Phoebe Liu @_pheebini
covering Nvidia at @theinformation, [email protected], phoebe.789 on Signal / Atlanta Hawks glazer San Francisco, CA Joined April 2019-
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A recap of our reporting yesterday: - OpenAI is doing a staggered release of its new model GPT 5.6 because, as Sam Altman explained to staff this week, the government asked it to do so - OpenAI had been working with the government since before the Anthropic blowup to preview its new model - Despite sharing OpenAI's plan with agencies and top officials, Sam Altman still got a call from Commerce Secretary Howard Lutnick this week cautioning against a release without getting clearance, highlighting the confusion in the administration over who is handling the process - When Trump signed the long-awaited executive order in early June, the administration promised a voluntary process - The EO stated that the framework for companies to share their models with the government pre-release would be worked out in 60 days - The Office of the National Cyber Director hosted its first feedback session with industry on June 9, the same day that Anthropic released Fable and just a few days before the White House imposed export controls on Anthropic - Anthropic was not invited to the session - One of the issues that came up was whether the framework would have exemptions for open-source models, as Chinese open-source rapidly catches up with the leading U.S. models - The process of creating the voluntary framework has been on hold amid as the White House holds meetings with Anthropic to reach an accord about the export controls. Meanwhile, policy experts warn that the administration has created a de facto licensing regime in its place
Huge. If you thought it was just Anthropic... theinformation.com/articles/trump… Also, I am in awe of @theinformation team that is breaking this caliber of high-level news non-stop. @leomschwartz @steph_palazzolo @amir
Today in Applied: An auditing startup said companies are getting mistakenly overcharged for AI models @theinformation
NEW: Trump admin asks OpenAI to stagger GPT-5.6 release over cyber concerns. Will approve "access customer by customer during this preview period” What a time we are in...
Big scoop from @leomschwartz @steph_palazzolo @amir in @theinformation about the new normal for AI model releases: OpenAI will release its 5.6 model to a select group before its public release after a confusing episode with the Trump Admin. theinformation.com/articles/trump…
The most interesting conversation happening today in tech is the one inside Nvidia about OpenAI's new Jalapeno chip. @theinformation has had lots of stories about the back and forth over it. Clearly, Nvidia has been preparing for all these custom efforts, which, with some exception, haven't affected its market share. But makes you understand Nvidia's push for new customers beyond frontier models and neoclouds.
At @theinformation, we aim to bring you the news that matters most. That's why @shqne just dropped the handiest map I've seen of the 300+ data center moratoriums enacted or in process across the US. If you care about this stuff, and so many in my timeline do, please check it out. And don't miss the dynamic popups that give detail on each one. Link in comments
Hands down one of the coolest graphics we have published. Those little red dots are cropping up.... @shqne theinformation.com/articles/300-p…
SambaNova Executive Chairman Lip-Bu Tan says the AI chip startup is set to raise $800M to $1B, sources say at a ~$10B valuation, up from $2B in February (The Information) (Visit Techmeme dot com for the link and full context!)
AI inference chip market temperature check: still 🔥
open source AI is not a panacea and not every AI customer can pull it off, but it may pay to try
xAI is betting big on AI video and image generation — but the biggest driver of Grok Imagine may not be the use case SpaceX talks up to investors. Inside xAI, employees say NSFW content has become a major source of traffic for Grok. One former engineer said users were even turning to the company’s coding tool for racy content. Two others estimated adult content accounted for more than half of Grok usage.
