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Amir Efrati

Amir Efrati

Executive Editor at The Information

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Email address
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Influence score
53
Location
United States
Languages
  • English
Covering topics
  • Automobiles
  • Business
  • E-Commerce

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Recent Articles

theinformation.com

Google Further Encroaches on Nvidia’s Turf With New AI Chip Push

Google is picking up the pace of its efforts to compete directly with Nvidia in the AI chip business. For years, the search giant has rented its own AI chips, known as tensor processing units, to cloud customers who use them in its Google Cloud data centers. Now, though, Google has begun ...
theinformation.com

Introducing The Information’s 50 Most Promising Startups of 2025

Investor euphoria around artificial intelligence has shown little sign of wearing off this year, especially as ex-employees of AI developers such as OpenAI, Google and Palantir raised capital for their own AI startups. That made it more difficult than ever to identify promising but relatively ...
theinformation.com

OpenAI’s First Half Results: $4.3 Billion in Sales, $2.5 Billion Ca...

OpenAI generated around $4.3 billion in revenue in the first half of 2025, about 16% more than it generated all of last year, according to financial disclosures to shareholders. The company said it burned $2.5 billion, in large part due to its research and development costs for developing ...
theinformation.com

Snowflake Tries to End the AI Data-Access Wars

Snowflake is reversing an incendiary trend of software incumbents such as Salesforce and Atlassian walling off data in their applications from artificial intelligence startups that threaten them.On Tuesday, Snowflake said a consortium of more than a dozen other enterprise app and database ...
theinformation.com

Every Enterprise Software Firm is Selling the Same AI Products

Workday has spent most of its 20-year existence selling applications that businesses use to manage their employees and financial operations. Now, the company is joining the growing list of software incumbents that are competing head-on in ways they didn’t use to, by selling the same artificial ...
theinformation.com

OpenAI’s $350 Billion Computing Cost Problem

The most popular consumer internet services usually figure out how to make money even after a decade or more of losses. Amazon, Uber, Netflix and Snap all started generating cash by raising prices or leveraging their large audiences to sell ads or other services. OpenAI’s growing audience would ...
theinformation.com

Salesforce CEO Inadvertently Stokes AI ‘Crisis’ Narrative

After listening to Salesforce CEO Marc Benioff and his top brass describe their excitement about the company’s artificial intelligence business for an hour and half on Wednesday, one might have thought they were taking a much deserved victory lap.“Every single one of our customers is becoming an ...
theinformation.com

Why OpenAI is Going After Healthcare

It was easy to miss last week’s announcement that Ashley Alexander, a 12-year veteran of Facebook and Instagram, is becoming vice president of health products at OpenAI, with the goal of improving “healthcare outcomes and access.” Alexander’s LinkedIn post didn’t give clues about exactly what ...
theinformation.com

Nvidia Projects Strong Revenue Growth, Says U.S. Wants 15% Cut of C...

Nvidia on Wednesday posted solid revenue growth from the sale of artificial intelligence chips and networking equipment, including its flagship Blackwell chips, despite recent restrictions on its sale of its chips to China. Revenue rose 56% to $46.7 billion in the quarter that ended in July compared to the same period a year ago, beating the company’s prior revenue projection for the quarter by 6
theinformation.com

‘AI Native’ Apps’ $18.5 Billion Annualized Revenues Rebut MIT’s Ske...

It’s been hard to avoid a study last week from the Massachusetts Institute of Technology, which claimed that 95% of corporate efforts to use artificial intelligence failed to boost the bottom line for the surveyed companies. In other words, “only 5% of custom enterprise AI tools reach ...
theinformation.com

OpenAI Is Challenging Google—While Using Its Search Data

As it tries to unseat Google, OpenAI is relying on search data from an unlikely source: Google. OpenAI has been using Google search results scraped from the web to help power ChatGPT responses, according to two people with knowledge of it.
theinformation.com

OpenAI is Using Google Search Data to Power ChatGPT

OpenAI has been quietly using Google search data to power results in ChatGPT, which aims to replace Google’s search engine among consumers and businesses, The Information reported . OpenAI uses data from SerpApi, which scrapes Google search results, according to the report. SerpApi has listed other firms that develop search products, including Apple, Meta Platforms and Perplexity, as
theinformation.com

OpenAI Quietly Designed a Rival to Google Workspace, Microsoft Office

OpenAI has been gearing up to take on Google and Microsoftwith features that let people collaborate on documents and communicate via chat in ChatGPT, according to two people who have seen the designs. Launching these features would pit OpenAI more directly against Microsoft, its biggest ...
theinformation.com

‘AI Native’ Startups Pass $15 Billion in Annualized Revenue

Annualized revenue at “AI native” companies selling artificial intelligence models or apps has passed $15 billion just two and a half years since OpenAI launched ChatGPT, according to The Information’s Generative AI Database.While that’s not the same as $15 billion in actual revenue, it’s still ...
theinformation.com

What Meta-Scale AI Deal Could Mean; Cursor’s Explosive Revenue

Before we get to today’s column, here’s something to noodle on.On Friday, word spread widely across the industry that an unnamed public company was going to invest a cool $10 billion in an unnamed private AI firm. On Saturday afternoon, Scale AI’s name popped up as the alleged recipient. By ...
theinformation.com

Altman On Dyson Spheres, Colonizing the ‘Light Cone’

By hiring Instacart CEO Fidji Simo to manage OpenAI’s business, CEO Sam Altman can focus on his primary ambition: attaining artificial superintelligence. The term refers to technology that would help humans solve fundamental scientific challenges around energy and physics to become ...
theinformation.com

How Simo Will Fill Altman’s Management Gaps at OpenAI

OpenAI CEO Sam Altman’s surprise decision to hand over much of his company’s business to Instacart CEO Fidji Simo sets up a key partnership that will be closely watched as one of the world’s fastest-growing technology companies looks to extend its lead in artificial intelligence. For her part, ...
theinformation.com

In Apparent Reversal, OpenAI CEO Advocates Less AI Regulation

OpenAI CEO Sam Altman on Thursday told a U.S. Senate committee that the U.S. government doesn’t need to set standards for how AI should be developed, Politico reported . The comments appear to diverge from Senate testimony two years ago in which he said the government should pass legislation and safety standards to allow the field to continue growing while lowering its potential negative
theinformation.com

What OpenAI’s Governance Reversal Means

OpenAI’s decision on Monday to change course on its corporate restructuring looks to be a smart business choice. OpenAI has avoided a possible protracted conflict with Delaware—whose attorney general oversees nonprofits registered in the state, like OpenAI and implied she had something to do ...
theinformation.com

OpenAI Decides Not to Split From Its Nonprofit, Handing Musk a Part...

OpenAI Chair Bret Taylor said Monday that the artificial intelligence firm will no longer move its for-profit arm, which develops ChatGPT, out from under the control of a nonprofit board. Taylor said OpenAI reversed course after conversations with the attorneys general of Delaware and California, which oversee nonprofits like OpenAI. OpenAI hatched the plan to convert itself into a
theinformation.com

OpenAI Develops X-Like Social Feature in ChatGPT

OpenAI is developing an X-like social feed within ChatGPT in part so that people can share how they’re using the chatbot to solve problems or create images, according to a person who has seen a prototype for employees. ChatGPT has more than 500 million weekly users but some people still struggle to understand how to fully utilize the chatbot in their personal and professional lives. While some