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By The Information Staff

Start your morning with the important global tech news of the day, covered by The Information team across five time zones.

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Recent Editions

Briefing

Meta Discussed Adding Facial Recognition to Smart Glasses

May 7, 2025 · 1:10pm PDT
If implemented, facial recognition would be part of a feature internally called “super sensing,” where a device keeps its cameras and sensors turned on and uses AI to remember what a user encounters throughout a day.
Briefing

Uber’s Delivery Business Drives Higher Profits

May 7, 2025 · 10:12am PDT
CEO Dara Khosrowshahi said that Uber's partnership with Waymo in Austin was proving popular.
Briefing

Disney Reports Ad Revenue Gains Driven by Live Sports

May 7, 2025 · 6:27am PDT
Disney's ESPN reported a 29% year-over-year increase in ad revenue driven by airing more football games. It will unveil a new ESPN streaming service next week.
Briefing

OpenAI Plans to Slash Revenue Share to Microsoft After Restructuring

May 6, 2025 · 9:19pm PDT
OpenAI’s existing deal is to share 20% of its revenue with Microsoft through 2030
Briefing

Coatue Courts Individual Investors in New Tech Fund

May 6, 2025 · 8:02pm PDT · 1 comment
The fund is anchored by $1 billion in initial investment from Jeff Bezos' and Michael Dell's individual family investment offices.
Briefing

Former OpenAI and Deepmind Leaders Seek Funding For ‘ChatGPT for Material Science'

May 6, 2025 · 4:27pm PDT
The startup was founded two months ago and is seeking a valuation above $1 billion.
Briefing

AMD Reports 36% Revenue Growth

May 6, 2025 · 3:50pm PDT
CEO Lisa Su told analysts that one of the “largest frontier [AI] model developers” is using its chips for its “daily inference traffic.”
Briefing

ServiceNow, Salesforce Up the Ante in AI Battle

May 6, 2025 · 1:22pm PDT
ServiceNow and Salesforce are now rivals in areas like customer management and customer service software, and now each is trying to outdo the other.
Briefing

Amazon Expands Temu Rival Haul to U.K., Saudi Arabia

May 6, 2025 · 11:57am PDT
The Information first reported that Amazon planned to expand Haul internationally.
Briefing

Uber and Pony AI to Start Robotaxi Partnership

May 6, 2025 · 10:43am PDT
The companies will launch in a city in the Middle East this year with safety drivers
Briefing

The Department of Justice Argues for Breakup in Google Adtech Case

May 6, 2025 · 9:26am PDT
A remedies trial for the adtech anti-trust case will happen in September
Briefing

Supplement Startup Grüns Confirms Fresh Funding, $500 Million Valuation

May 6, 2025 · 9:25am PDT
VC firm Headline is a new investor, and partner Nancy Xiao is now a board member.
Briefing

Microsoft Unveils New Surface PCs at Lower Price Point

May 6, 2025 · 9:10am PDT
The devices are up to 20% cheaper than the last versions released last year, in part because they rely on smaller chips.
Briefing

Amazon Adds New Buying Option to iOS Kindle App After Apple Payments Ruling

May 6, 2025 · 8:30am PDT
Until the recent order, Apple rules had restricted app developers from directing users to jump between apps and browsers to make purchases.
Briefing

Marc Lore’s Food Company Wonder Raises $600 Million at $7 Billion Valuation

May 6, 2025 · 7:31am PDT
The funding brings its total money raised to more than $2 billion. 
Briefing

DoorDash Finalizes Deliveroo Purchase and Acquires Software Firm

May 6, 2025 · 4:00am PDT
The two acquisitions together will cost DoorDash close to $5 billion. DoorDash also reported first quarter earnings, showing steady growth.
Briefing

U.S. Lawmaker Pushes AI Chip Tracking Bill to Curb Smuggling

May 6, 2025 · 3:08am PDT
The new bill will mandate the Commerce Department to introduce regulations within six months.
Briefing

Uber and WeRide to Expand Robotaxi Partnership to 15 More Cities

May 5, 2025 · 11:53pm PDT
The two already operate together in Abu Dhabi with service in Dubai to start later this year
Briefing

Palantir Raises Full-Year Outlook as Revenue Surpasses Guidance

May 5, 2025 · 2:06pm PDT
First-quarter revenue rose 39% year over year to $884 million, fueled by strong demand from U.S. businesses and government agencies.
Briefing

Databricks in Talks to Acquire Database Startup Neon

May 5, 2025 · 2:04pm PDT
Databricks wants customers to use its services to build AI agents, and acquiring cloud database startup Neon could make that easier.