The Information (@theinformation) / X

The Information

39.5K posts

The Information

@theinformation

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San Francisco

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Joined September 2013

Pinned
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
@theinformation
21m
OpenAI seems to “embrace the role of villain”, Bradley Tusk of @tuskventures says. When he compares Anthropic to OpenAI he says: “Overall, I think it's kind of Luke Skywalker and Darth Vader. And I think that OpenAI has in many ways embraced the role of Darth Vader."
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The Information
@theinformation
1h
Elon Musk could propose a merger of SpaceX and Tesla, as expectations for it grow. SpaceX leaders are already also working for Tesla on the $55 billion Terafab semiconductor manufacturing project, @graceihle reports. "John Federspiel, who was a senior level product engineering
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The Information
@theinformation
1h
Anthropic is prepping Claude Agent for Microsoft Teams. "Rather than try to just convince all of their customers to not use Claude at all, I think Microsoft is happy to kind of use Claude to further entrench its software..." — @aaronpholmes
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The Information
@theinformation
2h
Trump lifted the ban on Anthropic’s Fable 5. So what changed? "Anthropic did put on what's called a classifier that would basically block those type of requests that were surfaced in the Amazon report." "What all that might mean for users is a bit more annoyance when they try
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The Information reposted
Grace Kay
@graceihle
6h
Tesla's internal organizational structure shows how SpaceX and Tesla are deepening ties and already operating as one entity in some key ways, especially when it comes to the $55 billion Terafab project. In my latest story for @theinformation, I examined the company's leadership
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The Information
@theinformation
2h
Stripe, Visa, Mastercard, Coinbase and BlackRock have joined more than 140 companies to launch a new stablecoin aimed at Circle and Tether. The effort could reshape competition in the $300 billion market. Read more:
Stripe and Co. Take On Circle and Tether in Stablecoins
From theinformation.com
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The Information
@theinformation
2h
Software companies are starting to let AI turn customer support tickets directly into code. The shift could dramatically shorten the path from customer complaint to product update. Full story:
Customer Support Tickets That Code
From theinformation.com
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The Information
@theinformation
3h
OpenAI engineers earlier this month told some colleagues they had figured out a way to more than halve the cost of inference. More details:
OpenAI Discovers New Way to Cut Inference Costs in Half
From theinformation.com
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The Information
@theinformation
3h
As Meta Platforms tries to wean itself off expensive AI coding applications from Anthropic and OpenAI, it is confronting a difficult challenge: keeping employees from relying too much on those outside tools to build in-house replacements. Read more:
Internal Docs Show Meta Putting Limits on Claude and Codex, Fearing Distillation
From theinformation.com
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The Information
@theinformation
4h
Higgsfield AI is in talks to raise $300 million to $500 million at a $5 billion valuation, as startups making AI video tools draw fresh interest from investors and big tech firms. More details:
AI Video Startup in Talks to Quadruple Valuation to $5 Billion
From theinformation.com
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The Information
@theinformation
4h
Stripe and Coinbase are joining Visa, Mastercard, BlackRock and BNY in a new stablecoin consortium that could put real pressure on Circle and Tether. Read more:
Stripe and Co. Take On Circle and Tether in Stablecoins
From theinformation.com
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The Information
@theinformation
5h
GPU cloud providers are struggling to forecast costs as Nvidia server rack prices change in weeks, not quarters. Some components have swung as much as 40% week to week, making AI compute look more like a commodity market. Read more:
Why GPU Server Prices Are Unpredictable
From theinformation.com
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