#  @theinformation The Information The Information posts on X about open ai, ai, $googl, microsoft the most. They currently have [-------] followers and [----] posts still getting attention that total [-------] engagements in the last [--] hours. ### Engagements: [-------] [#](/creator/twitter::1881168794/interactions)  - [--] Week [-------] +67% - [--] Month [---------] +20% - [--] Months [----------] +84% - [--] Year [----------] -89% ### Mentions: [---] [#](/creator/twitter::1881168794/posts_active)  - [--] Week [---] +4.40% - [--] Month [---] +20% - [--] Months [-----] +99% - [--] Year [-----] +175% ### Followers: [-------] [#](/creator/twitter::1881168794/followers)  - [--] Week [-------] +6.90% - [--] Month [-------] +36% - [--] Months [-------] +66% - [--] Year [-------] +76% ### CreatorRank: [-------] [#](/creator/twitter::1881168794/influencer_rank)  ### Social Influence **Social category influence** [technology brands](/list/technology-brands) [stocks](/list/stocks) [finance](/list/finance) #6184 [social networks](/list/social-networks) [vc firms](/list/vc-firms) [celebrities](/list/celebrities) #7069 [countries](/list/countries) [automotive brands](/list/automotive-brands) [cryptocurrencies](/list/cryptocurrencies) [exchanges](/list/exchanges) **Social topic influence** [open ai](/topic/open-ai) #2152, [ai](/topic/ai) #5874, [$googl](/topic/$googl), [microsoft](/topic/microsoft) #1445, [meta](/topic/meta), [ipo](/topic/ipo), [investment](/topic/investment), [tiktok](/topic/tiktok), [elon musk](/topic/elon-musk) #1249, [ceo](/topic/ceo) #2335 **Top accounts mentioned or mentioned by** [@stephpalazzolo](/creator/undefined) [@coryweinberg](/creator/undefined) [@nmasc](/creator/undefined) [@kateclarktweets](/creator/undefined) [@aaronpholmes](/creator/undefined) [@amir](/creator/undefined) [@anissagardizy8](/creator/undefined) [@mvpeers](/creator/undefined) [@stevelevine](/creator/undefined) [@juroosawa](/creator/undefined) [@kyurieff](/creator/undefined) [@erinkwoo](/creator/undefined) [@jessicalessin](/creator/undefined) [@jingyanghk](/creator/undefined) [@jonvictor](/creator/undefined) [@srimuppidi](/creator/undefined) [@anitaramaswamy](/creator/undefined) [@kevkubernetes](/creator/undefined) [@qianerliu](/creator/undefined) [@theowayt](/creator/undefined) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/microsoft) [Meta Platforms, Inc. (META)](/topic/meta-platforms) [Tesla, Inc. (TSLA)](/topic/tesla) [Salesforce Inc (CRM)](/topic/salesforce) [Uber Technologies, Inc. (UBER)](/topic/$uber) [ServiceNow Inc (NOW)](/topic/servicenow) [Bitcoin (BTC)](/topic/bitcoin) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Goldman Sachs (GS)](/topic/goldman-sachs) [IBM (IBM)](/topic/ibm) [Morgan Stanley (MS)](/topic/morgan-stanley) [Shopify Inc (SHOP)](/topic/$shop) ### Top Social Posts Top posts by engagements in the last [--] hours "Dealmaker: A Battery Ventures Buyout Shows VC-to-PE Path Battery Ventures bought VC-backed RetailNext for more than $100 million. @coryweinberg explains why we are likely to see more such VC-to-PE deals. Read more π" [X Link](https://x.com/theinformation/status/1874228935409754331) 2024-12-31T22:59Z 167.3K followers, [----] engagements "Early investors like Index Ventures Greylock Partners and Kleiner Perkins are set to see profits exceeding $1.4 billion from the Figma IPO. Full story here: #techinvesting https://www.theinformation.com/articles/figma-ipo-set-windfall-silicon-valleys-biggest-namesutm_campaign=Editorial&utm_content=Article&utm_medium=organic_social&utm_source=twitter https://www.theinformation.com/articles/figma-ipo-set-windfall-silicon-valleys-biggest-namesutm_campaign=Editorial&utm_content=Article&utm_medium=organic_social&utm_source=twitter" [X Link](https://x.com/theinformation/status/1949926590504202580) 2025-07-28T20:15Z 166.3K followers, [----] engagements "Kleiner Perkins recent check is one of the firm's largest and latest investments in a new company. The firm also invested in Databricks' financing which valued the company at $62 billion. More here: https://bit.ly/42aoJaL https://bit.ly/42aoJaL" [X Link](https://x.com/theinformation/status/1964339063718084711) 2025-09-06T14:45Z 165.9K followers, [----] engagements "The shift to later-stage check-writing is a bet on where the best returns in AI will be. Kleiner Perkins' investment in Anthropic is a recent example of this trend. https://bit.ly/42aoJaL https://bit.ly/42aoJaL" [X Link](https://x.com/theinformation/status/1964716551552028737) 2025-09-07T15:45Z 164K followers, [----] engagements "With the latest $13 billion funding round Anthropic's valuation now stands at $183 billion. More about the investment from Kleiner Perkins: https://bit.ly/42aoJaL https://bit.ly/42aoJaL" [X Link](https://x.com/theinformation/status/1965124242720080049) 2025-09-08T18:45Z 164K followers, [----] engagements ""It lies with confidence." IT giant Kyndryl tested Microsofts Security Copilot for six months before abandoning it. Kyndryl says the tool provided demonstrably false information to basic questions. Learn more: https://thein.fo/4nDEa3k https://thein.fo/4nDEa3k" [X Link](https://x.com/theinformation/status/1985765253473296390) 2025-11-04T17:45Z 163.8K followers, [----] engagements "The surprising rise of Polymarketdespite having no revenue saw its valuation surge to $8 billion after the Intercontinental Exchange said it would invest up to $2 billion. Read last years Information [--] list: https://thein.fo/3Lg3XBb https://thein.fo/3Lg3XBb" [X Link](https://x.com/theinformation/status/1986444736295510266) 2025-11-06T14:45Z 162.8K followers, [----] engagements "FC Viktoria Berlin's founders were inspired by Kara Nortman's Angel City business model of an independent women-owned soccer club when they decided to spin off the team as independent in [----]. Full article: https://thein.fo/3LsXxi9 https://thein.fo/3LsXxi9" [X Link](https://x.com/theinformation/status/1989721317633905020) 2025-11-15T15:45Z 167.4K followers, [----] engagements "ClickUp CEO Zeb Evans believes consolidating enterprise software into one app gives its AI agents an advantage over competitors that struggle to tap information across different apps. Read: https://thein.fo/4av1H3n https://thein.fo/4av1H3n" [X Link](https://x.com/theinformation/status/2004579221775990900) 2025-12-26T15:45Z 164.4K followers, [----] engagements "Despite raising $1.8 billion from investors like BlackRock and Tiger Global Groq struggled to compete with Nvidias market grip recently cutting its revenue projections. Under the new deal with Nvidia Groq CFO Simon Edwards will take over as CEO of the remaining entity. https://thein.fo/45rPgSt https://twitter.com/i/web/status/2005658850465054748 https://thein.fo/45rPgSt https://twitter.com/i/web/status/2005658850465054748" [X Link](https://x.com/theinformation/status/2005658850465054748) 2025-12-29T15:15Z 163.8K followers, [----] engagements "Microsoft is positioning Anthropic as a first-class AI option inside Azure. https://thein.fo/49GLhD6 https://thein.fo/49GLhD6" [X Link](https://x.com/theinformation/status/2012876382452306037) 2026-01-18T13:15Z 162.7K followers, [----] engagements "Exclusive: Thinking Machines lost five employees this weekincluding two co-foundersjust as it seeks funding at a $50B valuation. https://thein.fo/3LojH5v https://thein.fo/3LojH5v" [X Link](https://x.com/theinformation/status/2012959434268422340) 2026-01-18T18:45Z 165.9K followers, 11.2K engagements "An all-hands meeting. A co-founder fired. Two researchers quit in Slackmid-meeting. Now investors are asking whether Thinking Machines can still justify a $50B valuation. https://thein.fo/3LojH5v https://thein.fo/3LojH5v" [X Link](https://x.com/theinformation/status/2013269019701260338) 2026-01-19T15:15Z 165.9K followers, [----] engagements "With TikTok uncertainty largely resolved ByteDances valuation is back in the spotlight. https://thein.fo/3NinHoJ https://thein.fo/3NinHoJ" [X Link](https://x.com/theinformation/status/2013367118662709568) 2026-01-19T21:45Z 164.6K followers, [----] engagements "Today on TITV: Davos [----] -Amazon CEO @ajassy joins @Jessicalessin from @wef in Davos -@MongoDBs new CEO CJ Desai talks growth playbook -Googles Gemini booms with developers @erinkwoo Google Reporter πΊ Tune in at [--] am PT / [--] pm ET on X or https://thein.fo/4nn33AK https://thein.fo/4nn33AK" [X Link](https://x.com/theinformation/status/2013661592559227033) 2026-01-20T17:15Z 166.1K followers, [----] engagements "Applied AI: How xAI Plans to Automate White-Collar Workers How Elon Musks xAI plans to automate white-collar workers according to an employee. Read more from @theo_waytπ https://thein.fo/49QaYRD https://thein.fo/49QaYRD" [X Link](https://x.com/theinformation/status/2013699318813807062) 2026-01-20T19:45Z 164.1K followers, [----] engagements "Exclusive: JPMorgan is moving to cut off fintech with questionable customers. Read more from @MichaelRoddan π https://thein.fo/4qwj34Y https://thein.fo/4qwj34Y" [X Link](https://x.com/theinformation/status/2013714418480169141) 2026-01-20T20:45Z 167.1K followers, [----] engagements "ByteDances private-market valuation sits near $330B even as Chinese investors paid closer to a $480B valuation last fall. https://thein.fo/3NinHoJ https://thein.fo/3NinHoJ" [X Link](https://x.com/theinformation/status/2013721960832704625) 2026-01-20T21:15Z 166.8K followers, [----] engagements "Exclusive: JPMorgan is winding down a fintech partnership over concerns about risky customers underscoring banks growing caution around crypto-linked payments firms. https://thein.fo/4sOSJEP https://thein.fo/4sOSJEP" [X Link](https://x.com/theinformation/status/2013744613903794624) 2026-01-20T22:45Z 167.1K followers, [----] engagements "An xAI engineer says the company is developing AI workers designed to replace white-collar roles inside enterprisesand has been testing them internally. https://thein.fo/4jMLSrm https://thein.fo/4jMLSrm" [X Link](https://x.com/theinformation/status/2013963553422680492) 2026-01-21T13:15Z 166.6K followers, 22.2K engagements "A new $150M fund Deep33 Ventures is targeting early-stage startups in quantum computing AI infrastructure energy and autonomous systems. https://thein.fo/4bIfggp https://thein.fo/4bIfggp" [X Link](https://x.com/theinformation/status/2014039059446784300) 2026-01-21T18:15Z 167.2K followers, [----] engagements "Exclusive: Apple Developing AI Wearable Pin Apple is developing an AI-powered wearable pin the size of an AirTag which could be released next year as OpenAI plans its own AI devices. Read more from Wayne Ma and Qianer Liuπ https://thein.fo/4k0lHOc https://thein.fo/4k0lHOc" [X Link](https://x.com/theinformation/status/2014067126466728248) 2026-01-21T20:06Z 169.2K followers, 186.8K engagements "OpenAI named former TML staffer Barret Zoph to lead the companys push to sell AI products to businesses as part of a broader reorganization. Read more from @Steph_Palazzolo and @erinkwoo π https://thein.fo/4buoqgH https://thein.fo/4buoqgH" [X Link](https://x.com/theinformation/status/2014107000158720128) 2026-01-21T22:45Z 165.9K followers, [----] engagements "xAI aims to compete directly with Microsoft by building AI systems that autonomously create and manage software. https://thein.fo/4jMLSrm https://thein.fo/4jMLSrm" [X Link](https://x.com/theinformation/status/2014371256594768284) 2026-01-22T16:15Z 167K followers, 17K engagements "JPMorgans pullback from Checkbook highlights how major banks are tightening scrutiny of fintechs that provide access to the U.S. financial system. https://thein.fo/4sOSJEP https://thein.fo/4sOSJEP" [X Link](https://x.com/theinformation/status/2014416541966622903) 2026-01-22T19:15Z 170.7K followers, [----] engagements "Applied AI: OpenAI Plans to Take a Cut of Customers AI-Aided Discoveries OpenAIs CFO says the company will take a cut of the IP its AI helps customers invent. Read more from @Amir π https://thein.fo/45s3Mdb https://thein.fo/45s3Mdb" [X Link](https://x.com/theinformation/status/2014431662017269984) 2026-01-22T20:15Z 169.7K followers, 35.1K engagements "First on The Information: OpenAI has begun lining up advertisers ahead of a February launch of ads inside ChatGPT according to people familiar with the rollout. https://thein.fo/4t6hzQS https://thein.fo/4t6hzQS" [X Link](https://x.com/theinformation/status/2014454288739623206) 2026-01-22T21:45Z 169.9K followers, [----] engagements "Is TikTok losing its grip on the creator economy I think Instagram has a more robust ecosystem. YouTube with their shorts program has a more robust ecosystem where you can bring people into your long form. TikTok is really just not conducive to building that community. @JKaplan1 CEO of @smoothmedia_ https://twitter.com/i/web/status/2014745188082614595 https://twitter.com/i/web/status/2014745188082614595" [X Link](https://x.com/theinformation/status/2014745188082614595) 2026-01-23T17:00Z 168.7K followers, [----] engagements "Mark Zuckerberg has expanded his list of direct reports to include the two co-heads of Metas new AI computing group. See the new org chart. https://thein.fo/4qC3JDY https://thein.fo/4qC3JDY" [X Link](https://x.com/theinformation/status/2014755260347142204) 2026-01-23T17:41Z 169.9K followers, [----] engagements ".@GeneralFusion is going public via a $1B SPAC deal. CEO Greg Twinney on the race for commercial fusion: "The prize for fusion is massive. the market size that has been estimated is in the trillion-dollar range. And the companies that are first to achieve commercial fusion and take a big chunk of that market everybody's moving fast." https://twitter.com/i/web/status/2014775304498131316 https://twitter.com/i/web/status/2014775304498131316" [X Link](https://x.com/theinformation/status/2014775304498131316) 2026-01-23T19:00Z 170.8K followers, [----] engagements "Exclusive: Crypto exchanges are creating a parallel market for U.S. stocks by offering tokenized versions overseasbeyond the reach of U.S. regulators. https://thein.fo/4tc2ZHA https://thein.fo/4tc2ZHA" [X Link](https://x.com/theinformation/status/2014816686105354491) 2026-01-23T21:45Z 166.8K followers, [----] engagements "Is TikTok actually under new ownership Thats not really whats happened. ByteDance has created a joint venture with a bunch of investors many of whom were already investors in ByteDance. The actual moneymaking part of TikTok is not changing. Co-Executive Editor @mvpeers https://twitter.com/i/web/status/2014835672905908512 https://twitter.com/i/web/status/2014835672905908512" [X Link](https://x.com/theinformation/status/2014835672905908512) 2026-01-23T23:00Z 169.9K followers, [----] engagements "Sam Altman has been pitching OpenAI as a one-stop shop for business AI bundling ChatGPT Codex and workflow automation into a single platform. https://thein.fo/3LUDYj7 https://thein.fo/3LUDYj7" [X Link](https://x.com/theinformation/status/2015179058288464296) 2026-01-24T21:45Z 169K followers, [----] engagements "Unlike real shares many stock tokens rely on derivatives or offshore structures that introduce counterparty risk for investors. https://thein.fo/4tc2ZHA https://thein.fo/4tc2ZHA" [X Link](https://x.com/theinformation/status/2016160534417068092) 2026-01-27T14:45Z 163.4K followers, [----] engagements "Private equity firms are struggling to exit software investments made during the [------] buying boom as AI reshapes how buyers value enterprise software companies. Read more from @PauValida π https://thein.fo/4q6a3Tk https://thein.fo/4q6a3Tk" [X Link](https://x.com/theinformation/status/2016175888564412773) 2026-01-27T15:46Z 163.6K followers, [----] engagements "Sam Altman hosted top corporate leaders including Disney CEO Bob Iger at a private dinner in San Francisco to pitch OpenAIs enterprise ambitions. https://thein.fo/3LUDYj7 https://thein.fo/3LUDYj7" [X Link](https://x.com/theinformation/status/2016183196027670940) 2026-01-27T16:15Z 163.3K followers, [----] engagements "Today on TITV: -Anthropic CEO Dario Amodei's essay on AI @Jessicalessin Editor-in-Chief at The Information -What Nvidia-Coreweave deal means for broader AI picture @dslevy General Partner at Porch Capital -The social media trial taking center stage @erinkwoo Google Reporter The Information TITV January [--] [----] https://t.co/CUxXkCvfgz The Information TITV January [--] [----] https://t.co/CUxXkCvfgz" [X Link](https://x.com/theinformation/status/2016210649270124942) 2026-01-27T18:04Z 163.7K followers, [----] engagements "Even with a rebound in software sales last year PE-backed exits remain clogged as investors hesitate to buy companies seen as vulnerable to AI