when U.S. govt invests in ur startup, it predictably gets easier to raise private capital... Pat Gelsinger-chaired chipmaking laser firm xLight is latest example
1/ Know more? What'd we miss? [email protected], +1.678.834.4200 on WhatsApp/Signal theinformation.com/articles/intel…
Scoop with @validapau on SambaNova's quintupled valuation. Lots of details (link in comment), including how it's position vs. Nvidia now:
in case you're wondering how OpenAI's Jalapeno chip w/ Broadcom is being paid for
SambaNova is set to raise up to $1 billion at a $10 billion valuation, a fivefold jump from four months ago. The Intel-backed chip startup is pitching its inference chips as a lower-cost complement to Nvidia’s GPUs. Read more: thein.fo/4w1PdYu
Who's trying to ban AI data centers? @shqne created an exhaustive map of proposed bans and moratoriums in @theinformation. theinformation.com/articles/300-p…
🌶️codename confirmed! I wrote about OpenAI’s “Jalapeño” chip w/ Broadcom back in May…including the complicated $18 billion (!!) vendor financing talks. theinformation.com/articles/opena…
ronke is done with ya... @ronkeadejare
680 Followers 2K Following rown like own keh like ketchup Venmo: Aderonke-Adejare 💸🤑 CashApp: $AderonkeAdejare Yale '24
Lukas Flippo @FlippoLuke
1K Followers 2K Following FGLI @ Yale | Photographer and Writer | Previous: @msfreepress @indystar @sunherald | roaming Mississippian (Amory) he/him |
dania baig @daniamyte
699 Followers 924 Following y*le '23+1, tweets do not reflect the viewpoints of anybody except me, etcetera.
🍻 Sid, Inheritor o... @wellstonism
3K Followers 3K Following American Studies — @DemSocialists National Political Committee — @MarxistUnityDSA — tweets are my own opinions — Finish Reconstruction
new jersey supremacis... @beccarube
363 Followers 361 Following she | 23 | y21+1+1+1+1-7*2+5 or also possibly never
Twitchell @twitcheII
676 Followers 578 Following I hereby declare that l do not give twitter my permission to use any of my personal data. I also do not give Al permission to look at my account, period.
Beinecke Library @BeineckeLibrary
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Megan Vaz 🪄 @meganvaz
512 Followers 388 Following @sunsentinel, Yale grad | prev @sacbee_news @yaledailynews @toledonews | work in @yalenewjournal @nytimeslearning
Awuorez👨🏿�... @s0y_sauc3
351 Followers 326 Following my mum tells everyone i’m a writer, so that’s what i am! Words in @teenvogue, @yaledailynews and various whatsapp group forwards
Alex Konrad @alexrkonrad
90K Followers 4K Following Founder and editor of @upstartsmediaco, a new tech publication focused on the startup ecosystem. Previously @Forbes senior editor. Email: [email protected]
Alan Leo @AlanLeo10001
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carbon digits @OrganicData
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LECLAIR @LECLAIR458321
23 Followers 959 Following Award-winning skincare therapist. 25+ years. Founder of LeClair Skincare British luxury vegan skincare.
Chris-you-daily aka G... @chrisudaily
1K Followers 2K Following South Texas to North Jersey. Now: Deputy Technology Editor @cnbc holler at me on Bluesky: https://t.co/2A7eZSwwMr
minoru @minoru67664175
106 Followers 2K Following
Laura Bratton @LauraBratton5
2K Followers 994 Following She/her. AI reporter @theinformation. Formerly @yahoofinance, @qz. Graduate of @newmarkjschool. signal laurabratton.74
Craig Ceecee, Ph.D. @CC_StormWatch
26K Followers 22K Following Meteorologist (from @msstate x2) focused on tornado protection, founder of Find Your Tornado Shelter LLC. @nwas and @ametsoc member. #STEM advocate. Mark 9:23.
Steve Smith @srs162
663 Followers 2K Following Associate Partner at Voxus PR. Husband. Dad. Tech, PR, sports, real estate and politics geek, PSU alum. Views are my own.
Scott Doughty @doughty_sc8274
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Elon x @elon_x78714
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Christian Catalini @ccatalini
23K Followers 5K Following Founder w/roots in academia. Founder @MIT Cryptoeconomics Lab. Past: Co-Founder & Chief Strategy Officer, Lightspark. Co-Creator, Libra. Head Economist, Meta.
Shakeel @ShakeelHashim
8K Followers 2K Following Editor, @ReadTransformer. Prev: AI safety and EA comms, journalist @TheEconomist, @Protocol, @finimize
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Laurent Decosse @LDecosse
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kirid @kirid96
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Allie Gross @Allie_Elisabeth
6K Followers 3K Following ahead of yr time, babe // I love tips! [email protected]
Ali @AliJMusa
452 Followers 6K Following @DoorDash (ex-Brunswick Group, ex-Monitor Group) "... evident merit..." says the New Yorker
kelligail @kelligail
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Morten Buus @mortenbuus
228 Followers 6K Following Software Asset Manager - følger Nørder og ægte Kloge-Åger at random, RT=informationsdeling #dktech #software #SAM #SoMe
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3K Followers 2K Following Culture editor, chief ska correspondent @RollingStone. DM me tips for stories about sex, drugs, crime, cannabis, creator culture. (I find my own ska stories.)
