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Art by Mike Sullivan

Meta AI Researcher Warns of ‘Metastatic Cancer’ Afflicting Company Culture

By Kalley Huang · Jul 9, 2025 12:47pm PDT · 7 comments

Over the past month, Meta Platforms has overhauled its stumbling efforts in artificial intelligence by making a head-spinning series of hires of leaders and researchers from outside the company. But a key question has lingered: Why has Meta struggled so badly in AI that it’s injecting so much fresh blood into the company to lead a turnaround? ... Over the past month, Meta Platforms has overhauled its stumbling efforts in artificial...

Art via Mike Sullivan

After Layoffs, Microsoft Tells Staff to ‘Invest in Your Own AI Skilling’

By Aaron Holmes · Jul 9, 2025 6:00am PDT · 4 comments

After Microsoft announced last week it would cut 9,000 workers, its second major layoffs this year, it told its remaining salespeople to lean on artificial intelligence to be more productive. “We all need to use AI tools,” said Travis Walter, an executive overseeing Microsoft’s sales to small and medium enterprises in the Americas, during a... After Microsoft announced last week it would cut 9,000 workers, its second major layoffs this...

An Nvidia Blackwell chip. Photo via Getty

Chip-Backed Borrowing Boom Propels AI Computing Startups

By Miles Kruppa · Jul 8, 2025 11:41am PDT · 1 comment

Several startups offering computing power for artificial intelligence are embracing the “borrow big to grow fast” strategy pioneered by CoreWeave, loading up on debt backed by their stocks of high-powered chips. For instance, London-based cloud startup Fluidstack has gotten approval from Macquarie and other lenders to borrow more than $10... Several startups offering computing power for artificial intelligence are embracing the “borrow...

Photo via Getty.

For Startups Safeguarding AI Models, Revenue Remains Modest

By Valida Pau and Sri Muppidi · Jul 8, 2025 6:01am PDT · 1 comment

Photo via Getty.

For Startups Safeguarding AI Models, Revenue Remains Modest

By Valida Pau and Sri Muppidi · Jul 8, 2025 6:01am PDT · 1 comment

Cybersecurity startups are busy touting their next big opportunity: safeguarding companies from the threats generated by artificial intelligence. That’s led to surging revenue for some of them. But previously unreported financial details for others—particularly young startups focused on safeguarding AI models—show corporate IT buyers... Cybersecurity startups are busy touting their next big opportunity: safeguarding companies from...

Art by Clark Miller; Altman image via Getty.

OpenAI’s Stock Compensation Reflect Steep Costs of Talent Wars

By Sri Muppidi · Jul 7, 2025 6:00am PDT · 4 comments

OpenAI has signaled it will hike pay for some employees in the wake of a raid by Meta Platforms on its artificial intelligence researchers. That could mean a significant increase in the billions of dollars in stock awards it already accounts for, threatening to further dilute investors after a planned corporate restructuring. The San... OpenAI has signaled it will hike pay for some employees in the wake of a raid by Meta Platforms...

TikTok U.S. offices in Culver City, Calif.

TikTok Building New Version of App Ahead of Expected U.S. Sale

By Sylvia Varnham O'Regan and Juro Osawa · Jul 6, 2025 9:18am PDT · 1 comment

TikTok is building a new version of its app for users in the U.S. ahead of a planned sale of the app to a group of investors. The company has developed a plan to launch the new TikTok app, known internally as “M2,” to U.S. app stores on September 5, according to two people with knowledge of the matter. (The existing TikTok app is known... TikTok is building a new version of its app for users in the U.S. ahead of a planned sale of the...

Art by Clark Miller; Cook image via Getty.

Apple Explored Launching a Cloud Service for Developers

By Aaron Tilley · Jul 3, 2025 10:36am PDT · 2 comments

Apple over the past few years considered launching a business renting out its servers to the millions of developers that create apps for the iPhone and Mac, in what would be a hugely ambitious move that would pit it against Amazon, Microsoft and Google. The idea discussed was for Apple to rent out servers running on Apple’s own chips, said three... Apple over the past few years considered launching a business renting out its servers to the...