disruption. https://thein.fo/49XD2mh https://thein.fo/49XD2mh" [X Link](https://x.com/theinformation/status/2016213391723913238) 2026-01-27T18:15Z 163.8K followers, [----] engagements "Applied AI: Anthropic and JPMorgan Seem to Agree That AI Isnt Eating Enterprise Apps Yet Read more from @Amir and @Kevkubernetes π https://thein.fo/3ZAND1z https://thein.fo/3ZAND1z" [X Link](https://x.com/theinformation/status/2016237438193016948) 2026-01-27T19:50Z 163.5K followers, [----] engagements "Anthropics financial outlook shows how difficult it is to pair hyper-growth with software-like margins in todays AI market. https://thein.fo/3NzOEnQ https://thein.fo/3NzOEnQ" [X Link](https://x.com/theinformation/status/2016243578167517646) 2026-01-27T20:15Z 163.8K followers, [----] engagements "Powder pink has become an unexpected executive statement worn by CEOs across genders at Davos. https://thein.fo/49ZvPSH https://thein.fo/49ZvPSH" [X Link](https://x.com/theinformation/status/2016251130037104836) 2026-01-27T20:45Z 163.8K followers, [----] engagements "Dealmaker: Private Equity Needs a Great IPO Year A handful of PE-owned software firms could test public investors' appetite for sector that's fallen out of favor. Read more from @PauValida π https://thein.fo/3Z43cyz https://thein.fo/3Z43cyz" [X Link](https://x.com/theinformation/status/2016297364999250420) 2026-01-27T23:48Z 163.9K followers, [----] engagements "Exclusive: founded by tech industry veteran Thomas Siebel is in talks to merge with privately held startup Automation Anywhere. Read more from @PauValida and @Katie_Roof π https://thein.fo/465axBQ http://C3.AI https://thein.fo/465axBQ http://C3.AI" [X Link](https://x.com/theinformation/status/2016333317029716445) 2026-01-28T02:11Z 165.1K followers, [----] engagements "Exclusive: Anthropic Hikes [----] Revenue Forecast 18% as It Seeks to Narrow Gap with OpenAI" [X Link](https://x.com/theinformation/status/2016339881853694121) 2026-01-28T02:37Z 165.8K followers, 10.4K engagements "Exclusive: is in talks to merge with Automation Anywhere a deal that would effectively take the private automation startup public. https://thein.fo/465axBQ http://C3.AI https://thein.fo/465axBQ http://C3.AI" [X Link](https://x.com/theinformation/status/2016568225090150657) 2026-01-28T17:45Z 167.3K followers, [----] engagements "Exclusive: Anthropics new Cowork AI tool has triggered internal urgency at Microsoft with product leaders warning it could compete directly with [---] Copilot. https://thein.fo/4bkW20l https://thein.fo/4bkW20l" [X Link](https://x.com/theinformation/status/2016583325339603047) 2026-01-28T18:45Z 165.5K followers, [----] engagements "The NYSE and Nasdaq are planning their own stock-token offerings signaling that Wall Street doesnt want to be left behind. https://thein.fo/4tc2ZHA https://thein.fo/4tc2ZHA" [X Link](https://x.com/theinformation/status/2016590867792818596) 2026-01-28T19:15Z 165.3K followers, [----] engagements "Many PE firms are now facing the prospect of selling software companies at lower valuationsor even below their original purchase prices. https://thein.fo/49XD2mh https://thein.fo/49XD2mh" [X Link](https://x.com/theinformation/status/2016605968226763167) 2026-01-28T20:15Z 165.5K followers, [----] engagements "Anthropics Claude models are inspiring new open-source tools like "Moltbot" @aaronpholmes reports. "I actually heard that Microsoft CEO Satya Nadella has been playing around with Moltbot over this past weekend" [X Link](https://x.com/theinformation/status/2016632550735704494) 2026-01-28T22:00Z 168.1K followers, [----] engagements "Advertisers say richer measurement tools will be critical if ChatGPT ads are to scale. https://thein.fo/4bPMvyn https://thein.fo/4bPMvyn" [X Link](https://x.com/theinformation/status/2016636157145022661) 2026-01-28T22:15Z 165.5K followers, [----] engagements "Alpaca a little-known broker in San Mateo controls custody of nearly 75% of U.S. tokenized stocks a $1B+ industry enabling overseas investors to trade shares of companies like Tesla and Nvidia. https://thein.fo/4taBMoE https://thein.fo/4taBMoE" [X Link](https://x.com/theinformation/status/2016643457389879297) 2026-01-28T22:44Z 165.5K followers, [----] engagements "Exclusive: A former senior OpenAI researcher has launched a new AI startup targeting up to $1 billion in funding. https://thein.fo/3LIzvAe https://thein.fo/3LIzvAe" [X Link](https://x.com/theinformation/status/2016651269872537893) 2026-01-28T23:15Z 165.6K followers, [----] engagements "As competition from Anthropic Google and Microsoft intensifies OpenAI is shifting focus to large corporate contracts to sustain investor confidence and growth. https://thein.fo/49VsnZj https://thein.fo/49VsnZj" [X Link](https://x.com/theinformation/status/2016658807284183118) 2026-01-28T23:45Z 170.4K followers, [----] engagements "Exclusive: OpenAI hires at least seven from coding startup Cline as it aims to improve Codex a rival to Claude Code. Read more from @Kevkubernetes π https://thein.fo/3LIOkCR https://thein.fo/3LIOkCR" [X Link](https://x.com/theinformation/status/2016658814854926392) 2026-01-28T23:45Z 165.8K followers, [----] engagements "Anthropic delayed its timeline to become cash flow positive by a year now expecting to reach that milestone in [----]. https://thein.fo/4q5wW9l https://thein.fo/4q5wW9l" [X Link](https://x.com/theinformation/status/2016892881986859467) 2026-01-29T15:15Z 168.1K followers, [----] engagements "Today on TITV: -Big tech in talks to invest $60B in OpenAI @srimuppidi -Why Metas forecasts jumped 73% in [----] capex @ttunguz -Tesla profits and revenue continue to fall @GerberKawasaki -@ArmisSecurity CEO Yevgeny Dibrov on being acquired by ServiceNow for $7.75B πΊ Tune in at [--] am PT / [--] pm ET on X or https://thein.fo/4nn33AK https://thein.fo/4nn33AK" [X Link](https://x.com/theinformation/status/2016923085727756548) 2026-01-29T17:15Z 167.8K followers, [----] engagements "Today on TITV: -Big tech in talks to invest $60B in OpenAI @srimuppidi -Why Metas forecasts jumped 73% in [----] capex @ttunguz -Tesla profits and revenue continue to fall @GerberKawasaki -@ArmisSecurity CEO Yevgeny Dibrov on being acquired by ServiceNow for $7.75B The Information TITV January [--] [----] https://t.co/H9VfAkeVxF The Information TITV January [--] [----] https://t.co/H9VfAkeVxF" [X Link](https://x.com/theinformation/status/2016934711751221697) 2026-01-29T18:01Z 168.2K followers, [----] engagements "Exclusive: OpenAI is seeking massive new funding to cover soaring costs to train and run its AI models as demand accelerates. https://thein.fo/3LVnyHu https://thein.fo/3LVnyHu" [X Link](https://x.com/theinformation/status/2016945711821021210) 2026-01-29T18:45Z 167.9K followers, [----] engagements "Automation Anywhere could go public by acquiring according to people familiar with the discussions. https://thein.fo/465axBQ http://C3.AI https://thein.fo/465axBQ http://C3.AI" [X Link](https://x.com/theinformation/status/2016960812766597272) 2026-01-29T19:45Z 168.2K followers, [----] engagements "Davos fashion reflects more than taste it signals authority restraint and adaptability. https://thein.fo/49ZvPSH https://thein.fo/49ZvPSH" [X Link](https://x.com/theinformation/status/2016968359087140898) 2026-01-29T20:15Z 167.1K followers, [----] engagements "OpenAI already generates about 40% of its revenue from business customers. Learn more about its expansion. https://thein.fo/49VsnZj https://thein.fo/49VsnZj" [X Link](https://x.com/theinformation/status/2016968359619801163) 2026-01-29T20:15Z 167.8K followers, [----] engagements "Alpacas annualized revenue exceeds $100M doubling in the past year. The firm recently raised $150M at a $1.15B valuation more than twice its April [----] valuation. Investors include Citadel Securities DRW Kraken and Drive Capital. https://thein.fo/4taBMoE https://thein.fo/4taBMoE" [X Link](https://x.com/theinformation/status/2016975904853876898) 2026-01-29T20:45Z 167.2K followers, [----] engagements "Nvidia Microsoft and Amazon are in talks to invest up to $60B in OpenAI. @srimuppidi explains why the companys capital needs remain high: "Last summer they had projected I believe $430 billion on compute spend over the next four years and then also burning about $70 billion until [----]. https://twitter.com/i/web/status/2016987337226383502 https://twitter.com/i/web/status/2016987337226383502" [X Link](https://x.com/theinformation/status/2016987337226383502) 2026-01-29T21:30Z 167.2K followers, [----] engagements "OpenAIs newer revenue lines including ads and commerce are moving slowlymaking enterprise sales the most immediate lever for growth. https://thein.fo/49VsnZj https://thein.fo/49VsnZj" [X Link](https://x.com/theinformation/status/2016998555496366273) 2026-01-29T22:15Z 168K followers, [----] engagements "Meta shares jumped following its latest earnings report. @ttunguz of Theory Ventures explains one of the reasons why: "The overall revenue growth of the business is large enough to sustain significant CapEx spending."" [X Link](https://x.com/theinformation/status/2017002433549857058) 2026-01-29T22:30Z 168.8K followers, [----] engagements "Amazon CEO @ajassy wants to deepen ties with OpenAI. Speaking with @JessicaLessin in Davos he declined to comment on investment rumors but emphasized the desire to work together. The Information has since reported Amazon is in talks to invest potentially more than $20B" [X Link](https://x.com/theinformation/status/2017003690092065230) 2026-01-29T22:35Z 169.1K followers, 10.6K engagements "OpenAI already generates about 40% of its revenue from business customers and expects enterprise to reach roughly half of total revenue by years end. https://thein.fo/3LUDYj7 https://thein.fo/3LUDYj7" [X Link](https://x.com/theinformation/status/2017006096343244944) 2026-01-29T22:45Z 167.1K followers, [----] engagements "Is Tesla losing the robotaxi race "Their software is way better than Waymo's but their hardware sucks compared to Waymo's. And that's why we feel confident with Waymo Ill get in the back of a Waymo and literally go to bed. @GerberKawasaki" [X Link](https://x.com/theinformation/status/2017010050330427653) 2026-01-29T23:00Z 168.5K followers, [----] engagements "ChatGPT Agent usage peaked shortly after launch then fell sharply within months according to people familiar with the product. https://thein.fo/4kbi1cA https://thein.fo/4kbi1cA" [X Link](https://x.com/theinformation/status/2017013652579111040) 2026-01-29T23:15Z 168.6K followers, [----] engagements "Ahead of a potential SpaceX IPO Ross Gerber (@GerberKawasaki) questions the company's valuation: "To pay a trillion and a half dollars for a space company you know that does [--] billion in revenue is just insanity that's not really a great business in the sense of profitability." https://twitter.com/i/web/status/2017017528518664598 https://twitter.com/i/web/status/2017017528518664598" [X Link](https://x.com/theinformation/status/2017017528518664598) 2026-01-29T23:30Z 169.1K followers, [----] engagements "Dealmaker: A SpaceX Merger Would Reward Musk Loyalists A SpaceX merger with xAI would reward Musk loyalists again. Plus two scoops highlight the Anthropic-OpenAI rivalry. Read more from @Katie_Roof π https://thein.fo/4k9Tch4 https://thein.fo/4k9Tch4" [X Link](https://x.com/theinformation/status/2017029746895327591) 2026-01-30T00:19Z 170.6K followers, [----] engagements "Faster revenue growth hasnt eased investor concerns about cash burn with Anthropics rising costs outpacing its expanding sales. https://thein.fo/4q5wW9l https://thein.fo/4q5wW9l" [X Link](https://x.com/theinformation/status/2017225044301095392) 2026-01-30T13:15Z 168.5K followers, [----] engagements "Once the first pure-play AI stock now has a market cap of about $1.7 billionroughly one-tenth of its valuation six years ago. https://thein.fo/465axBQ http://C3.AI https://thein.fo/465axBQ http://C3.AI" [X Link](https://x.com/theinformation/status/2017247699838316685) 2026-01-30T14:45Z 169.1K followers, [----] engagements "Today on TITV: -iPhone demand fuels huge growth for Apple @gilluria D.A. Davidson -Waabi CEO @RaquelUrtasun on partnering with Uber on robotaxis -Editors Cut: OpenAI vs. Anthropic: whos winning @mvpeers & @abebrown716 -The Space era baby is here @AmyDMarcus Health and Science Reporter πΊ Tune in at [--] am PT / [--] pm ET on https://thein.fo/4nn33AK https://thein.fo/4nn33AK" [X Link](https://x.com/theinformation/status/2017285464210759795) 2026-01-30T17:15Z 169.4K followers, [----] engagements "Two biggest tokenized stock providers Ondo Finance and Krakens xStocks rely on Alpaca to execute trades and hold underlying securities. https://thein.fo/4taBMoE https://thein.fo/4taBMoE" [X Link](https://x.com/theinformation/status/2017330743148486912) 2026-01-30T20:15Z 169.4K followers, [----] engagements "The Informations Seed Investors to Watch by @amir and @zoeSaintBernard https://www.theinformation.com/articles/the-informations-seed-investors-to-watchutm_source=twitter&utm_medium=page https://www.theinformation.com/articles/the-informations-seed-investors-to-watchutm_source=twitter&utm_medium=page" [X Link](https://x.com/theinformation/status/1192175302580961280) 2019-11-06T20:21Z 188.8K followers, [--] engagements "Exclusive: Online learning startup Udemy is planning to go public in October. Its targeting an initial valuation of between $6 billion and $8 billion @KateClarkTweets reports. https://www.theinformation.com/articles/online-learning-company-udemy-plans-october-ipoutm_source=twitter&utm_medium=page https://www.theinformation.com/articles/online-learning-company-udemy-plans-october-ipoutm_source=twitter&utm_medium=page" [X Link](https://x.com/theinformation/status/1441462970467426305) 2021-09-24T18:02Z 171.2K followers, [--] engagements "In the hyper-growth crypto sector pay attention to @chia_project @AudiusProject @trmlabs @zerion_io @QuickNode and @mojito_nft πͺ #ti50 https://www.theinformation.com/ti50utm_source=twitter&utm_medium=page_launch https://www.theinformation.com/ti50utm_source=twitter&utm_medium=page_launch" [X Link](https://x.com/theinformation/status/1458472030525747203) 2021-11-10T16:30Z 183.5K followers, [---] engagements "Chinas Top VC Firm Qiming Plans Leadership Transition Qiming Venture Partners one of Chinas leading venture firms is planning a major leadership transition as it prepares to raise a new $1 billion fund From @jingyanghk and @JuroOsawa https://www.theinformation.com/articles/chinas-top-vc-firm-qiming-plans-leadership-transitionutm_campaign=Editorial&utm_content=Article&utm_medium=organic_social&utm_source=twitter https://www.theinformation.com/articles/chinas-top-vc-firm-qiming-plans-leadership-transitionutm_campaign=Editorial&utm_content=Article&utm_medium=organic_social&utm_source=twitter" [X Link](https://x.com/theinformation/status/1859211074177757687) 2024-11-20T12:23Z 184.9K followers, [----] engagements "Robots That Dont Walk Are Making Strides Built by Kawasaki & Hiwin π Dexterity's Mech benefits from strong manufacturing partnerships. How these collaborations are enabling mass production: #Manufacturing https://www.theinformation.com/articles/robots-that-dont-walk-are-making-stridesutm_campaign=Editorial&utm_content=Newsletter%2CAI+Agenda&utm_medium=organic_social&utm_source=twitter https://www.theinformation.com/articles/robots-that-dont-walk-are-making-stridesutm_campaign=Editorial&utm_content=Newsletter%2CAI+Agenda&utm_medium=organic_social&utm_source=twitter" [X Link](https://x.com/theinformation/status/1901011774708609488) 2025-03-15T20:45Z 188.9K followers, [----] engagements "CIOs Face a Glut of AI Sellers Enterprises are forming AI "councils" for tool approvals. π‘ Slowing adoption pace as they evaluate impact on operations. Read about enterprise AI #ai https://www.theinformation.com/articles/cios-face-glut-ai-sellersutm_campaign=Editorial&utm_content=Newsletter%2CApplied+AI&utm_medium=organic_social&utm_source=twitter https://www.theinformation.com/articles/cios-face-glut-ai-sellersutm_campaign=Editorial&utm_content=Newsletter%2CApplied+AI&utm_medium=organic_social&utm_source=twitter" [X Link](https://x.com/theinformation/status/1901517606781104196) 2025-03-17T06:15Z 189.4K followers, [----] engagements "Chimes IPO Will Have Big Big Winners and Serious Losers Early investors like Crosslink Capital are poised for massive returns with a $6.4 million initial investment expected to yield hundreds of millions validating their early belief in Chime's mission. Read the analysis: #earlyinvestment