagram

Sources: Meta is in talks to build a new data center campus for AI that could cost over $200B, based on the number of chips and the amount of power for the site (www.theinformation.com)
2025-2-26 AI

Source: data security company Cohesity plans an employee share sale at an $8B valuation and expects to generate $2.2B in revenue in the 12 months ending in July (www.theinformation.com)
2025-2-26

OpenAI told investors that it expects revenue to more than triple in 2025, from $3.7B to over $12.5B; one-third of the revenue growth would come from SoftBank (www.theinformation.com)
2025-2-22

Sources: Alibaba and others approached DeepSeek about funding after its rise, but CEO Liang Wenfeng is cautious; High-Flyer is discussing a pivot from research (www.theinformation.com)
2025-2-20 Alibaba

Sources describe disputes at Google between Google Labs and Workspace before NotebookLM's launch and between Google Cloud and DeepMind over the pace of launches (www.theinformation.com)
2025-2-19 Google

Analysis: Spotify, which reported its first annual profit in 2024, had just €1.8B in ad revenue, 26% above 2022, while subscription revenue grew 35% to €13.8B (www.theinformation.com)
2025-2-18 Spotify

Sources: Anthropic expects to burn $3B in 2025, down from $5.6B in 2024, and make up to $3.7B in revenue in 2025, as it seeks to catch up with OpenAI (www.theinformation.com)
2025-2-15

Source: Anthropic has developed a hybrid AI model that combines traditional LLM capabilities with reasoning features and plans to release it in the coming weeks (www.theinformation.com)
2025-2-14 AI

Sources: Apple continues to work with Baidu to develop AI search and Siri features for iPhone users in China even after onboarding new partner Alibaba (www.theinformation.com)
2025-2-14 China iPhone Alibaba AI Apple

Source: Apple and Alibaba submitted their co-developed AI features for approval by China's cyberspace regulator; Apple considered but rejected Deepseek's models (www.theinformation.com)
2025-2-12 China Alibaba AI Apple

A memo at Meta states privacy teams will have less authority to delay products and previous privacy decisions will be reviewed, as some are overly “risk-averse” (www.theinformation.com)
2025-2-11

John Schulman, who previously co-founded OpenAI and was one of the leading architects of ChatGPT, leaves Anthropic, after joining the company in August 2024 (www.theinformation.com)
2025-2-6

Sources: Meta is merging the teams behind Facebook and Messenger into one unit and shuffling its generative AI group, as it prepares for layoffs next week (www.theinformation.com)
2025-2-5 Facebook AI Layoffs

OpenAI told some shareholders ChatGPT had 15.5M paid subscribers in 2024, up from 5.8M in 2023, and usage of OpenAI's API increased seven times (www.theinformation.com)
2025-2-1

OpenAI told some shareholders revenue from its $200/month ChatGPT Pro plan surpassed that of ChatGPT Enterprise, which was generating $25M/month as of September (www.theinformation.com)
2025-1-29

Sources: Meta set up four war rooms to analyze DeepSeek's tech, two focusing on how High-Flyer reduced training costs, one on what data High-Flyer may have used (www.theinformation.com)
2025-1-27

Sources: Sam Altman told some colleagues that OpenAI and SoftBank will each commit $19B to fund The Stargate Project (www.theinformation.com)
2025-1-23

Sources: OpenAI is working on an advanced AI coding assistant that can replicate a Level 6 engineer and relies in part on the company's o1 reasoning model (www.theinformation.com)
2025-1-23 AI

Source: OpenAI plans to release a new ChatGPT feature called Operator this week to automate complex tasks typically done via a web browser (www.theinformation.com)
2025-1-23 Browser

Source: Meta is offering creators with large TikTok followings bonuses ranging from $10K to $50K/month to post videos on Instagram Reels before other platforms (www.theinformation.com)
2025-1-21 Instagram

Source: Meta will break up its civil rights team, which helped develop a system to address racial and other disparities in how Meta distributed ads on its apps (www.theinformation.com)
2025-1-18

Source: Meta CTO Andrew Bosworth told staff that some of Meta's changes were “pretty ham-fisted, borderline unintentional” and Meta is planning some corrections (www.theinformation.com)
2025-1-17

Sources: RedNote staff is scrambling to hide US users' posts from Chinese users after China raised concerns about politically sensitive English-language posts (www.theinformation.com)
2025-1-17 China

Sources: TikTok plans to block access to its app for US users on Jan. 19 unless SCOTUS stops the ban; one source says a pop-up message will give users more info (www.theinformation.com)
2025-1-15 Ban

Memo: Microsoft reorgs its cloud and AI teams to form a new “Core AI” unit led by Jay Parikh, the ex-Lacework CEO and Meta engineering exec that joined in 2024 (www.theinformation.com)
2025-1-14 Microsoft AI

Sources: Microsoft, Meta, AWS, and Google recently cut some orders of Nvidia's Blackwell GB200 racks, as overheating and connection glitches lead to delays (www.theinformation.com)
2025-1-14 Google Microsoft Nvidia

Amazon has quietly changed or removed pages on its corporate website that declared its commitment to DEI and other issues (www.theinformation.com)
2025-1-11 Amazon

Source: OpenAI may launch agents this month and has been cautious, as rivals like Anthropic moved ahead, partly due to concerns of prompt injection attacks (www.theinformation.com)
2025-1-8

Email: NYC-based Level, which raised a $27M Series A in 2021 to help companies offer staff benefits, shuts down after an effort to sell the company fell through (www.theinformation.com)
2025-1-3

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