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George Campbell @AlignmentMythAI
18 Followers 637 Following Author of The Alignment Myth - a book about humans and AI. Substack:https://t.co/VmYC2dcP2T
Oona Milliken @Oona_Milliken
675 Followers 3K Following Currently in the desert with @TheNVIndy and @Report4America. Alum of @columbiajourn / @occidentalnews Signal: 702-508-3727
Jeff Horwitz @JeffHorwitz
18K Followers 2K Following Reachable via non-Meta owned devices on cell/Signal at (202) 480-4453. Also at https://t.co/8GXWsyTVjF.
Ina Fried @inafried
86K Followers 9K Following Chief Technology Correspondent for @Axios; former Senior Editor at Recode. Huge softball, hockey, basketball fan. she/her 🏳️⚧️
Allé Palle @AllePalle123
8 Followers 6K Following
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103 Followers 1K Following AI Fellow @Axios Prev @EmpireStateBldg @ESRTSocial [email protected]
Zac Hall @apollozac
17K Followers 1K Following Senior Editor @9to5Mac since 2013 // email: [email protected]
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cs @cs56179380
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Jay Rodge @jayrodge15
618 Followers 3K Following AI/LLM Developer Advocacy @NVIDIAAI | Opinions are my own
Uldis @Baumerts
558 Followers 2K Following AI-driven Ops & Engineering | Building Scalable Products | eCommerce & Web App Innovator
Go dba @Ph4rr3ll82
32 Followers 315 Following
BoardBrew @boardbrew
56 Followers 2K Following
Peter Lo @PeterLoPR
501 Followers 1K Following Comms at @AsteraLabs. Talk to me about responsible AI, #kpop, and podcasting. Previously @AWScloud @ASAPP @PartnershipAI.
shadowplay @seeandsalt
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xue yi @xueyi922811
12 Followers 2K Following
𝙅•𝙎𝙚𝙥�... @JwrVic
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Wolfie Dog @wolfiedog6
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ThebiblewithCarlos @CEZCapital
42 Followers 497 Following Microbooks for people doing everything right and still falling behind. I also help creators start a simple microbook business. DM open.
Jay @jiwanpark1014
2K Followers 5K Following
ronke is done with ya... @ronkeadejare
680 Followers 2K Following rown like own keh like ketchup Venmo: Aderonke-Adejare 💸🤑 CashApp: $AderonkeAdejare Yale '24
Lukas Flippo @FlippoLuke
1K Followers 2K Following FGLI @ Yale | Photographer and Writer | Previous: @msfreepress @indystar @sunherald | roaming Mississippian (Amory) he/him |
dania baig @daniamyte
699 Followers 924 Following y*le '23+1, tweets do not reflect the viewpoints of anybody except me, etcetera.
🍻 Sid, Inheritor o... @wellstonism
3K Followers 3K Following American Studies — @DemSocialists National Political Committee — @MarxistUnityDSA — tweets are my own opinions — Finish Reconstruction
new jersey supremacis... @beccarube
363 Followers 361 Following she | 23 | y21+1+1+1+1-7*2+5 or also possibly never
Twitchell @twitcheII
676 Followers 578 Following I hereby declare that l do not give twitter my permission to use any of my personal data. I also do not give Al permission to look at my account, period.