https://www.theinformation.com/articles/chimes-ipo-will-big-big-winners-serious-losersutm_campaign=Editorial&utm_content=Article&utm_medium=organic_social&utm_source=twitter" [X Link](https://x.com/theinformation/status/1932433830981329305) 2025-06-10T13:45Z 184.2K followers, [----] engagements "Meta is aggressively recruiting AI talent including three Google DeepMind researchers who worked on a gold medal-winning Gemini model. Discover more: #airecruitment https://www.theinformation.com/articles/meta-hires-three-google-ai-researchers-worked-gold-medal-winning-modelutm_campaign=Editorial&utm_content=Article&utm_medium=organic_social&utm_source=twitter https://www.theinformation.com/articles/meta-hires-three-google-ai-researchers-worked-gold-medal-winning-modelutm_campaign=Editorial&utm_content=Article&utm_medium=organic_social&utm_source=twitter" [X Link](https://x.com/theinformation/status/1947790012575035753) 2025-07-22T22:45Z 182.2K followers, [----] engagements "Founders Fund and Dragoneer Investment Group have committed over $1 billion each to OpenAI's $30 billion funding installment. This signals strong investor confidence in the AI leader. Read the details: #AIinvesting https://www.theinformation.com/articles/founders-fund-dragoneer-commit-1-billion-plus-openai-dealutm_campaign=Editorial&utm_content=Article&utm_medium=organic_social&utm_source=twitter https://www.theinformation.com/articles/founders-fund-dragoneer-commit-1-billion-plus-openai-dealutm_campaign=Editorial&utm_content=Article&utm_medium=organic_social&utm_source=twitter" [X Link](https://x.com/theinformation/status/1948394017600737583) 2025-07-24T14:45Z 186.7K followers, [----] engagements "The quest for more AI power is pushing companies to build their own power plants and place facilities in remote areas as utilities are conservative about adding new capacity. Learn more about the challenges: https://thein.fo/3KpHNvL https://thein.fo/3KpHNvL" [X Link](https://x.com/theinformation/status/1974493476176757058) 2025-10-04T15:15Z 180.8K followers, 37K engagements "OpenAI CEO Sam Altman is pressing TSMC to free up more manufacturing capacity to produce the company's new AI chip with Broadcom. Read: https://thein.fo/4mW9mdv https://thein.fo/4mW9mdv" [X Link](https://x.com/theinformation/status/1978887432138358823) 2025-10-16T18:15Z 181.2K followers, 67.9K engagements "Benchmark nabs Ev Randle from Kleiner Perkins a key hire who brings expertise in larger funding rounds and bigger startups as the firm hunts for more AI deals. Learn more: https://thein.fo/47Psy8p https://thein.fo/47Psy8p" [X Link](https://x.com/theinformation/status/1985048023664144404) 2025-11-02T18:15Z 184.4K followers, [----] engagements "Dealmaker: Four Venture Capitalists on How AI Has Disrupted Dealmaking How Benchmark Kleiner Perkins and Index Partners are navigating the AI rush from finding founders to smaller stakes. Read more from @nmasc_ π https://thein.fo/3JKKqIr https://thein.fo/3JKKqIr" [X Link](https://x.com/theinformation/status/1985838723829768281) 2025-11-04T22:37Z 184.7K followers, [----] engagements "Crusoe forecasts about $47 billion in capital expenditures through [----] for its cloud business which will involve taking on billions of dollars in debt. The company is operating at a loss despite a valuation of $13 billion. https://thein.fo/3Lnj4bT https://thein.fo/3Lnj4bT" [X Link](https://x.com/theinformation/status/1987947133794734116) 2025-11-10T18:15Z 180.4K followers, [----] engagements "The Electric: Why Is Archer Aviation So Slow Getting Its Aircraft In the Air Three times over the las year Archer Aviation has canceled public exhibitions of its air taxi Midnight ceding the limelight to rival Joby Aviation. Read more from @SteveLeVine π https://thein.fo/48YicUj https://twitter.com/i/web/status/1998026046306718099 https://thein.fo/48YicUj https://twitter.com/i/web/status/1998026046306718099" [X Link](https://x.com/theinformation/status/1998026046306718099) 2025-12-08T13:45Z 189.2K followers, [----] engagements "The Big Read: Whatnot the live shopping startup has quietly amassed blue-chip investors like Andreessen Horowitz and Sequoia Capital and hauled in nearly $500 million this year valuing it at $11.5 billion. Full story here: https://thein.fo/4oKp3W5 https://thein.fo/4oKp3W5" [X Link](https://x.com/theinformation/status/1999596384199074036) 2025-12-12T21:45Z 180.6K followers, [----] engagements "Amazon is in talks to invest $10 billion or more in OpenAI as part of a massive new funding effort. The startup has already raised more than $60 billion from investors including Thrive Capital and SoftBank. Full story here: https://thein.fo/4qcdrfF https://thein.fo/4qcdrfF" [X Link](https://x.com/theinformation/status/2002019867889729906) 2025-12-19T14:15Z 189.8K followers, [----] engagements "Codegen was an early mover in building autonomous coding agents that complete tasks with minimal oversight. It previously raised $16.2 million from investors including Thrive Capital and Adam DAngelo. Read the exclusive: https://thein.fo/4av1H3n https://thein.fo/4av1H3n" [X Link](https://x.com/theinformation/status/2004201737272361241) 2025-12-25T14:45Z 189.8K followers, [----] engagements "Exclusive: Elon Musks xAI Buys Building for Third Supersized Data Center Elon Musks xAI is developing a third supersized data center dubbed Macroharder. Read more from @theo_wayt π https://www.theinformation.com/articles/elon-musks-xai-buys-building-third-supersized-data-centerutm_campaign=Editorial&utm_content=Exclusive&utm_medium=organic_social&utm_source=twitter https://www.theinformation.com/articles/elon-musks-xai-buys-building-third-supersized-data-centerutm_campaign=Editorial&utm_content=Exclusive&utm_medium=organic_social&utm_source=twitter" [X Link](https://x.com/theinformation/status/2006094418663571623) 2025-12-30T20:05Z 177.9K followers, [----] engagements "Property records show an xAI subsidiary acquired a warehouse in Southaven Mississippi for a new facility dubbed Macroharder. Details here: https://thein.fo/4jhdVyW https://thein.fo/4jhdVyW" [X Link](https://x.com/theinformation/status/2007176331176358390) 2026-01-02T19:45Z 177.4K followers, [----] engagements "Leadership drama at Sequoia Capital and Apples struggle to modernize Siri were among the most popular non-AI narratives that captured attention this past year. See the top 20: https://thein.fo/4smAFBM https://thein.fo/4smAFBM" [X Link](https://x.com/theinformation/status/2007825610211500183) 2026-01-04T14:45Z 180.3K followers, [----] engagements "Brookfield is pitching its AI cloud to governments and companies that want to store data locally. It is already working with Deutsche Telekom on a data center in Germany. Full story: https://thein.fo/4pm1fIu https://thein.fo/4pm1fIu" [X Link](https://x.com/theinformation/status/2008240849411363279) 2026-01-05T18:15Z 183.4K followers, [----] engagements "OpenAIs potential IPO still has skeptics despite its massive consumer success @jessicalessin reports from @wef in #Davos. "There is still a lot of long term skepticism about players like OpenAI. whether that changes by the time they hit the public markets you know time will tell." https://twitter.com/i/web/status/2013740921896960266 https://twitter.com/i/web/status/2013740921896960266" [X Link](https://x.com/theinformation/status/2013740921896960266) 2026-01-20T22:30Z 177.4K followers, [----] engagements "Will companies build their own software instead of buying it @MongoDB CEO @cj_mongodb discusses the threat AI poses to traditional SaaS: "Am I going to build my own CRM We do see some companies. who say I'm just going to build a bunch of applications myself and I don't need a package software." https://twitter.com/i/web/status/2014103311993983066 https://twitter.com/i/web/status/2014103311993983066" [X Link](https://x.com/theinformation/status/2014103311993983066) 2026-01-21T22:30Z 178.3K followers, [----] engagements "Founded by ex-OpenAI researchers Applied Compute is discussing a new round led by Kleiner Perkins at a $1.3B valuation. https://thein.fo/49zC5l2 https://thein.fo/49zC5l2" [X Link](https://x.com/theinformation/status/2014348595567165677) 2026-01-22T14:45Z 190K followers, [----] engagements "Anthropic projected $4.5 billion in [----] revenuenearly [--] times last years totaleven as higher compute costs weighed on margins. https://thein.fo/3NzOEnQ https://thein.fo/3NzOEnQ" [X Link](https://x.com/theinformation/status/2014771380156272961) 2026-01-23T18:45Z 171K followers, [----] engagements "Capital Ones Brex acquisition for $5.15 billion is a win in the current market Managing Editor @lauramandaro reports. First of all there's cash which doesn't hurt. And in Capital One stock. And Capital One stock's been up in the last year" [X Link](https://x.com/theinformation/status/2014828103290269829) 2026-01-23T22:30Z 173.1K followers, [----] engagements "What OpenAI President Greg Brockmans personal diaries reveal about him: "He's musing about his legacy. He seems to care about his place among this crowd that he calls the 'Kings of AI.'" @jemimacmcevoy" [X Link](https://x.com/theinformation/status/2015077287947833542) 2026-01-24T15:00Z 172.1K followers, 17.8K engagements "Exclusive: OpenAI is preparing a new enterprise-focused offering designed to help large companies overhaul their systems and adopt AI across operations. Read more from @KevKubernetes and @SriMuppidi π https://thein.fo/3LUDYj7 https://thein.fo/3LUDYj7" [X Link](https://x.com/theinformation/status/2015093508793676115) 2026-01-24T16:05Z 187.7K followers, [----] engagements "Kleiner Perkins is in talks to lead a new round in Applied Compute an AI startup founded by former OpenAI researchers at a $1.3B valuation. https://thein.fo/49zC5l2 https://thein.fo/49zC5l2" [X Link](https://x.com/theinformation/status/2015118659178373601) 2026-01-24T17:45Z 190K followers, [----] engagements "Anthropics updated margin outlook now trails OpenAIs highlighting efficiency as a growing point of competition among AI labs. https://thein.fo/3NzOEnQ https://thein.fo/3NzOEnQ" [X Link](https://x.com/theinformation/status/2015156415426404452) 2026-01-24T20:15Z 171K followers, [----] engagements "Most of Anthropics growth is coming from businesses using its models via APIs and enterprise tools not consumer subscriptions. https://thein.fo/3NzOEnQ https://thein.fo/3NzOEnQ" [X Link](https://x.com/theinformation/status/2015413100405510171) 2026-01-25T13:15Z 172.7K followers, [----] engagements "OpenAI executives say the companys next phase includes AI that can manage projects and act as an operating layer for knowledge work. https://thein.fo/4buoqgH https://thein.fo/4buoqgH" [X Link](https://x.com/theinformation/status/2015428196338995441) 2026-01-25T14:15Z 174.4K followers, [----] engagements "OpenAI is moving to counter Anthropics growing reputation as the go-to AI provider for businesses especially in coding and workplace automation. https://thein.fo/3LUDYj7 https://thein.fo/3LUDYj7" [X Link](https://x.com/theinformation/status/2015518798690869722) 2026-01-25T20:15Z 171K followers, [----] engagements "Meta is recruiting AI compute talent with backgrounds in commodities energy and prediction markets. https://thein.fo/4qC3JDY https://thein.fo/4qC3JDY" [X Link](https://x.com/theinformation/status/2015541187885592919) 2026-01-25T21:44Z 171.5K followers, [----] engagements "AI Agenda: Why OpenAI Is Doubling Down on Enterprises OpenAI is ramping up its push into enterprise sales pitching CEOs and large companies as it looks for faster revenue growth beyond consumer ChatGPT. Read more from @Steph_Palazzolo π https://thein.fo/3YZAora https://thein.fo/3YZAora" [X Link](https://x.com/theinformation/status/2015851002314829876) 2026-01-26T18:15Z 180.2K followers, [----] engagements "With ChatGPT growth slowing OpenAI is doubling down on selling AI tools to businesses in an effort to reach its ambitious revenue targets. https://thein.fo/49VsnZj https://thein.fo/49VsnZj" [X Link](https://x.com/theinformation/status/2015869875617464479) 2026-01-26T19:30Z 171.8K followers, [----] engagements "Nvidia is investing $2 billion into CoreWeave so it can build data centers faster. Cloud reporter @anissagardizy8 discusses the impact of the deal: "It's a huge vote of confidence from Nvidia in CoreWeave which isn't too surprising but maybe will help CoreWeave get other partners on board" https://twitter.com/i/web/status/2015886351447597235 https://twitter.com/i/web/status/2015886351447597235" [X Link](https://x.com/theinformation/status/2015886351447597235) 2026-01-26T20:35Z 189.3K followers, [----] engagements "With AI devices from OpenAI and smart glasses from Meta already in motion Apple is preparing its own wearable response. https://thein.fo/4k0nxyA https://thein.fo/4k0nxyA" [X Link](https://x.com/theinformation/status/2015888743580741915) 2026-01-26T20:45Z 181.9K followers, [----] engagements "Can OpenAI win over the enterprise from Anthropic "Enterprises like predictability enterprises like boring And by that I mean not pulling things out every week to show people and just staying focused on a very specific set of products." @KevKubernetes" [X Link](https://x.com/theinformation/status/2015892671944941603) 2026-01-26T21:00Z 172.7K followers, [----] engagements "OpenAI is floating a $60 CPM for ads on ChatGPT. "That's how much you're paying to advertise on like Sunday Night Football on streaming and like really kind of high visibility very premium ad inventory." @anngehan" [X Link](https://x.com/theinformation/status/2015907755463242032) 2026-01-26T22:00Z 184.4K followers, [----] engagements "OpenAI has rolled out a new whistleblower policy that goes further than Anthropics potentially setting a new bar for how AI companies handle internal complaints. https://thein.fo/49XWWgH https://thein.fo/49XWWgH" [X Link](https://x.com/theinformation/status/2016258690865623305) 2026-01-27T21:15Z 174.1K followers, [----] engagements "Anthropic CEO Dario Amodei's recent essay warns of scary AI risks. Our Editor-in-Chief @jessicalessin shares her takeaways: "It's sort of an intentional fear mongering right Like Dario does want to light a fire around what he sees as a major inaction in regulation."" [X Link](https://x.com/theinformation/status/2016277667465552180) 2026-01-27T22:30Z 183.8K followers, [----] engagements "Why is Nvidia deepening its ties to CoreWeave @dslevy General Partner at Porch Capital explains: "Nvidia feels a little bit of pressure from Google TPUs and you know they want to make sure they are still able to influence the direction of the hardware that's used for inferencing." https://twitter.com/i/web/status/2016285217208652225 https://twitter.com/i/web/status/2016285217208652225" [X Link](https://x.com/theinformation/status/2016285217208652225) 2026-01-27T23:00Z 189.3K followers, [----] engagements "Exclusive: Anthropic has hiked its [----] revenue forecast 20% as it seeks to narrow the gap with OpenAI. Read more from @SriMuppidi π https://thein.fo/4k1M1HL https://thein.fo/4k1M1HL" [X Link](https://x.com/theinformation/status/2016320971590730192) 2026-01-28T01:22Z 172.6K followers, [----] engagements "Exclusive: Anthropic raised its long-term revenue forecast sharply projecting sales could reach $55 billion in [----] as it narrows the gap with OpenAI. https://thein.fo/4q5wW9l https://thein.fo/4q5wW9l" [X Link](https://x.com/theinformation/status/2016560696104796175) 2026-01-28T17:15Z 183.2K followers, 117.1K engagements "OpenAIs flagship ChatGPT Agent failed to hit internal adoption goals after CEO Sam Altman predicted [----] would be the year of agents. https://thein.fo/4kbi1cA https://thein.fo/4kbi1cA" [X Link](https://x.com/theinformation/status/2016613521367159033) 2026-01-28T20:45Z 171.7K followers, [----] engagements "China is definitely investable. In a conversation with The Information Qiming VC partner Duane Kuang says recent Chinese AI IPOs show U.S. investors may be missing a major opportunity. https://thein.fo/3MaSJi1 https://thein.fo/3MaSJi1" [X Link](https://x.com/theinformation/status/2017292994659934427) 2026-01-30T17:45Z 187.6K followers, [----] engagements ".