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# ![@theinformation Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1881168794.png) @theinformation The Information

The Information posts on X about ai, open ai, ceo, business the most. They currently have XXXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::1881168794/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1881168794/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXXX -XX%
- X Year XXXXXXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::1881168794/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1881168794/c:line/m:posts_active.svg)

- X Week XXX -XXXX%
- X Month XXX +0.26%
- X Months XXXXX +173%
- X Year XXXXX +113%

### Followers: XXXXXXX [#](/creator/twitter::1881168794/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1881168794/c:line/m:followers.svg)

- X Week XXXXXXX +2.50%
- X Month XXXXXXX +5.40%
- X Months XXXXXXX +13%
- X Year XXXXXXX +20%

### CreatorRank: XXXXXXX [#](/creator/twitter::1881168794/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1881168794/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[technology brands](/list/technology-brands)  XXXXX% [finance](/list/finance)  XXXXX% [stocks](/list/stocks)  #6029 [vc firms](/list/vc-firms)  #341 [cryptocurrencies](/list/cryptocurrencies)  XXXX% [countries](/list/countries)  XXXX% [social networks](/list/social-networks)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [celebrities](/list/celebrities)  XXXX% [exchanges](/list/exchanges)  XXXX%

**Social topic influence**
[ai](/topic/ai) #5789, [open ai](/topic/open-ai) #243, [ceo](/topic/ceo) #3187, [business](/topic/business) 4.52%, [crypto](/topic/crypto) 3.87%, [bytedance](/topic/bytedance) #5, [$googl](/topic/$googl) #1073, [world liberty financial](/topic/world-liberty-financial) 2.58%, [alibaba](/topic/alibaba) #400, [microsoft](/topic/microsoft) #245

**Top accounts mentioned or mentioned by**
[@pitchdecks](/creator/undefined) [@stephpalazzolo](/creator/undefined) [@mvpeers](/creator/undefined) [@jessicalessin](/creator/undefined) [@srimuppidi](/creator/undefined) [@aaronpholmes](/creator/undefined) [@qianerliu](/creator/undefined) [@anissagardizy8](/creator/undefined) [@aatilley](/creator/undefined) [@jemimacmcevoy](/creator/undefined) [@thenewceo_](/creator/undefined) [@baincapvc](/creator/undefined) [@ttvresearch](/creator/undefined) [@erinkwoo](/creator/undefined) [@coryweinberg](/creator/undefined) [@katieroof](/creator/undefined) [@kenbrown12](/creator/undefined) [@thedatavc](/creator/undefined) [@lauramandaro](/creator/undefined) [@dudeperfect](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [World Liberty Financial (WLFI)](/topic/world-liberty-financial) [Microsoft Corp. (MSFT)](/topic/microsoft) [IBM (IBM)](/topic/ibm) [Arista Networks Inc (ANET)](/topic/$anet) [TeraWulf Inc. (WULF)](/topic/terawulf) [Mastercard, Inc. (MA)](/topic/$ma) [Cipher Mining Inc. Common Stock (CIFR)](/topic/cipher-mining) [69Coin (69)](/topic/$69) [Coinbase Global, Inc. (COIN)](/topic/coinbase) [Morgan Stanley (MS)](/topic/morgan-stanley) [Salesforce Inc (CRM)](/topic/salesforce) [Meta Platforms, Inc. (META)](/topic/meta-platforms)
### Top Social Posts
Top posts by engagements in the last XX hours

"OpenAI co-founder Ilya Sutskever shared new details on the internal conflicts that led to Sam Altmans initial firing including a memo alleging Altman exhibited a consistent pattern of lying. Full story here:"  
[X Link](https://x.com/theinformation/status/1984730937830056032)  2025-11-01T21:15Z 130.7K followers, 2.8M 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_ 👇"  
[X Link](https://x.com/theinformation/status/1985838723829768281)  2025-11-04T22:37Z 130.7K followers, 7728 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 2022. Full article:"  
[X Link](https://x.com/theinformation/status/1989721317633905020)  2025-11-15T15:45Z 130.6K followers, 2226 engagements


"AI Agenda: OpenAI Developing Garlic Model to Counter Googles Recent Gains OpenAIs response to Googles AI resurgence is a new model codenamed Garlic. Read more from @Steph_Palazzolo"  
[X Link](https://x.com/theinformation/status/1995874383047348395)  2025-12-02T15:15Z 130.7K followers, 359.6K engagements


"The AI industry is entering an age of research focused on smaller-scale experiments moving away from scaling existing methods with vast computing power says Ilya Sutskever. This view suggests disagreement with the current approach of many leading AI developers"  
[X Link](https://x.com/theinformation/status/1995976307264409719)  2025-12-02T22:00Z 130.7K followers, 97.7K engagements


