
The Information
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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 ✈️ ICML, AI reporter
The Information84,394 次观看 • 1 个月前

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 Information70,468 次观看 • 1 个月前

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 次观看 • 5 个月前

Anthropic Mythos’ advancements that were “on a totally different level” gave DeepSeek’s CEO an “epiphany” he needed to raise $7.4B. "If DeepSeek were to stay in the game, I mean to remain competitive in the long run, he really needed to build a massive war chest, at least in the realms of like tens of billions of dollars to begin with.” — Jing Yang, Asia Bureau Chief
The Information34,050 次观看 • 19 天前

AI only has pre-schooler level capabilities for visual tasks. "The frontier models—the best of them—still reason around the age of a preschooler, and any elementary school kid in that benchmark was able to beat all the frontier models on these visual tasks." "These are tasks that are not just object recognition. It's about spatial reasoning... tasks like navigating through the maze…” — Andrew M. Dai @ ICML, CEO of Elorian
The Information24,366 次观看 • 16 天前

SpaceX stock price will endure after the IPO lockup expires, says Powerlaw Corp. (Nasdaq: PWRL) CEO Mike Dinsdale. "For me, the embedded value is Starlink. And just thinking about changing communications globally and all the offshoots related to that." “But there's really no competition with SpaceX."
The Information41,790 次观看 • 1 个月前

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 次观看 • 5 个月前

.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 Information310,874 次观看 • 1 年前

.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 次观看 • 4 个月前

An audit of Anthropic customers’ bills uncovered invoicing errors, finding about $1.7 million in mistaken overcharges. The Information’s Laura Bratton explains how those errant changes could happen: "Maybe there was an AI agent that continued to retry a task that it was completing incorrectly and a customer didn't realize that the AI agent kept trying over and over again, and they were getting charged for it."
The Information21,395 次观看 • 20 天前

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 Information167,882 次观看 • 7 个月前

Open source AI is gaining traction due to the White House’s clampdown on Anthropic & OpenAI. “A lot of founders and developers have been burned by trying to build apps on top of these really advanced closed source models, like Fable for instance…” “… and then seeing those models get taken down or removed from the market just days later.” — Stephanie Palazzolo ✈️ ICML, AI Reporter
The Information19,082 次观看 • 19 天前

.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 次观看 • 9 个月前

![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 ✈️ ICML, AI reporter](https://image.24vids.com/tw-2065532292139798548/media/HKo-p_tWkAAhr-h.jpg)