@Waabi_ai CEO @RaquelUrtasun discusses its $250M deal with Uber to deploy [-----] robotaxis. "We will have a single AI system a single physical AI platform single brain that will actually drive both robotaxis as well as trucks."" [X Link](https://x.com/theinformation/status/2017349761133691000) 2026-01-30T21:30Z 180.4K followers, 12.9K engagements "Anthropic is beating OpenAI right now according to @mvpeers. "OpenAI is run by these people who are like puppies." ". they see something 'oh I have to do that.' I'm going to make hardware. I'm going to build data centers. there's no focus."" [X Link](https://x.com/theinformation/status/2017357327909736599) 2026-01-30T22:00Z 189.1K followers, 43.8K engagements "As SpaceX and Blue Origin push for long-term space settlement a new field of research is emerging. "If we want to establish ourselves for any period of time in space we can no longer ignore the question of reproduction in space. It's such a fundamental core identity of being human." @AmyDMarcus https://twitter.com/i/web/status/2017364820807303398 https://twitter.com/i/web/status/2017364820807303398" [X Link](https://x.com/theinformation/status/2017364820807303398) 2026-01-30T22:30Z 171.3K followers, [----] engagements "A growing wave of AI neolabs is betting OpenAI and Anthropic are missing the next breakthrough. https://thein.fo/3LIzvAe https://thein.fo/3LIzvAe" [X Link](https://x.com/theinformation/status/2017587428203086041) 2026-01-31T13:15Z 189.2K followers, 54.3K engagements "Delayed cash flow profitability could complicate Anthropics IPO timing even as bankers expect it could go public as soon as late this year. https://thein.fo/4q5wW9l https://thein.fo/4q5wW9l" [X Link](https://x.com/theinformation/status/2017602530901885139) 2026-01-31T14:15Z 189.8K followers, [----] engagements "Amazon a potential new investor in OpenAI is in talks to invest more than $10 billion and possibly over $20 billion. https://thein.fo/3LVnyHu https://thein.fo/3LVnyHu" [X Link](https://x.com/theinformation/status/2017655371297333635) 2026-01-31T17:45Z 189.2K followers, 84K engagements "OpenAIs models proved better at synthesizing information than taking real-world actions on users computers. https://thein.fo/4kbi1cA https://thein.fo/4kbi1cA" [X Link](https://x.com/theinformation/status/2017670472805109916) 2026-01-31T18:45Z 172.6K followers, [----] engagements "OpenAIs new whistleblower policy goes further than Anthropics by clarifying who handles complaints and outlining protections across multiple countries. https://thein.fo/49XWWgH https://thein.fo/49XWWgH" [X Link](https://x.com/theinformation/status/2017685578716786827) 2026-01-31T19:45Z 171.7K followers, [----] engagements "Anthropics Cowork promises to bring agentic AI to nonprogrammers. In practice it still demands patience technical comfort and a lot of hand-holding. https://thein.fo/3Zdwk6D https://thein.fo/3Zdwk6D" [X Link](https://x.com/theinformation/status/2017700676436992232) 2026-01-31T20:45Z 171.2K followers, [----] engagements "UiPaths shares are down about 80% since [----] illustrating how tough the market has become for automation software companies. https://thein.fo/465axBQ https://thein.fo/465axBQ" [X Link](https://x.com/theinformation/status/2017972462323966192) 2026-02-01T14:45Z 172.9K followers, [----] engagements "Weekend: The priest who advised on Claude's soul. Read more from @AbeBrown716 π https://thein.fo/4qPa2UJ https://thein.fo/4qPa2UJ" [X Link](https://x.com/theinformation/status/2017980023404200111) 2026-02-01T15:15Z 171.9K followers, [----] engagements "Concerns that AI tools could replace or weaken traditional software subscriptions are dampening appetite from public market and private buyers. https://thein.fo/49XD2mh https://thein.fo/49XD2mh" [X Link](https://x.com/theinformation/status/2018010217556951443) 2026-02-01T17:15Z 172.9K followers, [----] engagements "Anthropic still expects to become cash flow positive before OpenAI which previously projected profitability closer to [----]. https://thein.fo/4q5wW9l https://thein.fo/4q5wW9l" [X Link](https://x.com/theinformation/status/2018025307706454456) 2026-02-01T18:15Z 177K followers, [----] engagements "Org Chart: AWS quietly reorganized its AI org around agents betting that software that can act on users behalf will become its next multibillion-dollar business. Read more from @catherineperlo1 π https://thein.fo/3NJmjf4 https://thein.fo/3NJmjf4" [X Link](https://x.com/theinformation/status/2018040414289166462) 2026-02-01T19:15Z 172.7K followers, [----] engagements "Using Anthropics Cowork felt less like installing a tool and more like onboarding a new coworkerone that needs constant guidance. https://thein.fo/3Zdwk6D https://thein.fo/3Zdwk6D" [X Link](https://x.com/theinformation/status/2018055512470822928) 2026-02-01T20:15Z 172.8K followers, [----] engagements "Anthropics whistleblower policy focuses narrowly on safety violations and does not include a response timeline according to advocacy groups. https://thein.fo/49XWWgH https://thein.fo/49XWWgH" [X Link](https://x.com/theinformation/status/2018063055444230444) 2026-02-01T20:45Z 173.1K followers, [----] engagements "Another senior OpenAI researcher has left to start a company outside the frontier labs. https://thein.fo/3LIzvAe https://thein.fo/3LIzvAe" [X Link](https://x.com/theinformation/status/2018070607376630074) 2026-02-01T21:15Z 185.3K followers, [----] engagements "Satya Nadella has been personally testing Clawdbot an open-source AI tool powered by Anthropic models to automate desktop tasks. https://thein.fo/4bkW20l https://thein.fo/4bkW20l" [X Link](https://x.com/theinformation/status/2018078157530620176) 2026-02-01T21:45Z 189.1K followers, [----] engagements "Org Chart: AWS CEO Matt Garman created a standalone agent-focused AI group carving it out from more mature products like SageMaker and Bedrock. https://thein.fo/3ZbVCSI https://thein.fo/3ZbVCSI" [X Link](https://x.com/theinformation/status/2018085453019095143) 2026-02-01T22:14Z 174.4K followers, [----] engagements "True Value: Microsoft stock looks too cheap in the wake of last weeks selloff given the AI potential of both its software businesses and Azure. Read more from @AnitaRamaswamy π https://thein.fo/4a5f5cz https://thein.fo/4a5f5cz" [X Link](https://x.com/theinformation/status/2018342440705401144) 2026-02-02T15:15Z 175.8K followers, [----] engagements "OpenAI may try to salvage its agent ambitions through its Atlas browser which uses similar underlying technology. https://thein.fo/4kbi1cA https://thein.fo/4kbi1cA" [X Link](https://x.com/theinformation/status/2018357518922133665) 2026-02-02T16:15Z 174.2K followers, [----] engagements "Today on TITV: -How a big agent bet reshaped AWS @catherineperlo1 -SpaceX seeks FCC approval in data center push @theo_wayt -Everywhere Ventures GP @annawbarber on current state of play in venture capital -Oracle to raise up to $50B for cloud expansion @anissagardizy8 -Inside the OpenClaw and Moltbook craze @rocketalignment πΊ Tune in at [--] am PT / [--] pm ET on X or https://thein.fo/4nn33AK https://thein.fo/4nn33AK" [X Link](https://x.com/theinformation/status/2018372640075874306) 2026-02-02T17:15Z 175.9K followers, [----] engagements "Today on TITV: -How a big agent bet reshaped AWS @catherineperlo1 -SpaceX seeks FCC approval in data center push @theo_wayt -Everywhere Ventures GP @annawbarber on current state of play in venture capital -Oracle to raise up to $50B for cloud expansion @anissagardizy8 -Inside the OpenClaw and Moltbook craze @rocketalignment The Information TITV February [--] [----] https://t.co/J1EaUzfHYx The Information TITV February [--] [----] https://t.co/J1EaUzfHYx" [X Link](https://x.com/theinformation/status/2018384349834494266) 2026-02-02T18:01Z 176.8K followers, [----] engagements "Cline develops an open-source coding assistant that underpins several enterprise vibe coding tools. Read about the senior staffers who left for OpenAI. https://thein.fo/3LIOkCR https://thein.fo/3LIOkCR" [X Link](https://x.com/theinformation/status/2018402806231597154) 2026-02-02T19:15Z 174.1K followers, [----] engagements "Anthropics projected training spend through [----] would reach nearly three-quarters of what OpenAI forecast it would spend over the same period. https://thein.fo/4q5wW9l https://thein.fo/4q5wW9l" [X Link](https://x.com/theinformation/status/2018417901967987173) 2026-02-02T20:15Z 177.2K followers, [----] engagements "AI shopping is triggering unlikely alliances as tech retail and payments firms circle one common target: Amazon. https://thein.fo/4bs0lXH https://thein.fo/4bs0lXH" [X Link](https://x.com/theinformation/status/2018425453170643023) 2026-02-02T20:45Z 174.2K followers, [----] engagements "Amazon is reshaping AWS leadership to accelerate AI development. Reporter @catherineperlo1 explains the shift in focus: "AWS CEO Matt Garman said he sees agents as like a multi-billion dollar opportunity for AWS but it has led to a little bit of duplication a little bit of hiccups along the way." https://twitter.com/i/web/status/2018440051613467067 https://twitter.com/i/web/status/2018440051613467067" [X Link](https://x.com/theinformation/status/2018440051613467067) 2026-02-02T21:43Z 178.5K followers, [----] engagements "Oracle is raising $50B for data center expansion but not only for OpenAI. "Oracle said we should expect that this money will go toward data centers for TikTok AMD Elon Musk's xAI and Nvidia." ".they want to make sure that people know OpenAI is not the only beneficiary here." @anissagardizy8 https://twitter.com/i/web/status/2018451981916922236 https://twitter.com/i/web/status/2018451981916922236" [X Link](https://x.com/theinformation/status/2018451981916922236) 2026-02-02T22:30Z 181K followers, 12.2K engagements "This new funding would significantly widen OpenAIs capital lead over rival Anthropic which expects revenue to overtake OpenAIs by [----]. https://thein.fo/3LVnyHu https://thein.fo/3LVnyHu" [X Link](https://x.com/theinformation/status/2018455391160410493) 2026-02-02T22:44Z 181.4K followers, [----] engagements "SpaceX is acquiring xAI for $250B. What does that mean for the companys IPO prospects @Jessicalessin joins TITV for analysis" [X Link](https://x.com/theinformation/status/2018495745603911844) 2026-02-03T01:24Z 179.1K followers, [----] engagements "Chinas AI sector isnt overheatedits underbuilt. In an interview with The Information Duane Kuang says slower commercialization today could mean stronger long-term value. https://thein.fo/3MaSJi1 https://thein.fo/3MaSJi1" [X Link](https://x.com/theinformation/status/2018674593750188514) 2026-02-03T13:15Z 187.5K followers, [----] engagements "Inside Musks Megamerger: Musks SpaceX-xAI deal is an ambitious bet that the future of AI compute is in space. But it could complicate the company's IPO story. Read more from @CoryWeinberg @Theo_Wayt @MilesKruppa @Amir and @Katie_Roof π https://thein.fo/4rxxUwk https://thein.fo/4rxxUwk" [X Link](https://x.com/theinformation/status/2018682150967517310) 2026-02-03T13:45Z 180.1K followers, 17.2K engagements "Exclusive: Stripes big crypto bet has exposed it to scammers and sanctions. Read more from @MichaelRoddan and @Yueqi_Yang π https://thein.fo/4aaWyfc https://thein.fo/4aaWyfc" [X Link](https://x.com/theinformation/status/2018688932372774963) 2026-02-03T14:12Z 178.5K followers, [----] engagements "The Information TITV February [--] [----] https://x.com/i/broadcasts/1eaJbjawmkoJX https://x.com/i/broadcasts/1eaJbjawmkoJX" [X Link](https://x.com/theinformation/status/2018746330253033518) 2026-02-03T18:00Z 178.7K followers, [----] engagements "Today on TITV: -Musks merger: SpaceX acquires xAI for $250B @theo_wayt & @coryweinberg -Will SpaceX IPO usher in more space stock IPOs Craig Moffett Co-Founder of MoffettNathanson -Inside Palantirs AI-driven business Brent Thill Tech Sector Leader at Jefferies -Disney taps Josh DAmaro as next CEO succeeding Bob Iger @mvpeers Co-Executive Editor The Information TITV February [--] [----] https://t.co/Wu70TomkTO The Information TITV February [--] [----] https://t.co/Wu70TomkTO" [X Link](https://x.com/theinformation/status/2018746893996593470) 2026-02-03T18:02Z 178.8K followers, [----] engagements "Amazon has spent the past year reshaping AWSs AI leadership pulling mature products like SageMaker and Bedrock apart to accelerate work on AI agents for businesses. https://thein.fo/3LY5MmV https://thein.fo/3LY5MmV" [X Link](https://x.com/theinformation/status/2018758387878539344) 2026-02-03T18:48Z 179.2K followers, [----] engagements "Elon Musk pushed through a merger valuing SpaceX at $1T and xAI at $250B tying his most profitable company to his most cash-hungry one. https://thein.fo/4rzs8KF https://thein.fo/4rzs8KF" [X Link](https://x.com/theinformation/status/2018780296661901385) 2026-02-03T20:15Z 179.8K followers, [----] engagements "True Value: Slower Azure growth spooked investors but Microsofts broader business mix looks healthier than the stock suggests. https://thein.fo/4a8UrZf https://thein.fo/4a8UrZf" [X Link](https://x.com/theinformation/status/2018787841585606679) 2026-02-03T20:45Z 179.1K followers, [----] engagements "Stripes stablecoin card rollout was paused after scammers flooded the program according to internal messages reviewed by The Information. https://thein.fo/4aaWyfc https://thein.fo/4aaWyfc" [X Link](https://x.com/theinformation/status/2018795394461778230) 2026-02-03T21:15Z 179.4K followers, [----] engagements "How are investors reacting to the SpaceX-xAI merger "For the investors that we speak to that were involved in SpaceX already there's a lot of grumbling about this is not really what they wanted." Craig Moffett Co-Founder of MoffettNathanson" [X Link](https://x.com/theinformation/status/2018833227759108292) 2026-02-03T23:45Z 180.4K followers, [----] engagements "Today on TITV: -@Ubers incoming CFO @_balaji_km joins for an exclusive interview -Inside the U.S.-China chip trade war @crmiller1 Author of 'Chip War' -OpenAI-Amazon weigh new commercial deal @anissagardizy8 & @catherineperlo1 The Information -Wall Street dumps software stocks amid AI fears @kenbrown12 Finance Editor πΊ Tune in at [--] am PT / [--] pm ET on X or https://thein.fo/4nn33AK https://thein.fo/4nn33AK" [X Link](https://x.com/theinformation/status/2019097423746871737) 2026-02-04T17:15Z 182.9K followers, [----] engagements "The Information Finance: Why Big Tech Companies Are Racing to Fund OpenAI Read more from Ken Brown π https://thein.fo/4qlrDCF https://thein.fo/4qlrDCF" [X Link](https://x.com/theinformation/status/2019101186456965149) 2026-02-04T17:30Z 182.9K followers, [----] engagements "Today on TITV: -@Ubers incoming CFO @_balaji_km joins for an exclusive interview -Inside the U.S.