Sequoia Capital's 52-slide “crucible moment” presentation, first shared in 2022, remains an essential read for founders.

theinformation.com/articles/sequo…

Meta is considering charging users for a more advanced version of its Meta AI assistant. It's also working on AI agents for engineering and monetization.

More details on Meta's new AI work in a scoop from me:

theinformation.com/articles/meta-…

My latest: After initially ignoring enterprise sales, Calm, the $2B mental health startup, is now cutting its reliance on consumer subscriptions. It's offering equity to business partners at a steep discount to its Series C price as it chases for growth.
theinformation.com/articles/calm-…

Adept, started two years ago by former Google and OpenAI researchers, joins a growing list of AI startups considering sales as costs and competition rise.

theinformation.com/articles/ai-ag…

By Amir Efrati & natasha mascarenhas

The Briefing: The DOJ’s lawsuit against Ticketmaster doesn’t mention Taylor Swift, but her influence is all over it.

theinformation.com/articles/taylo…

From Nick Wingfield.

Dealmaker: Calm app is trying to lure strategic partners with cheap stock. It’s one way consumer startups are surviving the post-pandemic slump, writes Abubakar.

theinformation.com/articles/calm-…

From @iatalkspace.

Exclusive: Meta Plans Paid Version of AI

Meta Platforms is considering charging users for a more advanced version of its Meta AI assistant.

theinformation.com/articles/meta-…

From Kalley Huang.

Creator Economy: Meta has big hopes for its Twitter rival Threads, now nearly one-year-old, but its determination to avoid news and politics will test those ambitions.

theinformation.com/articles/threa…

From Sylvia Varnham O’Regan.

The window of opportunity for startups to compete with large technology incumbents in advanced AI seems to be closing.

theinformation.com/articles/more-…

AI Agenda by Amir Efrati

had fun with Amir Efrati counting the blessings jensen huang & colette kress delivered to investors on nvidia's earnings call theinformation.com/articles/ten-g…

A US battery developer told me that if $56/kWh LFP ever reaches the US, American stationary battery makers “will be toast—everyone.” We report today that the price in China is now $47/kWh. The Electric. theinformation.com/articles/the-e…

Discover The Information 50 Database, a repository of 200+ startups recognized annually as the most promising in tech. Where are their valuations now, have they raised more, and who's been acquired?

Available now to all readers in partnership w/ @Mercury: bit.ly/4269T36

True Value: Nvidia makes a convincing case that the AI boom still has room to run.

theinformation.com/articles/ten-g…

By Amir Efrati & Anita Ramaswamy

Building 'responsible AI' is still a challenge for top AI firms (as multiple news cycles this week have proven).

I'll be discussing AI safety with experts from Cohere, Hugging Face, and Salesforce today at 2pm ET, which should be an interesting convo. Tune in:

Ether ETF issuers are finalizing prep work as an approval suddenly looks likely.

That means lining up custodians, seed capital, trading counterparties, and deciding on fees.

Coinbase is once again set to emerge as a winner. 1/
theinformation.com/articles/how-c… The Information

Crypto exchange Coinbase is poised for a big boost as the U.S. suddenly looks more likely to approve exchange-traded funds holding ether.

theinformation.com/articles/how-c…

By Yueqi Yang

On Monday, we reported that the going rate for iron-based LFP batteries in China was a dirt-cheap $56 a kilowatt hour, severely challenging Western battery makers. We were wrong: They are $47/kWh—16% cheaper. The China Playbook, at The Electric. theinformation.com/articles/the-e…

New from me: TikTok has its sights set on a Europe expansion- the company is planning to expand TikTok Shop to France, Germany, Spain and Italy. Europe is emerging as a key market esp in light of potential U.S. ban. More in my newsletter: theinformation.com/articles/tikto…

Scoop w/ Amir Efrati: Adept has had talks with big tech companies, including Meta, over recent months regarding a potential sale or strategic partnership

theinformation.com/articles/ai-ag…

Even Cheaper Chinese Batteries: We thought China was low-balling iron-based LFP batteries at $56 per kilowatt hour. Now they are selling them for $47.

theinformation.com/articles/the-e…

From Steve LeVine.