Consumer and retail news @business. Prev: @theinformation @businessinsider @dallasnews @dukechronicle / Signal anngehan.57
New York City
Joined March 2013
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Ann Gehan retweeted
I spoke to @dougleone about his first investment since returning back to an active investing role at Sequoia
I did not expect it to be a company that acquires customers through "Whopathons"
Fun read & my latest for @technology
bloomberg.com/news/articles/…
Ann Gehan retweeted
PepsiCo has signaled its Poppi brand of prebiotic sodas is missing the growth benchmarks needed to trigger a bonus payment bloomberg.com/news/articles/…
Ann Gehan retweeted
Brinker International said Wednesday it grew comparable sales of its Chili’s Grill & Bar chain, as the company continues to attract customers to the casual dining restaurants amid a broader industry slowdown. bloomberg.com/news/articles/…
Ann Gehan retweeted
This issue has fallen out of the headlines but remains existential for publishers.
Google is pushing publishers to give it broad rights to use their content for AI, including model training.
The push comes as publishers say search traffic from Google has fallen sharply.
Full story: thein.fo/4vBHn8c
Ann Gehan retweeted
Today on TITV:
-Trump asks OpenAI to stagger release of new model | @leomschwartz & @amir, The Information
-Google pressures publishers on AI licensing | @anngehan
-Inside an AI power user’s agent workforce | @alliekmiller, AI Advisor to Fortune 500 Companies & CEO of Open Machine
-Audit finds billing errors for Anthropic customers | @LauraBratton5
The Information | TITV | June 26, 2026 xitter.cf/i/broadcasts/1yxBeeQAE…
Ann Gehan retweeted
Source: Google is asking publishers that test new AI features in Google News to grant it broad rights to their content, including to potentially train AI models (@anngehan / The Information)
(Visit Mediagazer dot com for the link and full context!)
Ann Gehan retweeted
I am still waiting for amazing AI shopping experiences...
Some developments from @anngehan
theinformation.com/articles/…
Scoop for @theinformation:
OpenAI has told some ad pilot members it plans to introduce cost-per-click ads soon, a move that would help it compete more closely w/ Meta + Google.
Conversion-oriented campaigns are also coming, but the timeline is less clear.
Read my lastest for @theinformation here: theinformation.com/articles/…
Ann Gehan retweeted
New: OpenAI has surpassed $100m in ARR from its ads pilot, which launched 6 weeks ago. It's expanded to 600+ advertisers and plans to launch self-serve advertiser access in April.
theinformation.com/briefings…
Ann Gehan retweeted
In the Retail category, small division, the 2025 Best in Business Award winner is @theinformation for “Retail’s AI Revolution.” #BIB25
Ann Gehan retweeted
Scoop: Oura ring is interviewing banks for an IPO that could happen as soon as this year! @julia_hornstein
theinformation.com/articles/…
Shopping and commerce have already taken a significant backseat at OpenAI over the past few weeks 👀
let's simulate what sama & mark chen are going through for the next few weeks on what to prioritize & what to chop shall we? this will be the walmart version of it lmao.
openai has 29 "products" in the portfolio.
- chatgpt
- chatgpt search
- deep research
- chatgpt agent
- chatgpt atlas
- chatgpt pulse
- sora
- codex
- image generation / images
- voice in chatgpt
- projects
- canvas
- tasks
- shopping research / commerce in chatgpt
- gpt store / gpts / apps
- chatgpt business
- chatgpt enterprise / team / edu packaging
- atlas for enterprise
- oit's vepenai api platform
- responses api
- realtime api
- agents / agentkit
- agents sdk
- web search api/tooling
- image generation api
- codex cloud / developer codex surfaces
- computer-using agent (platform/model layer)
- operator (legacy/transitioning standalone identity)
- let's say 4 hardware devices jony ive's team is working on (this probably does not get killed)
now obviously most of these fit into the enterprise & coding territory. so what do you keep vs kill?
most likely to be killed / deprioritized:
atlas
pulse
gpt store (at least put in sunset)
shopping & commerce
sora (as a “hero product”)
merge & consolidate everything else into chatgpt app.
intense focus:
codex
agents
enterprise workflows
Ann Gehan retweeted
Sources: online DTC luxury brand Quince is in talks to raise funding at a $10B+ valuation, up from $4.5B in July; its annualized revenue run rate has hit ~$2B (The Information)
theinformation.com/articles/…
techmeme.com/260307/p4#a2603…
📥 Send tips! techmeme.com/contact
Ann Gehan retweeted
QUINCE IN TALKS TO DOUBLE VALUATION FROM 2025 ROUND LESS THAN A YEAR AGO
Per the @theinformation, Quince is in talks to raise more funding at a $10B valuation less than a year after raising at a $4.5b valuation from Iconiq.
Is quince the biggest win in consumer in recent memory?
Consumer is so back!!
Quince is in talks to raise a new round that would more than double its valuation to roughly $10 billion. Annual revenue run rate is currently ~$2 billion - that’s a lot of $50 cashmere sweaters
Scoop from @Katie_Roof + me: theinformation.com/articles/…
Ann Gehan retweeted
Scoop: Quince in talks to more than double its valuation to over $10B. Rare consumer internet business soaring W/ @anngehan theinformation.com/articles/…
Ann Gehan retweeted
Of all the OpenAI news in the last day, @theinformation subscribers who work in finance seem most interested in the evolution of the company's commerce strategy.
theinformation.com/articles/…
Story here: theinformation.com/articles/…