-China chip trade war @crmiller1 Author of 'Chip War' -OpenAI-Amazon weigh new commercial deal @anissagardizy8 & @catherineperlo1 The Information -Wall Street dumps software stocks amid AI fears @kenbrown12 Finance Editor The Information TITV February [--] [----] https://t.co/WYXYtO3GUU The Information TITV February [--] [----] https://t.co/WYXYtO3GUU" [X Link](https://x.com/theinformation/status/2019109898177397046) 2026-02-04T18:04Z 185.4K followers, [----] engagements "Amazon is discussing a deal that would give it customized access to OpenAIs models for its own AI products. https://thein.fo/4kcAxRy https://thein.fo/4kcAxRy" [X Link](https://x.com/theinformation/status/2019112514567410064) 2026-02-04T18:15Z 182.2K followers, [----] engagements "AI Agenda: Chinas Response To Googles Genie; Why This OpenAI Researcher Left to Start a Competitor Read more from @JuroOsawa π https://thein.fo/45O2VDO https://thein.fo/45O2VDO" [X Link](https://x.com/theinformation/status/2019120035889922119) 2026-02-04T18:45Z 182.1K followers, [----] engagements "Stripes biggest crypto bet is already running into fraud and sanctions risks tied to stablecoin payments. https://thein.fo/4aaWyfc https://thein.fo/4aaWyfc" [X Link](https://x.com/theinformation/status/2019135133756866804) 2026-02-04T19:45Z 182.1K followers, [----] engagements "Reverse CFIUS rules have scared off U.S. capital from China. In conversation with our Asia Bureau Chef Jing Yang Duane Kuang says the regulations look tougher than they actually are. https://thein.fo/3MaSJi1 https://thein.fo/3MaSJi1" [X Link](https://x.com/theinformation/status/2019142684946858143) 2026-02-04T20:15Z 187.5K followers, [----] engagements "SpaceX executives told investors the xAI merger wont delay its planned IPO even as some shareholders reacted with skepticism. https://thein.fo/4rzs8KF https://thein.fo/4rzs8KF" [X Link](https://x.com/theinformation/status/2019157783317254258) 2026-02-04T21:15Z 182.1K followers, [----] engagements "Incoming @Uber CFO @_balaji_km weighs in on Tesla's autonomous ambitions. "Their incident rate is effectively where Waymo's incidents rates were in Q1 of [----]. So on that basis it looks like they are about three years behind."" [X Link](https://x.com/theinformation/status/2019172988638114168) 2026-02-04T22:15Z 189.1K followers, [----] engagements "China is facing a massive domestic manufacturing gap for AI chips. @crmiller1 author of "Chip War" discusses the challenge: "Best estimates are that the US plus Taiwan are going to produce something like [--] times the number of AI accelerators quality adjusted as China is."" [X Link](https://x.com/theinformation/status/2019176790011359455) 2026-02-04T22:30Z 183.7K followers, 12.2K engagements "Amazon is weighing a deal with OpenAI looking for more "special sauce" in its AI models. "There's been concern from Amazon leaders that their products. could just be perceived as like an Anthropic wrapper. @catherineperlo1" [X Link](https://x.com/theinformation/status/2019184373740789798) 2026-02-04T23:00Z 182.9K followers, [----] engagements "Why is Wall Street dumping software stocks Senior Finance Editor @kenbrown12 explains the shift in investor sentiment" [X Link](https://x.com/theinformation/status/2019199469707780234) 2026-02-05T00:00Z 182.7K followers, [----] engagements "Nvidia wont release a new graphics chip for gamers this year due to a deepening global shortage of memory chips caused by the AI boom. Read more from @WayneMa and @QianerLiu π https://thein.fo/3MqYGYa https://thein.fo/3MqYGYa" [X Link](https://x.com/theinformation/status/2019422033671602600) 2026-02-05T14:45Z 185K followers, [----] engagements "AWS brought in executives from Microsoft and Stripe to lead key enterprise agent and search tools. https://thein.fo/3LY5MmV https://thein.fo/3LY5MmV" [X Link](https://x.com/theinformation/status/2019445416178164097) 2026-02-05T16:18Z 185.3K followers, [----] engagements "Stablecoins promise borderless payments but Stripes experience shows how fast fraud and compliance risks surface. https://thein.fo/4aaWyfc https://thein.fo/4aaWyfc" [X Link](https://x.com/theinformation/status/2019452232576520232) 2026-02-05T16:45Z 184.9K followers, [----] engagements "Internal data shows Meta's Avocado model outperforms top open-source rivals even before specialized training. Full story here: https://thein.fo/45Q86Dc https://thein.fo/45Q86Dc" [X Link](https://x.com/theinformation/status/2019463563769708701) 2026-02-05T17:30Z 185K followers, [----] engagements "Exclusive: OpenAI is hiring hundreds of AI consultants to help large companies build custom AI apps and agents. https://thein.fo/4r1SZiA https://thein.fo/4r1SZiA" [X Link](https://x.com/theinformation/status/2019474887622984171) 2026-02-05T18:15Z 184.3K followers, [----] engagements "Amazon is weighing a multibillion-dollar investment in OpenAI alongside talks for special technical access. https://thein.fo/4kcAxRy https://thein.fo/4kcAxRy" [X Link](https://x.com/theinformation/status/2019512620760343009) 2026-02-05T20:45Z 184.9K followers, [----] engagements "Nvidia is expected to skip its annual release of a new gaming chip for the first time in three decades. TITV Host @akashpasricha explains the pivot" [X Link](https://x.com/theinformation/status/2019522653824889115) 2026-02-05T21:24Z 185.4K followers, [----] engagements "PayPal has a governance problem according to @davidmarcus CEO of @lightspark and former PayPal President. First of all you need someone who understands payments deeply and have close to dictatorship type of authority to actually really revamp the company and rewire it" [X Link](https://x.com/theinformation/status/2019531662187520480) 2026-02-05T22:00Z 187.2K followers, [----] engagements "The "prisoner's dilemma" for big tech right now: If they don't spend on CapEx they're going to be ceding market at a very crucial moment." "Being early and wrong here can cost you money but being late and wrong can cost you the company." @SaanyaOjha @BainCapVC Partner" [X Link](https://x.com/theinformation/status/2019539164803346622) 2026-02-05T22:30Z 185.6K followers, [----] engagements "Dealmaker: Databricks Investors Are on IPO Watch theres a growing consensus that 12-year-old Databrickswhose initial public offering has been chatted about for yearscould take the step by the end of this year Read more from @CoryWeinberg π https://thein.fo/3NVqgxj https://thein.fo/3NVqgxj" [X Link](https://x.com/theinformation/status/2019563859397226976) 2026-02-06T00:08Z 179.7K followers, [----] engagements "AI Server Snags: How Nvidia and its customers finally conquered challenging setup issues with its new Blackwell chips. Read more from @QianerLiu @AnissaGardizy8 and @WayneMa π https://thein.fo/4alXVYp https://thein.fo/4alXVYp" [X Link](https://x.com/theinformation/status/2019776877854917020) 2026-02-06T14:15Z 186.3K followers, [----] engagements "As shopping shifts into AI apps Shopify benefits by taking a cut of transactions even with thinner margins. https://thein.fo/4bs0lXH https://thein.fo/4bs0lXH" [X Link](https://x.com/theinformation/status/2019784411890282883) 2026-02-06T14:45Z 186.5K followers, [----] engagements "Meta is seeing 10x compute efficiency gains with Avocado compared to its previous Maverick model. Learn more: https://thein.fo/45Q86Dc https://thein.fo/45Q86Dc" [X Link](https://x.com/theinformation/status/2019791969178812632) 2026-02-06T15:15Z 188.8K followers, [----] engagements "Amazon has leaned heavily on Anthropic but limits on customization have frustrated internal teams. https://thein.fo/4kcAxRy https://thein.fo/4kcAxRy" [X Link](https://x.com/theinformation/status/2019799524466704547) 2026-02-06T15:45Z 186.7K followers, [----] engagements "Rivals like Cursor and Anthropics Cowork are raising questions about Copilots long-term edge. https://thein.fo/4a8UrZf https://thein.fo/4a8UrZf" [X Link](https://x.com/theinformation/status/2019807083021869508) 2026-02-06T16:15Z 187.5K followers, [----] engagements "For the first time in [--] years Nvidia will go a full calendar year without launching a new gaming chip. https://thein.fo/4bDnNBj https://thein.fo/4bDnNBj" [X Link](https://x.com/theinformation/status/2019822176644255903) 2026-02-06T17:15Z 187.3K followers, [----] engagements "Nvidias Blackwell AI chips were far harder for customers to deploy than prior generations. https://thein.fo/4ayWwim https://thein.fo/4ayWwim" [X Link](https://x.com/theinformation/status/2019829713154330658) 2026-02-06T17:45Z 187.4K followers, [----] engagements "Today on TITV: -Bitcoin falls over 20% YTD: what went wrong @Yueqi_Yang -Amazon plans $200B capex in [----] Jason Helfstein Oppenheimer -How Nvidia & customers conquered Blackwell challenges @anissagardizy8 -@Affirm COO Michael Linford on reaching $1B in revenue in Q2 -OpenAI vs. Anthropic: Super Bowl ads & coding tools @nikogrupen Harvey -Editors Cut: Can SaaS make a comeback @mvpeers & @lauramandaro The Information TITV February [--] [----] https://t.co/boAFCq48RF The Information TITV February [--] [----] https://t.co/boAFCq48RF" [X Link](https://x.com/theinformation/status/2019834210731651404) 2026-02-06T18:02Z 187.7K followers, [----] engagements "Stripes stablecoin push exposes the company to legal banking and sanctions risks traditional fintechs cant ignore. https://thein.fo/4aaWyfc https://thein.fo/4aaWyfc" [X Link](https://x.com/theinformation/status/2019837263396409732) 2026-02-06T18:15Z 187.4K followers, [----] engagements "Exclusive: Microsoft's sales chief told staffers how they should respond to potential competition from an OpenAI product for automating white-collar work. Read more from @Kevkubernetes and @aaronpholmes π https://thein.fo/3ZR7uK2 https://thein.fo/3ZR7uK2" [X Link](https://x.com/theinformation/status/2019971916027629680) 2026-02-07T03:10Z 189.2K followers, 14.1K engagements "Musk says the merger supports his long-term vision of putting AI data centers in orbit to lower compute costs. https://thein.fo/4rzs8KF https://thein.fo/4rzs8KF" [X Link](https://x.com/theinformation/status/2020124146240303357) 2026-02-07T13:15Z 189.1K followers, [----] engagements "Stripe bought Bridge to ride the stablecoin wave. Now scammers and sanctions are testing how scalable that bet really is. https://thein.fo/4aaWyfc https://thein.fo/4aaWyfc" [X Link](https://x.com/theinformation/status/2020146792092815616) 2026-02-07T14:45Z 189.6K followers, [----] engagements "The current state of late-stage software investing according to Managing Editor @lauramandaro. "Right now when things are selling off so hard there is this philosophical question out there: is this the end of software"" [X Link](https://x.com/theinformation/status/2020150795371483355) 2026-02-07T15:00Z 189.1K followers, [----] engagements "PayPal and Stripe are everywhere in AI shopping deals leveraging wallets and massive merchant networks. https://thein.fo/4bs0lXH https://thein.fo/4bs0lXH" [X Link](https://x.com/theinformation/status/2020162140561138067) 2026-02-07T15:46Z 189K followers, [----] engagements "Following a major shakeup and a $14.3 billion investment in Scale AI Meta is seeing a technical turnaround in its AI development. Read: https://thein.fo/45Q86Dc https://thein.fo/45Q86Dc" [X Link](https://x.com/theinformation/status/2020177000183234971) 2026-02-07T16:45Z 189.6K followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@theinformation The InformationThe Information posts on X about open ai, ai, $googl, microsoft the most. They currently have [-------] followers and [----] posts still getting attention that total [-------] engagements in the last [--] hours.
Social category influence technology brands stocks finance #6184 social networks vc firms celebrities #7069 countries automotive brands cryptocurrencies exchanges
Social topic influence open ai #2152, ai #5874, $googl, microsoft #1445, meta, ipo, investment, tiktok, elon musk #1249, ceo #2335
Top accounts mentioned or mentioned by @stephpalazzolo @coryweinberg @nmasc @kateclarktweets @aaronpholmes @amir @anissagardizy8 @mvpeers @stevelevine @juroosawa @kyurieff @erinkwoo @jessicalessin @jingyanghk @jonvictor @srimuppidi @anitaramaswamy @kevkubernetes @qianerliu @theowayt
Top assets mentioned Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Meta Platforms, Inc. (META) Tesla, Inc. (TSLA) Salesforce Inc (CRM) Uber Technologies, Inc. (UBER) ServiceNow Inc (NOW) Bitcoin (BTC) Coinbase Global Inc. (COIN) Goldman Sachs (GS) IBM (IBM) Morgan Stanley (MS) Shopify Inc (SHOP)
Top posts by engagements in the last [--] hours
"Dealmaker: A Battery Ventures Buyout Shows VC-to-PE Path Battery Ventures bought VC-backed RetailNext for more than $100 million. @coryweinberg explains why we are likely to see more such VC-to-PE deals. Read more π"
X Link 2024-12-31T22:59Z 167.3K followers, [----] engagements
"Early investors like Index Ventures Greylock Partners and Kleiner Perkins are set to see profits exceeding $1.4 billion from the Figma IPO. Full story here: #techinvesting https://www.theinformation.com/articles/figma-ipo-set-windfall-silicon-valleys-biggest-namesutm_campaign=Editorial&utm_content=Article&utm_medium=organic_social&utm_source=twitter https://www.theinformation.com/articles/figma-ipo-set-windfall-silicon-valleys-biggest-namesutm_campaign=Editorial&utm_content=Article&utm_medium=organic_social&utm_source=twitter"
X Link 2025-07-28T20:15Z 166.3K followers, [----] engagements
"Kleiner Perkins recent check is one of the firm's largest and latest investments in a new company. The firm also invested in Databricks' financing which valued the company at $62 billion. More here: https://bit.ly/42aoJaL https://bit.ly/42aoJaL"
X Link 2025-09-06T14:45Z 165.9K followers, [----] engagements
"The shift to later-stage check-writing is a bet on where the best returns in AI will be. Kleiner Perkins' investment in Anthropic is a recent example of this trend. https://bit.ly/42aoJaL https://bit.ly/42aoJaL"
X Link 2025-09-07T15:45Z 164K followers, [----] engagements
"With the latest $13 billion funding round Anthropic's valuation now stands at $183 billion. More about the investment from Kleiner Perkins: https://bit.ly/42aoJaL https://bit.ly/42aoJaL"
X Link 2025-09-08T18:45Z 164K followers, [----] engagements
""It lies with confidence." IT giant Kyndryl tested Microsofts Security Copilot for six months before abandoning it. Kyndryl says the tool provided demonstrably false information to basic questions. Learn more: https://thein.fo/4nDEa3k https://thein.fo/4nDEa3k"
X Link 2025-11-04T17:45Z 163.8K followers, [----] engagements
"The surprising rise of Polymarketdespite having no revenue saw its valuation surge to $8 billion after the Intercontinental Exchange said it would invest up to $2 billion. Read last years Information [--] list: https://thein.fo/3Lg3XBb https://thein.fo/3Lg3XBb"
X Link 2025-11-06T14:45Z 162.8K followers, [----] engagements
"FC Viktoria Berlin's founders were inspired by Kara Nortman's Angel City business model of an independent women-owned soccer club when they decided to spin off the team as independent in [----]. Full article: https://thein.fo/3LsXxi9 https://thein.fo/3LsXxi9"
X Link 2025-11-15T15:45Z 167.4K followers, [----] engagements
"ClickUp CEO Zeb Evans believes consolidating enterprise software into one app gives its AI agents an advantage over competitors that struggle to tap information across different apps. Read: https://thein.fo/4av1H3n https://thein.fo/4av1H3n"
X Link 2025-12-26T15:45Z 164.4K followers, [----] engagements
"Despite raising $1.8 billion from investors like BlackRock and Tiger Global Groq struggled to compete with Nvidias market grip recently cutting its revenue projections. Under the new deal with Nvidia Groq CFO Simon Edwards will take over as CEO of the remaining entity. https://thein.fo/45rPgSt https://twitter.com/i/web/status/2005658850465054748 https://thein.fo/45rPgSt https://twitter.com/i/web/status/2005658850465054748"
X Link 2025-12-29T15:15Z 163.8K followers, [----] engagements
"Microsoft is positioning Anthropic as a first-class AI option inside Azure. https://thein.fo/49GLhD6 https://thein.fo/49GLhD6"
X Link 2026-01-18T13:15Z 162.7K followers, [----] engagements
"Exclusive: Thinking Machines lost five employees this weekincluding two co-foundersjust as it seeks funding at a $50B valuation. https://thein.fo/3LojH5v https://thein.fo/3LojH5v"
X Link 2026-01-18T18:45Z 165.9K followers, 11.2K engagements
"An all-hands meeting. A co-founder fired. Two researchers quit in Slackmid-meeting. Now investors are asking whether Thinking Machines can still justify a $50B valuation. https://thein.fo/3LojH5v https://thein.fo/3LojH5v"
X Link 2026-01-19T15:15Z 165.9K followers, [----] engagements
"With TikTok uncertainty largely resolved ByteDances valuation is back in the spotlight. https://thein.fo/3NinHoJ https://thein.fo/3NinHoJ"
X Link 2026-01-19T21:45Z 164.6K followers, [----] engagements
"Today on TITV: Davos [----] -Amazon CEO @ajassy joins @Jessicalessin from @wef in Davos -@MongoDBs new CEO CJ Desai talks growth playbook -Googles Gemini booms with developers @erinkwoo Google Reporter πΊ Tune in at [--] am PT / [--] pm ET on X or https://thein.fo/4nn33AK https://thein.fo/4nn33AK"
X Link 2026-01-20T17:15Z 166.1K followers, [----] engagements
"Applied AI: How xAI Plans to Automate White-Collar Workers How Elon Musks xAI plans to automate white-collar workers according to an employee. Read more from @theo_waytπ https://thein.fo/49QaYRD https://thein.fo/49QaYRD"
X Link 2026-01-20T19:45Z 164.1K followers, [----] engagements
"Exclusive: JPMorgan is moving to cut off fintech with questionable customers. Read more from @MichaelRoddan π https://thein.fo/4qwj34Y https://thein.fo/4qwj34Y"
X Link 2026-01-20T20:45Z 167.1K followers, [----] engagements
"ByteDances private-market valuation sits near $330B even as Chinese investors paid closer to a $480B valuation last fall. https://thein.fo/3NinHoJ https://thein.fo/3NinHoJ"
X Link 2026-01-20T21:15Z 166.8K followers, [----] engagements
"Exclusive: JPMorgan is winding down a fintech partnership over concerns about risky customers underscoring banks growing caution around crypto-linked payments firms. https://thein.fo/4sOSJEP https://thein.fo/4sOSJEP"
X Link 2026-01-20T22:45Z 167.1K followers, [----] engagements
"An xAI engineer says the company is developing AI workers designed to replace white-collar roles inside enterprisesand has been testing them internally. https://thein.fo/4jMLSrm https://thein.fo/4jMLSrm"
X Link 2026-01-21T13:15Z 166.6K followers, 22.2K engagements
"A new $150M fund Deep33 Ventures is targeting early-stage startups in quantum computing AI infrastructure energy and autonomous systems. https://thein.fo/4bIfggp https://thein.fo/4bIfggp"
X Link 2026-01-21T18:15Z 167.2K followers, [----] engagements
"Exclusive: Apple Developing AI Wearable Pin Apple is developing an AI-powered wearable pin the size of an AirTag which could be released next year as OpenAI plans its own AI devices. Read more from Wayne Ma and Qianer Liuπ https://thein.fo/4k0lHOc https://thein.fo/4k0lHOc"
