The Information (@theinformation) / X

The Information

39.4K posts

The Information

@theinformation

The most authoritative publication tech execs and founders read daily. Sign up: theinformation.com/newsletters

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Joined September 2013

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The Information
@theinformation
Jun 18
Google's star AI researcher Noam Shazeer just left for OpenAI. "Noam was working on pre-training at Gemini… And pre-training is something that Google is viewed to be really strong at. And OpenAI is viewed to have been kind of weaker at.” It’ll help as “OpenAI tries to catch
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The Information
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As fears grow that OpenAI and Anthropic could compete with their own customers, Canva is taking the opposite view. The design company says integrations with ChatGPT and Claude have become a meaningful source of user growth. Full story:
Why Canva Doesn’t See ChatGPT and Claude As a Threat
From theinformation.com
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The Information
@theinformation
1h
Kalshi has topped $2 billion in annualized revenue, putting it within striking distance of far older finance companies. But its $22 billion valuation depends on whether investors see it as a brokerage, exchange or betting app. Read more in our Finance newsletter:
What’s a Bet on Kalshi Really Worth?
From theinformation.com
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The Information
@theinformation
1h
Some Anthropic and OpenAI customers are cutting AI costs by 90% or more as cheaper models prove good enough for more tasks. Full story:
How AI Customers Are Lowering Their Anthropic and OpenAI Bills
From theinformation.com
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The Information
@theinformation
2h
We identified 300+ bans on data center development that state and local governments throughout the U.S., with 75+ more under consideration. See the comprehensive map of data center bans:
The 300-Plus Bans and Moratoriums Threatening the U.S. Data Center Boom
From theinformation.com
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The Information
@theinformation
16h
OpenAI is pitching AI-generated advertising as the next step in marketing automation. The promise is that advertisers can "narrow in on the best performing ad very quickly" using AI tools and automated testing, says The Information's @anngehan. The bigger question is: "Do
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The Information
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Open-source AI is becoming a more attractive option for enterprises. “Open source models are getting really, really good and you're able to actually run them, customize them, change them, fine tune them with your private data.” — SambaNova CEO @RodrigoLiang
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The Information
@theinformation
17h
The next AI race isn't just about better models. It's about speed. “A lot of what we've been doing in AI has been basically facing the human…”, says @Vista_Equity 's Monti Saroya. Enterprise AI is shifting to "agent-to-agent communication." Those systems "need a lot more speed
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The Information
@theinformation
18h
Runpod says it turned down acquisition offers above $500 million after doubling annualized revenue to about $240 million in the past five months. Full story:
Cloud Startup Runpod Raises $100 Million, Says It Turned Down Buyout Offers
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The Information
@theinformation
18h
Meta is building a prediction markets app but hasn’t optimized revenue on it’s other apps, @Oppenheimer’s Jason Helfstein claims. “You could argue the biggest opportunity is monetizing WhatsApp, right?” “…but they're not doing that.”
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The Information
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18h
Building a personal brand can create meaningful opportunities for founders, but consistently producing thoughtful content takes time. Google Gemini can help founders brainstorm content ideas, organize their expertise and generate strong first drafts, making it easier to turn
How to Build a Personal Brand with Google Gemini
From theinformation.com
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The Information
@theinformation
18h
xAI is doubling down on Grok's racy side for AI image and video tools. "A lot of the usage is for adult content, pornography, erotica, etc. because they have looser guidelines and content moderation," says reporter @theo_wayt
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The Information
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SambaNova is set to raise up to $1 billion at a $10 billion valuation, a fivefold jump from four months ago. The Intel-backed chip startup is pitching its inference chips as a lower-cost complement to Nvidia’s GPUs. Read more:
Intel-Backed AI Chip Firm SambaNova to Quintuple Valuation to $10 Billion
From theinformation.com
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