The Information

In late 2013, we started The Information with a clear vision: to produce in-depth articles about the tech industry that offer insights you won't see anywhere else. Since our launch, we've covered significant market shifts, reported on early details of multi-billion dollar acquisitions, and provided a closer look at what’s happening within major companies like Apple, Facebook, and Google. Our work has attracted attention from leading publications such as the Wall Street Journal, the New York Times, and Bloomberg, with thousands of citations. Our approach to competition is straightforward. We hire top-notch reporters, empower them to explore meaningful stories, and encourage them to focus on the big picture rather than minor details.

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AI Agents Fall Short on Shopping

1 day ago | theinformation.com | Ann Gehan

Artificial intelligence heavyweights including OpenAI and Perplexity, along with commerce giant Amazon, are painting visions of AI tools acting as personal shoppers that can seamlessly buy stuff across the internet. But the handful of AI agents that have so far been released have had trouble with online shopping, since they’re easily tripped up by variations in retailers’ product listings and checkouts, investors and founders say.
Why Facebook Mulled Wiping Friends Lists

2 days ago | theinformation.com | Kaya Yurieff

Trials are great for airing technology executives’ private ruminations, including some of their most out-there strategies. Among the most extraordinary that have so far come to light in the Federal Trade Commission’s antitrust lawsuit against Meta Platforms is CEO Mark Zuckerberg’s “potentially crazy idea” in 2022 for refreshing Facebook: erasing friend lists on the app—as frequently as every year—and having users start from scratch.
Instagram Co-founder Testifies in Meta Antitrust Trial

2 days ago | theinformation.com | Kalley Huang

Source: BloombergInstagram could have grown independently without an acquisition by Meta Platforms, Kevin Systrom, the co-founder of the photo-sharing app, testified on Tuesday during the second week of an antitrust trial between the Federal Trade Commission and Meta. Meta CEO Mark Zuckerberg eventually treated Instagram as a threat and starved it of resources, Systrom said, according to a Bloomberg report on his testimony.
Three New Ways Developers Are Using AI

2 days ago | theinformation.com | Stephanie Palazzolo

It’s no surprise that software developers love AI tools. (Just look at the revenue growth of Anysphere, the creator of the popular AI-powered code editing software Cursor, from my colleague Natasha’s feature on the startup last month.)You’ve probably read lots about the most obvious ways that developers are using AI models to speed up software development, including autocompleting lines of code, finding and fixing bugs and writing documentation.
OpenAI’s Agent Moment; Cursor’s AI Hallucination

3 days ago | theinformation.com | Stephanie Palazzolo

Google’s role in the AI sector will be in the spotlight this week, as the Justice Department makes its case in a Washington court for how to deal with what the court has already found to be Google’s illegal search monopoly. We’ll keep you updated. Meanwhile, looking back at last week, we had both an AI snafu and—perhaps more importantly—OpenAI’s o3 and o4-mini releases. Developer reactions to the new models were noteworthy.
Tesla Delays Production of Affordable SUV

3 days ago | theinformation.com | Evan Robinson-Johnson

Source: ReutersTesla plans to delay the production of its more affordable SUV, presumed to be a stripped down Model Y, Reuters reported Friday, in what could push back the new model’s release and add to pressure on Tesla’s sales. Global production is expected to begin in the U.S. a few months behind schedule, according to anonymous sources cited by Reuters. The setback comes as Cybertruck production has also reportedly been scaled back, according to Business Insider.
AWS Faces Backlash Over Limits on Anthropic’s AI

3 days ago | theinformation.com | Stephanie Palazzolo

Amazon has hitched its artificial intelligence wagon to Anthropic, investing $8 billion in the startup and heavily promoting its AI to customers of the Amazon Web Services cloud unit. But AWS has fumbled Bedrock, a key service its customers use to build applications with Anthropic AI models.
DHgate, Taobao U.S. App Downloads Climb

4 days ago | theinformation.com | Meredith Mazzilli

Source: The InformationDownloads of Chinese shopping apps DHgate and Taobao have surged over the past week, after viral TikTok videos claimed that the apps could help U.S. shoppers buy cheap versions of popular luxury brands directly from manufacturers in China. DHgate, a wholesale marketplace app, ranked as the top free shopping app on Apple’s iPhone app store on Sunday, according to Apple’s rankings, while Alibaba Group’s Taobao was the sixth most-popular free shopping app.
After a Dramatic Implosion, Can Unity Software Resurrect Itself?

6 days ago | theinformation.com | Simon Parkin

In mid-September 2023, Rami Ismail was at his home in the Netherlands when his phone began to buzz, buzz and buzz again. Ismail, a videogame developer who’d become well known for a hit iPhone game, Ridiculous Fishing, often received unsolicited messages from other indie designers, but even so, this was an unusually intense flurry of activity.
Anthropic Invests in Startup That Decodes AI Models — The Information

6 days ago | theinformation.com | Rocket Drew

Anthropic has made its first investment in another startup, putting $1 million into Goodfire, a one-year-old startup that helps AI developers understand the inner workings of their AI models, according to a person with direct knowledge of the investment.The check is a small slice of the $50 ...