Beinecke Library @BeineckeLibrary
49K Followers 40K Following "An inspiration to all who enter" @Yale @Yalelibrary :: visit to engage the past in the present for the future. Home of @WindhamCampbell Prizes
Megan Vaz 🪄 @meganvaz
512 Followers 388 Following @sunsentinel, Yale grad | prev @sacbee_news @yaledailynews @toledonews | work in @yalenewjournal @nytimeslearning
Awuorez👨🏿�... @s0y_sauc3
351 Followers 326 Following my mum tells everyone i’m a writer, so that’s what i am! Words in @teenvogue, @yaledailynews and various whatsapp group forwards
Alex Konrad @alexrkonrad
90K Followers 4K Following Founder and editor of @upstartsmediaco, a new tech publication focused on the startup ecosystem. Previously @Forbes senior editor. Email: [email protected]
Chris-you-daily aka G... @chrisudaily
1K Followers 2K Following South Texas to North Jersey. Now: Deputy Technology Editor @cnbc holler at me on Bluesky: https://t.co/2A7eZSwwMr
Laura Bratton @LauraBratton5
2K Followers 994 Following She/her. AI reporter @theinformation. Formerly @yahoofinance, @qz. Graduate of @newmarkjschool. signal laurabratton.74
Kevin McLaughlin @KevKubernetes
6K Followers 729 Following Reporter at The Information covering enterprise AI companies. Philly born. Dances like all of humanity is watching. [email protected]
George Campbell @AlignmentMythAI
18 Followers 637 Following Author of The Alignment Myth - a book about humans and AI. Substack:https://t.co/VmYC2dcP2T
Shakeel @ShakeelHashim
8K Followers 2K Following Editor, @ReadTransformer. Prev: AI safety and EA comms, journalist @TheEconomist, @Protocol, @finimize
Midnight Capital @Midnight_Captl
18K Followers 643 Following AI & semi’s | girl dad | swing hard or don’t swing at all | going droid mode | ex. Apple Global Sourcing
Andrew Kay @AndrewKayy_
103 Followers 1K Following AI Fellow @Axios Prev @EmpireStateBldg @ESRTSocial [email protected]
Jeff Horwitz @JeffHorwitz
18K Followers 2K Following Reachable via non-Meta owned devices on cell/Signal at (202) 480-4453. Also at https://t.co/8GXWsyTVjF.
Ina Fried @inafried
86K Followers 9K Following Chief Technology Correspondent for @Axios; former Senior Editor at Recode. Huge softball, hockey, basketball fan. she/her 🏳️⚧️
Hugo Lowell @hugolowell
219K Followers 5K Following Trump White House newsletter anchor @WIRED. Ex-Guardian. Email: [email protected]
ck @ck3xyz
528 Followers 333 Following compute/intelligence @ openai, previously infra strategy @ bytedance. views/opinions my own
dakin campbell @dakincampbell
5K Followers 211 Following AI finance @theinformation. Author of GOING PUBLIC. Formerly @businessinsider & @business. Signal: dakin.11. https://t.co/3JpjTrAG2s.
Grace Kay @graceihle
2K Followers 2K Following Reporter @TheInformation | I write all things Tesla and SpaceXAI | Bylines @businessinsider, @business, @forbes, @michigandaily | Tips via Signal at gracekay.11
Claudia Levens @levensc13
497 Followers 1K Following @journalsentinel Formerly: @MoBusinessAlert @NewsGuardRating @CoMissourian @NewsTribune @mujschool @streetsensedc @NSuburbanLegal [email protected]
Rob Hadick ＞|＜ @HadickM
16K Followers 2K Following General Partner at @Dragonfly_xyz | Previously investing and advising at GoldenTree, @GoldmanSachs, and @PJTPartners
Abby Reider @abbyjreider
123 Followers 422 Following Business + Tech Comms at Reflection –– the lab building open science, open source, frontier AI. A Mainer turned San Franciscan. (prev Figma, DoorDash)
Jon Gingerich @GingerichJon
1K Followers 760 Following Author of The Appetite Factory (Turner). Words in @guardian, @SatEvePost & others. Writing instructor. Editor. Blindish. Tribeless. NYC. [email protected].
Karen Kwok @KarenKKwok
2K Followers 3K Following Journalist at Reuters @Breakingviews giving opinion. Eyes on (weirdly broad) global tech, AI. A whisky lover 🥃 Ping: [email protected]
Jason Dean @jasonrdean
4K Followers 999 Following SF Bureau Chief @ The Information | Ex Wall Street Journal & Washington Post Intelligence | Philly forever
Andrew Tan @andrewztan
7K Followers 756 Following TLDR AI newsletter (1,000,000+ readers) | Founding Partner @thehumans | Founder @joinnovaco (acq.) | CS @Stanford @UCBerkeley | Prev @GoogleAI @citadel @sequoia
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21K Followers 6K Following Semiconductors, Analyst @SemiAnalysis_ No investment advice. Opinions are mine only.
