First reported by The Information: Amazon CEO Andy Jassy was among tech leaders who raised concerns to the Trump administration about Anthropic security risks for their most advanced models. Full story: theinformation.com/articles/…

Inside SpaceX’s 7-month sprint to the biggest IPO in history theinformation.com/articles/…

HUGE scoop. Change is a coming. @aaronpholmes theinformation.com/articles/…

Very proud of @theinformation team who lead on SpaceX ipo coverage for the last six months. We were ahead of the financial and corporate story, the XAI deal, the strategy, the allocations and more and we served readers well. The storylines are likely to get crazy from here too. Well done everyone and we’ll stay on it.

It is hard to overstate the effect of the SpaceX IPO on the mood in Silicon Valley. The impact of the feeling of this new wealth will be felt in so many wild ways.

Wondering why Figma CEO Dylan Field joked at an event that Anthropic was “not consistently candid in their communications" when it came to Claude Design? Anthropic is wielding its newfound power over partners and customers, they say. W/ @amir theinformation.com/articles/…

2026 is a BRUTAL grind in VC. You start in Davos, freeze in Aspen, hit Upfront, survive Milken, then it’s straight to Paris for the French Open. Briefly back in NYC for the Knicks. Then, total blur: SuperReturn in Berlin, Founders Forum in London, then back stateside for the World Cup, back to Paris for Raise AI, Idaho for Sun Valley, quick respite in Mykonos, then the Goldman tech gauntlet, Slush in Finland, NeurIPS in freakin’ Sydney… and *boom*, a productive year of thought leadership and adding value is over, and you’re a wreck.

Gotta love a company that files its S-1 and spends the next week of the news cycle trying to convince people it may not go public soon. (My guess, fwiw, is that they will.)

I love that Serena is back and can't wait to watch her. I am also not looking forward to my feed being dominated by clips of every single shot she hits this summer.

Meta is considering charging up to $200 a month for Hatch, a planned AI agent that could build software tools, manage calendars and send emails. The price would put Meta’s consumer AI push in direct competition with top-tier subscriptions from OpenAI and Anthropic. Read more: thein.fo/4g0rQty

Scooplet: OpenAI planning a pre-IPO share sale. Will it try to top Anthropic's $900B pre-money valuation with the tender? via @erinkwoo theinformation.com/briefings…

GPU futures. Why, of course.

SCOOP: Goldman Sachs and JPMorgan are exploring trading compute futures, according to sources, a new asset class that U.S. exchanges plan to list later this year. My first story with @dakincampbell: theinformation.com/articles/… 1/

Oops! Great detail from @graceihle in this @theinformation yarn about xAI and Anthropic theinformation.com/articles/…

This weeks MOL coming up... 1. Stories wrapped in S1s, SpaceX cultural moment 2. Movie Trailers are the new pitch deck 3.Slow's new Instagram marketing associate 'Hamdan Alblooshi' 4. Claude or @Jack_Raines ?

I’ve just had someone apply for a job by sending me Claude Code artifacts. Brave brave new world. I dig it.

🚨some personal news: i am moving to the job many of you assumed i already had🚨 i am now covering openai for @theinformation! for the next few months i'll be writing a lot about the ipo, but i'm interested longer term in safety, policy and ai culture, inside and outside of sf.

There is a lot one could critique about how OpenAI operates. But this story reminded me how impressive it is that a company at its scale, growth rate and complexity can pivot so fast. @steph_palazzolo theinformation.com/articles/…

I am still waiting for amazing AI shopping experiences... Some developments from @anngehan theinformation.com/articles/…

Anthropic has resisted sharing financial information with lenders considering buying pieces of the debt, people familiar with the matter said. Read more: semafor.com/article/06/02/20…