Google CEO Sundar Pichai. Photo via Getty

Google Tries to Win Over Publishers Amid AI Search Tensions

By Catherine Perloff · Jul 3, 2025 6:00am PDT

Google CEO Sundar Pichai. Photo via Getty

Google Tries to Win Over Publishers Amid AI Search Tensions

By Catherine Perloff · Jul 3, 2025 6:00am PDT

Google’s relations with publishers have suffered lately, as its shift to AI-powered searches has hurt traffic being sent to publishers’ web sites. But Google is now taking steps to curry favor with publishers. In recent weeks, Google staffers on its ad tech unit that helps publishers sell ad space, known as Google Ad Manager, have told... Google’s relations with publishers have suffered lately, as its shift to AI-powered searches has...

Microsoft CEO Satya Nadella holding a Maia 100 chip. Screenshot via YouTube.

Microsoft Scales Back Ambitions for AI Chips to Overcome Delays

By Wayne Ma · Jul 2, 2025 9:25am PDT · 1 comment

Microsoft is revising its roadmap for its internally developed artificial intelligence server chips and will focus on releasing less ambitious designs through 2028, hoping to overcome problems that have caused delays in development, according to two people with direct knowledge of the situation. Microsoft hopes that by scaling back some of the... Microsoft is revising its roadmap for its internally developed artificial intelligence server...

Anthropic CEO Dario Amodei. Photo via AP

Anthropic Revenue Hits $4 Billion Annual Pace as Competition With Cursor Intensifies

By Natasha Mascarenhas and Stephanie Palazzolo · Jul 1, 2025 11:10am PDT · 1 comment

Anysphere, the maker of Cursor, an artificial intelligence-powered coding app, has hired two leaders of Anthropic’s competing coding product, Claude Code, according to one of the leaders. The move is notable because Cursor relies on AI from Anthropic to power its app and is one of Anthropic’s biggest customers. The hiring underscores the... Anysphere, the maker of Cursor, an artificial intelligence-powered coding app, has hired two...

Art by Clark Miller

Corporate Data Wars Intensify

By Natasha Mascarenhas, Kevin McLaughlin and Aaron Holmes · Jun 30, 2025 12:16pm PDT · 2 comments

A tussle is brewing between software firms and artificial intelligence startups over access to business customers’ data. The popularity of Glean, an AI tool workers use to search for corporate files and data across all of the apps they use, has prompted enterprise software firms like Salesforce, Atlassian and Notion to introduce similar AI... A tussle is brewing between software firms and artificial intelligence startups over access to...

Art by Clark Miller

Amazon Prime Video Floods TV Ad Market, Stealing Dollars From FAST Channels

By Catherine Perloff and Sahil Patel · Jun 30, 2025 6:00am PDT · 1 comment

Art by Clark Miller

Amazon Prime Video Floods TV Ad Market, Stealing Dollars From FAST Channels

By Catherine Perloff and Sahil Patel · Jun 30, 2025 6:00am PDT · 1 comment

Until recently, it seemed video streaming had a channel for every taste. Fans of the 1970s Western drama “Little House on the Prairie,” for instance, could spend time on the channel by the same name watching old episodes. The same is true for the 1980s crime drama “Murder She Wrote” and the 1950s Western “Gunsmoke”—each of these shows have... Until recently, it seemed video streaming had a channel for every taste. Fans of the 1970s...

Collage via Mike Sullivan

OpenAI Takes a Page From Palantir, Doubles Down on Consulting Services

By Aaron Holmes and Sri Muppidi · Jun 29, 2025 6:00am PDT · 2 comments

As OpenAI pitches its artificial intelligence to big companies and government agencies, it’s taking a page from the playbook of many software firms by offering in-house researchers and software engineers to customize AI for customers. OpenAI is adding staff and resources for a consulting-like service, in which its engineers guide customers... As OpenAI pitches its artificial intelligence to big companies and government agencies, it’s...

Sam Altman and Mark Zuckerberg. Photos by Getty

Meta Hires Four More OpenAI Researchers

By Kalley Huang · Jun 28, 2025 9:49am PDT · 10 comments

Meta Platforms is hiring four more OpenAI artificial intelligence researchers as Meta CEO Mark Zuckerberg continues an unprecedented recruiting effort to catch up to his AI rivals. The researchers, Shengjia Zhao, Jiahui Yu, Shuchao Bi and Hongyu Ren, have each agreed to join, according to a person familiar with their hiring. They follow four... Meta Platforms is hiring four more OpenAI artificial intelligence researchers as Meta CEO Mark...

