Meta Platforms

Meta Platforms, formerly known as Facebook, is a social media and technology conglomerate that operates various platforms including Facebook, Instagram, WhatsApp, and Oculus VR. Led by CEO Mark Zuckerberg, the company has become a household name and has divisions dedicated to advertising, virtual reality, and more. Competitors in the space include Google, Twitter, TikTok, and Snapchat.

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Nvidia CEO Jensen Huang. Ian Maule/Bloomberg/Getty.
The Briefing

Nvidia’s Blowout and SpaceX’s Blue Sky Ambitions

By Martin Peers · May 20, 2026 5:00pm PDT
Nvidia, wow. The AI chip giant did it again, delivering better than projected 85% revenue growth for its April quarter, the first in its 2027 fiscal year. Even better, Nvidia forecast 95% growth for the second quarter. Its fiscal 2027 is shaping up to be a firecracker, with sharply faster growth than last year’s still-stellar 66% rate of... Nvidia, wow. The AI chip giant did it again, delivering better than projected 85% revenue growth...
Liz Reid, VP and head of search at Google, at Google I/O today. David Paul Morris/Bloomberg/Getty.
The Briefing

Google’s AI Search Leap Forward

By Martin Peers · May 19, 2026 5:00pm PDT
If you pay attention to one thing in AI this week, it should be Google’s I/O presentation on Tuesday. The tech giant unveiled a bunch of AI tools, most significantly the addition of new AI features such as agents to Google Search. Any distinction that existed between Google’s Gemini AI chatbot and its search bar is disappearing.No longer should... If you pay attention to one thing in AI this week, it should be Google’s I/O presentation on...
Art by Mike Sullivan
AI Agenda

Is the Gap Widening Between Anthropic and Open-Source Models?

By Stephanie Palazzolo · May 19, 2026 7:00am PDT · 1 comment
Some developers have told me that the rising costs of frontier AI models from Anthropic and other firms could prompt them to shift to cheaper open-source AI. After all, when companies as sophisticated as Uber are accidentally blowing through their entire year’s AI budget in a matter of months, it makes sense to cut back by using a less capable... Some developers have told me that the rising costs of frontier AI models from Anthropic and other...
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Exclusive

Meta Platforms to Lay Off Hundreds

By Jyoti Mann · Mar 25, 2026 6:36am PDT
Meta Platforms will lay off a few hundred people across the company on Wednesday, according to two people familiar with the matter, part of a broader effort to overhaul the company for work in the AI age. The cuts will affect staffers in Reality Labs — the division behind its hardware platforms and wearables — as well as across its... Meta Platforms will lay off a few hundred people across the company on Wednesday, according to...