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Court data: Google estimates its Gemini AI chatbot had 35M DAUs and 350M MAUs worldwide as of last month while ChatGPT had 160M DAUs and 600M MAUs (Erin Woo / The Information) theinformation.com/briefings/goog… techmeme.com/250423/p38#a25… x.com/Techmeme/statu…

News: Scale AI fell short of the 2024 revenue and profit forecast it shared with investors a year ago. And yet... it is finalizing a share sale to catapult it into the top 10 most valuable startups int he US, at $25B, up 80% in a year.

CHILLING EFFECT: “When we have an entire section of the student body scared to have their stories told, that’s a significant portion of the life of Stanford that just isn’t being told,” said Greta Reich, The Stanford Daily EIC. “It’s wildly concerning.” loom.ly/REiCVyM

Thinking Machines Lab's round is unusual in both its size—$2B @ $10B price led by a16z—and its voting rights: - Mira Murati's vote = # of other board directors + 1, giving her a majority - Founding shareholders votes have 100x the weight w/ natasha mascarenhas: theinformation.com/articles/think…

Coup my board once, shame on you. Coup my—you can't get couped again

US v. Google: Sundar Pichai says he had at least a "couple" of calls with Tim Cook in 2024 about a Gemini deal; Cook said Apple plans to add more AI chatbots (Erin Woo / The Information) theinformation.com/briefings/sund… techmeme.com/250430/p30#a25… x.com/Techmeme/statu…

As the Google search remedies trial enters week 3, the judge has signaled support for data sharing and probed the pros and cons of different restrictions on rev share deals — potentially a window into what remedies he will eventually order. from DC: theinformation.com/articles/googl…

New: OpenAI has told investors that it plans to cut down the % of revenue it shares with Microsoft by 2030. Microsoft hasn't signed off on that plan, and the firms continue to negotiate OAI's restructuring. w/ Sri Muppidi Stephanie Palazzolo: theinformation.com/articles/opena…

ICYMI: OpenAI has told investors that it plans to cut the percentage revenue share it pays out to its largest backer, Microsoft. Sri Muppidi aaron holmes Erin Woo and I have the details here: theinformation.com/articles/opena…

Google is continuing its strategy of cutting 100s of employees at a time, rather than one big headline-grabbing layoff. This time, it's around 200 employees in the global business organization, Google's ad sales unit. w Miles Kruppa and Catherine Perloff theinformation.com/briefings/goog…

Google Developing Software AI Agent, Pinterest-Like Feature Ahead of I/O Google has been demonstrating a software development AI agent to developers ahead of next week’s I/O annual developer conference. Read more from Erin Woo 👇 theinformation.com/articles/googl…

Last year, Google scrapped its onstage Gemini Live demo for i/o after OpenAI released voice mode the night before with a near-identical script. This year, they're working on: -a "software development lifecycle" agent -a Pinterest competitor -& more theinformation.com/articles/googl…

Scoop: TikTok is working on allowing U.S. users to send photos over DMs in the app—something that's currently restricted. But some employees have raised concerns about the risk of sextortion and other abuses. w/ Kaya Yurieff theinformation.com/articles/tikto…

🚨 Reporting job alert: Join Stephanie Palazzolo & our incredible team The Information to lead coverage of OpenAI (w/ lots of support).

Remember California's landmark deal with Google to fund local newsrooms? Nine months later, Gavin Newsom's cutting $20 million from the state's commitment to cash-strapped local newsrooms as California faces a $12B budget deficit. subscriber.politicopro.com/article/2025/0…

Google unveiled several new AI-powered features in its efforts to defend its search business from the threat posed by OpenAI’s ChatGPT. Read more from Erin Woo and Ann Gehan 👇 theinformation.com/articles/googl…

OpenAI goes public with its acquisition of the Jony Ive device startup, which we first scooped here: theinformation.com/articles/opena…