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How are companies using AI to replace traditional software? Lovable Co-Founder and CEO Anton Osika explains: "Every time they're looking at new software or new tools, they consider, can we just build this at Lovable instead?" "And so far, they've switched out ten different applications… and saving $1 million per year."

How are companies using AI to replace traditional software? Lovable Co-Founder and CEO Anton Osika explains: "Every time they're looking at new software or new tools, they consider, can we just build this at Lovable instead?" "And so far, they've switched out ten different applications… and saving $1 million per year."

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Anthropic is considering letting existing shareholders sell some stock in its upcoming IPO. “Look, you don't want to be selling too much stock in an IPO." "It'll look like to everyone, like you're dumping your shares before the stock has sort of reached its full potential value.” — Cory Weinberg, The Information Full story:

Anthropic is considering letting existing shareholders sell some stock in its upcoming IPO. “Look, you don't want to be selling too much stock in an IPO." "It'll look like to everyone, like you're dumping your shares before the stock has sort of reached its full potential value.” — Cory Weinberg, The Information Full story:

The Information

24,155 Aufrufe • vor 5 Tagen

OpenAI and Anthropic haven't won the enterprise AI market yet. “When you get a CIO one-on-one, they’re not happy with what Anthropic is trying to do. They're not happy with what OpenAI is bringing to the enterprise.” "I think ultimately, OpenAI is a consumer AI company. Anthropic is a coding model company, and the enterprise is actually really, really wide open and incredibly diverse in terms of the winners" — May Habib, CEO of WRITER

OpenAI and Anthropic haven't won the enterprise AI market yet. “When you get a CIO one-on-one, they’re not happy with what Anthropic is trying to do. They're not happy with what OpenAI is bringing to the enterprise.” "I think ultimately, OpenAI is a consumer AI company. Anthropic is a coding model company, and the enterprise is actually really, really wide open and incredibly diverse in terms of the winners" — May Habib, CEO of WRITER

The Information

41,029 Aufrufe • vor 20 Tagen

"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.

"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 Information

1,456,680 Aufrufe • vor 2 Jahren

Chinese companies are remotely accessing advanced Nvidia chips they otherwise wouldn’t be able to buy outright. Michelle Nie, visiting fellow at the CNAS, explains why it matters: “And they're using this compute to train often very advanced models.” Read our exclusive:

Chinese companies are remotely accessing advanced Nvidia chips they otherwise wouldn’t be able to buy outright. Michelle Nie, visiting fellow at the CNAS, explains why it matters: “And they're using this compute to train often very advanced models.” Read our exclusive:

The Information

11,159 Aufrufe • vor 5 Tagen

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

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 Information

250,056 Aufrufe • vor 6 Monaten

Nvidia just backstopped $100B for OpenAI’s Ohio data center that will house its chips. Here's why: “OpenAI doesn't have the credit to be able to kind of lease that on its own and convince lenders to back it.” “So it would need kind of an investment grade company with a strong balance sheet such as Nvidia to back it.” — Phoebe Liu

Nvidia just backstopped $100B for OpenAI’s Ohio data center that will house its chips. Here's why: “OpenAI doesn't have the credit to be able to kind of lease that on its own and convince lenders to back it.” “So it would need kind of an investment grade company with a strong balance sheet such as Nvidia to back it.” — Phoebe Liu

The Information

23,093 Aufrufe • vor 16 Tagen

Is SpaceX "flattering" Starlink's financial performance? Tim Farrar, President of @tmfassociates, thinks so: "If Starlink was paying full price for its launches, then it would be making loss, even though it's an amazing business."

Is SpaceX "flattering" Starlink's financial performance? Tim Farrar, President of @tmfassociates, thinks so: "If Starlink was paying full price for its launches, then it would be making loss, even though it's an amazing business."

The Information

142,789 Aufrufe • vor 4 Monaten

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

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 Information

84,559 Aufrufe • vor 2 Monaten

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.

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 Information

179,845 Aufrufe • vor 6 Monaten

Google's star AI researcher Noam Shazeer just left for OpenAI. "Noam was working on pre-training at Gemini… And pre-training is something that Google is viewed to be really strong at. And OpenAI is viewed to have been kind of weaker at.” It’ll help as “OpenAI tries to catch up to Anthropic’s most advanced models." — Erin Woo

Google's star AI researcher Noam Shazeer just left for OpenAI. "Noam was working on pre-training at Gemini… And pre-training is something that Google is viewed to be really strong at. And OpenAI is viewed to have been kind of weaker at.” It’ll help as “OpenAI tries to catch up to Anthropic’s most advanced models." — Erin Woo

The Information

70,547 Aufrufe • vor 2 Monaten

.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

.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 Information

311,115 Aufrufe • vor 1 Jahr

$Claude Opus 5 is “really close to Fable’s performance at a fraction of the cost”. Head of AI at Clay, Jeff Barg goes on to say ChatGPT 5.6 is “even cheaper than both of them”.$

Claude Opus 5 is “really close to Fable’s performance at a fraction of the cost”. Head of AI at Clay, Jeff Barg goes on to say ChatGPT 5.6 is “even cheaper than both of them”.

The Information

33,710 Aufrufe • vor 1 Monat

Open source adoption from startups is rapidly increasing. “Back in 2024, we would see startups typically purchase open source vendors at about 12 months from their first big [AI] lab bill.” “What we're now seeing is that timeline is accelerating to as little as 5 months.” — Brex President, Ben Gammell

Open source adoption from startups is rapidly increasing. “Back in 2024, we would see startups typically purchase open source vendors at about 12 months from their first big [AI] lab bill.” “What we're now seeing is that timeline is accelerating to as little as 5 months.” — Brex President, Ben Gammell

The Information

15,664 Aufrufe • vor 15 Tagen

Chinese AI lab Moonshot just beat Claude Fable 5 in coding. “The Chinese labs might actually just be really good at developing models and not just distilling American intelligence.” — @Arena CEO, Anastasios Nikolas Angelopoulos

Chinese AI lab Moonshot just beat Claude Fable 5 in coding. “The Chinese labs might actually just be really good at developing models and not just distilling American intelligence.” — @Arena CEO, Anastasios Nikolas Angelopoulos

The Information

39,889 Aufrufe • vor 1 Monat

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:

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 Information

167,916 Aufrufe • vor 8 Monaten

.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:

.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 Information

195,965 Aufrufe • vor 11 Monaten

.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."

.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 Information

111,890 Aufrufe • vor 5 Monaten

SpaceX would need to launch 9 rockets per day to keep a constellation of 1 million satellites running in outer space, says MoffettNathanson's Craig Moffett. "This is really, really difficult, and I would argue improbable."

SpaceX would need to launch 9 rockets per day to keep a constellation of 1 million satellites running in outer space, says MoffettNathanson's Craig Moffett. "This is really, really difficult, and I would argue improbable."

The Information

121,904 Aufrufe • vor 7 Monaten

Mark Zuckerberg is spending billions on consumer AI super-agents. The Information's Co-Executive Editor Martin Peers shares his perspective on Meta's capital expenditure: "This is a vision of the future which is just not believable. And I mean, I have to say, if I was an investor in that company, I would be looking for the exit."

Mark Zuckerberg is spending billions on consumer AI super-agents. The Information's Co-Executive Editor Martin Peers shares his perspective on Meta's capital expenditure: "This is a vision of the future which is just not believable. And I mean, I have to say, if I was an investor in that company, I would be looking for the exit."

The Information

22,891 Aufrufe • vor 1 Monat