Recent Editions

Briefing

Nvidia Discusses Loan Guarantee for OpenAI

Oct 21, 2025 · 1:36am PDT
The talks are part of the two companies’ data center partnership in which OpenAI will lease Nvidia’s chips.
Briefing

Benchmark Names Everett Randle as New General Partner 

Oct 20, 2025 · 3:47pm PDT
Everett Randle, a former partner at Kleiner Perkins investing out of its growth-stage funds, has joined Benchmark as the firm’s newest general partner.
Briefing

AWS Taps 15-Year Veteran to Lead Startups and VC Sales Unit

Oct 20, 2025 · 11:42am PDT
The cloud provider fills a role that was previously handled by Jon Jones, who recently joined CoreWeave as its first chief revenue officer.
Briefing

Global AWS Cloud Outage Takes Down Major Websites, Internet Services

Oct 20, 2025 · 10:54am PDT
Amazon Web Services says it has fixed some of the issues with networking connectivity, but it is still trying to deal with others.
Briefing

NASA Open to SpaceX Alternatives for ‘Behind Schedule’ Moon Mission

Oct 20, 2025 · 7:18am PDT
NASA is seeking bids from other companies including Jeff Bezos’ Blue Origin, NASA's acting administrator said.
Briefing

China Says the U.S. Conducted Cyber Attacks on Its Agency

Oct 20, 2025 · 2:08am PDT
China alleges that the National Security Agency took control of the mobile services of government employees in key sectors.
Briefing

Sutskever to Disclose ‘Brockman Memo’ and OpenAI Stake in Musk Suit

Oct 18, 2025 · 9:07am PDT
The court determined that the memo is relevant to the case.
Briefing

PIMCO Anchors $27 Billion in Debt For Louisiana Meta Data Center

Oct 17, 2025 · 3:34pm PDT
Lenders to the SPV will get a roughly 6.8% interest rate, based on the current 30-year Treasury yield.
Briefing

Google Ends Privacy Sandbox Initiative

Oct 17, 2025 · 2:59pm PDT
Google’s five-year effort to make web advertising more private is now fully abandoned
Briefing

Benioff Changes Tune on Sending National Guard to San Francisco, Apologizes

Oct 17, 2025 · 2:37pm PDT · 1 comment
Salesforce's chief backtracks on comments he made earlier this week just before Dreamforce, the company's annual customer conference.
Briefing

Tesla Shareholders Should Reject Musk Pay Package, Proxy Firm ISS Says

Oct 17, 2025 · 2:06pm PDT
ISS also urged Tesla shareholders to reject a proposal that Tesla invest in Musk’s artificial intelligence startup xAI.
Briefing

Apple CEO Wraps Up China Visit as iPhone Air Preorders Start

Oct 16, 2025 · 11:38pm PDT
The iPhone Air’s release in China had been delayed due to regulatory approvals.
Briefing

OpenAI Stops Sora Depictions of MLK

Oct 16, 2025 · 10:28pm PDT
OpenAI said public figures should have control over their likenesses.
Briefing

Oracle Raises AI Cloud Revenue Projection, Struggles to Profit From Older Nvidia Chips

Oct 16, 2025 · 8:54pm PDT · 1 comment
The company said it will lose money in a "ramp up" period before generating revenue from cloud customers.
Briefing

Exclusive: Brazilian Fintech CloudWalk Hits $1.2 Billion Annualized Revenue

Oct 16, 2025 · 3:09pm PDT
The company, backed by DST Global and Coatue Management, recently completed a tender offer valuing it at $3 billion.
Briefing

Exclusive: CoreWeave Hires Ex-AWS Executive as Chief Revenue Officer

Oct 16, 2025 · 12:57pm PDT · 1 comment
The Information first reported Jones’ departure from AWS last month.
Briefing

Ron Conway Criticizes Benioff’s Trump Support, Quits Salesforce Nonprofit

Oct 16, 2025 · 12:24pm PDT
‘I now barely recognize the person I have so long admired,’ the investor wrote in an email to the Salesforce CEO.
Briefing

Deel’s Valuation Rises to $17 Billion in $300m Fundraise

Oct 16, 2025 · 8:18am PDT
Human resources and payroll startup Deel has raised $300 million at a $17.3 billion valuation.
Briefing

Microsoft Adds New AI Tools to Windows

Oct 16, 2025 · 8:11am PDT
The new push comes as Microsoft aims to convince more consumers to use its AI Copilot features.
Briefing

DoorDash and Waymo Partner on Autonomous Deliveries

Oct 16, 2025 · 6:00am PDT
Waymo already partners with Uber on ride-hailing and is now expanding its business to include food delivery.
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