The most authoritative publication tech execs and founders read daily. Sign up: theinformation.com/newslette…
Joined September 2013
- Tweets 39,219
- Following 705
- Followers 715,514
- Likes 9,529
5,837 Photos and videos
Pinned Tweet
Jun 12
Anthropic's Claude Design launch blindsided its partners, Figma and Canva.
“Essentially, Anthropic had kind of told these partners like Figma and Canva that the Claude Design product was going to be fairly basic.”
“As it got closer to the launch, these partners found out that actually this new product would have some of those advanced features [Anthropic said wouldn’t be in there].” — @steph_palazzolo, AI reporter
27
25
268
77,788
Anthropic’s customers built businesses on Claude. Now many are preparing for a future where Anthropic competes with them.
Full story: thein.fo/4utqJpN
2
6
13
3,270
Meta’s effort to absorb Rivos has exposed deeper problems in its push to build a competitive AI chip business.
Read more: thein.fo/4ejepCF
1
4
3
3,044
After encouraging staff to prove their “AI-driven impact,” Meta is now moving to cap employee token usage and steer workers toward in-house tools.
Full story: thein.fo/4vbt2PE
2
6
10
3,652
Google is considering giving Samsung Electronics a crucial role in making a component of one of its most advanced future AI chips.
Full details: thein.fo/4egVKam
2
3
12
2,902
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/…
4
12
28
6,120
Anthropic’s annualized sales have climbed to nearly $50 billion, giving it new leverage over business customers.
Some of those same customers now fear they are paying Anthropic to build products that compete with them.
Full story: thein.fo/43wKrWU
4
13
42
5,728
Retatrutide hasn't yet received FDA approval. But tech executives have already embraced a Wild West market for bootleg versions.
This week's Big Read: thein.fo/4e71PaQ
1
4
3,113
SpaceX’s $1.75 trillion IPO valuation is giving other private space companies a new benchmark.
More details: thein.fo/4gh43po
2
1
8
2,573
Nasdaq has turned the Nasdaq-100 into a powerful pitch to win blockbuster listings.
Its latest rule changes could force roughly $8.5 billion of buying tied to SpaceX’s IPO.
Full story: thein.fo/3RVbFUB
1
2
7
4,583
Microsoft has considered spinning out Xbox or restructuring it as a subsidiary as the gaming business struggles with falling revenue and 3% margins.
New Xbox CEO Asha Sharma is also pushing for more spending on Halo, Fallout and Elder Scrolls.
More details: thein.fo/4a00uA1
1
12
3,364
Meta bought Rivos to speed up its custom AI chip work. Six months later, layoffs, strategy shifts and internal fights are slowing one of its biggest efforts to cut Nvidia costs.
Read more: thein.fo/4eEvMz3
4
3
7
3,240
Elon Musk pushed SpaceX through a $75 billion IPO while keeping Goldman Sachs and Morgan Stanley guessing on major twists.
The last-minute changes included two big acquisitions and new data center deals with Anthropic and Google.
Full story: thein.fo/44bOkk5
3
10
2,821
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
2
2
14
3,117
Jun 12
Snowflake is pushing employees to use AI in their daily work—and building internal agents to prove the value.
One tool now prepares executives for earnings calls in minutes instead of weeks.
Full story: thein.fo/4fD7Yww
1
1
5
3,897
Jun 12
Retatrutide hasn't yet received FDA approval. But tech executives have already embraced a Wild West market for bootleg versions.
This week's Big Read: thein.fo/4e71PaQ
1
4
3,482
Jun 12
Starlink is heavily subsidizing its hardware, which could limit its global expansion.
@tmfassociates discusses how terminal production costs affect the company's ability to scale in lower-cost markets like India:
"But at the end of the day, when you're acquiring these customers, you have to give them a terminal. And if that terminal is costing you several hundred dollars and you're subsidizing that, it limits your ability to go after the really low output customers."
3
11
27
7,826
Jun 12
Elon Musk pushed SpaceX through a $75 billion IPO while keeping Goldman Sachs and Morgan Stanley guessing on major twists.
The last-minute changes included two big acquisitions and new data center deals with Anthropic and Google.
Full story: thein.fo/44bOkk5
1
6
3,082
Jun 12
Microsoft has considered spinning out Xbox or restructuring it as a subsidiary as the gaming business struggles with falling revenue and 3% margins.
New Xbox CEO Asha Sharma is also pushing for more spending on Halo, Fallout and Elder Scrolls.
More details: thein.fo/4a00uA1
2
7
34
29,038
Jun 12
“SpaceX, more than any other company I've ever seen, has two things that I don't like.” — @Tomunderwater, CEO of Loss Dog
“It's the Elon Musk effect, which is basically, you know, this is his show. There's nobody else involved..."
“I am not going to support people who I don't have any respect for…”
13
4
23
9,597