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AI Agenda Deal Exclusive: The startup, Harmonic, could land a $250 million valuation for its AI model that can solve complex math problems. theinformation.com/articles/sequo… From Jon Victor

Scoop: Harmonic, Vlad Tenev's new company focused on building "mathematical superintelligence," has been in talks to raise funding in a round that could value it at $250 million theinformation.com/articles/sequo…

Org Charts: Rippling The people in charge at the software maker as it moves toward an IPO. theinformation.com/articles/the-p… From Jon Victor

A New AI Business Model: Sellers of enterprise AI apps are trying something new: charging customers only when the AI works. theinformation.com/articles/new-a… From Jon Victor

Tech firms introducing AI agent chatbots have to overcome customer wariness of handing control of important tasks to AI, executives say. theinformation.com/articles/softw… From Jon Victor

Prospective investors in OpenAI's ongoing $150Bn round aren't running away, despite the recent leadership turnover. New: Coatue is participating, and Dragoneer and Altimeter are considering joining too. w/ Kate Clark Jon Victor theinformation.com/articles/opena…

breaking: Barret Zoph, who was part of the shock departures from OpenAI last week, has privately said he is planning a startup, per Erin Woo Jon Victor theinformation.com/briefings/ex-o…

Scoop: HubSpot is buying AI billing startup Cacheflow for around $100M theinformation.com/briefings/hubs… w/ Anissa Gardizy

Scoop: Miro, last valued at $17.5B in Jan 2022, is laying off 275 people, or roughly 18% of staff theinformation.com/articles/produ…

Exclusive: Two OpenAI business partners are each discussing raising capital at a valuation of around $2 billion theinformation.com/articles/two-o… From natasha mascarenhas and Jon Victor

New: It's not just OpenAI. Google DeepMind is also hitting the limits of AI scaling laws theinformation.com/articles/follo…

Next week - join Jon Victor for a special convo on AI in Action: Use Cases, ROI, and What’s Next for 2025 with speakers Dr. Walter Sun (SAP), Percy Liang (Stanford University), & Saurabh Baji (@Cohere). Register here: bit.ly/3Zioc4f

Marc Benioff on Salesforce rival Sierra (founded by his former co-CEO Bret Taylor): I don’t think about you at all theinformation.com/articles/ai-is… Kevin McLaughlin

must-read profile of Marc Benioff via Jon Victor and Kevin McLaughlin dying at this quote 👽 theinformation.com/articles/ai-is… Marc Benioff

Excited to share something new we've been working on The Information: A newsletter focused on how businesses are putting AI to use in practice. Read the first issue and sign up to get Applied AI here: theinformation.com/articles/the-f…

Google and Microsoft are making customers pay for AI, whether they want to or not. That's already rankling some large enterprise customers. w/ Jon Victor: theinformation.com/articles/googl…

Applied AI: Automating Senior Software Engineers Will Take Longer Than OpenAI Says A lack of good data on higher-level engineering work could complicate OpenAI’s effort to train more advanced coding AI. Read more from Jon Victor 👇

Exclusive: Anthropic Projects Soaring Growth to $34.5 Billion in 2027 Revenue Anthropic, a primary challenger to OpenAI, has projected revenue as high as $34.5 billion in 2027, up from $3.7 billion this year. Read more from Jon Victor and Stephanie Palazzolo👇

We ran the phones over the past few days to gather up the first signs of how tariffs are shaking up Silicon Valley. My latest w/ Jon Victor Sri Muppidi 🚀 Rocket Could Lift the Dinnie Stones theinformation.com/articles/tarif…