Very insightful article by natasha mascarenhas The Information on SPVs raised for AI deals. Particularly rise of secondary SPVs! 🧐 theinformation.com/articles/how-i…

Every single day, a new AI funding deal knocks your socks off.

theinformation.com/articles/six-m… Kate Clark Cognition #devin

Been seeing a lot of posts about AI agents so here's a helpful guide from our scoopy story last week

theinformation.com/articles/to-un…

we have seen this movie before haven't we?

theinformation.com/articles/ventu… Stephanie Palazzolo

EU is probing TikTok Lite, a new app which allows users to earn points for watching videos and inviting friends
ec.europa.eu/commission/pre…

I first reported about the app's quiet roll out in Spain and France earlier this month: theinformation.com/articles/tikto…

OpenAI gains a new counterpart at Microsoft.

news: TikTok GC plans to step down as the company is about to start a court challenge to a U.S. law, which Biden could sign this week, to force a divestiture of the app (or otherwise ban it).

theinformation.com/articles/tikto… by Juro Osawa

A brilliant response by Timothy Snyder to Marjorie Taylor Greene’s accusation of Nazis in Ukraine. As a leading scholar on the subject of nationalism, Snyder makes three points:
1/n

If your company’s head of AI doesn’t report to the CEO are you even serious about AI?

theinformation.com/articles/tikto… Juro Osawa

news: Pressure mounting on cybersecurity startups.

Lacework raised $1.8 BILLION from investors, now in talks to sell to Wiz for ~10% of that, per Cory Weinberg aaron holmes

theinformation.com/articles/10-bi…

You’ll hear the word “agent” so much in the next six months, it will start to lose meaning.

But sophisticated AI agents are coming too, and that’s what this article is about:

theinformation.com/articles/to-un… aaron holmes

Ahem: theinformation.com/articles/apple…

Fintechs are so back??

theinformation.com/articles/ramps… natasha mascarenhas Kate Clark

A lot of AI startups are consultancies, not software businesses.

They all hope to be Palantir, which (successfully) transitioned from one to the other. Few can pull that off.

theinformation.com/articles/why-m… Stephanie Palazzolo

Grok today is like when people manipulated Wikipedia after a sports match to make fun of the loser.

This re: Klay Thompson is brutal, though he did shoot 0 for 10 tonight.

New: Mistral seeks $5B valuation just a few months after getting $2B.

Funding action at the head of the LLM race continues unabated.

theinformation.com/articles/mistr… by @kateclarktweets

critical context on departure of Tesla exec Drew Baglino as the company preps for potentially *more* layoffs of up to 20% of staff on top of the 10%+ it cut Monday.

theinformation.com/articles/befor… by Becky Peterson $tsla

Shopify takes stack ranking to a ~whole new level~

'Only people whose scores increase in a given review period are eligible for raises, and workers can only boost their mastery scores if they improve faster than colleagues...'

theinformation.com/articles/shopi… Ann Gehan $shop