X Link 2026-01-21T20:06Z 169.2K followers, 186.8K engagements
"OpenAI named former TML staffer Barret Zoph to lead the companys push to sell AI products to businesses as part of a broader reorganization. Read more from @Steph_Palazzolo and @erinkwoo π https://thein.fo/4buoqgH https://thein.fo/4buoqgH"
X Link 2026-01-21T22:45Z 165.9K followers, [----] engagements
"xAI aims to compete directly with Microsoft by building AI systems that autonomously create and manage software. https://thein.fo/4jMLSrm https://thein.fo/4jMLSrm"
X Link 2026-01-22T16:15Z 167K followers, 17K engagements
"JPMorgans pullback from Checkbook highlights how major banks are tightening scrutiny of fintechs that provide access to the U.S. financial system. https://thein.fo/4sOSJEP https://thein.fo/4sOSJEP"
X Link 2026-01-22T19:15Z 170.7K followers, [----] engagements
"Applied AI: OpenAI Plans to Take a Cut of Customers AI-Aided Discoveries OpenAIs CFO says the company will take a cut of the IP its AI helps customers invent. Read more from @Amir π https://thein.fo/45s3Mdb https://thein.fo/45s3Mdb"
X Link 2026-01-22T20:15Z 169.7K followers, 35.1K engagements
"First on The Information: OpenAI has begun lining up advertisers ahead of a February launch of ads inside ChatGPT according to people familiar with the rollout. https://thein.fo/4t6hzQS https://thein.fo/4t6hzQS"
X Link 2026-01-22T21:45Z 169.9K followers, [----] engagements
"Is TikTok losing its grip on the creator economy I think Instagram has a more robust ecosystem. YouTube with their shorts program has a more robust ecosystem where you can bring people into your long form. TikTok is really just not conducive to building that community. @JKaplan1 CEO of @smoothmedia_ https://twitter.com/i/web/status/2014745188082614595 https://twitter.com/i/web/status/2014745188082614595"
X Link 2026-01-23T17:00Z 168.7K followers, [----] engagements
"Mark Zuckerberg has expanded his list of direct reports to include the two co-heads of Metas new AI computing group. See the new org chart. https://thein.fo/4qC3JDY https://thein.fo/4qC3JDY"
X Link 2026-01-23T17:41Z 169.9K followers, [----] engagements
".@GeneralFusion is going public via a $1B SPAC deal. CEO Greg Twinney on the race for commercial fusion: "The prize for fusion is massive. the market size that has been estimated is in the trillion-dollar range. And the companies that are first to achieve commercial fusion and take a big chunk of that market everybody's moving fast." https://twitter.com/i/web/status/2014775304498131316 https://twitter.com/i/web/status/2014775304498131316"
X Link 2026-01-23T19:00Z 170.8K followers, [----] engagements
"Exclusive: Crypto exchanges are creating a parallel market for U.S. stocks by offering tokenized versions overseasbeyond the reach of U.S. regulators. https://thein.fo/4tc2ZHA https://thein.fo/4tc2ZHA"
X Link 2026-01-23T21:45Z 166.8K followers, [----] engagements
"Is TikTok actually under new ownership Thats not really whats happened. ByteDance has created a joint venture with a bunch of investors many of whom were already investors in ByteDance. The actual moneymaking part of TikTok is not changing. Co-Executive Editor @mvpeers https://twitter.com/i/web/status/2014835672905908512 https://twitter.com/i/web/status/2014835672905908512"
X Link 2026-01-23T23:00Z 169.9K followers, [----] engagements
"Sam Altman has been pitching OpenAI as a one-stop shop for business AI bundling ChatGPT Codex and workflow automation into a single platform. https://thein.fo/3LUDYj7 https://thein.fo/3LUDYj7"
X Link 2026-01-24T21:45Z 169K followers, [----] engagements
"Unlike real shares many stock tokens rely on derivatives or offshore structures that introduce counterparty risk for investors. https://thein.fo/4tc2ZHA https://thein.fo/4tc2ZHA"
X Link 2026-01-27T14:45Z 163.4K followers, [----] engagements
"Private equity firms are struggling to exit software investments made during the [------] buying boom as AI reshapes how buyers value enterprise software companies. Read more from @PauValida π https://thein.fo/4q6a3Tk https://thein.fo/4q6a3Tk"
X Link 2026-01-27T15:46Z 163.6K followers, [----] engagements
"Sam Altman hosted top corporate leaders including Disney CEO Bob Iger at a private dinner in San Francisco to pitch OpenAIs enterprise ambitions. https://thein.fo/3LUDYj7 https://thein.fo/3LUDYj7"
X Link 2026-01-27T16:15Z 163.3K followers, [----] engagements
"Today on TITV: -Anthropic CEO Dario Amodei's essay on AI @Jessicalessin Editor-in-Chief at The Information -What Nvidia-Coreweave deal means for broader AI picture @dslevy General Partner at Porch Capital -The social media trial taking center stage @erinkwoo Google Reporter The Information TITV January [--] [----] https://t.co/CUxXkCvfgz The Information TITV January [--] [----] https://t.co/CUxXkCvfgz"
X Link 2026-01-27T18:04Z 163.7K followers, [----] engagements
"Even with a rebound in software sales last year PE-backed exits remain clogged as investors hesitate to buy companies seen as vulnerable to AI disruption. https://thein.fo/49XD2mh https://thein.fo/49XD2mh"
X Link 2026-01-27T18:15Z 163.8K followers, [----] engagements
"Applied AI: Anthropic and JPMorgan Seem to Agree That AI Isnt Eating Enterprise Apps Yet Read more from @Amir and @Kevkubernetes π https://thein.fo/3ZAND1z https://thein.fo/3ZAND1z"
X Link 2026-01-27T19:50Z 163.5K followers, [----] engagements
"Anthropics financial outlook shows how difficult it is to pair hyper-growth with software-like margins in todays AI market. https://thein.fo/3NzOEnQ https://thein.fo/3NzOEnQ"
X Link 2026-01-27T20:15Z 163.8K followers, [----] engagements
"Powder pink has become an unexpected executive statement worn by CEOs across genders at Davos. https://thein.fo/49ZvPSH https://thein.fo/49ZvPSH"
X Link 2026-01-27T20:45Z 163.8K followers, [----] engagements
"Dealmaker: Private Equity Needs a Great IPO Year A handful of PE-owned software firms could test public investors' appetite for sector that's fallen out of favor. Read more from @PauValida π https://thein.fo/3Z43cyz https://thein.fo/3Z43cyz"
X Link 2026-01-27T23:48Z 163.9K followers, [----] engagements
"Exclusive: founded by tech industry veteran Thomas Siebel is in talks to merge with privately held startup Automation Anywhere. Read more from @PauValida and @Katie_Roof π https://thein.fo/465axBQ http://C3.AI https://thein.fo/465axBQ http://C3.AI"
X Link 2026-01-28T02:11Z 165.1K followers, [----] engagements
"Exclusive: Anthropic Hikes [----] Revenue Forecast 18% as It Seeks to Narrow Gap with OpenAI"
X Link 2026-01-28T02:37Z 165.8K followers, 10.4K engagements
"Exclusive: is in talks to merge with Automation Anywhere a deal that would effectively take the private automation startup public. https://thein.fo/465axBQ http://C3.AI https://thein.fo/465axBQ http://C3.AI"
X Link 2026-01-28T17:45Z 167.3K followers, [----] engagements
"Exclusive: Anthropics new Cowork AI tool has triggered internal urgency at Microsoft with product leaders warning it could compete directly with [---] Copilot. https://thein.fo/4bkW20l https://thein.fo/4bkW20l"
X Link 2026-01-28T18:45Z 165.5K followers, [----] engagements
"The NYSE and Nasdaq are planning their own stock-token offerings signaling that Wall Street doesnt want to be left behind. https://thein.fo/4tc2ZHA https://thein.fo/4tc2ZHA"
X Link 2026-01-28T19:15Z 165.3K followers, [----] engagements
"Many PE firms are now facing the prospect of selling software companies at lower valuationsor even below their original purchase prices. https://thein.fo/49XD2mh https://thein.fo/49XD2mh"
X Link 2026-01-28T20:15Z 165.5K followers, [----] engagements
"Anthropics Claude models are inspiring new open-source tools like "Moltbot" @aaronpholmes reports. "I actually heard that Microsoft CEO Satya Nadella has been playing around with Moltbot over this past weekend"
X Link 2026-01-28T22:00Z 168.1K followers, [----] engagements
"Advertisers say richer measurement tools will be critical if ChatGPT ads are to scale. https://thein.fo/4bPMvyn https://thein.fo/4bPMvyn"
X Link 2026-01-28T22:15Z 165.5K followers, [----] engagements
"Alpaca a little-known broker in San Mateo controls custody of nearly 75% of U.S. tokenized stocks a $1B+ industry enabling overseas investors to trade shares of companies like Tesla and Nvidia. https://thein.fo/4taBMoE https://thein.fo/4taBMoE"
X Link 2026-01-28T22:44Z 165.5K followers, [----] engagements
"Exclusive: A former senior OpenAI researcher has launched a new AI startup targeting up to $1 billion in funding. https://thein.fo/3LIzvAe https://thein.fo/3LIzvAe"
X Link 2026-01-28T23:15Z 165.6K followers, [----] engagements
"As competition from Anthropic Google and Microsoft intensifies OpenAI is shifting focus to large corporate contracts to sustain investor confidence and growth. https://thein.fo/49VsnZj https://thein.fo/49VsnZj"
X Link 2026-01-28T23:45Z 170.4K followers, [----] engagements
"Exclusive: OpenAI hires at least seven from coding startup Cline as it aims to improve Codex a rival to Claude Code. Read more from @Kevkubernetes π https://thein.fo/3LIOkCR https://thein.fo/3LIOkCR"
X Link 2026-01-28T23:45Z 165.8K followers, [----] engagements
"Anthropic delayed its timeline to become cash flow positive by a year now expecting to reach that milestone in [----]. https://thein.fo/4q5wW9l https://thein.fo/4q5wW9l"
X Link 2026-01-29T15:15Z 168.1K followers, [----] engagements
"Today on TITV: -Big tech in talks to invest $60B in OpenAI @srimuppidi -Why Metas forecasts jumped 73% in [----] capex @ttunguz -Tesla profits and revenue continue to fall @GerberKawasaki -@ArmisSecurity CEO Yevgeny Dibrov on being acquired by ServiceNow for $7.75B πΊ Tune in at [--] am PT / [--] pm ET on X or https://thein.fo/4nn33AK https://thein.fo/4nn33AK"
X Link 2026-01-29T17:15Z 167.8K followers, [----] engagements
"Today on TITV: -Big tech in talks to invest $60B in OpenAI @srimuppidi -Why Metas forecasts jumped 73% in [----] capex @ttunguz -Tesla profits and revenue continue to fall @GerberKawasaki -@ArmisSecurity CEO Yevgeny Dibrov on being acquired by ServiceNow for $7.75B The Information TITV January [--] [----] https://t.co/H9VfAkeVxF The Information TITV January [--] [----] https://t.co/H9VfAkeVxF"
X Link 2026-01-29T18:01Z 168.2K followers, [----] engagements
"Exclusive: OpenAI is seeking massive new funding to cover soaring costs to train and run its AI models as demand accelerates. https://thein.fo/3LVnyHu https://thein.fo/3LVnyHu"
X Link 2026-01-29T18:45Z 167.9K followers, [----] engagements
"Automation Anywhere could go public by acquiring according to people familiar with the discussions. https://thein.fo/465axBQ http://C3.AI https://thein.fo/465axBQ http://C3.AI"
X Link 2026-01-29T19:45Z 168.2K followers, [----] engagements
"Davos fashion reflects more than taste it signals authority restraint and adaptability. https://thein.fo/49ZvPSH https://thein.fo/49ZvPSH"
X Link 2026-01-29T20:15Z 167.1K followers, [----] engagements
"OpenAI already generates about 40% of its revenue from business customers. Learn more about its expansion. https://thein.fo/49VsnZj https://thein.fo/49VsnZj"
X Link 2026-01-29T20:15Z 167.8K followers, [----] engagements
"Alpacas annualized revenue exceeds $100M doubling in the past year. The firm recently raised $150M at a $1.15B valuation more than twice its April [----] valuation. Investors include Citadel Securities DRW Kraken and Drive Capital. https://thein.fo/4taBMoE https://thein.fo/4taBMoE"
X Link 2026-01-29T20:45Z 167.2K followers, [----] engagements
"Nvidia Microsoft and Amazon are in talks to invest up to $60B in OpenAI. @srimuppidi explains why the companys capital needs remain high: "Last summer they had projected I believe $430 billion on compute spend over the next four years and then also burning about $70 billion until [----]. https://twitter.com/i/web/status/2016987337226383502 https://twitter.com/i/web/status/2016987337226383502"
X Link 2026-01-29T21:30Z 167.2K followers, [----] engagements
"OpenAIs newer revenue lines including ads and commerce are moving slowlymaking enterprise sales the most immediate lever for growth. https://thein.fo/49VsnZj https://thein.fo/49VsnZj"
X Link 2026-01-29T22:15Z 168K followers, [----] engagements
"Meta shares jumped following its latest earnings report. @ttunguz of Theory Ventures explains one of the reasons why: "The overall revenue growth of the business is large enough to sustain significant CapEx spending.""
X Link 2026-01-29T22:30Z 168.8K followers, [----] engagements
"Amazon CEO @ajassy wants to deepen ties with OpenAI. Speaking with @JessicaLessin in Davos he declined to comment on investment rumors but emphasized the desire to work together. The Information has since reported Amazon is in talks to invest potentially more than $20B"
X Link 2026-01-29T22:35Z 169.1K followers, 10.6K engagements
"OpenAI already generates about 40% of its revenue from business customers and expects enterprise to reach roughly half of total revenue by years end. https://thein.fo/3LUDYj7 https://thein.fo/3LUDYj7"
X Link 2026-01-29T22:45Z 167.1K followers, [----] engagements
"Is Tesla losing the robotaxi race "Their software is way better than Waymo's but their hardware sucks compared to Waymo's. And that's why we feel confident with Waymo Ill get in the back of a Waymo and literally go to bed. @GerberKawasaki"
X Link 2026-01-29T23:00Z 168.5K followers, [----] engagements
"ChatGPT Agent usage peaked shortly after launch then fell sharply within months according to people familiar with the product. https://thein.fo/4kbi1cA https://thein.fo/4kbi1cA"
X Link 2026-01-29T23:15Z 168.6K followers, [----] engagements
"Ahead of a potential SpaceX IPO Ross Gerber (@GerberKawasaki) questions the company's valuation: "To pay a trillion and a half dollars for a space company you know that does [--] billion in revenue is just insanity that's not really a great business in the sense of profitability." https://twitter.com/i/web/status/2017017528518664598 https://twitter.com/i/web/status/2017017528518664598"
X Link 2026-01-29T23:30Z 169.1K followers, [----] engagements
"Dealmaker: A SpaceX Merger Would Reward Musk Loyalists A SpaceX merger with xAI would reward Musk loyalists again. Plus two scoops highlight the Anthropic-OpenAI rivalry. Read more from @Katie_Roof π https://thein.fo/4k9Tch4 https://thein.fo/4k9Tch4"
X Link 2026-01-30T00:19Z 170.6K followers, [----] engagements
"Faster revenue growth hasnt eased investor concerns about cash burn with Anthropics rising costs outpacing its expanding sales. https://thein.fo/4q5wW9l https://thein.fo/4q5wW9l"
X Link 2026-01-30T13:15Z 168.5K followers, [----] engagements
"Once the first pure-play AI stock now has a market cap of about $1.7 billionroughly one-tenth of its valuation six years ago. https://thein.fo/465axBQ http://C3.AI https://thein.fo/465axBQ http://C3.AI"
X Link 2026-01-30T14:45Z 169.1K followers, [----] engagements
"Today on TITV: -iPhone demand fuels huge growth for Apple @gilluria D.A. Davidson -Waabi CEO @RaquelUrtasun on partnering with Uber on robotaxis -Editors Cut: OpenAI vs. Anthropic: whos winning @mvpeers & @abebrown716 -The Space era baby is here @AmyDMarcus Health and Science Reporter πΊ Tune in at [--] am PT / [--] pm ET on https://thein.fo/4nn33AK https://thein.fo/4nn33AK"
X Link 2026-01-30T17:15Z 169.4K followers, [----] engagements
"Two biggest tokenized stock providers Ondo Finance and Krakens xStocks rely on Alpaca to execute trades and hold underlying securities. https://thein.fo/4taBMoE https://thein.fo/4taBMoE"
X Link 2026-01-30T20:15Z 169.4K followers, [----] engagements
"The Informations Seed Investors to Watch by @amir and @zoeSaintBernard https://www.theinformation.com/articles/the-informations-seed-investors-to-watchutm_source=twitter&utm_medium=page https://www.theinformation.com/articles/the-informations-seed-investors-to-watchutm_source=twitter&utm_medium=page"
X Link 2019-11-06T20:21Z 188.8K followers, [--] engagements
"Exclusive: Online learning startup Udemy is planning to go public in October. Its targeting an initial valuation of between $6 billion and $8 billion @KateClarkTweets reports. https://www.theinformation.com/articles/online-learning-company-udemy-plans-october-ipoutm_source=twitter&utm_medium=page https://www.theinformation.com/articles/online-learning-company-udemy-plans-october-ipoutm_source=twitter&utm_medium=page"
X Link 2021-09-24T18:02Z 171.2K followers, [--] engagements
