@amir profile picture
Amir Efrati @amir

Executive Editor @theinformation. We're hiring. amir @ theinformation.com amir.62 on Signal

Joined February 2010
  • Tweets 22,885
  • Following 994
  • Followers 40,439
3,171 Photos and videos
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Amir Efrati
@amir
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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Amir Efrati retweeted
Stephanie Palazzolo@steph_palazzolo
18h
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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the volume of texts and emails i am getting re: this Anthropic story continues to rise.
Amir Efrati
@amir
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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theinformation.com/articles/… @jyoti_mann1

Tokenminimizing: Meta Moves to Curb Employee AI Usage as AI Costs Reach Billions

Meta Platforms plans to clamp down on skyrocketing AI costs inside the company by imposing limits on employees’ token usage, the company told staff in a memo on Tuesday, just weeks after it pushed...

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this Microsoft Xbox news should warm the hearts of gamers all over
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theinformation.com/articles/… @aaronpholmes

Microsoft Has Considered Spinning Out Xbox, Plans New ‘Halo,’ ‘Fallout’ Games

As Microsoft gets ready to overhaul its struggling Xbox gaming unit, it hasn’t ruled out spinning out or restructuring the unit as a wholly-owned subsidiary, which could make it easier to sell, or...

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“Some 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.”
Amir Efrati
@amir
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
aaron holmes@aaronpholmes
Jun 11
New: Microsoft isn’t the only Anthropic customer holding off from using Fable due to questions around its rigid data retention policy
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U.S. economy rests on SpaceX IPO. so do 3 other space-related IPOs in the pipeline, per @Katie_Roof
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theinformation.com/newslette…

Sierra Space, Axiom Plot IPOs as SpaceX Feeds Frenzy

It’s finally here! SpaceX Thursday officially priced its IPO at $135 per share, valuing the company at around $1.75 trillion, capping a frenetic six month stretch that defied many of the norms of...

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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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theinformation.com/articles/… with @steph_palazzolo

Anthropic Blindsides Its Business Partners

Weeks before Anthropic in April revealed Claude Design, an AI tool for creating designs and software application prototypes, it asked firms including Figma and Canva to be “partners” of the launch...

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Amir Efrati retweeted
The Information
@theinformation
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
Cory Weinberg
@coryweinberg
Jun 11
🚨New beat alert 🚨 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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data center NEW💲: OpenAI—again—getting serious about controlling compute infra, needs hundreds of billion dollars to lease an eventual 10 GW facility notably, Nvidia has discussed providing a financial backstop for the mega deal.
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theinformation.com/articles/… by @anissagardizy8

OpenAI in Talks to Lease 10 Gigawatt Ohio Data Center with Backing From Nvidia

OpenAI is in advanced negotiations to lease a proposed 10 gigawatt data center campus on federal land in Ohio as part of a deal that could include financial backing from Nvidia, according to two...

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Palantir CEO Alex Karp has never been one to mince words.
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theinformation.com/newslette… @LauraBratton5

Palantir CEO Pounces On Anthropic Spending Backlash

Software companies and their shareholders have watched the recent growth of Anthropic and OpenAI with unease. But the mood is shifting as customers complain about AI costs, and the old guard smells...

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👀 your worst work day is probably still 10x better than this xAI staff's worst day
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theinformation.com/articles/… @graceihle

How xAI Went From Chasing Anthropic to Powering It

SpaceX’s AI lab has had a chaotic year so far, churning through leaders and staff before bringing in outside help in an effort to catch up to Anthropic in coding. What isn’t widely known, however, is...

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