Sources: Amazon is in talks to invest $10B+ in OpenAI at a $500B+ valuation, with OpenAI using AWS Trainium; Microsoft keeps the rights to sell OpenAI's models
Amazon is in talks to invest $10 billion or more in OpenAI, according to three people familiar with the discussions.
Q&A with Sam Altman and Satya Nadella about the Microsoft-OpenAI partnership, OpenAI's restructuring and $100B revenue target for 2027, $3T AI buildout, more
BG2. All things AI w @sama & @satyanadella. A Halloween Special. 🎃🔥@bg2pod @altcap — (00:00) Intro (02:28) Microsoft's Investment in OpenAI (03:19) The Nonprofit Structure and Its ...
Amazon reports Q3 AWS revenue up 20% YoY to $33B, vs. $32.42B est., and AWS operating income up 9.5% YoY to $11.4B
Amazon said Thursday that revenue in its cloud computing business increased 20% in the third quarter, exceeding analysts' estimates. — Revenue at Amazon Web Services for the thir...
Meta reports Q3 revenue up 26% YoY to $51.2B, vs. $49.4B est., net income down 83% YoY to $2.7B, and family DAP up 8% to 3.54B for September; META drops 12%+
Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter ended September 30, 2025.
Meta reports Q3 revenue up 26% YoY to $51.2B, vs. $49.4B est., net income down 83% YoY to $2.7B, and family DAP up 8% to 3.54B for September; META drops 12%+
Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter ended September 30, 2025.
Sources: OnlyFans owner Fenix is in talks to sell OnlyFans to an investor group led by Forest Road Company at an ~$8B valuation and is also considering an IPO
Guess that'll change. — www.reuters.com/world/europe... Phil Lewis / @phillewis : The owner of OnlyFans is reportedly in talks to sell the company to investor group at about $8 b...
AMD reports Q1 revenue up 36% YoY to $7.4B, vs. $7.12B est., Data Center revenue up 57% to $3.7B, vs. $3.66B est., and forecasts Q2 sales above estimates
Ian King / Bloomberg :
AMD reports Q1 revenue up 36% YoY to $7.4B, vs. $7.12B est., Data Center revenue up 57% to $3.7B, vs. $3.66B est., and forecasts Q2 sales above estimates
Ian King / Bloomberg :
Meta reports Q1 revenue up 16% YoY to $42.3B, vs. $41.4B est., net income up 35% to $16.6B, family daily active people up 6% to 3.43B on average for March 2025
and why simply isolating Chinese advertising spend was misguided... X: Roman Helmet Guy / @romanhelmetguy : Zuckerberg explaining how Meta is creating personalized AI friends to su...
Q&A with Mark Zuckerberg on LlamaCon, Llama API, Meta's AI opportunity, social networking 2.0, Ray-Bans, Apple, the Meta AI app, tariffs, Reality Labs, and more
An interview with Meta CEO Mark Zuckerberg about Llama and the AI opportunity, the evolution of social medial, and what it means to connect.
A US judge says Google acted illegally to maintain a monopoly in some online advertising tech, the second time in a year a court found Google acted illegally
The ruling was the second time in a year that a federal court had found that Google had acted illegally to maintain its dominance.
A US judge says Google acted illegally to maintain a monopoly in some online advertising tech, the second time in a year a court found Google acted illegally
The ruling was the second time in a year that a federal court had found that Google had acted illegally to maintain its dominance.
FTC v. Meta: the US argued Meta has a monopoly in the “personal social networking” market, which it claims includes only Instagram, WhatsApp, Snapchat, and MeWe
The government wants to show the Meta CEO bought Instagram and WhatsApp to snuff out social media competition.
FTC v. Meta: in opening arguments, FTC lawyers accuse Meta of a “buy-or-bury strategy” to cement a social networking monopoly by buying Instagram and WhatsApp
How is this even a question! [image] Kyung Sook / @kyungsookl : I didn't understand why facebook suddenly reversed course, allowed DJT to return to facebook and Zuckerberg attended...
FTC v. Meta: in opening arguments, FTC lawyers accuse Meta of a “buy-or-bury strategy” to cement a social networking monopoly by buying Instagram and WhatsApp
The tech giant went to court on Monday in an antitrust trial focused on its acquisitions of Instagram and WhatsApp.
YipitData: Waymo's robotaxis made up about 20% of rides offered by Uber in Austin in the last week of March, after launching on March 4
Natalie Lung / Bloomberg :
Amazon reports Q4 revenue up 10% YoY to $187.8B, vs. $187.3B est., net income up 89% YoY to $20B, and operating income up 61% YoY to $21.2B
$AMZN CEO Andy Jassy Just Now @amazon : We released our Q4 earnings today—here are some highlights, created with the help of our AI-powered Amazon Nova Reel. [video] @thetranscript...
Microsoft, Alphabet, Amazon, and Meta reported a combined $246B capex in 2024, up 63% YoY from $151B, and forecast that their 2025 spending could exceed $320B
Amazon, Meta, Microsoft and Alphabet forecast massive capital expenditure despite investor concerns about returns and DeepSeek
India extends a deadline for implementing a 30% cap on any company's share of transactions on UPI payments network, providing relief to Google Pay and PhonePe
India has once again pushed back a contentious plan to limit big technology companies' control of the nation's digital payments system …
India removes a 100M user cap on WhatsApp Pay, letting Meta roll out the mobile payments service to all of its 500M+ users in the country
Manish Singh / TechCrunch :