2025-12-16
Last week, The Information reported that Disney's licensing fee in the OpenAI deal would be paid in the form of stock warrants in OpenAI, something Bloomberg has just discovered and seems to think hadn't previously been reported... hmmm https://www.theinformation.com/ ...
Bloomberg
Sources: Disney's Sora deal is entirely in OpenAI stock warrants rather than a cash licensing fee; Disney has the option to buy more shares beyond its $1B stake
I'd give anything to go back to that. Instead, Disney's gonna throw itself on the fire. [embedded post] Dan Wade / @dwade : Deal makes far more sense now. If OpenAI succeeds, Di...
2024-10-16
The relationship between Nvidia and TSMC is among the most fascinating, and hidden, in tech—the chip expert @QianerLiu takes us inside that dynamic in this great story https://www.theinformation.com/ ...
The Information
Sources detail how Nvidia and TSMC's lucrative AI alliance is showing signs of stress as AI booms; sources say Nvidia found flaws in TSMC-made Blackwell chips
The most successful and lucrative partnership in the artificial intelligence business is showing signs of strain.
2024-04-11
TikTok and ByteDance's regulatory problems aren't limited to national security and a TT ban: its also facing financial regulatory inquiries over money laundering concerns; incredible scoop by @MichaelRoddan https://www.theinformation.com/ ...
The Information
Sources: ByteDance misled the Central Bank of Ireland in early 2023, after HSBC shut down the company's bank accounts following a money laundering probe
2023-09-30
If you're an Apple hardware geek, and who isn't, you have to read @waynema report today on how Apple figured out how to put a microscopic QR code on the glass screen of every iPhone to help it track defects https://www.theinformation.com/ ...
AppleInsider
Report: Apple uses two microscopic QR codes on iPhone displays to track defects, which has helped cut its suppliers' faulty screen report rates from 30% to 10%
William Gallagher / AppleInsider : Source: The Information .
2023-04-28
Apple has been quiet about AI in the past few months and @waynema explains why in this terrific deep dive into Apple's travails; top notch piece https://www.theinformation.com/ ...
The Information
Sources detail how organizational dysfunction and a lack of ambition bogged down Apple's AI and ML efforts, including the work of the group responsible for Siri
2023-01-27
Big scoop on Stripe's plans for going public (or not) https://www.theinformation.com/ ...
Wall Street Journal
Sources: Stripe co-founders Patrick and John Collison told staff their goal is to go public or let employees sell shares in private markets within the next year
2023-01-19
Here's the most detailed post-Musk accounting of Twitter's revenue drop, region by region, and how it relates to goals... another great scoop by @erinkwoo https://www.theinformation.com/ ...
The Information
Source: Twitter's Q4 2022 revenue fell ~35% YoY to $1.025B, 72% of its Q4 goal; the company hopes to generate $732M in Q1 2023, which would be down 39% YoY
2023-01-14
Surprising to see how many news outlets mistakenly reporting that Apple is cutting Tim Cook's comp; it's cutting his *target" comp which, if you look historically, is typically below his actual comp; more here https://www.theinformation.com/ ...
Bloomberg
SEC proxy filing: Apple cuts Tim Cook's 2023 target compensation by 40%+ to $49M, citing investor guidance and a request from Cook, who was paid $99.4M in 2022
at his own request Anna Cooban / WRAL TechWire : Apple CEO Tim Cook takes a pay cut for 2023 Eddie Makuch / GameSpot : How Much Does Apple's CEO Make? Anna Cooban / CNN : Tim Cook ...
2023-01-13
Surprising to see how many news outlets mistakenly reporting that Apple is cutting Tim Cook's comp; it's cutting his *target" comp which, if you look historically, is typically below his actual comp; more here https://www.theinformation.com/ ...
Bloomberg
SEC proxy filing: Apple cuts Tim Cook's 2023 target compensation by 40%+ to $49M, citing investor guidance and a request from Cook, who was paid $99.4M in 2022
Apple Inc. is cutting Chief Executive Officer Tim Cook's compensation by more than 40% to $49 million in 2023 …
2022-12-24
Apple is suffering a brain drain of key executives from its silicon group, a department which has kept iPhones ahead of the competition for years; many exclusive details, including what the iPhone 14 Pro lacks, in this incredible expose by @waynema https://www.theinformation.com/ ...
The Information
A look at the challenges Apple's chip group faces; sources: Apple cut the iPhone 14 Pro's next-gen GPU with ray tracing to avoid battery and overheating issues
For more than a decade, Apple's silicon engineering group has helped give Apple a competitive edge in smartphones and laptops.
2022-08-03
Apple's services segment is the Manhattan Project of tech: investors deserve to know more about what's going on inside the black box; as the June quarter demonstrates https://www.bloomberg.com/... via @opinion
Bloomberg
Apple's secrecy around its Services revenue, up 12% YoY in Q3 but down from a 25% average in the four previous quarters, shows why investors need more insight
Martin Peers / Bloomberg :
2022-04-29
Those pesky questions about Musk's initial 13G Twitter filing are surfacing with Lina Khan's FTC, @joshua_sisco & @jtoonkel report in scoop https://www.theinformation.com/ ...
The Information
Sources: the FTC opened an inquiry into whether Elon Musk complied with its reporting requirement as he amassed his 9.1% Twitter stake between January and April
Those pesky questions about Musk's initial 13G Twitter filing are surfacing with Lina Khan's FTC, @joshua_sisco & @jtoonkel report in scoop https://www.theinformation.com/ ...
Bloomberg
Sources: during Twitter deal negotiations, Elon Musk said he would be focused on the company's bottom line and floated the idea of cutting both costs and jobs
As he negotiated a $44 billion deal to acquire Twitter Inc., Elon Musk told bankers that he would be focused …
2021-05-07
To fix Facebook's image, Mark Zuckerberg has decided to take matters into his own hands. Great deep dive by @alexeheath and @SylviaVarnham https://www.theinformation.com/ ...
The Information
Inside Zuckerberg's plan to repair Facebook's image, including whimsical jokes on his Page, more media appearances, and discussing product more than policy
During a companywide Q&A with Facebook employees last Thursday, CEO Mark Zuckerberg turned to a question about a recent uptick … Tweets: @thekenyeung , @alexeheath , @sylviavarnham...