The Information's TITV Neuralink Rival Raises $200M, Benable Social Media App, AWS Chip Strategy, Snap Surge | Nov 6, 2025
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Nov 6, 2025 
Tom Oxley, co-founder and CEO of Synchron, reveals insights on their $200 million funding aimed at enhancing brain-computer interface technology. He discusses next-gen whole-brain interfaces and the exciting future of clinical trials. Alex Israel, CEO of Metropolis, shares how their AI-driven solutions for parking and payments led to a whopping $1.6 billion in financing, highlighting innovative deployment strategies. Lastly, Shaown Nandy provides a deep dive into AWS's specialized chip developments, balancing performance with cost for AI workloads.
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Snap's AI Partnership As A New Revenue Channel
- Snapchat's $400M Perplexity deal signals a new revenue play by surfacing AI agents as monetizable front doors.
- Sasha Kaletsky and Catherine Perloff see this as a potentially durable strategy beyond a short-term stock bump.
Subscriptions And Spotlight Power Snap Growth
- Snapchat Plus scaled to a $750M run rate and materially contributed to revenue growth in the quarter.
- Spotlight and SMB ad growth also helped offset weakness in US large-advertiser spending.
US Ad Weakness Versus SMB Momentum
- Snap's ad business still lags in US large-advertiser revenue, growing only 1% there.
- Diversifying toward SMBs and other monetization like AI partnerships reduces concentration risk.