Reporter @theinformation covering tech M&A, IPOs and other big tech deals | Signal validapau.59
New York
Joined December 2021
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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.
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.
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…
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/…
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)
Valida Pau retweeted
that was fast: DoorDash, which in 2021 tried to figure out a merger w/Instacart, is now nearing a deal @ $17b. @validapau
Valida Pau retweeted
The @theinformation WTF lineup, starting tomorrow. I cannot wait to sit down with these women.
Kim Posnet, head of investment banking Goldman Sachs
Paige Todd, co-founder of Flock
Whitney Wolfe, founder, Bumble
Bari Weiss, Editor-in-chief, CBS news
Lynn Martin, President, NYSE
Amanda Petersen Corio, head of energy and power at Google
Anne Wojcicki, founder and CEO, 23andMe
Lori Goler, president CZI
Janice Chen, co-founder Mammoth Bioscience
Tina Wu, founder of Noho
Kimmy Scotti, managing partner, Neo
Ami Badani, CMO, Arm
Nidhi Chappell, President of AI Infrastructure, Nscale
Sara Heck, head of public policy, Anthropic
Whitney Cummings, writer, comedian
Valida Pau retweeted
biiiiiiig scoop from @validapau @Jessicalessin and @coryweinberg (swan song!)
theinformation.com/articles/…
Valida Pau retweeted
SCOOP: Datadog offered to buy Upwind for nearly $4 billion as cloud security demand booms. w/ @validapau theinformation.com/articles/…
Valida Pau retweeted
👀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
Valida Pau retweeted
Tesla has been working on this demo for the better part of the year.
I wrote in August for @TheInformation about what the demonstration would entail and some of the inspirations for the vehicle, including the SR-71 Blackbird spy plane and Lamborghini Countach.
Valida Pau retweeted
First time Dealmaker writer, long time enjoyer :)
Self-driving software supplier Applied Intuition has been fielding investment offers valuing it at least $30b, doubling its valuation from June. It's likely to raise $1b+ in the next few months.
theinformation.com/newslette…