"Microsoft Lowers AI Software Sales Quotas as Customers Resist Newer Products In a rare move Microsoft has lowered sales quotas for newer AI products as customers resist paying more. Read more from @aaronpholmes 👇"  
[X Link](https://x.com/theinformation/status/1996224172238733774)  2025-12-03T14:25Z 130.7K followers, 171.1K engagements


"OpenAI is developing a new large language model codenamed Garlic to counter Googles recent gains. Our Deep Research finds Chief Research Officer Mark Chen told colleagues Garlic is performing well against Googles Gemini X in coding and reasoning tasks. Learn more:"  
[X Link](https://x.com/theinformation/status/1997354111834927328)  2025-12-06T17:15Z 130.7K followers, 167.1K engagements


"Growing its everyday essentials category is key: CEO Andy Jassy noted sales in this category have grown twice as fast as the rest of Amazons business this year. Get the full story:"  
[X Link](https://x.com/theinformation/status/1997406950040945126)  2025-12-06T20:45Z 130.6K followers, 1912 engagements


"Google plans to produce over X million TPUs by 2027 to boost supply but the company would need to overhaul its entire supply chain to mirror Nvidias business model and ensure reliable customer use outside of Google Cloud. Read more:"  
[X Link](https://x.com/theinformation/status/1997754485955789093)  2025-12-07T19:46Z 130.7K followers, 74.7K engagements


"Serena Williams known GLP-1 user has re-entered the anti-doping test pool raising scrutiny on weight-loss drugs in elite sports. Full story here:"  
[X Link](https://x.com/theinformation/status/1998139301058449753)  2025-12-08T21:15Z 130.7K followers, 2078 engagements


"Did IBM overpay for Confluent Freedom Capital Markets Head of Technology Research Paul Meeks gives his analysis of the $XX billion acquisition. Full episode:"  
[X Link](https://x.com/theinformation/status/1998162001311219975)  2025-12-08T22:45Z 130.7K followers, 2323 engagements


"To achieve AGI @Amazon AI researcher @jluan believes model development must change. "David is saying we're clearly missing some kind of key ingredients that we need to have in order to reach artificial general intelligence. And he does believe that model development is going to have to change a lot over time to be able to reach AGI." @steph_palazzolo AI Reporter Full episode:"  
[X Link](https://x.com/theinformation/status/1998177091997651147)  2025-12-08T23:45Z 130.7K followers, 19.9K engagements


"Applied AI Scoop: OpenAI Anthropic Google Agree to Develop Agent Standards Together Read more from Aaron Holmes 👇"  
[X Link](https://x.com/theinformation/status/1998403534035812469)  2025-12-09T14:45Z 130.7K followers, 5475 engagements


"Trump family crypto startup World Liberty Financial merged with publicly traded Canadian company Alt5 Sigma for a public listing that could have netted the family hundreds of millions. Alt5 Sigma shares have since plummeted 75%. Full story here:"  
[X Link](https://x.com/theinformation/status/1993752888594620740)  2025-11-26T18:45Z 130.6K followers, 1752 engagements


"Redpoint Ventures a generalist VC firm agreed to lead the new funding round for satellite manufacturer K2 Space. Full story here:"  
[X Link](https://x.com/theinformation/status/1996644443047203299)  2025-12-04T18:15Z 130.7K followers, 1680 engagements


"The Netflix-Warner Bros. $XX billion deal is "the stupidest deal" according to @mvpeers. "This is such a stupid deal I'm even beginning to wonder whether Netflix knows this deal will not get through but they are just trying to screw up Paramount and delay Paramount's ability to actually buy Warner. Full episode:"  
[X Link](https://x.com/theinformation/status/1997058677149147621)  2025-12-05T21:41Z 130.7K followers, 68.1K engagements


"Microsoft is in talks to design future chips with Broadcom which would involve switching its business from Marvell another maker of custom chips. Learn more:"  
[X Link](https://x.com/theinformation/status/1997739142390632453)  2025-12-07T18:45Z 130.7K followers, 5443 engagements


"Netflix executives are set to be distracted for the next year to XX months as they attempt to win regulatory approval for the $XXXX billion Warner Bros. Discovery deal. Details:"  
[X Link](https://x.com/theinformation/status/1998124176154996920)  2025-12-08T20:15Z 130.7K followers, 2144 engagements


"AI Agenda: ChatGPT Nears XXX Million Weekly Active Users But Gemini is Catching Up The AI chatbot race is heating up. Read more from @srimuppidi 👇"  
[X Link](https://x.com/theinformation/status/1998412208057831724)  2025-12-09T15:19Z 130.7K followers, 7777 engagements


"The bank plans to undercut fees charged by payments companies like Visa and Mastercard by utilizing dollar-pegged stablecoins for payment settlement. Details:"  
[X Link](https://x.com/theinformation/status/1998471476349997177)  2025-12-09T19:15Z 130.7K followers, 1675 engagements


