The Information (@theinformation) / X

The Information

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The Information

@theinformation

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Joined September 2013

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The Information
@theinformation
Jun 12
Anthropic's Claude Design launch blindsided its partners, Figma and Canva. “Essentially, Anthropic had kind of told these partners like Figma and Canva that the Claude Design product was going to be fairly basic.” “As it got closer to the launch, these partners found out that
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The Information
@theinformation
13h
For years, Big Tech generated enough cash to fund growth and reward shareholders at the same time. AI infrastructure spending is making that balancing act much harder. Full Deep Research report:
AI Race Upends Big Tech Balance Sheets
From theinformation.com
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The Information
@theinformation
14h
Microsoft has considered spinning out Xbox or restructuring it as a subsidiary as the gaming business struggles with falling revenue and 3% margins. New Xbox CEO Asha Sharma is also pushing for more spending on Halo, Fallout and Elder Scrolls. More details:
Microsoft Has Considered Spinning Out Xbox, Plans New ‘Halo,’ ‘Fallout’ Games
From theinformation.com
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The Information
@theinformation
15h
After encouraging staff to prove their “AI-driven impact,” Meta is now moving to cap employee token usage and steer workers toward in-house tools. Full story:
Tokenminimizing: Meta Moves to Curb Employee AI Usage as AI Costs Reach Billions
From theinformation.com
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The Information
@theinformation
15h
Snowflake’s AI sales pitch increasingly starts at home. The company is deploying agents across finance, HR and sales, then using those examples to persuade customers to do the same. Full story:
Snowflake Mounts Full-Court Press to Get Employees Using AI
From theinformation.com
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The Information
@theinformation
16h
Google is considering giving Samsung Electronics a crucial role in making a component of one of its most advanced future AI chips. Full details:
Google Turns to Samsung for Future AI Chip as Capacity Tightens
From theinformation.com
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The Information
@theinformation
17h
Retatrutide hasn't yet received FDA approval. But tech executives have already embraced a Wild West market for bootleg versions. This week's Big Read:
Inside Tech’s Feverish Demand for Retatrutide, a Supposed Super Peptide
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The Information
@theinformation
17h
SpaceX’s $1.75 trillion IPO valuation is giving other private space companies a new benchmark. More details:
Sierra Space, Axiom Plot IPOs as SpaceX Feeds Frenzy
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The Information
@theinformation
18h
Meta bought Rivos to speed up its custom AI chip work. Six months later, layoffs, strategy shifts and internal fights are slowing one of its biggest efforts to cut Nvidia costs. Read more:
Meta Bought Rivos to Accelerate Its AI Chip Push. It Isn’t Working.
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The Information
@theinformation
19h
Nasdaq has turned the Nasdaq-100 into a powerful pitch to win blockbuster listings. Its latest rule changes could force roughly $8.5 billion of buying tied to SpaceX’s IPO. Full story:
How Nasdaq Turned Its Index Into a Listings Weapon
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The Information
@theinformation
20h
Anthropic’s annualized sales have climbed to nearly $50 billion, giving it new leverage over business customers. Some of those same customers now fear they are paying Anthropic to build products that compete with them. Full story:
Anthropic Blindsides Its Business Partners
From theinformation.com
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The Information
@theinformation
21h
Elon Musk pushed SpaceX through a $75 billion IPO while keeping Goldman Sachs and Morgan Stanley guessing on major twists. The last-minute changes included two big acquisitions and new data center deals with Anthropic and Google. Full story:
How Musk Kept Bankers Guessing in Sprint to SpaceX IPO
From theinformation.com
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The Information
@theinformation
21h
Anthropic is moving forward with a plan to control its own servers for developing AI, giving it the ability to cut its computing costs in the long run. The AI startup has discussed arrangements under which Google would provide a financial guarantee for some of its lease
Anthropic Pursues First Data Center Leases, Seeks Financial Backing From Google
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