Today is my first day at @theinformation covering all things Nvidia. I'm also now based in San Francisco! Please reach out to chat, nerd out, share tips/thoughts/Bay Area recs, or just say hello: phoebe.liu@theinformation.com, phoebe.789 on Signal

“Unprecedented.” That is what the judges of the prestigious Signal Awards for podcasts called @theinformation TITV when they awarded us gold. In awe of this amazing team, which is at the very beginning of our journey. Thank you to all those who have watched and all those who have come on. Onward.

Counterfeiters Are Advertising Fake Cash On TikTok forbes.com/sites/iainmartin/…

NEW w/ @julia_hornstein: $PANW CEO's daughter Ayesha Arora-Hughes is raising a $100M+ fund to back AI startups. Nikesh Arora is advising her. theinformation.com/newslette…

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)

Is Anthropic nearing the release of Fable 5.5? Seems like it…

models for chip design is a real thing. don't sleep on this deepseek + huawei collab

Sources: DeepSeek and Huawei are collaborating on future AI chip designs; DeepSeek plans to start using Ascend 950DT for pre-training as soon as 2026's end (The Information) (Visit Techmeme dot com for the link and full context!)

New: With all this IPO talk, don't forget: Anthropic's model progress continues. @steph_palazzolo theinformation.com/newslette…

We spoke with senior Defense official Emil Michael on Friday, who told us that the Trump administration has a range of options, including export controls, if AI companies do not cooperate with the government. He also told us: - His public feud with Anthropic will not get in the way of his new duties as Super Intelligence Task Force vice chair, where he is tasked with working with AI companies to develop an incident reporting framework ("If that means I’m talking to someone who’s suing me, well then I’m talking to them") - The Defense Department will continue to bar Anthropic as long as it has a "moral principle" embedded in its software that allows its models to exert control over humans - Frontier labs are acting like "drunk drivers" who demand someone else pull them over when they call for stricter government regulation - The Office of Strategic Capital is exploring further investment into microelectronics and drone part companies - He's worried about Chinese open-source dominance and foreign employees with split loyalities but doesn't think the answer is more government control - He hasn't seen any reports on whether AI-enabled software failures from Palantir contributed to a U.S. missile strike on Iran in February that killed more than 150 people, including at least 123 children ("I’m not as online as I used to be.") W/ @amir. You can read the full interview (and find a link to the video) here: theinformation.com/articles/…

Expect this month to be a busy one for new model releases. We have the scoop on a new Anthropic model, Google’s Gemini 4 Carbon, and a potential new Terra model from OpenAI. theinformation.com/newslette…

Sources: industry execs expect only 7-10 of hundreds of neoclouds to survive, as Nvidia supports them with easier credit terms, site finding, and $20B in leases (@_pheebini / The Information) (Visit Techmeme dot com for the link and full context!)

When does the neocloud mergers start? via @_pheebini

👀 👀 exposing AI customer data to the internet or other users became a real concern at SpaceX / Cursor during Grok Bot development this summer...

Great piece from @graceihle on data blunders at SpaceX/Cursor, including worries that the company had accidentally used customer/supplier data as model training data due to Cursor engineers' usage of Grok Bot. theinformation.com/articles/…

Excited to announce I have a new job at @theinformation covering OpenAI! It's one of the most interesting companies in tech right now and I'll be writing about everything from the IPO to AI safety to the wealth and influence of OpenAI's leaders. I've really enjoyed the past year+ of writing profiles and in-depth features and also plan to continue doing these types of stories--but with a focus on the OpenAI universe. What should I write about first? Don't hesitate to reach out with tips, ideas or just a hello: jemima@theinformation.com or confidentially on signal: jemimamcevoy.24.

Today, @MueonCorp announced $65M in Series A funding led by Maverick Silicon, with participation from Intel Capital. The company is moving its Cubelets 3D compute and memory architecture toward system validation and production, targeting up to 10X power and cost efficiency within the same rack footprint. Read more from Phoebe Liu (@_pheebini) at @TheInformation: theinformation.com/briefings…

Portland-based Mueon, which says its AI server racks could fit up to 10x more computing capacity, raised $65M led by Maverick Silicon, with Intel participating (@_pheebini / The Information) (Visit Techmeme dot com for the link and full context!)

now we know how much rev Anthropic gets from customers distilling its models: >$840m in Q3. given its overall Q3 performance, some investors think $1.5t is more appropriate mkt cap vs $2t that its bankers have wanted...