E-Commerce

The Information’s reporting on e-commerce includes uncovering financials from the world’s biggest e-commerce companies, such as Amazon and Shein. Additionally, our team is leading the analysis of forays into e-commerce by various platforms, including ByteDance's TikTok, X and more.

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Recent Articles about E-Commerce
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Exclusive

Trump Family Crypto Deal Runs Aground

By Michael Roddan · Nov 26, 2025 6:00am PST
Eric Trump and Donald Trump Jr. rang the bell at Nasdaq’s New York headquarters in August to celebrate the announcement of a deal that could have netted the family a windfall of hundreds of millions of dollars. The president’s oldest sons were combining their crypto startup, World Liberty Financial, with a publicly traded Canadian company, Alt5... Eric Trump and Donald Trump Jr. rang the bell at Nasdaq’s New York headquarters in August to...
Art by Getty Images/Mike Sullivan
AI Agenda

Revenue From AI Coding Tools Surpasses $3.1 Billion

By Stephanie Palazzolo · Nov 25, 2025 7:00am PST · 1 comment
There’s been a lot of talk that AI tools have yet to prove their worth. But if revenue is anything to go by, there's one area where AI tools have undoubtedly provided real returns: software engineering.The collective revenue generated from AI coding tools like Anysphere’s Cursor and Anthropic’s Claude Code has surpassed $3.1 billion. This... There’s been a lot of talk that AI tools have yet to prove their worth. But if revenue is...
Florida governor Ron DeSantis. Getty Images
The Briefing

Ron DeSantis Spotlights Key AI Question

By · Nov 20, 2025 5:00pm PST
We’re moving off the (unresolved) AI bubble debate to a much more fundamental question about AI. That is whether decisions about an enormously costly technology, which threatens to put many people out of work, should be left to tech leaders or discussed more broadly. It turns out Republicans may have the best handle on this issue, most obviously... We’re moving off the (unresolved) AI bubble debate to a much more fundamental question about AI....
Art by Clark Miller
The Big Read

E-Commerce Startups Are Back From the Dead

By Ann Gehan · Oct 10, 2025 9:24am PDT · 1 comment
Lately, venture capitalist Ben Lerer has found himself experiencing a bit of déjà vu: Once again, there’s a whole nest of thriving e-commerce startups worth his attention. When I reached him a couple weeks ago, his firm, Lerer Hippeau, was just putting money into two of them: Elm Biosciences, a new skin care startup, and Stiller’s... Lately, venture capitalist Ben Lerer has found himself experiencing a bit of déjà...
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Exclusive

E-Commerce Startup Faire Targets $500 Million in Revenue

By Ann Gehan and Natasha Mascarenhas · Aug 25, 2025 6:00am PDT
In 2022, Faire became one of the most highly priced e-commerce startups, with a valuation of $12.6 billion, as the online marketplace benefited from a surge in internet sales during the pandemic. But after e-commerce growth cooled with waning Covid-19 restrictions, the company in late 2023 slashed its internal valuation to $5 billion, according... In 2022, Faire became one of the most highly priced e-commerce startups, with a valuation of...
Art by Clark Miller.
E-commerce

‘Everyone’s Desperate’: Consumer Startups Bet on Mobile Big Brother Billboards

By Ann Gehan · Nov 29, 2024 10:00am PST · 2 comments
When Huel, a London-based startup that sells protein bars and powdered meals, was plotting an expansion push into America earlier this year, the company’s executives knew they needed to make a splash. Huel’s $200 million in annual revenue came from online sales mostly in Europe—in the U.S., it hoped to win over customers in... When Huel, a London-based startup that sells protein bars and powdered meals, was plotting an...