Reporter @theinformation covering tech M&A, IPOs and other big tech deals | Signal validapau.59
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Joined December 2021
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BIG SPACEX SCOOP WITH @coryweinberg
> Musk will have super voting shares in a dual-class structure
> He will receive stock incentive every $500B increase in market cap and can go as high as $6.6T; if the space data centers can deliver “100 terawatts of compute per year”
Valida Pau retweeted
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.
Another awesome @_pheebini scoop
New: Nvidia is discussing a different credit support structure for Nscale's 460MW data center campus that Anthropic has a $45 billion contract to use—a residual value guarantee for the data center itself
More details in @theinformation:
theinformation.com/articles/…
Silicon Valley has inserted itself into the Weil Gotshal downfall.
Crosby, the AI-first law firm, made a bid today to buy some of Weil’s assets. Scoop via @theinformation
Valida Pau retweeted
The doordash/Instacart deal is a fun flashback. In 2021(!) myself, @mvpeers & @Jessicalessin broke that the companies abandoned talks over cost and antitrust risk.
Now those things no longer matter!? They say patience is a virtue
Valida Pau retweeted
Breaking News: A Chinese businesswoman who had a close relationship with Nvidia’s CEO, Jensen Huang, was found to be passing intelligence to Beijing. nyti.ms/3Ukob1t
Valida Pau retweeted
missing some of my amazing colleagues but just a small snippet of all the incredible reporters i get to work with everyday from this week’s wtf conference :) how could you say no to these faces when we ask for scoops!
Valida Pau retweeted
Zohran not a fan of InstaDash
Just last month, DoorDash couldn’t seem to find the money to pay their deliveristas — until our administration forced them to give back $131M+ in stolen wages and penalties.
This week, they’ve managed to find $17 billion to acquire one of their main competitors.
Corporate consolidation means higher prices, harsher exploitation, and greater economic inequality for New Yorkers.
We’ve stood up to these giants before. That doesn’t stop now.
The biiiigg story @theinformation followed all these years
If DoorDash listened to @mvpeers advice back in 2023, buying Instacart will cost them only $10 billion. But that was different times.
‼️🥕🛒
SCOOP: Instacart $CART is in talks to sell itself w/ @coryweinberg (his @theinformation swan song) + @Jessicalessin
Exclusive: Inside DoorDash’s $17 Billion Instacart Deal.
A deal first reported by @theinformation and details about the Uber flirtation, how and why a deal came together, fast.
theinformation.com/newslette…
Valida Pau retweeted
Today we’re announcing @DoorDash’s intent to acquire @Instacart.
Both DoorDash and Instacart share a mission to help local businesses succeed. Together, we could give grocers and retailers of every size the best of both in one service: DoorDash's delivery network and Instacart’s grocery and fulfillment technology, along with the advertising and AI tools each company has built.
Until closing, DoorDash and Instacart will keep operating as separate, independent companies.
Find out on how we’re helping Main Street compete and keeping more dollars local: shoplocaltogether.com
For important additional information, read more here: ir.doordash.com/news/news-de…
👀👀👀🥕🥕
UPDATE: We have rescheduled our Q3 2026 financial results and earnings conference call. We’ll report on @DoorDash’s third quarter 2026 earnings tomorrow, October 29th, prior to market open, and will host our conference call at 5:30am PT / 8:30am ET the same day.
More details: ir.doordash.com/news/news-de…
Valida Pau retweeted
What do public market investors want now? Vertical integration and access to several pools of capital, @KimPosnett of @GoldmanSachs told me last night at @theinformation WTF. Big week for Goldman, leading forthcoming Anthropic IPO, SpaceX debt deal and Meta equity raise.
Valida Pau retweeted
Sources: chipmaker Onsemi is in talks to acquire 16-year-old chip startup Ferric for ~$1B; PitchBook: Ferric last raised a $32.1M Series C in December 2024 (@pauvalida / The Information)
(Visit Techmeme dot com for the link and full context!)
Valida Pau retweeted
First Scoop: OpenAI is buying Google's AI chips.
It's a big win for Google’s TPU chip business, which is a growing challenger to Nvidia. Also follows Oracle, which today said it would buy and rent out TPUs to customers.
Talk to Barwick, folks!
theinformation.com/articles/…
Analog chipmakers are hunting for new technologies to manage electricity issues in AI data centers.
The latest: Onsemi $ON has been discussing a deal for 16-year-old chip startup Ferric for close to $1 billion.
Exclusively in @theinformation
theinformation.com/articles/…
Valida Pau retweeted
One detail from the S-1 that’s flown under the radar: we finally got clarity on how much Anthropic pays to cloud resellers of its models.
(This has previously been a sticking point for OAI investors trying to compare its own cloud rev share to Anthropic)
Read The Information's key takeaways from Anthropic's S1. w/ @steph_palazzolo @aaronpholmes @catherineperlo1 @dakincampbell (+ edits @jasonrdean, @lauramandaro)
2021, 2026
We reported last friday that Instacart is talking to Doordash.
all via @theinformation
