The Information
@theinformation • 1,599,566 subscribers
The most authoritative publication tech execs and founders read daily. Sign up: https://t.co/V8AtmraYaA
Shorts
Videos
Nvidia is planning another $1 billion investment in Figure—and Jensen Huang’s robotics bet could create a huge new source of demand for its chips. “Figure is a company that kind of epitomizes a lot of that compute-heavy training that Nvidia would want to seed.” — Phoebe Liu, The Information Full story:
The Information27,107 views • 10 days ago
If you fund a data center today, will it still be needed in three years? The Information’s AI Finance Reporter dakin campbell explains the uncertainty facing investors financing AI’s expansion: “All investors, both debt and equity, have a question about the sustainability of the AI build out."
The Information36,778 views • 15 days ago
"It's like having a friend that has the inside track on everything that's going on in Silicon Valley." — Andy Yasutake, Global Director of Platform, Airbnb. Join the community of tech and finance leaders who rely on The Information for first-to-market reporting.
The Information1,456,680 views • 2 years ago
Nebius is changing the equation for customers buying AI compute, with auctions and dynamic pricing. Chief Revenue Officer Marc Boroditsky: "We ran the cycle and discovered that we were pricing too low." "We are now pricing… dynamically based on an algorithm that takes into consideration historical use, plus existing demand and the price range that people are willing to set." Sponsored by Nebius
The Information21,602 views • 10 days ago
Distilling American AI models could hurt Chinese labs in the long run. The Information’s Asia Bureau Chief Jing Yang shares an investor’s warning: “AI labs distilling to get ahead is like athletes doping." "You can have a short-term performance improvement, but it'll bring you long-term harm because it will just make you less incentivized to do groundbreaking, original research.”
The Information25,656 views • 15 days ago
Recent security incidents show frontier AI labs may be moving too fast. Replit Co-Founder & CEO Amjad Masad warns that labs must prioritize system safety before risking core internet infrastructure: "I think the responsible thing for them to do is to pace and slow down, because otherwise they're going to be criminally liable for hacking core internet infrastructure." #AI #Cybersecurity #TheInformation
The Information33,846 views • 23 days ago
How SpaceX can realistically scale to 1 million satellites in orbit: “It’ll be their satellites but they don’t have to put them up themselves ... they can outsource…” "There's going to be many rockets going up and it'll be a daily occurrence.” — Joseph A. Alagna, Buttonwood Funds
The Information250,056 views • 8 months ago
Your camera roll could tell an AI assistant what you like—and what you need to get done. “We understand who’s important to you, what you like to do, where you like to go,” says former Yahoo CEO marissamayer who founded Dazzle AI. She explains how Dazzle AI learns from your photos and turns a snapshot into a purchase, repair or booking—with your permission.
The Information23,103 views • 17 days ago
Are AI models training themselves? Not yet—but Google DeepMind is getting closer. At our AI summit, Google DeepMind chief Koray Kavukcuoglu said the company now trusts AI agents to autonomously run parts of the model-training process: conducting experiments, analyzing results and proposing new hypotheses, all under human supervision. Six months ago, he said, agents weren’t being used this way. #AIAgendaLive #TheInformation koray kavukcuoglu
The Information28,077 views • 23 days ago
.Box CEO Aaron Levie on why AI agents can't keep a secret. "The reason why you probably won't see a complete compression of software where it's just a an agent and a database is because there's a lot of logic in the workflow and in the the company's specific sort of business process that needs to be built into that and around that database." "The agent will make a mistake 1% of the time and it will share the wrong thing with somebody or open up an access privilege to the wrong person." "AI agents can't keep a secret." Watch the full episode on
The Information311,115 views • 1 year ago
OpenAI is adopting the "Palantir model" with forward-deployed engineers and AI consultants for enterprise sales. "It's a model that AI companies are now starting to realize that they actually need people to help sell...” — Sri Muppidi Watch the full episode on TITV.
The Information179,845 views • 8 months ago
🚀 AI Deep Dive Episode 3: Recursive Self-Improvement AI can design better chips. Better chips can build better AI. 🚀 Rocket and Ricursive Intelligence co-founders Anna Goldie and Azalia Mirhoseini go deep on the hardware behind recursive self-improvement—and what happens when that loop starts accelerating. – Intro – What Is Recursive Self-Improvement? – Can AI Automate Chip Design? – Co-Designing AI and Hardware – Beyond Today’s Models and Chips – How Much More Efficient Could AI Get? – What Happens When the Loop Accelerates? – Can Alignment Keep Up? – Should We Slow AI Progress?
The Information17,374 views • 19 days ago
🚀 AI Deep Dive Episode 4: Can We Solve AI’s Alignment Problem? We want AI to follow instructions. But what if our instructions are the problem? 🚀 Rocket and UC Berkeley Computer Science Professor Stuart Russell explore how AI learns its goals, why human feedback can reward the wrong behavior and what it would take to prove a powerful system is safe. 00:00 – Intro 00:43 – The alignment problem 07:18 – How AI misalignment shows up 16:07 – Training AI to imitate humans 26:05 – Can human feedback fix alignment? 37:47 – When humans become the obstacle 40:04 – Did AI take a wrong turn? 44:24 – AI & existential risk 51:09 – AI labs & safety evidence 58:06 – Assistance games & the off switch
The Information11,798 views • 12 days ago
![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].” — Stephanie Palazzolo, AI reporter](https://image.24vids.com/tw-2065532292139798548/media/HKo-p_tWkAAhr-h.jpg)
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].” — Stephanie Palazzolo, AI reporter
The Information84,684 views • 4 months ago
SpaceX needs a "new story" for its IPO, according to Tim Farrar. "Everyone was saying… Starlink is going to generate enough revenue to take Elon Musk to Mars, and now we're suddenly talking about data centers instead... “I think that's indicative of the fact that SpaceX has missed its forecast for the last three years… they need a new story. And I think that's what data centers in space do for them." Full episode:
The Information167,916 views • 10 months ago