p.enthalabs

TI Reader

Saved The Information articles, newest first. Links open the authenticated reader view.

Twilio’s AI Boost Is a Double-Edged Sword

Twilio stock is on a run so incredible you’d think it was immune to the “SaaS apocalypse” plaguing enterprise software stocks. But investors are missing the bigger picture. The company, which sells software tools to help firms communicate with their customers via text messaging, phone calls and ...

mark spot Kindle reader original
Huawei Moves to Narrow Chip Gap With TSMC Despite U.S. Sanctions

Huawei Technologies said on Monday that it is using a new principle for semiconductor development to narrow its gap with the world’s leading chipmakers, despite U.S. export controls that have restricted China’s access to the most advanced equipment. He Tingbo, a Huawei board director and the head of the company’s chip business, presented the new principle, the Tau Scaling Law, during her

mark spot Kindle reader original
White House, Anthropic Near Deal For Spy Agencies to Use AI

The White House is nearing a deal with Anthropic that allows the National Security Agency and other U.S. spy agencies to use the company’s advanced AI models for classified work, according to the New York Times. The deal talks come despite the Defense Department designating the company as a “supply chain risk” earlier this year, after the two entities clashed over whether existing contractual

mark spot Kindle reader original
A Complicated Comeback for Stanford’s Ex-President

Welcome, Weekenders! In this newsletter:• The Big Read:The tech elite’s go-to real estate broker? The mayor’s brother•Crypto: Inside crypto’s Washington command center•Lists: 20 great books for summer 2026• Plus, Recommendations—our weekly pop culture picks:“John Kiriakou’s Dead Drop,” “ ...

mark spot Kindle reader original
20 Great Books for Summer 2026

It may feel like AI has seeped deep into our lives, but compared to the world within “Certainty,” a new dystopian novel by best-selling author John Twelve Hawks, we’re practically in the Flintstones era. In Twelve Hawks’ realm, self-driving tractor-trailers dominate the highways. Parents ...

mark spot Kindle reader original
SpaceX Completes First Starship Test of 2026

SpaceX held the first launch of the new version of its Starship spacecraft on Friday, successfully sending the craft from its Starbase Texas headquarters to space, where it deployed 22 test satellites. While the launch had some hitches, including an engine failure and an uncontrolled landing of its first stage booster, SpaceX touted the launch as a success. The company had previously aimed to

mark spot Kindle reader original
Microsoft Consumer CMO to Depart Next Year

Microsoft consumer chief marketing officer Yusuf Mehdi will leave the company next year, he announced late Thursday. Mehdi is a 34-year veteran of Microsoft but since 2023 he has overseen marketing for Microsoft’s consumer-focused products including its Surface devices and the consumer versions of Windows and Office software. Mehdi is the latest of many senior Microsoft executives to depart or

mark spot Kindle reader original
Meta Launches New App ‘Forum’

Meta Platforms has quietly launched a new app called Forum, part of a new push by the Facebook owner to launch a lot of new apps. The app lets users select topics they’re interested in and customize their feed by choosing which topics they want to see more or less of, according to its Apple App store listing. Those recommendations are based on their account activity and are summarized using

mark spot Kindle reader original
Oura Confidentially Files for IPO

Oura Health, which makes rings that track users’ health data, filed its initial public offering paperwork Thursday with the U.S. Securities and Exchange Commission, the company said. Oura has not yet determined the number of shares it’ll offer, nor the proposed offering’s price range. The Information reported in March that the company had been interviewing banks to advise on its IPO, which

mark spot Kindle reader original
Congress Launches Insider Trading Probe Into Kalshi, Polymarket

The House Committee on Oversight and Government Reform opened an investigation into insider trading on Polymarket and Kalshi, warning that lawmakers may take action against the prediction markets. James Comer, the Republican chair of the committee, said the “growing pattern of insider trading activity on prediction market platforms indicates that Congressional action may be necessary.” In

mark spot Kindle reader original
A Trio of Trillion Dollar IPOs

On Wednesday, right before SpaceX dropped its long-awaited S-1, the company led by Musk adversary Sam Altman had some IPO news of its own: OpenAI was planning to file its IPO prospectus within weeks.The news not only took some of the spotlight away from SpaceX’s upcoming public debut, but also ...

mark spot Kindle reader original
Why SpaceX is Worth $700 Billion, Not $1.75 Trillion

If SpaceX pulls off what is widely described in the news media as the “largest IPO in history” next month, it will be a testament to Elon Musk’s skills as a salesman. The company’s newly public IPO prospectus makes it plain that SpaceX is largely a telecom firm with a rocket launch business on ...

mark spot Kindle reader original
Workday Stock Jumps 10% After Company Reveals AI Agent Gains

Workday shares climbed more than 10% in after-hours trading on Thursday after the HR application maker said the number of customers using its AI agents in the three months ended April 30 roughly doubled from the previous quarter to more than 4,000. Gerrit Kazmaier, the company’s president of product and technology, also told investors in a call following its quarterly results that the value of

mark spot Kindle reader original
Exclusive: OpenAI’s Altman Talks to Staff About IPO Timing

OpenAI CEO Sam Altman suggested Wednesday that even if the company makes a filing for a public offering, it may hold off on the actual listing. In a company-wide meeting, he noted that filing for an initial public offering was different than being ready to go public and said the company wouldn’t go public until it was ready, according to a person with knowledge of the comments. The company

mark spot Kindle reader original