The Information (@theinformation) / X

The Information

39.1K posts

The Information

@theinformation

The most authoritative publication tech execs and founders read daily. Sign up: theinformation.com/newsletters

San Francisco

theinformation.com/subscribe-x

Joined September 2013

Pinned
The Information
@theinformation
Jun 9
OpenAI just filed for its IPO, but “they have been eclipsed by Anthropic in revenue”, @erinkwoo reports. This remains significant since both frontier labs are aiming to go public soon. “Anthropic through products like Claude Code, Claude Cowork has really been able to
00:00
30K
The Information
@theinformation
8h
Exclusive: OpenAI is in talks to lease a 10GW data center in Ohio with Nvidia backing. "And if it were to win the bid and this data center were to be built out, it would be OpenAI’s largest AI data center facility." — @anissagardizy8, The Information
00:00
4.5K
The Information
@theinformation
9h
Anthropic Claude Fable 5 “gives us the feeling that we’re in front of a new class of models”, @Replit President & Head of AI @pirroh claims during his early access. “It has been like a huge leap. And this is happening especially for 0 to 1 tasks.”
00:00
2.8K
The Information
@theinformation
9h
Anthropic’s Claude Fable 5 “is really good”, according to early testers and developers speaking to our reporter @steph_palazzolo. “Where it really stands out and does really well is with these super complex, long running tasks.” “I spoke with developers who said that they were
00:00
4.5K
The Information
@theinformation
10h
Developers say Claude Fable 5 shines on long-running, difficult projects rather than everyday prompts. Anthropic is betting power users will pay more for those gains, even as competitors race to catch up. Full story:
Anthropic’s New Model Targets Power Users But Cuts Off AI Rivals
From theinformation.com
1.8K
The Information
@theinformation
10h
Here's why SpaceX's decided to list on the Nasdaq: "Nasdaq happens to be the only stock exchange that has the power to drive billions of dollars worth of stock in SpaceX's direction." — @coryweinberg, Senior Reporter
00:00
2.3K
The Information
@theinformation
10h
Nasdaq’s effort to win blockbuster IPOs goes far beyond listing fees. By accelerating index inclusion and expanding Nasdaq-100 licensing deals, it can funnel billions of passive-investor dollars into newly public companies. Full story:
How Nasdaq Turned Its Index Into a Listings Weapon
From theinformation.com
1.9K
The Information
@theinformation
11h
SpaceX is testing the old rules of IPO quiet periods with unusually public comments, livestreams and bold claims in its prospectus. The approach could give OpenAI, Anthropic and other coming mega-IPOs a playbook for pushing similar boundaries. Read more:
Elon Musk’s Very Loud IPO Quiet Period
From theinformation.com
1.8K
The Information
@theinformation
11h
Anthropic’s new Claude Fable 5 is drawing praise for handling complex coding and reasoning tasks that stretch far beyond typical chatbot use. But the company also added safeguards designed to make it harder for rival AI labs to learn from the model. Full story:
Anthropic’s New Model Targets Power Users But Cuts Off AI Rivals
From theinformation.com
4.9K
The Information
@theinformation
12h
Founders Fund raised a new $6 billion vehicle after deploying its previous fund in just a year. Across venture capital, firms are accelerating fundraising to keep up with the enormous capital demands of AI startups. Full story:
Anthropic, OpenAI Stoke Brisk Pace of VC Fundraising
From theinformation.com
3.1K
The Information
@theinformation
12h
Nasdaq has turned its flagship index into a powerful pitch for IPO candidates. New rules could drive roughly $8.5 billion of SpaceX buying within days of its debut, giving the exchange a new edge in the battle for listings. Full story:
How Nasdaq Turned Its Index Into a Listings Weapon
From theinformation.com
2.5K
The Information
@theinformation
13h
Exclusive: OpenAI is in advanced talks to lease a proposed 10-gigawatt data center campus in Ohio, with Nvidia discussing financial backing for the project. The deal could become OpenAI’s largest infrastructure commitment yet as it races to secure power and chips for future AI
OpenAI in Talks to Lease 10 Gigawatt Ohio Data Center with Backing From Nvidia
From theinformation.com
6.3K
The Information
@theinformation
13h
Exclusive: Altman told staff that rapid advances toward AI systems capable of creating new AI could be a reason to delay OpenAI’s IPO. Read:
Exclusive: OpenAI Preps New AI Model, Expects To Go Public ‘Within the Next Year’
From theinformation.com
60K