Executive Editor @theinformation. We're hiring. amir @ theinformation.com amir.62 on Signal
Joined February 2010
- Tweets 22,899
- Following 994
- Followers 40,482
- Likes 14,397
3,174 Photos and videos
Pinned Tweet
1 Aug 2025
GPT-5 is good.
But model performance gains are still slower than in past years and this year has been a technically challenging one for OpenAI researchers.
The inside story here...
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đ first outside investors in DeepSeek agreed to a 5-year share lockup & other terms guaranteeing founder maintains total control
the only investor not subject to the terms: Chinaâs National Artificial Intelligence Industry Investment Fund
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theinformation.com/articles/⌠@QianerLiu @jingyanghk @JuroOsawa have dominated this story for weeks
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never seen CEOs and CFOs change their mind so fast than this year, including Hock Tan at Broadcom. AI is the least boring most dynamic market ever
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new: nvidia faces more chip rivals every year yet it's ~gaining~ market share on all of 'em in ai inference mkt.
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Amir Efrati retweeted
Breaking: Amazon CEO Andy Jassy was among the tech leaders who raised concerns to senior Trump officials this week re: security risks in Anthropic's newest models.
Those convos set in motion the government's new export controls on foreign national access to Mythos and Fable.
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Jun 12
the volume of texts and emails i am getting re: this Anthropic story continues to rise.
Jun 11
new: Anthropic is wielding newfound power with customers and partners in ways that echo Google and Microsoft of the past...
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new: Meta is doing a 180, trying to be vanguard of token-minimizing.
2 months ago Meta epitomized tokenmaxxing, on track to spend billions a year on claude etc.
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this Microsoft Xbox news should warm the hearts of gamers all over
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âSome investors have been warning developers of this possibility for months, believing that Anthropic would hold back its best technology so it can develop its own competing applications.â
Jun 11
new: Anthropic is wielding newfound power with customers and partners in ways that echo Google and Microsoft of the past...
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Amir Efrati retweeted
Jun 11
New: Microsoft isnât the only Anthropic customer holding off from using Fable due to questions around its rigid data retention policy
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Jun 11
U.S. economy rests on SpaceX IPO. so do 3 other space-related IPOs in the pipeline, per @Katie_Roof
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new: Anthropic is wielding newfound power with customers and partners in ways that echo Google and Microsoft of the past...
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Amir Efrati retweeted
Jun 11
Exclusive: Anthropic is moving forward with a plan to control its own servers for developing AI, giving it the ability to cut its computing costs in the long run.
The AI startup has discussed arrangements under which Google would provide a financial guarantee for some of its lease obligations
Full story: thein.fo/4xpsMhl
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Amir Efrati retweeted
Jun 11
đ¨New beat alert đ¨
I'm focusing my coverage on Anthropic, here @theinformation
They seem worthy of a lot of digging, dot-connecting, scooping, explaining.
I'll do my best to meet the huge moment.
Let me know who I should meet, what I should read.
And please take my call :)
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