The Information
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Videos
Is Anthropic altering model performance to force costly upgrades? Chapter Co-Founder and CEO Cobi Blumenfeld-Gantz outlines a shift his team recently noticed: "Anthropic has kind of taken a page out of the Apple playbook, where they have...decreased the quality of the prior models right before they launched the new model, so that the new model feels better."
The Information35,899 views • 4 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 • 3 months 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
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 • 3 months ago
From Jessica Lessin's interview with Mark Zuckerberg for The Information's TITV earlier today:
The Information417,408 views • 10 months ago
.Josh Wolfe, co-founder of Lux Capital, discusses why the massive build-out of AI data centers may be overextended: "The amount of spend, the amount of CapEx, the amount of build for these multi-gigawatt data centers, it to me does not make sense." “I'm just not that optimistic that all this compute is actually going to be needed."
The Information111,890 views • 2 months ago
Elon Musk was “clueless” under cross-examination by OpenAI’s lawyers when asked about AI safety. 🚀 Rocket Is Courtside explains: "When OpenAI's lawyer asked Musk some very basic questions about the industry's best practices around AI safety, Musk was clueless.” “He was asked about safety cards or system cards... And he didn't know what that even was."
The Information45,621 views • 1 month ago
The SpaceX IPO is like buying a car that doesn’t work yet, Co-Executive Editor Martin Peers says. “It’s almost as if you were… like buying a car, you pay a huge amount for the car and it won’t work immediately.” “But at some point in the future it will work.”
The Information17,137 views • 12 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 Information301,699 views • 10 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 Information167,761 views • 5 months ago
.Runway CEO Cristóbal Valenzuela explains why AI-generated content should have the same copyright protections as traditional art: "If artists are the ones communicating via this medium, then artists should hold their rights to anything they create.” Watch the full episode:
The Information195,965 views • 7 months ago
Sam Altman is a master at insincerity, Author Gary Marcus claims. "He is a master of projecting insincerity, a master at telling the room what it wants to hear and not always truthful". “Altman, sitting right next to me, said that he had no equity in OpenAI, but in reality, he owned at that time a venture fund associated with OpenAI.”
The Information33,460 views • 1 month ago
.Maria Sharapova, 5x Grand Slam champion, reveals her mindset on mental toughness. “Showing up to yourself and showing up to the crowd and showing up in press conferences, I think there's so many lessons along the way that I got to learn and grow from. I got to grow in front of the public eye.” She just launched her new podcast, “Pretty Tough” where she says “I love being unfamiliar with something and working really hard toward a goal to do it.”
The Information30,407 views • 1 month ago
xAI lost two co-founders in two days. Theo Wayt explains why: “Last year, they were supposed to release Grok 4.2… at the beginning of January or end of December-ish. And that did not happen.” "Elon doesn't like things getting delayed. And when he is angry or focused on a project… heads will roll."
The Information77,338 views • 3 months ago
Accidental nuclear war is a potential consequence of hooking up unreliable AI to power grids and weapon systems, warns Author Gary Marcus: "I can see all kinds of scenarios where we get escalations of war out of using unreliable systems without enough oversight and so forth".
The Information21,933 views • 1 month ago
There will be major tech layoffs in 2026, according to Jessica Lessin, The Information’s CEO. "I'm really predicting major tech layoffs. And I think perhaps this is surprising because everything seems up and to the right... I think that the combination of cost pressure, pressure on these massive AI infra spends, and also the fact that these big companies can do more and more efficiently, I think is going to lead to very substantial layoffs.” Full episode:
The Information85,638 views • 5 months ago
The Netflix-Warner Bros. $82 billion deal is "the stupidest deal", according to Martin Peers. "This is such a stupid deal, I'm even beginning to wonder whether Netflix knows this deal will not get through, but they are just trying to screw up Paramount and delay Paramount's ability to actually buy Warner.” Full episode:
The Information67,949 views • 6 months ago
