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Amir Efrati (@amir) profile picture

Amir Efrati

@amir

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

 San Francisco
theinformation.com/reporters/amir-efrati
Joined February 2010
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🚨big news y'all: Nvidia agrees to take Hugging Face for $12.9 billion. More details below
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👇 this would be a residual value guarantee for the data center itself!
Amir Efrati (@amir) profile pictureAmir Efrati
@amirOct 29
in other Nvidia news... co still working hard to help neoclouds get by, this time Nscale's facility for Anthropic. but it's a different type of credit guarantee / backstop than the ones Nvidia has done for other facilities.
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theinformation.com/articles/… @_pheebini
Nvidia in Talks to Provide Billions in Credit Support For a Cloud Provider’s $45 Billion Anthropic...

Nvidia in Talks to Provide Billions in Credit Support For a Cloud Provider’s $45 Billion Anthropic...

Nvidia is in talks to provide Nscale, a young AI cloud provider, with billions of dollars in credit guarantees for debt to develop a 460-megawatt data center that Anthropic plans to use, according to...

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in other Nvidia news... co still working hard to help neoclouds get by, this time Nscale's facility for Anthropic. but it's a different type of credit guarantee / backstop than the ones Nvidia has done for other facilities.
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news: when a large company like Weil Gotshal falls, it brings all the data-hungry AI companies to the yard
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theinformation.com/articles/… @validapau
Legal AI Startup Bids for Assets of Fallen Law Firm Weil Gotshal

Legal AI Startup Bids for Assets of Fallen Law Firm Weil Gotshal

Crosby, a two-year-old startup whose lawyers use AI to speed up contract review and other legal tasks, has submitted a bid for some of the assets of Weil, Gotshal & Manges following the high-profile...

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Well, well: Moonshot and DeepSeek are turning to OpenAI's GPT-6 Astra as a distillation target after Anthropic cracked down on such practices.
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theinformation.com/articles/… @jingyanghk @JuroOsawa @QianerLiu
OpenAI’s Astra Model Becomes Top Distillation Target for China’s AI Labs

OpenAI’s Astra Model Becomes Top Distillation Target for China’s AI Labs

OpenAI’s GPT-6 Astra, the most powerful model the company has released, has met with strong demand since its release in early September. One growing customer base: Chinese AI labs that look to...

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🕵️ Goldman Sachs' biggest AI expense is coding tools, but spending on AI for finding security bugs could soon be on par!
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theinformation.com/articles/… @aaronpholmes
‘Nobody’s Ready’: AI-Found Bugs Spark a Corporate Security Spending Spree

‘Nobody’s Ready’: AI-Found Bugs Spark a Corporate Security Spending Spree

A week ago, Vijay Rayapati, CEO of enterprise software startup Atomicwork, gathered his team of roughly 30 software engineers and told them to drop everything and prioritize cybersecurity. A series...

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Boom: OpenAI to buy TPUs. Big deal for Google (and Nvidia!)
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theinformation.com/articles/… @Ryanbarwick
OpenAI, a Longtime Nvidia Customer, Plans to Buy Google’s AI Chips

OpenAI, a Longtime Nvidia Customer, Plans to Buy Google’s AI Chips

OpenAI plans to buy Google’s AI chips, according to a person familiar with the matter, in a boost for a rising competitor to OpenAI backer Nvidia. Financial terms and other details of OpenAI’s...

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that was fast: DoorDash, which in 2021 tried to figure out a merger w/Instacart, is now nearing a deal @ $17b. @validapau
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Amir Efrati (@amir) profile pictureAmir Efrati
@amirOct 23
🥕big story: Instacart is exploring a sale. talked to uber / ddash
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☂️ data center insurance is getting real big real fast.
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theinformation.com/articles/…
Data Center Late Fees Hit $5 Million or More Per Day, Spawning New Insurance

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...

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the OpenAI discounting is ~serious~ and is have an impact
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theinformation.com/articles/… @LauraBratton5 @steph_palazzolo
Anthropic’s Margin is OpenAI’s Opportunity

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...

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🥕big story: Instacart is exploring a sale. talked to uber / ddash
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@validapau @Jessicalessin @coryweinberg theinformation.com/articles/…
Instacart Is Exploring a Sale

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...

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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 (@amir) profile pictureAmir 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
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Drop the “crypto”. It’s cleaner.
Leo Schwartz (@leomschwartz) profile pictureLeo 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/…
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