Meta AI had at least 400 million monthly active users and 40 million daily active users in early August, less than a year after launch. It's unclear how much of that usage is unintentional, though. More details on Meta AI's usage in a scoop from me: theinformation.com/articles/metas…

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California Passes AI Bill A bill that fines AI developers for causing harm has sent shivers across the tech industry. The bill now heads to Gavin Newsom's desk. theinformation.com/articles/passa… From Stephanie Palazzolo and Erin Woo

✈️💰 Exclusive: When Andy met Shou Amazon's CEO has met with the chief executives of TikTok, Meta and Snap in the past 2 years. On the agenda: cloud deals, but also a new ad format that represents a significant cultural shift for Amazon. Inside Amazon's social deals ⤵️

“I never thought that the board of Bytedance would be a full-time job,” Laffont joked at The Information’s private capital conference in April. Well now:

Scoop: ByteDance has increased its share price in its latest employee buyback, an increase that's in line with secondary market trades that have lifted its valuation close to $230 billion theinformation.com/articles/byted…

AI Agenda: OpenAI Considers Higher Priced Subscriptions to its Chatbot AI theinformation.com/articles/opena… From Stephanie Palazzolo and Erin Woo

New w/ Erin Woo: OpenAI has considered high-priced subscriptions for future Strawberry and Orion products. In early internal discussions, subscription prices ranging up to $2K/month were on the table (though we doubt the final price will be that high) theinformation.com/articles/opena…

So excited to see everyone at our first-ever Information AI Summit today! An amazing speaker line-up here, thrilled to be speaking with folks like Reid Hoffman, Chris Lattner, Naveen Rao and more! theinformation.com/events/sf-ai-s…

Big Chip Clusters Are AI 'Table Stakes' Investor Reid Hoffman said Elon Musk's claim that his xAI startup had quickly built a big chip cluster doesn't give it a lead on other AI companies. theinformation.com/articles/opena… From Erin Woo

New w/ Erin Woo Amir Efrati: OpenAI is planning to release Strawberry as part of ChatGPT in the next 2 weeks. We have more exclusive details on the new model's strengths and weaknesses here: theinformation.com/articles/new-d…

OpenAI launched 🍓 today with: -more time to think -text-only -lots of caveats about what it's good at (competition math/coding) and less good at (many common use cases) The Information readers knew this on Tuesday via Stephanie Palazzolo, me and Amir Efrati: theinformation.com/articles/new-d…

big day for openai: chatgpt is generating more than $225 million in revenue per month (and that's a conservative estimate) based on new usage metrics we've gotten theinformation.com/articles/opena…

Scoop: Tiger Global also plans to invest in OpenAI at a $150 billion valuation. As we reported yesterday, the Abu Dhabi AI fund MGX is in talks to invest, joining Thrive, Microsoft, Nvidia and Apple. theinformation.com/articles/tiger…

TikTok parent ByteDance is building two AI chips for release by 2026 that it hopes will save the company billions of dollars and reduce its dependence on Nvidia for training AI models. Check out my latest scoop with Qianer Liu for The Information theinformation.com/articles/byted…

Exclusive: Why AI Developers Are Skipping Google’s Gemini One of Google's efforts to catch up to OpenAI in the artificial intelligence race is struggling. theinformation.com/articles/why-a… From Erin Woo

google's options for devs using gemini are confusing! thank you to every dev and google employee who patiently explained to me the difference between the gemini api, google ai studio, vertex ai studio and vertex api my favorite detail in this story: theinformation.com/articles/why-a…

i talk to Erin Woo about my frustrations with google cloud and gemini google has a talented team; i expect things to get more developer-friendly with time! theinformation.com/articles/why-a…