"An OpenAI executive expects the entire economy to become an Reinforcement Learning Machine. This implies that AI might train on recordings of how professionals in all fields handle day-to-day work on their devices. Details on this new era of AI training: AI developers are training models on carefully curated examples of answers to difficult questions. Data labeling firms are hiring experienced professionals in niche fields to complete real-world tasks using specific applications that the AI can watch. Read more:"  
[X Link](https://x.com/theinformation/status/1969827732046426400)  2025-09-21T18:15Z 130.7K followers, 638.9K engagements


"A court deposition of Ilya Sutskever the OpenAI co-founder gives a rare look into the days before and after Sam Altman's ouster"  
[X Link](https://x.com/theinformation/status/1985246818205061331)  2025-11-03T07:25Z 130.7K followers, 120.9K engagements


"The AI startups in The Informations most promising startups list and why Anthropic might beat OpenAI to positive cash flow"  
[X Link](https://x.com/theinformation/status/1986120324191297578)  2025-11-05T17:16Z 130.6K followers, 118.3K engagements


"Could Apple and SpaceX finally do a satellite deal Talk of a Globalstar sale and Starlink satellite changes could presage such an agreement"  
[X Link](https://x.com/theinformation/status/1981716556959961394)  2025-10-24T13:37Z 130.7K followers, 256.7K engagements


"K2 Space is designing satellites to provide communications from a higher orbit than those used by SpaceXs Starlink service. Learn about the technology:"  
[X Link](https://x.com/theinformation/status/1998093997168816558)  2025-12-08T18:15Z 130.7K followers, 1998 engagements


"The debt deal for Meta's Hyperion data center was the first complicated data center project to get a bond rating facilitated through a special purpose vehicle majority-owned by Blue Owl. Learn more:"  
[X Link](https://x.com/theinformation/status/1998109079466647742)  2025-12-08T19:15Z 130.7K followers, 2412 engagements


"True Value: Arista Networks appears undervalued boasting a XX% gross margin that significantly exceeds rivals. Its potential for faster growth makes it the better AI data center networking stock for investors. Full story here:"  
[X Link](https://x.com/theinformation/status/1998516769435070915)  2025-12-09T22:15Z 130.7K followers, 1691 engagements


"Lightspeed Venture Partners Khosla Ventures Coatue Management and DST Global are among the investors in Distyl AI's latest funding round. The startup founded by former Palantir employees had previously raised $XX million. Read more here:"  
[X Link](https://x.com/theinformation/status/1971239549557748043)  2025-09-25T15:45Z 130.7K followers, 2737 engagements


"Inside the Meta-fication of OpenAI OpenAI is readying itself for its Facebook Era. Read more from @KalleyHuang @erinkwoo and @steph_palazzolo 👇"  
[X Link](https://x.com/theinformation/status/1981713871371923596)  2025-10-24T13:26Z 130.7K followers, 1.1M engagements


"Index Ventures partner @NinaAchadjian speaks about what it will take to see more tech IPOs at the WTF Summit. The bull case would be OpenAI opens all of its numbers to public investors"  
[X Link](https://x.com/theinformation/status/1983655253204488254)  2025-10-29T22:00Z 130.4K followers, 2592 engagements


"Lightspeed Venture Partners spent $XXX million across Navan's seed Series A and B rounds resulting in a $XXXX billion stake at the time of the IPO. Details on Lightspeed's returns. Learn more:"  
[X Link](https://x.com/theinformation/status/1984700745896128951)  2025-11-01T19:15Z 130.4K followers, 4261 engagements


"Apple accounted for XX% of Qorvos revenue in its fiscal year that ended March this year. See why Qorvo has agreed to merge with Skyworks Solutions:"  
[X Link](https://x.com/theinformation/status/1984723375885836702)  2025-11-01T20:45Z 130.3K followers, 3167 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:"  
[X Link](https://x.com/theinformation/status/1985048023664144404)  2025-11-02T18:15Z 130.1K followers, 2837 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:"  
[X Link](https://x.com/theinformation/status/1985765253473296390)  2025-11-04T17:45Z 130.4K followers, 2167 engagements


"50 Most Promising Startups of 2025: Venture capital firms Sequoia Capital and Andreessen Horowitz were the most active investors in the Information XX. Sequoia led eight funding rounds while Andreessen Horowitz led seven. Learn more:"  
[X Link](https://x.com/theinformation/status/1986474666068725994)  2025-11-06T16:44Z 129.9K followers, 11.4K engagements


"Sequoia Capital partners Alfred Lin Pat Grady and Andrew Reed discussed leadership concerns with Roelof Botha before he stepped down as the firm's leader. Full story here:"  
[X Link](https://x.com/theinformation/status/1986939247815786569)  2025-11-07T23:30Z 129.9K followers, 4204 engagements


