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WTF: Women in Tech, Media and Finance

Everyone’s Using AI But Divisions Are Growing: WTF Highlights

Artificial intelligence has thoroughly infiltrated business and politics, but it’s also starting to divide companies and investors. That was the takeaway from leaders at The Information’s WTF Summit, a gathering of senior women in the technology and finance industries this week. Investors are increasingly picking AI winners and losers, and favoring companies that can train models and control the chips and data centers that undergird them, said Goldman Sachs’ global co-head of investment...

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OpenAI’s Astra Model Becomes Top Distillation Target for China’s AI Labs

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WTF: Women in Tech, Media and Finance

CBS’ Bari Weiss Tells Critics to ‘Judge Us by the Journalism’

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Google Cloud Closes In on Azure, but Microsoft Wins the Day With Investors

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Nick Wingfield
The Electric

At Peak Energy, the Focus is on Avoiding the Missteps of a Big Battery Industry Failure

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Steve LeVine

ServiceNow Shares Drop 19% After Earnings As SaaSpocalypse Fears Persist

ServiceNow says adoption of its AI products is continuing to grow, but investors seem to remain wary of the potential threat AI could pose to its business.

Shopify Adopts Agentic Payment Tech from Visa, Mastercard

Card networks are pushing for more merchants to adopt their own agentic payment systems.

‘Nobody’s Ready’: AI-Found Bugs Spark a Corporate Security Spending Spree

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Aaron Holmes

We didn’t build a better AI.We just built one with over a decade of The Information behind it.Deep Research is here.Try it now with Pro.

Marvell in Talks to Buy Lumentum

A deal for Lumentum would rank as one of the largest semiconductor deals.

Alphabet Sold $12.4 Billion of Shares Through ATM Program

The program is part of a broader $90 billion equity fundraising package announced in June.
AI Agenda

Foundry Raises $100 Million for Autonomous Factories

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Rocket Drew

Oracle Surges More Than 10% After It Caps Capex and Projects Positive Cash Flow

The company described the 2028 and 2029 fiscal years as “a period of peak capex” before cash flow turns positive.

Google Quarterly Revenue Grows 25% But Falls Short of Expectations

Stock drops in after hours trading despite growth of 103% year-over-year in the company’s cloud revenue

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Amazon Hedges Against AI Shopping Agents With 250 Million Outside Listings

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Catherine Perloff

Microsoft Revenue Growth Accelerates Slightly But Data Centers Dampen Cash Flows

Microsoft's capital expenditures dragged down its free cash flow 27% from the same period a year earlier.

Apple Launches First Touchscreen MacBook

Apple execs had spurned the idea of touchscreen on Mac for decades
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Bumble Founder Whitney Wolfe Herd Explains Decision to Take Company Private

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IPO Pipeline Held Back by Anthropic Listing, Says NYSE’s Martin

Investors have “limited attention” to devote as Anthropic gears up for its debut, Martin says.

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GPUs in the Wine Cellar: Why Techies Are Hoarding AI Compute in Their Homes

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Google Launches Gemini 4 Carbon, Its Second Major AI Model in a Month

Company says the model shows significant gains on coding and cybersecurity.
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Chipmaker Onsemi in Talks to Buy Startup for About $1 Billion

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Valida Pau
TITV

OpenAI Plans to Buy Google's TPUs, Amazon Lists 250 Million Rival Products

Amazon Expands ‘Shop Direct’ to 250 Million Products From Rivals

The ecommerce giant is expanding its Shop Direct program as rival AI agents make it easier to buy across retailers

Malaysian Authorities Seize $12 Million Worth of AI Chips in Smuggling Crackdown

Southeast Asia has increasingly functioned as a transit hub in the smuggling of advanced U.S. chips to China.

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OpenAI to acquire Anthropic

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Google is Having a TPU Moment

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OpenAI, a Longtime Nvidia Customer, Plans to Buy Google’s AI Chips

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Is Anduril Worth $120 Billion?

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Julia Hornstein
Applied AI

Why Cheaper Models Won't Win OpenAI the Enterprise

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Laura Bratton
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Microsoft Offers Buyouts to 60,000 Employees, DoorDash Nears Deal to Buy Instacart for $17B

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Community Commentary

Daniel WilcoxFounder, TechnologistYuba Solutions
on… When Tech Workers Sit as Far as the Eye Can See
I’m still yet to meet tech workers who are happy about the open office fad. Employee concentration suffers, impromptu meetings are more public than with cubicles and there are never enough meeting rooms. All breeding a noise cancelling headphone culture. Why is this still a thing?
Donald ValentinaConsigliere
on… When Andreessen Horowitz Has a Sticky Situation to Solve, It Calls ‘The Wolf’
Fascinating. More like this please.
Zachary MagdovitzPartner, Co-FounderLorimer Ventures
on… When Andreessen Horowitz Has a Sticky Situation to Solve, It Calls ‘The Wolf’
Favorite read in a while.
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