"In the hyper-growth crypto sector pay attention to @chia_project @AudiusProject @trmlabs @zerion_io @QuickNode and @mojito_nft πͺ #ti50 https://www.theinformation.com/ti50utm_source=twitter&utm_medium=page_launch https://www.theinformation.com/ti50utm_source=twitter&utm_medium=page_launch"
X Link 2021-11-10T16:30Z 183.5K followers, [---] engagements
"Chinas Top VC Firm Qiming Plans Leadership Transition Qiming Venture Partners one of Chinas leading venture firms is planning a major leadership transition as it prepares to raise a new $1 billion fund From @jingyanghk and @JuroOsawa https://www.theinformation.com/articles/chinas-top-vc-firm-qiming-plans-leadership-transitionutm_campaign=Editorial&utm_content=Article&utm_medium=organic_social&utm_source=twitter https://www.theinformation.com/articles/chinas-top-vc-firm-qiming-plans-leadership-transitionutm_campaign=Editorial&utm_content=Article&utm_medium=organic_social&utm_source=twitter"
X Link 2024-11-20T12:23Z 184.9K followers, [----] engagements
"Robots That Dont Walk Are Making Strides Built by Kawasaki & Hiwin π Dexterity's Mech benefits from strong manufacturing partnerships. How these collaborations are enabling mass production: #Manufacturing https://www.theinformation.com/articles/robots-that-dont-walk-are-making-stridesutm_campaign=Editorial&utm_content=Newsletter%2CAI+Agenda&utm_medium=organic_social&utm_source=twitter https://www.theinformation.com/articles/robots-that-dont-walk-are-making-stridesutm_campaign=Editorial&utm_content=Newsletter%2CAI+Agenda&utm_medium=organic_social&utm_source=twitter"
X Link 2025-03-15T20:45Z 188.9K followers, [----] engagements
"CIOs Face a Glut of AI Sellers Enterprises are forming AI "councils" for tool approvals. π‘ Slowing adoption pace as they evaluate impact on operations. Read about enterprise AI #ai https://www.theinformation.com/articles/cios-face-glut-ai-sellersutm_campaign=Editorial&utm_content=Newsletter%2CApplied+AI&utm_medium=organic_social&utm_source=twitter https://www.theinformation.com/articles/cios-face-glut-ai-sellersutm_campaign=Editorial&utm_content=Newsletter%2CApplied+AI&utm_medium=organic_social&utm_source=twitter"
X Link 2025-03-17T06:15Z 189.4K followers, [----] engagements
"Chimes IPO Will Have Big Big Winners and Serious Losers Early investors like Crosslink Capital are poised for massive returns with a $6.4 million initial investment expected to yield hundreds of millions validating their early belief in Chime's mission. Read the analysis: #earlyinvestment https://www.theinformation.com/articles/chimes-ipo-will-big-big-winners-serious-losersutm_campaign=Editorial&utm_content=Article&utm_medium=organic_social&utm_source=twitter"
X Link 2025-06-10T13:45Z 184.2K followers, [----] engagements
"Meta is aggressively recruiting AI talent including three Google DeepMind researchers who worked on a gold medal-winning Gemini model. Discover more: #airecruitment https://www.theinformation.com/articles/meta-hires-three-google-ai-researchers-worked-gold-medal-winning-modelutm_campaign=Editorial&utm_content=Article&utm_medium=organic_social&utm_source=twitter https://www.theinformation.com/articles/meta-hires-three-google-ai-researchers-worked-gold-medal-winning-modelutm_campaign=Editorial&utm_content=Article&utm_medium=organic_social&utm_source=twitter"
X Link 2025-07-22T22:45Z 182.2K followers, [----] engagements
"Founders Fund and Dragoneer Investment Group have committed over $1 billion each to OpenAI's $30 billion funding installment. This signals strong investor confidence in the AI leader. Read the details: #AIinvesting https://www.theinformation.com/articles/founders-fund-dragoneer-commit-1-billion-plus-openai-dealutm_campaign=Editorial&utm_content=Article&utm_medium=organic_social&utm_source=twitter https://www.theinformation.com/articles/founders-fund-dragoneer-commit-1-billion-plus-openai-dealutm_campaign=Editorial&utm_content=Article&utm_medium=organic_social&utm_source=twitter"
X Link 2025-07-24T14:45Z 186.7K followers, [----] engagements
"The quest for more AI power is pushing companies to build their own power plants and place facilities in remote areas as utilities are conservative about adding new capacity. Learn more about the challenges: https://thein.fo/3KpHNvL https://thein.fo/3KpHNvL"
X Link 2025-10-04T15:15Z 180.8K followers, 37K engagements
"OpenAI CEO Sam Altman is pressing TSMC to free up more manufacturing capacity to produce the company's new AI chip with Broadcom. Read: https://thein.fo/4mW9mdv https://thein.fo/4mW9mdv"
X Link 2025-10-16T18:15Z 181.2K followers, 67.9K engagements
"Benchmark nabs Ev Randle from Kleiner Perkins a key hire who brings expertise in larger funding rounds and bigger startups as the firm hunts for more AI deals. Learn more: https://thein.fo/47Psy8p https://thein.fo/47Psy8p"
X Link 2025-11-02T18:15Z 184.4K followers, [----] engagements
"Dealmaker: Four Venture Capitalists on How AI Has Disrupted Dealmaking How Benchmark Kleiner Perkins and Index Partners are navigating the AI rush from finding founders to smaller stakes. Read more from @nmasc_ π https://thein.fo/3JKKqIr https://thein.fo/3JKKqIr"
X Link 2025-11-04T22:37Z 184.7K followers, [----] engagements
"Crusoe forecasts about $47 billion in capital expenditures through [----] for its cloud business which will involve taking on billions of dollars in debt. The company is operating at a loss despite a valuation of $13 billion. https://thein.fo/3Lnj4bT https://thein.fo/3Lnj4bT"
X Link 2025-11-10T18:15Z 180.4K followers, [----] engagements
"The Electric: Why Is Archer Aviation So Slow Getting Its Aircraft In the Air Three times over the las year Archer Aviation has canceled public exhibitions of its air taxi Midnight ceding the limelight to rival Joby Aviation. Read more from @SteveLeVine π https://thein.fo/48YicUj https://twitter.com/i/web/status/1998026046306718099 https://thein.fo/48YicUj https://twitter.com/i/web/status/1998026046306718099"
X Link 2025-12-08T13:45Z 189.2K followers, [----] engagements
"The Big Read: Whatnot the live shopping startup has quietly amassed blue-chip investors like Andreessen Horowitz and Sequoia Capital and hauled in nearly $500 million this year valuing it at $11.5 billion. Full story here: https://thein.fo/4oKp3W5 https://thein.fo/4oKp3W5"
X Link 2025-12-12T21:45Z 180.6K followers, [----] engagements
"Amazon is in talks to invest $10 billion or more in OpenAI as part of a massive new funding effort. The startup has already raised more than $60 billion from investors including Thrive Capital and SoftBank. Full story here: https://thein.fo/4qcdrfF https://thein.fo/4qcdrfF"
X Link 2025-12-19T14:15Z 189.8K followers, [----] engagements
"Codegen was an early mover in building autonomous coding agents that complete tasks with minimal oversight. It previously raised $16.2 million from investors including Thrive Capital and Adam DAngelo. Read the exclusive: https://thein.fo/4av1H3n https://thein.fo/4av1H3n"
X Link 2025-12-25T14:45Z 189.8K followers, [----] engagements
"Exclusive: Elon Musks xAI Buys Building for Third Supersized Data Center Elon Musks xAI is developing a third supersized data center dubbed Macroharder. Read more from @theo_wayt π https://www.theinformation.com/articles/elon-musks-xai-buys-building-third-supersized-data-centerutm_campaign=Editorial&utm_content=Exclusive&utm_medium=organic_social&utm_source=twitter https://www.theinformation.com/articles/elon-musks-xai-buys-building-third-supersized-data-centerutm_campaign=Editorial&utm_content=Exclusive&utm_medium=organic_social&utm_source=twitter"
X Link 2025-12-30T20:05Z 177.9K followers, [----] engagements
"Property records show an xAI subsidiary acquired a warehouse in Southaven Mississippi for a new facility dubbed Macroharder. Details here: https://thein.fo/4jhdVyW https://thein.fo/4jhdVyW"
X Link 2026-01-02T19:45Z 177.4K followers, [----] engagements
"Leadership drama at Sequoia Capital and Apples struggle to modernize Siri were among the most popular non-AI narratives that captured attention this past year. See the top 20: https://thein.fo/4smAFBM https://thein.fo/4smAFBM"
X Link 2026-01-04T14:45Z 180.3K followers, [----] engagements
"Brookfield is pitching its AI cloud to governments and companies that want to store data locally. It is already working with Deutsche Telekom on a data center in Germany. Full story: https://thein.fo/4pm1fIu https://thein.fo/4pm1fIu"
X Link 2026-01-05T18:15Z 183.4K followers, [----] engagements
"OpenAIs potential IPO still has skeptics despite its massive consumer success @jessicalessin reports from @wef in #Davos. "There is still a lot of long term skepticism about players like OpenAI. whether that changes by the time they hit the public markets you know time will tell." https://twitter.com/i/web/status/2013740921896960266 https://twitter.com/i/web/status/2013740921896960266"
X Link 2026-01-20T22:30Z 177.4K followers, [----] engagements
"Will companies build their own software instead of buying it @MongoDB CEO @cj_mongodb discusses the threat AI poses to traditional SaaS: "Am I going to build my own CRM We do see some companies. who say I'm just going to build a bunch of applications myself and I don't need a package software." https://twitter.com/i/web/status/2014103311993983066 https://twitter.com/i/web/status/2014103311993983066"
X Link 2026-01-21T22:30Z 178.3K followers, [----] engagements
"Founded by ex-OpenAI researchers Applied Compute is discussing a new round led by Kleiner Perkins at a $1.3B valuation. https://thein.fo/49zC5l2 https://thein.fo/49zC5l2"
X Link 2026-01-22T14:45Z 190K followers, [----] engagements
"Anthropic projected $4.5 billion in [----] revenuenearly [--] times last years totaleven as higher compute costs weighed on margins. https://thein.fo/3NzOEnQ https://thein.fo/3NzOEnQ"
X Link 2026-01-23T18:45Z 171K followers, [----] engagements
"Capital Ones Brex acquisition for $5.15 billion is a win in the current market Managing Editor @lauramandaro reports. First of all there's cash which doesn't hurt. And in Capital One stock. And Capital One stock's been up in the last year"
X Link 2026-01-23T22:30Z 173.1K followers, [----] engagements
"What OpenAI President Greg Brockmans personal diaries reveal about him: "He's musing about his legacy. He seems to care about his place among this crowd that he calls the 'Kings of AI.'" @jemimacmcevoy"
X Link 2026-01-24T15:00Z 172.1K followers, 17.8K engagements
"Exclusive: OpenAI is preparing a new enterprise-focused offering designed to help large companies overhaul their systems and adopt AI across operations. Read more from @KevKubernetes and @SriMuppidi π https://thein.fo/3LUDYj7 https://thein.fo/3LUDYj7"
X Link 2026-01-24T16:05Z 187.7K followers, [----] engagements
"Kleiner Perkins is in talks to lead a new round in Applied Compute an AI startup founded by former OpenAI researchers at a $1.3B valuation. https://thein.fo/49zC5l2 https://thein.fo/49zC5l2"
X Link 2026-01-24T17:45Z 190K followers, [----] engagements
"Anthropics updated margin outlook now trails OpenAIs highlighting efficiency as a growing point of competition among AI labs. https://thein.fo/3NzOEnQ https://thein.fo/3NzOEnQ"
X Link 2026-01-24T20:15Z 171K followers, [----] engagements
"Most of Anthropics growth is coming from businesses using its models via APIs and enterprise tools not consumer subscriptions. https://thein.fo/3NzOEnQ https://thein.fo/3NzOEnQ"
X Link 2026-01-25T13:15Z 172.7K followers, [----] engagements
"OpenAI executives say the companys next phase includes AI that can manage projects and act as an operating layer for knowledge work. https://thein.fo/4buoqgH https://thein.fo/4buoqgH"
X Link 2026-01-25T14:15Z 174.4K followers, [----] engagements
"OpenAI is moving to counter Anthropics growing reputation as the go-to AI provider for businesses especially in coding and workplace automation. https://thein.fo/3LUDYj7 https://thein.fo/3LUDYj7"
X Link 2026-01-25T20:15Z 171K followers, [----] engagements
"Meta is recruiting AI compute talent with backgrounds in commodities energy and prediction markets. https://thein.fo/4qC3JDY https://thein.fo/4qC3JDY"
X Link 2026-01-25T21:44Z 171.5K followers, [----] engagements
"AI Agenda: Why OpenAI Is Doubling Down on Enterprises OpenAI is ramping up its push into enterprise sales pitching CEOs and large companies as it looks for faster revenue growth beyond consumer ChatGPT. Read more from @Steph_Palazzolo π https://thein.fo/3YZAora https://thein.fo/3YZAora"
X Link 2026-01-26T18:15Z 180.2K followers, [----] engagements
"With ChatGPT growth slowing OpenAI is doubling down on selling AI tools to businesses in an effort to reach its ambitious revenue targets. https://thein.fo/49VsnZj https://thein.fo/49VsnZj"
X Link 2026-01-26T19:30Z 171.8K followers, [----] engagements
"Nvidia is investing $2 billion into CoreWeave so it can build data centers faster. Cloud reporter @anissagardizy8 discusses the impact of the deal: "It's a huge vote of confidence from Nvidia in CoreWeave which isn't too surprising but maybe will help CoreWeave get other partners on board" https://twitter.com/i/web/status/2015886351447597235 https://twitter.com/i/web/status/2015886351447597235"
X Link 2026-01-26T20:35Z 189.3K followers, [----] engagements
"With AI devices from OpenAI and smart glasses from Meta already in motion Apple is preparing its own wearable response. https://thein.fo/4k0nxyA https://thein.fo/4k0nxyA"
X Link 2026-01-26T20:45Z 181.9K followers, [----] engagements
"Can OpenAI win over the enterprise from Anthropic "Enterprises like predictability enterprises like boring And by that I mean not pulling things out every week to show people and just staying focused on a very specific set of products." @KevKubernetes"
X Link 2026-01-26T21:00Z 172.7K followers, [----] engagements
"OpenAI is floating a $60 CPM for ads on ChatGPT. "That's how much you're paying to advertise on like Sunday Night Football on streaming and like really kind of high visibility very premium ad inventory." @anngehan"
X Link 2026-01-26T22:00Z 184.4K followers, [----] engagements
"OpenAI has rolled out a new whistleblower policy that goes further than Anthropics potentially setting a new bar for how AI companies handle internal complaints. https://thein.fo/49XWWgH https://thein.fo/49XWWgH"
X Link 2026-01-27T21:15Z 174.1K followers, [----] engagements
"Anthropic CEO Dario Amodei's recent essay warns of scary AI risks. Our Editor-in-Chief @jessicalessin shares her takeaways: "It's sort of an intentional fear mongering right Like Dario does want to light a fire around what he sees as a major inaction in regulation.""
X Link 2026-01-27T22:30Z 183.8K followers, [----] engagements
"Why is Nvidia deepening its ties to CoreWeave @dslevy General Partner at Porch Capital explains: "Nvidia feels a little bit of pressure from Google TPUs and you know they want to make sure they are still able to influence the direction of the hardware that's used for inferencing." https://twitter.com/i/web/status/2016285217208652225 https://twitter.com/i/web/status/2016285217208652225"
X Link 2026-01-27T23:00Z 189.3K followers, [----] engagements
"Exclusive: Anthropic has hiked its [----] revenue forecast 20% as it seeks to narrow the gap with OpenAI. Read more from @SriMuppidi π https://thein.fo/4k1M1HL https://thein.fo/4k1M1HL"
X Link 2026-01-28T01:22Z 172.6K followers, [----] engagements
"Exclusive: Anthropic raised its long-term revenue forecast sharply projecting sales could reach $55 billion in [----] as it narrows the gap with OpenAI. https://thein.fo/4q5wW9l https://thein.fo/4q5wW9l"
X Link 2026-01-28T17:15Z 183.2K followers, 117.1K engagements
"OpenAIs flagship ChatGPT Agent failed to hit internal adoption goals after CEO Sam Altman predicted [----] would be the year of agents. https://thein.fo/4kbi1cA https://thein.fo/4kbi1cA"
X Link 2026-01-28T20:45Z 171.7K followers, [----] engagements
"China is definitely investable. In a conversation with The Information Qiming VC partner Duane Kuang says recent Chinese AI IPOs show U.S. investors may be missing a major opportunity. https://thein.fo/3MaSJi1 https://thein.fo/3MaSJi1"
X Link 2026-01-30T17:45Z 187.6K followers, [----] engagements
".@Waabi_ai CEO @RaquelUrtasun discusses its $250M deal with Uber to deploy [-----] robotaxis. "We will have a single AI system a single physical AI platform single brain that will actually drive both robotaxis as well as trucks.""
X Link 2026-01-30T21:30Z 180.4K followers, 12.9K engagements
"Anthropic is beating OpenAI right now according to @mvpeers. "OpenAI is run by these people who are like puppies." ". they see something 'oh I have to do that.' I'm going to make hardware. I'm going to build data centers. there's no focus.""