Photos via Getty, collage by Mike Sullivan

Google Convinces OpenAI to Use TPU Chips in Win Against Nvidia

By Anissa Gardizy and Qianer Liu · Jun 27, 2025 1:09pm PDT · 1 comment

OpenAI, one of the world’s biggest customers of Nvidia artificial intelligence chips, recently began renting Google’s AI chips to power ChatGPT and other products, the first time it has used non-Nvidia chips in a meaningful way, according to a person who is involved in the arrangement. The move reflects OpenAI’s broader shift away from relying... OpenAI, one of the world’s biggest customers of Nvidia artificial intelligence chips, recently...

Art by Mike Sullivan

Microsoft’s AI Chip Effort Falls Behind

By Wayne Ma and Qianer Liu · Jun 27, 2025 6:00am PDT · 1 comment

Art by Mike Sullivan

Microsoft’s AI Chip Effort Falls Behind

By Wayne Ma and Qianer Liu · Jun 27, 2025 6:00am PDT · 1 comment

Microsoft has spent years designing its own artificial intelligence chips, in part to reduce its dependence on Nvidia. It isn’t going so well. The software giant, which Nvidia employees say was its largest customer by revenue last year, is taking much longer than expected to design its latest-generation AI chips, raising the possibility that the... Microsoft has spent years designing its own artificial intelligence chips, in part to reduce its...

Art by Mike Sullivan.

TikTok, Instagram Plot TV Apps Following YouTube’s Success

By Kaya Yurieff and Kalley Huang · Jun 26, 2025 12:01pm PDT

Rejoice, couch potatoes. TikTok and Instagram, following YouTube’s lead, are working on ways to make it easier for viewers to watch videos from their apps on TV screens. The social media giants see an opportunity to grab some of the ad dollars flowing to the streaming TV market. Meta Platforms’ leaders have said they are planning to develop a... Rejoice, couch potatoes. TikTok and Instagram, following YouTube’s lead, are working on ways to...

A DeepSeek advertisement in a technology store in Hong Kong. Photo via Getty.

DeepSeek’s Progress Stalled by U.S. Export Controls

By Qianer Liu and Juro Osawa · Jun 26, 2025 6:00am PDT · 4 comments

The latest round of U.S. chip export controls may have curbed DeepSeek’s rise, at least for now. DeepSeek’s highly anticipated upcoming large language model, R2, may not be as quickly and extensively adopted in China as its predecessor, the wildly popular R1, due to a shortage of Nvidia server chips in the country, according to employees of... The latest round of U.S. chip export controls may have curbed DeepSeek’s rise, at least for now....

Sam Altman, left, and Satya Nadella. Photos via Getty

OpenAI and Microsoft Duel Over AGI in High-Stakes Negotiation

By Aaron Holmes, Stephanie Palazzolo and Amir Efrati · Jun 25, 2025 3:01pm PDT · 6 comments

For the past three years, Microsoft has introduced a slew of new software tools, such as Copilot, by drawing on artificial intelligence developed by OpenAI. Under the terms of the software giant’s financial backing for OpenAI, Microsoft has access to the tech through 2030. The only risk was that OpenAI could move to cut off access if its board... For the past three years, Microsoft has introduced a slew of new software tools, such as Copilot,...

From left: Eric Trump, Donald Trump Jr., Mike Ho, (executive chairman of American Bitcoin) and Matt Prusak (CEO of American Bitcoin), at Bitcoin 2025 in Las Vegas. Photo via AP

Trump Family Crypto Partner Has Spotty Track Record

By Michael Roddan · Jun 25, 2025 6:00am PDT · 2 comments

From left: Eric Trump, Donald Trump Jr., Mike Ho, (executive chairman of American Bitcoin) and Matt Prusak (CEO of American Bitcoin), at Bitcoin 2025 in Las Vegas. Photo via AP

Trump Family Crypto Partner Has Spotty Track Record

By Michael Roddan · Jun 25, 2025 6:00am PDT · 2 comments

Eric Trump is raising money to build what he predicts will be the world’s largest bitcoin-mining company. He’s teamed up with bitcoin miner Hut 8 to build the computing power he needs. “They can get projects done, you know, in half the time of other, you know, builders,” Trump said, announcing the partnership earlier this year. Trump’s newly... Eric Trump is raising money to build what he predicts will be the world’s largest bitcoin-mining...