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Asha Sharma, president of product development for Microsoft’s Core AI division. Photo by Erin Beach.
AI Agenda

AI Leaders Get Practical; Gemini’s Ascent

By Stephanie Palazzolo · Oct 30, 2025 7:00am PDT
At our Women in Tech, Media and Finance conference Wednesday, AI leaders from Microsoft, PagerDuty and Index Ventures got into the nitty gritty of what it’s like to invest in, develop, buy and use AI products. Our top takeaways.1. Not everyone’s a fan of vibe coding. Lucy Guo, the CEO of creator startup Passes and a cofounder of data labeling... At our Women in Tech, Media and Finance conference Wednesday, AI leaders from Microsoft, ...
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The Briefing

What Google, Meta and Microsoft Numbers Revealed

By Martin Peers · Oct 29, 2025 5:00pm PDT
Mark Zuckerberg is doubling down on AI—again. And the cost is mounting. Meta Platforms reported Wednesday that its increased investment in AI, both for hiring star AI researchers and for investing billions in data centers, hurt its operating profit margins and squeezed its free cash flow by one-third in the third quarter. Since the end of last... Mark Zuckerberg is doubling down on AI—again. And the cost is mounting. Meta Platforms reported...
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Deep Research

OpenAI Moves Up the Stack: Why Every Software Incumbent is Now a Target

By The Information Staff · Oct 29, 2025 1:24pm PDT
OpenAI is moving beyond its role as a technology partner, transforming its model lead into a multi-front assault on established software giants. This pivot positions the company not just as a supplier, but as a formidable application competitor, aiming to own the entire user workflow in markets like productivity, consulting, and e-commerce. This... OpenAI is moving beyond its role as a technology partner, transforming its model lead into a...
Art by Clark Miller.
Market Research

Has Continuous Glucose Monitoring Peaked?

By Annie Goldsmith · Oct 27, 2023 10:00am PDT · 5 comments
In November 2020, marketing consultant Sarah Eade Bengard was in St. Barts, mingling at a venture capitalist friend’s beach party, when she noticed something strange. A number of guests had small circular sensors dotting their upper arms. They were continuous glucose monitors, medical devices usually reserved for diabetics who need to... In November 2020, marketing consultant Sarah Eade Bengard was in St. Barts, mingling at a venture...
Market Research

Market Research: The AI Boom Expands to the Hair and Makeup Counter

By Beth Shapouri · Aug 26, 2023 6:00am PDT
Selin Tyler was frustrated. The director of product marketing and business operations for Dolby Technologies was stuck in what she called “a cycle of trial and error” with her skin. She turned to Parallel Health, a beauty company focused on custom skin care, set to launch next month. Tyler joined the brand’s 2021 Institutional... Selin Tyler was frustrated. The director of product marketing and business operations for Dolby...
Art by Clark Miller.
Market Research

Education Meets Insulation: Bento Boxes, Smartwatches and Other Back-to-School Buys

By Annie Goldsmith · Aug 19, 2023 6:00am PDT · 1 comment
Janine Sickmeyer, the founding partner at seed and pre-seed firm Overlooked Ventures, was trying to find a low-tech way to occupy her four kids under age 8. She, like many of her Silicon Valley peers, aims to keep her young children off screens as much as possible. “Even though I’m a tech entrepreneur and investor in tech, I always... Janine Sickmeyer, the founding partner at seed and pre-seed firm Overlooked Ventures, was trying...