X Link 2026-01-30T22:00Z 189.1K followers, 43.8K engagements
"As SpaceX and Blue Origin push for long-term space settlement a new field of research is emerging. "If we want to establish ourselves for any period of time in space we can no longer ignore the question of reproduction in space. It's such a fundamental core identity of being human." @AmyDMarcus https://twitter.com/i/web/status/2017364820807303398 https://twitter.com/i/web/status/2017364820807303398"
X Link 2026-01-30T22:30Z 171.3K followers, [----] engagements
"A growing wave of AI neolabs is betting OpenAI and Anthropic are missing the next breakthrough. https://thein.fo/3LIzvAe https://thein.fo/3LIzvAe"
X Link 2026-01-31T13:15Z 189.2K followers, 54.3K engagements
"Delayed cash flow profitability could complicate Anthropics IPO timing even as bankers expect it could go public as soon as late this year. https://thein.fo/4q5wW9l https://thein.fo/4q5wW9l"
X Link 2026-01-31T14:15Z 189.8K followers, [----] engagements
"Amazon a potential new investor in OpenAI is in talks to invest more than $10 billion and possibly over $20 billion. https://thein.fo/3LVnyHu https://thein.fo/3LVnyHu"
X Link 2026-01-31T17:45Z 189.2K followers, 84K engagements
"OpenAIs models proved better at synthesizing information than taking real-world actions on users computers. https://thein.fo/4kbi1cA https://thein.fo/4kbi1cA"
X Link 2026-01-31T18:45Z 172.6K followers, [----] engagements
"OpenAIs new whistleblower policy goes further than Anthropics by clarifying who handles complaints and outlining protections across multiple countries. https://thein.fo/49XWWgH https://thein.fo/49XWWgH"
X Link 2026-01-31T19:45Z 171.7K followers, [----] engagements
"Anthropics Cowork promises to bring agentic AI to nonprogrammers. In practice it still demands patience technical comfort and a lot of hand-holding. https://thein.fo/3Zdwk6D https://thein.fo/3Zdwk6D"
X Link 2026-01-31T20:45Z 171.2K followers, [----] engagements
"UiPaths shares are down about 80% since [----] illustrating how tough the market has become for automation software companies. https://thein.fo/465axBQ https://thein.fo/465axBQ"
X Link 2026-02-01T14:45Z 172.9K followers, [----] engagements
"Weekend: The priest who advised on Claude's soul. Read more from @AbeBrown716 π https://thein.fo/4qPa2UJ https://thein.fo/4qPa2UJ"
X Link 2026-02-01T15:15Z 171.9K followers, [----] engagements
"Concerns that AI tools could replace or weaken traditional software subscriptions are dampening appetite from public market and private buyers. https://thein.fo/49XD2mh https://thein.fo/49XD2mh"
X Link 2026-02-01T17:15Z 172.9K followers, [----] engagements
"Anthropic still expects to become cash flow positive before OpenAI which previously projected profitability closer to [----]. https://thein.fo/4q5wW9l https://thein.fo/4q5wW9l"
X Link 2026-02-01T18:15Z 177K followers, [----] engagements
"Org Chart: AWS quietly reorganized its AI org around agents betting that software that can act on users behalf will become its next multibillion-dollar business. Read more from @catherineperlo1 π https://thein.fo/3NJmjf4 https://thein.fo/3NJmjf4"
X Link 2026-02-01T19:15Z 172.7K followers, [----] engagements
"Using Anthropics Cowork felt less like installing a tool and more like onboarding a new coworkerone that needs constant guidance. https://thein.fo/3Zdwk6D https://thein.fo/3Zdwk6D"
X Link 2026-02-01T20:15Z 172.8K followers, [----] engagements
"Anthropics whistleblower policy focuses narrowly on safety violations and does not include a response timeline according to advocacy groups. https://thein.fo/49XWWgH https://thein.fo/49XWWgH"
X Link 2026-02-01T20:45Z 173.1K followers, [----] engagements
"Another senior OpenAI researcher has left to start a company outside the frontier labs. https://thein.fo/3LIzvAe https://thein.fo/3LIzvAe"
X Link 2026-02-01T21:15Z 185.3K followers, [----] engagements
"Satya Nadella has been personally testing Clawdbot an open-source AI tool powered by Anthropic models to automate desktop tasks. https://thein.fo/4bkW20l https://thein.fo/4bkW20l"
X Link 2026-02-01T21:45Z 189.1K followers, [----] engagements
"Org Chart: AWS CEO Matt Garman created a standalone agent-focused AI group carving it out from more mature products like SageMaker and Bedrock. https://thein.fo/3ZbVCSI https://thein.fo/3ZbVCSI"
X Link 2026-02-01T22:14Z 174.4K followers, [----] engagements
"True Value: Microsoft stock looks too cheap in the wake of last weeks selloff given the AI potential of both its software businesses and Azure. Read more from @AnitaRamaswamy π https://thein.fo/4a5f5cz https://thein.fo/4a5f5cz"
X Link 2026-02-02T15:15Z 175.8K followers, [----] engagements
"OpenAI may try to salvage its agent ambitions through its Atlas browser which uses similar underlying technology. https://thein.fo/4kbi1cA https://thein.fo/4kbi1cA"
X Link 2026-02-02T16:15Z 174.2K followers, [----] engagements
"Today on TITV: -How a big agent bet reshaped AWS @catherineperlo1 -SpaceX seeks FCC approval in data center push @theo_wayt -Everywhere Ventures GP @annawbarber on current state of play in venture capital -Oracle to raise up to $50B for cloud expansion @anissagardizy8 -Inside the OpenClaw and Moltbook craze @rocketalignment πΊ Tune in at [--] am PT / [--] pm ET on X or https://thein.fo/4nn33AK https://thein.fo/4nn33AK"
X Link 2026-02-02T17:15Z 175.9K followers, [----] engagements
"Today on TITV: -How a big agent bet reshaped AWS @catherineperlo1 -SpaceX seeks FCC approval in data center push @theo_wayt -Everywhere Ventures GP @annawbarber on current state of play in venture capital -Oracle to raise up to $50B for cloud expansion @anissagardizy8 -Inside the OpenClaw and Moltbook craze @rocketalignment The Information TITV February [--] [----] https://t.co/J1EaUzfHYx The Information TITV February [--] [----] https://t.co/J1EaUzfHYx"
X Link 2026-02-02T18:01Z 176.8K followers, [----] engagements
"Cline develops an open-source coding assistant that underpins several enterprise vibe coding tools. Read about the senior staffers who left for OpenAI. https://thein.fo/3LIOkCR https://thein.fo/3LIOkCR"
X Link 2026-02-02T19:15Z 174.1K followers, [----] engagements
"Anthropics projected training spend through [----] would reach nearly three-quarters of what OpenAI forecast it would spend over the same period. https://thein.fo/4q5wW9l https://thein.fo/4q5wW9l"
X Link 2026-02-02T20:15Z 177.2K followers, [----] engagements
"AI shopping is triggering unlikely alliances as tech retail and payments firms circle one common target: Amazon. https://thein.fo/4bs0lXH https://thein.fo/4bs0lXH"
X Link 2026-02-02T20:45Z 174.2K followers, [----] engagements
"Amazon is reshaping AWS leadership to accelerate AI development. Reporter @catherineperlo1 explains the shift in focus: "AWS CEO Matt Garman said he sees agents as like a multi-billion dollar opportunity for AWS but it has led to a little bit of duplication a little bit of hiccups along the way." https://twitter.com/i/web/status/2018440051613467067 https://twitter.com/i/web/status/2018440051613467067"
X Link 2026-02-02T21:43Z 178.5K followers, [----] engagements
"Oracle is raising $50B for data center expansion but not only for OpenAI. "Oracle said we should expect that this money will go toward data centers for TikTok AMD Elon Musk's xAI and Nvidia." ".they want to make sure that people know OpenAI is not the only beneficiary here." @anissagardizy8 https://twitter.com/i/web/status/2018451981916922236 https://twitter.com/i/web/status/2018451981916922236"
X Link 2026-02-02T22:30Z 181K followers, 12.2K engagements
"This new funding would significantly widen OpenAIs capital lead over rival Anthropic which expects revenue to overtake OpenAIs by [----]. https://thein.fo/3LVnyHu https://thein.fo/3LVnyHu"
X Link 2026-02-02T22:44Z 181.4K followers, [----] engagements
"SpaceX is acquiring xAI for $250B. What does that mean for the companys IPO prospects @Jessicalessin joins TITV for analysis"
X Link 2026-02-03T01:24Z 179.1K followers, [----] engagements
"Chinas AI sector isnt overheatedits underbuilt. In an interview with The Information Duane Kuang says slower commercialization today could mean stronger long-term value. https://thein.fo/3MaSJi1 https://thein.fo/3MaSJi1"
X Link 2026-02-03T13:15Z 187.5K followers, [----] engagements
"Inside Musks Megamerger: Musks SpaceX-xAI deal is an ambitious bet that the future of AI compute is in space. But it could complicate the company's IPO story. Read more from @CoryWeinberg @Theo_Wayt @MilesKruppa @Amir and @Katie_Roof π https://thein.fo/4rxxUwk https://thein.fo/4rxxUwk"
X Link 2026-02-03T13:45Z 180.1K followers, 17.2K engagements
"Exclusive: Stripes big crypto bet has exposed it to scammers and sanctions. Read more from @MichaelRoddan and @Yueqi_Yang π https://thein.fo/4aaWyfc https://thein.fo/4aaWyfc"
X Link 2026-02-03T14:12Z 178.5K followers, [----] engagements
"The Information TITV February [--] [----] https://x.com/i/broadcasts/1eaJbjawmkoJX https://x.com/i/broadcasts/1eaJbjawmkoJX"
X Link 2026-02-03T18:00Z 178.7K followers, [----] engagements
"Today on TITV: -Musks merger: SpaceX acquires xAI for $250B @theo_wayt & @coryweinberg -Will SpaceX IPO usher in more space stock IPOs Craig Moffett Co-Founder of MoffettNathanson -Inside Palantirs AI-driven business Brent Thill Tech Sector Leader at Jefferies -Disney taps Josh DAmaro as next CEO succeeding Bob Iger @mvpeers Co-Executive Editor The Information TITV February [--] [----] https://t.co/Wu70TomkTO The Information TITV February [--] [----] https://t.co/Wu70TomkTO"
X Link 2026-02-03T18:02Z 178.8K followers, [----] engagements
"Amazon has spent the past year reshaping AWSs AI leadership pulling mature products like SageMaker and Bedrock apart to accelerate work on AI agents for businesses. https://thein.fo/3LY5MmV https://thein.fo/3LY5MmV"
X Link 2026-02-03T18:48Z 179.2K followers, [----] engagements
"Elon Musk pushed through a merger valuing SpaceX at $1T and xAI at $250B tying his most profitable company to his most cash-hungry one. https://thein.fo/4rzs8KF https://thein.fo/4rzs8KF"
X Link 2026-02-03T20:15Z 179.8K followers, [----] engagements
"True Value: Slower Azure growth spooked investors but Microsofts broader business mix looks healthier than the stock suggests. https://thein.fo/4a8UrZf https://thein.fo/4a8UrZf"
X Link 2026-02-03T20:45Z 179.1K followers, [----] engagements
"Stripes stablecoin card rollout was paused after scammers flooded the program according to internal messages reviewed by The Information. https://thein.fo/4aaWyfc https://thein.fo/4aaWyfc"
X Link 2026-02-03T21:15Z 179.4K followers, [----] engagements
"How are investors reacting to the SpaceX-xAI merger "For the investors that we speak to that were involved in SpaceX already there's a lot of grumbling about this is not really what they wanted." Craig Moffett Co-Founder of MoffettNathanson"
X Link 2026-02-03T23:45Z 180.4K followers, [----] engagements
"Today on TITV: -@Ubers incoming CFO @_balaji_km joins for an exclusive interview -Inside the U.S.-China chip trade war @crmiller1 Author of 'Chip War' -OpenAI-Amazon weigh new commercial deal @anissagardizy8 & @catherineperlo1 The Information -Wall Street dumps software stocks amid AI fears @kenbrown12 Finance Editor πΊ Tune in at [--] am PT / [--] pm ET on X or https://thein.fo/4nn33AK https://thein.fo/4nn33AK"
X Link 2026-02-04T17:15Z 182.9K followers, [----] engagements
"The Information Finance: Why Big Tech Companies Are Racing to Fund OpenAI Read more from Ken Brown π https://thein.fo/4qlrDCF https://thein.fo/4qlrDCF"
X Link 2026-02-04T17:30Z 182.9K followers, [----] engagements
"Today on TITV: -@Ubers incoming CFO @_balaji_km joins for an exclusive interview -Inside the U.S.-China chip trade war @crmiller1 Author of 'Chip War' -OpenAI-Amazon weigh new commercial deal @anissagardizy8 & @catherineperlo1 The Information -Wall Street dumps software stocks amid AI fears @kenbrown12 Finance Editor The Information TITV February [--] [----] https://t.co/WYXYtO3GUU The Information TITV February [--] [----] https://t.co/WYXYtO3GUU"
X Link 2026-02-04T18:04Z 185.4K followers, [----] engagements
"Amazon is discussing a deal that would give it customized access to OpenAIs models for its own AI products. https://thein.fo/4kcAxRy https://thein.fo/4kcAxRy"
X Link 2026-02-04T18:15Z 182.2K followers, [----] engagements
"AI Agenda: Chinas Response To Googles Genie; Why This OpenAI Researcher Left to Start a Competitor Read more from @JuroOsawa π https://thein.fo/45O2VDO https://thein.fo/45O2VDO"
X Link 2026-02-04T18:45Z 182.1K followers, [----] engagements
"Stripes biggest crypto bet is already running into fraud and sanctions risks tied to stablecoin payments. https://thein.fo/4aaWyfc https://thein.fo/4aaWyfc"
X Link 2026-02-04T19:45Z 182.1K followers, [----] engagements
"Reverse CFIUS rules have scared off U.S. capital from China. In conversation with our Asia Bureau Chef Jing Yang Duane Kuang says the regulations look tougher than they actually are. https://thein.fo/3MaSJi1 https://thein.fo/3MaSJi1"
X Link 2026-02-04T20:15Z 187.5K followers, [----] engagements
"SpaceX executives told investors the xAI merger wont delay its planned IPO even as some shareholders reacted with skepticism. https://thein.fo/4rzs8KF https://thein.fo/4rzs8KF"
X Link 2026-02-04T21:15Z 182.1K followers, [----] engagements
"Incoming @Uber CFO @_balaji_km weighs in on Tesla's autonomous ambitions. "Their incident rate is effectively where Waymo's incidents rates were in Q1 of [----]. So on that basis it looks like they are about three years behind.""
X Link 2026-02-04T22:15Z 189.1K followers, [----] engagements
"China is facing a massive domestic manufacturing gap for AI chips. @crmiller1 author of "Chip War" discusses the challenge: "Best estimates are that the US plus Taiwan are going to produce something like [--] times the number of AI accelerators quality adjusted as China is.""
X Link 2026-02-04T22:30Z 183.7K followers, 12.2K engagements
"Amazon is weighing a deal with OpenAI looking for more "special sauce" in its AI models. "There's been concern from Amazon leaders that their products. could just be perceived as like an Anthropic wrapper. @catherineperlo1"
X Link 2026-02-04T23:00Z 182.9K followers, [----] engagements
"Why is Wall Street dumping software stocks Senior Finance Editor @kenbrown12 explains the shift in investor sentiment"
X Link 2026-02-05T00:00Z 182.7K followers, [----] engagements
"Nvidia wont release a new graphics chip for gamers this year due to a deepening global shortage of memory chips caused by the AI boom. Read more from @WayneMa and @QianerLiu π https://thein.fo/3MqYGYa https://thein.fo/3MqYGYa"
X Link 2026-02-05T14:45Z 185K followers, [----] engagements
"AWS brought in executives from Microsoft and Stripe to lead key enterprise agent and search tools. https://thein.fo/3LY5MmV https://thein.fo/3LY5MmV"
X Link 2026-02-05T16:18Z 185.3K followers, [----] engagements
"Stablecoins promise borderless payments but Stripes experience shows how fast fraud and compliance risks surface. https://thein.fo/4aaWyfc https://thein.fo/4aaWyfc"
X Link 2026-02-05T16:45Z 184.9K followers, [----] engagements
"Internal data shows Meta's Avocado model outperforms top open-source rivals even before specialized training. Full story here: https://thein.fo/45Q86Dc https://thein.fo/45Q86Dc"
X Link 2026-02-05T17:30Z 185K followers, [----] engagements
"Exclusive: OpenAI is hiring hundreds of AI consultants to help large companies build custom AI apps and agents. https://thein.fo/4r1SZiA https://thein.fo/4r1SZiA"
X Link 2026-02-05T18:15Z 184.3K followers, [----] engagements
"Amazon is weighing a multibillion-dollar investment in OpenAI alongside talks for special technical access. https://thein.fo/4kcAxRy https://thein.fo/4kcAxRy"
X Link 2026-02-05T20:45Z 184.9K followers, [----] engagements
"Nvidia is expected to skip its annual release of a new gaming chip for the first time in three decades. TITV Host @akashpasricha explains the pivot"
X Link 2026-02-05T21:24Z 185.4K followers, [----] engagements
"PayPal has a governance problem according to @davidmarcus CEO of @lightspark and former PayPal President. First of all you need someone who understands payments deeply and have close to dictatorship type of authority to actually really revamp the company and rewire it"
X Link 2026-02-05T22:00Z 187.2K followers, [----] engagements
"The "prisoner's dilemma" for big tech right now: If they don't spend on CapEx they're going to be ceding market at a very crucial moment." "Being early and wrong here can cost you money but being late and wrong can cost you the company." @SaanyaOjha @BainCapVC Partner"
X Link 2026-02-05T22:30Z 185.6K followers, [----] engagements
"Dealmaker: Databricks Investors Are on IPO Watch theres a growing consensus that 12-year-old Databrickswhose initial public offering has been chatted about for yearscould take the step by the end of this year Read more from @CoryWeinberg π https://thein.fo/3NVqgxj https://thein.fo/3NVqgxj"
X Link 2026-02-06T00:08Z 179.7K followers, [----] engagements
"AI Server Snags: How Nvidia and its customers finally conquered challenging setup issues with its new Blackwell chips. Read more from @QianerLiu @AnissaGardizy8 and @WayneMa π https://thein.fo/4alXVYp https://thein.fo/4alXVYp"
X Link 2026-02-06T14:15Z 186.3K followers, [----] engagements
"As shopping shifts into AI apps Shopify benefits by taking a cut of transactions even with thinner margins. https://thein.fo/4bs0lXH https://thein.fo/4bs0lXH"
X Link 2026-02-06T14:45Z 186.5K followers, [----] engagements
"Meta is seeing 10x compute efficiency gains with Avocado compared to its previous Maverick model. Learn more: https://thein.fo/45Q86Dc https://thein.fo/45Q86Dc"
X Link 2026-02-06T15:15Z 188.8K followers, [----] engagements
"Amazon has leaned heavily on Anthropic but limits on customization have frustrated internal teams. https://thein.fo/4kcAxRy https://thein.fo/4kcAxRy"
X Link 2026-02-06T15:45Z 186.7K followers, [----] engagements
"Rivals like Cursor and Anthropics Cowork are raising questions about Copilots long-term edge. https://thein.fo/4a8UrZf https://thein.fo/4a8UrZf"
X Link 2026-02-06T16:15Z 187.5K followers, [----] engagements
"For the first time in [--] years Nvidia will go a full calendar year without launching a new gaming chip. https://thein.fo/4bDnNBj https://thein.fo/4bDnNBj"
X Link 2026-02-06T17:15Z 187.3K followers, [----] engagements
"Nvidias Blackwell AI chips were far harder for customers to deploy than prior generations. https://thein.fo/4ayWwim https://thein.fo/4ayWwim"
X Link 2026-02-06T17:45Z 187.4K followers, [----] engagements
"Today on TITV: -Bitcoin falls over 20% YTD: what went wrong @Yueqi_Yang -Amazon plans $200B capex in [----] Jason Helfstein Oppenheimer -How Nvidia & customers conquered Blackwell challenges @anissagardizy8 -@Affirm COO Michael Linford on reaching $1B in revenue in Q2 -OpenAI vs. Anthropic: Super Bowl ads & coding tools @nikogrupen Harvey -Editors Cut: Can SaaS make a comeback @mvpeers & @lauramandaro The Information TITV February [--] [----] https://t.co/boAFCq48RF The Information TITV February [--] [----] https://t.co/boAFCq48RF"
X Link 2026-02-06T18:02Z 187.7K followers, [----] engagements
"Stripes stablecoin push exposes the company to legal banking and sanctions risks traditional fintechs cant ignore. https://thein.fo/4aaWyfc https://thein.fo/4aaWyfc"
X Link 2026-02-06T18:15Z 187.4K followers, [----] engagements
"Exclusive: Microsoft's sales chief told staffers how they should respond to potential competition from an OpenAI product for automating white-collar work. Read more from @Kevkubernetes and @aaronpholmes π https://thein.fo/3ZR7uK2 https://thein.fo/3ZR7uK2"
X Link 2026-02-07T03:10Z 189.2K followers, 14.1K engagements
"Musk says the merger supports his long-term vision of putting AI data centers in orbit to lower compute costs. https://thein.fo/4rzs8KF https://thein.fo/4rzs8KF"
X Link 2026-02-07T13:15Z 189.1K followers, [----] engagements
"Stripe bought Bridge to ride the stablecoin wave. Now scammers and sanctions are testing how scalable that bet really is. https://thein.fo/4aaWyfc https://thein.fo/4aaWyfc"
X Link 2026-02-07T14:45Z 189.6K followers, [----] engagements
"The current state of late-stage software investing according to Managing Editor @lauramandaro. "Right now when things are selling off so hard there is this philosophical question out there: is this the end of software""
X Link 2026-02-07T15:00Z 189.1K followers, [----] engagements
"PayPal and Stripe are everywhere in AI shopping deals leveraging wallets and massive merchant networks. https://thein.fo/4bs0lXH https://thein.fo/4bs0lXH"
X Link 2026-02-07T15:46Z 189K followers, [----] engagements
"Following a major shakeup and a $14.3 billion investment in Scale AI Meta is seeing a technical turnaround in its AI development. Read: https://thein.fo/45Q86Dc https://thein.fo/45Q86Dc"
X Link 2026-02-07T16:45Z 189.6K followers, [----] engagements
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/creator/twitter::theinformation