Elizabeth Dwoskin @lizzadwoskin
31K Followers 3K Following Washington Post Silicon Valley Correspondent. RT’s don’t mean I agree. [email protected].
Hannah Natanson @hannah_natanson
31K Followers 880 Following Narrative enterprise reporter at The Washington Post. Email: [email protected] and Signal @HannahNatanson.2026.
Team Ignite Ventures @teamignitevc
220 Followers 245 Following Operators from big tech with extensive startup experience and exits. We leverage our networks and expertise to ignite growth for our portfolio companies.
Michelle Kim @michelletomkim
8K Followers 259 Following AI reporter @techreview. Harvard Law School ‘21. michellekim.11 on Signal
Sally Ward-Foxton @sallywf
4K Followers 1K Following Senior Reporter at @eetimes, reporting mainly on AI accelerators.
Joanne Jang @joannejang
51K Followers 1K Following trying to automate my work @coreautoai // prev: model behavior & labs @openai
Ryan Hoover @rrhoover
403K Followers 2K Following Founder of @ProductHunt. Investor at @WeekendFund. Say hi! 👋🏼
Taufiq Rahim @taufiqzrahim
796 Followers 308 Following Geopolitical Strategist. Pro-Human. Author “Trump 2.5” | curating @2040worldx | Snr Fellow @NewAmerica | essays @ https://t.co/Op355KmIv2
Panthalassa @_panthalassa
5K Followers 4 Following Building a planetary-scale energy platform in the middle of the ocean.
Dave Guarino @allafarce
11K Followers 4K Following Working to safely deploy AI in state & local government at Anthropic. Ex: CfA/GetCalFresh, CA, USDOL, Propel. Toddler dad; ferry maximalist. Posts solely mine.
Suzanne Xie @suzannexie
9K Followers 972 Following National Security investing @ Strider Capital. Previously @neo, @stripe, @twitter, @lightwellpro, @hullabalu. Startups, sci fi, and soft serve.🖖🚀🇺🇸
Jon Chu // Khosla Ven... @jonchu
11K Followers 545 Following Partner @ KV, 2x founder, OG @ PLTR, OPEN, Docker, ML @ Meta // Investor in Sakana, Databricks, Anthropic, Bun, Runlayer, Iceguard, Coframe++
Dylan Freedman @dylfreed
3K Followers 343 Following A.I. Projects Editor @nytimes. Previously @washingtonpost, @documentcloud, @StanfordJourn, @GoogleAI, @Harvard. 🏃🏻 🎹
Verkada @VerkadaHQ
3K Followers 280 Following Verkada is transforming how organizations protect people and places with AI-powered security. Trusted by 30,000+ customers globally.
Gregory Brew @gbrew24
58K Followers 4K Following Senior Analyst, Iran and Oil @EurasiaGroup. Formerly @ISSYale. Author of "The Struggle for Iran" and "Petroleum and Progress in Iran." Views my own.
Mandy (Kakavas) Stolp... @mandystolpa
3K Followers 420 Following mom. wife. techno optimist. partner and head of comms @GVteam (Google Ventures). @ucberkeley alum. views are my own
ashu garg @ashugarg
13K Followers 3K Following Enterprise VC @FoundationCap | Early investor in @databricks @tubi & 6 other unicorns- @cohesity @eightfoldai @turingcom @amperity @alation @anyscalecompute
Annie Z. Yu @anniezyu
3K Followers 2K Following deputy policy editor @politico focused on influence & lobbying • national board @aaja • previously: audience @politico @latimes @propublica
Google Gemma @googlegemma
88K Followers 0 Following The official home of Google's Gemma. Lightweight, state-of-the-art open models by Google DeepMind, built on Gemini tech. What will you build? 🚀💻
TankerTrackers.com, I... @TankerTrackers
227K Followers 154 Following Trusted by maritime insurers, oil producers & traders, finance, governments and top news orgs to track down oil shipments. Vessel pronouns are she/her.Trends for United States
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