@amir

Executive Editor @theinformation. amir @ https://xitter.cf/t.co/XVwTW5v1ka amir.62 on Signal

 San Francisco
theinformation.com/reporters/amir-efrati
Joined February 2010
  • Tweets23.5K
  • Following998
  • Followers43K
3.4KMedia
🚨big news y'all: Nvidia agrees to take Hugging Face for $12.9 billion. More details below
65
93
124
981
711,173
that was fast: DoorDash, which in 2021 tried to figure out a merger w/Instacart, is now nearing a deal @ $17b. @validapau
Amir Efrati
@amirOct 23
🥕big story: Instacart is exploring a sale. talked to uber / ddash
5
34
6,488
☂️ data center insurance is getting real big real fast.
5
4
14
2,860
theinformation.com/articles/…

Data Center Late Fees Hit $5 Million or More Per Day, Spawning New Insurance

This spring, Mike Mathews, who leads the global digital infrastructure practice at insurance broker Marsh, raced to design a policy to protect a data center developer from a $1 million-a-day late...

theinformation.com
1
656
the OpenAI discounting is ~serious~ and is have an impact
24
17
23
514
102,523
theinformation.com/articles/… @LauraBratton5 @steph_palazzolo

Anthropic’s Margin is OpenAI’s Opportunity

OpenAI’s efforts to undercut Anthropic on price are producing some results. For instance, in May, Anthropic models powered 57% of the coding work of hundreds of engineers at Rippling, an HR software...

theinformation.com
3
19
7,164
@validapau @Jessicalessin @coryweinberg theinformation.com/articles/…

Instacart Is Exploring a Sale

Instacart is in talks to sell itself in a transaction that would cap the grocery delivery app’s 14-year run as a standalone company. Currently valued at $12 billion, Instacart has been working with...

theinformation.com
3
2,833
🥕big story: Instacart is exploring a sale. talked to uber / ddash
10
13
11
134
55,034
Public statements you may have seen today about "The Information article" re OpenAI relates to the one below. Since publication, Microsoft inadvertently confirmed in a blog post what we reported.
Amir Efrati
@amirSep 2
new: OpenAI & others quietly using loop transformers that don't show their 'thinking' when scaled up a leap forward on performance, but sparking concerns inside & outside OpenAI re: security as this takes off
3
2
28
3,623
Drop the “crypto”. It’s cleaner.
Leo Schwartz
@leomschwartzOct 22
Scoop: a16z's flagship blockchain fund plans to drop "crypto" from its name and rebrand as a16z frontier. a16z crypto was one of the first and largest mainstream blockchain funds, raising a monster $4.5 billion vehicle in 2022, and more recently a $2.2 billion fund earlier this year. Andreessen Horowitz also became one of the most vocal—and deep-pocketed—defenders of crypto in Washington, D.C. Longtime general partner Ali Yahya is also leaving the fund. a16z crypto has already been investing in non-blockchain startups like Kalshi and the AI compute market startup Ornn, and this move to expand beyond crypto echoes recent strategies by other top blockchain firms including Paradigm and Haun Ventures. Still, general partner Chris Dixon has long been a public face for the Web3 movement, and the decision represents a symbolic shift for one of the most prominent crypto venture operations. Full story here: theinformation.com/articles/…
16
1,999
👀news: another GPU data center-related IPO is on the rocks this time SB Energy, which works w/ OpenAI & Nvidia on a gigantic site planned in Ohio
3
3
1
12
2,136
theinformation.com/articles/… @_pheebini @validapau

SB Energy Considers Waiting Until December or Later for an IPO

SB Energy, the SoftBank Group–controlled developer of a massive planned Ohio data center project for OpenAI, is considering going public in December or possibly waiting until next year, according to...

theinformation.com
1
458
in this ai-fueled cybersecurity apocalypse moment, security m&a is 🔥🔥🔥
2
5
13
2,170
theinformation.com/articles/… @aaronpholmes @validapau

Datadog Offered $4 Billion to Buy Cloud Security Startup ‘Upwind’

Enterprise software firm Datadog recently offered to buy Israeli cloud cybersecurity startup Upwind Security for nearly $4 billion, according to someone with direct knowledge of the talks, the latest...

theinformation.com
2
553
Amir Efrati retweeted
frye
@___fryeOct 21
it’s been an honor using the computer with you all
129
2,576
65
27,578
391,039
😮 now you can apparently use Claude to do multi-agent cyberattacks against banks and more
3
1
10
1,626
theinformation.com/articles/… @aaronpholmes @coryweinberg

Hackers Used Claude and Grok to Fully Automate Attacks on Banks

A hacking group called CyberCartel used a web of AI agents powered by models from companies including Anthropic, SpaceX and Chinese lab Moonshot AI to automate cyberattacks against more than 400...

theinformation.com
1
469
👀news about the neocloud liquidity & credit crisis: Nvidia in talks to invest many hundreds of millions of dollars in Firmus, which just pulled its IPO
5
7
5
35
17,545
theinformation.com/articles/… @_pheebini

Nvidia Moves to Back GPU Cloud Provider Firmus After Investors Balk at Its IPO

Nvidia is in talks to invest hundreds of millions of dollars in Australian AI cloud provider Firmus, which abruptly pulled its initial public offering early this month, according to people familiar...

theinformation.com
1
3
715
new: @theinformation takes u inside Altman discussion re proposals for how the industry wants to do safety: an IAEA for AI a CERN for AI / merger of labs (i.e. @demishassabis circa 2017) and 'the Eliezer plan' (i.e. @allTheYud)
4
5
4
27
4,812
full story here: theinformation.com/articles/… @steph_palazzolo

Altman Describes Three Endgames for AI, Including One Where a Single Firm ‘Melts Everyone Else’s...

OpenAI CEO Sam Altman last week told employees about three proposals the industry has discussed for how to safely develop AI, a stark framing that comes just as the Trump administration sets up its...

theinformation.com
2
794
Load more