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ICYMI: OpenAI has told investors that it plans to cut the percentage revenue share it pays out to its largest backer, Microsoft. Sri Muppidi aaron holmes Erin Woo and I have the details here: theinformation.com/articles/opena…

Signs of an AI bubble? VCs are increasingly pulling out all the stops to entice AI founders, especially those with experience as execs at high-profile AI labs. Some tactics include veto power over boards, not taking board seats and founder share sales: theinformation.com/articles/vcs-g…

Scooplet: Fidji Simo, the CEO of Instacart and newly-appointed CEO of Applications at OpenAI, will step down from the board of directors theinformation.com/briefings/simo…

Fidji Simo, Instacart's CEO, will inherit a lot when she joins OpenAI as its new CEO of Applications—specifically, an exploding business with ever-growing product ambitions. Amir Efrati & I have the details, incl. a potential $1B deal w/ Arm and more: theinformation.com/articles/simo-…

If you're still confused what "superintelligence" means, like many of us, here's how Sam Altman has been describing it and its implications privately to OpenAI researchers. From Amir Efrati: theinformation.com/articles/altma…

Increasingly, coding assistants are moving away from being pair programmers that need a lot of prompting and hand-holding from human engineers, to "always-on" agents that are constantly searching for bugs and vulnerabilities in the background. More here: theinformation.com/articles/googl…

This morning's AI Agenda has the scoop on Anthropic's upcoming Claude Sonnet and Claude Opus releases (due in the next few weeks) and what makes these reasoning models different. theinformation.com/articles/anthr…

amazing opportunity to get in at the ground floor of covering one of the most important companies of our time!

How Elon Musk's xAI plans to make money is one of the big questions in the AI field right now. Kevin McLaughlin & I have one possibility: the startup hopes to use data from gov't agencies to sell models / apps to gov't customers. More here: theinformation.com/articles/xai-m…

AI healthcare is heating up, with Abridge raising at $5B and Ambience raising at $1B+. Both companies have seen fast revenue growth, with Abridge doubling its ARR in <6 months. More w/ natasha mascarenhas Sri Muppidi theinformation.com/articles/abrid…

Developers tell us that there's been a shift in sentiment towards Google's AI in recent months, and yesterday's flurry of announcements only continued that excitement. Erin Woo and I have the breakdown here: theinformation.com/articles/googl…

OpenAI goes public with its acquisition of the Jony Ive device startup, which we first scooped here: theinformation.com/articles/opena…

SCOOP: JPMorgan has agreed to lend more than $7 billion to the firms building OpenAI’s giant artificial intelligence data center campus in Abilene, Texas theinformation.com/articles/jpmor… The Information

throwback to when we scooped this earlier this month! theinformation.com/articles/anthr…

the only flag i salute

How much do startups and tech enterprises care about the whistleblowing tendencies of Anthropic's AI? Turns out, not much, they tell us: theinformation.com/articles/anthr…

Be prepared to hear a lot more AI-generated voices while ordering pizza or scheduling doctors appointments. VCs tell us voice agent startups targeting specific industries have been all the rage. theinformation.com/articles/vcs-k…