"Decagon's previous investors include Bain Capital Ventures Accel and Andreessen Horowitz. The company also recently received an investment from T Capital the investment arm of Deutsche Telekom. Learn about the financing:"  
[X Link](https://x.com/theinformation/status/1988007520082817517)  2025-11-10T22:15Z 130.7K followers, 2870 engagements


"OpenAI is readying itself for its Facebook Era"  
[X Link](https://x.com/theinformation/status/1988154737590759802)  2025-11-11T08:00Z 130K followers, 28.7K engagements


"Robotics software maker Foxglove has raised $XX million in equity financing led by Bessemer Venture Partners valuing the four-year-old startup at $XXX million before the new capital. Learn more:"  
[X Link](https://x.com/theinformation/status/1988702105054433438)  2025-11-12T20:15Z 130.2K followers, 2072 engagements


"Anthropic partnered with cloud startup Fluidstack which has byzantine arrangements with TeraWulf and Google for data center space marking Anthropic's first deal outside of Amazon or Google. Read:"  
[X Link](https://x.com/theinformation/status/1990076160558960780)  2025-11-16T15:15Z 130.3K followers, 2803 engagements


"Crypto miners like TeraWulf and Cipher Mining Technologies which possess hard assets like land and power have seen their shares soar as AI firms seek their data centers. View the details:"  
[X Link](https://x.com/theinformation/status/1990453666667507841)  2025-11-17T16:15Z 130.3K followers, 2254 engagements


"Plans to Go Public in 2026 Adds Co-CEO Crypto brokerage is planning to list its shares in 2026 after several volatile years. Read more from Yueqi Yang 👇"  
[X Link](https://x.com/theinformation/status/1990464757933953304)  2025-11-17T16:59Z 130.2K followers, 1943 engagements


"plans to go public in 2026 aiming to list after a volatile period for the crypto market. The company is considering an IPO or a SPAC merger. Read the full story:"  
[X Link](https://x.com/theinformation/status/1990529154807222400)  2025-11-17T21:15Z 130.2K followers, 2295 engagements


"Crypto brokerage promoted President Lane Kasselman to co-CEO alongside founder Peter Smith as part of its listing efforts. Kasselman will lead operations and capital markets. Learn more about the executive moves:"  
[X Link](https://x.com/theinformation/status/1990846242553839727)  2025-11-18T18:15Z 130.2K followers, 2031 engagements


"valuation reached $XX billion in 2022 before the market downturn. Its valuation was estimated at $XXX billion in April. The company has been profitable for three years. Full story here:"  
[X Link](https://x.com/theinformation/status/1991133118011462030)  2025-11-19T13:15Z 130.2K followers, 2194 engagements


"Unlike an exchange like Coinbase operates as a crypto brokerage executing trades for customers using its own inventory or other exchanges. This year's revenue has already exceeded 2024's $X billion. Read:"  
[X Link](https://x.com/theinformation/status/1991548370767302689)  2025-11-20T16:45Z 130.7K followers, 1771 engagements


"reports about XX% of its total revenue this year comes from its institutional prime brokerage and blockchain market services with the remaining XX% from its XX million verified retail users. Learn more:"  
[X Link](https://x.com/theinformation/status/1991993780250026235)  2025-11-21T22:15Z 130.2K followers, 2225 engagements


"Databricks' business has benefited in part from OpenAI which is a longtime customer of the 12-year-old company. Full details:"  
[X Link](https://x.com/theinformation/status/1992333525530349698)  2025-11-22T20:45Z 130.5K followers, 6766 engagements


"is listing in the U.S. and has chosen Dallas as its U.S. headquarters. Citi is the primary adviser for its capital markets activities. The company also donated $X million to MAGA Inc. Read about the company's plans:"  
[X Link](https://x.com/theinformation/status/1992348618976600540)  2025-11-22T21:45Z 130.2K followers, 2642 engagements


"The Softbank-backed Ohio factory for OppenAI will manufacture modular data center units that can increase deployment speed by XX% to XX% compared to typical construction. Manufacturing is slated to begin as early as Q1 2026"  
[X Link](https://x.com/theinformation/status/1992605311388041313)  2025-11-23T14:45Z 130.3K followers, 1985 engagements


"This year Databricks has been promoting new products that allow customers to use AI models to analyze data and build AI agents for automating white-collar tasks. Read the full report:"  
[X Link](https://x.com/theinformation/status/1992680807710728476)  2025-11-23T19:45Z 130.5K followers, 2481 engagements


"The wave of borrowing tied to Oracle is concerning some investors due to potential overexposure and Oracle's lower investment-grade credit rating compared to larger cloud competitors. Read:"  
[X Link](https://x.com/theinformation/status/1993760437037380044)  2025-11-26T19:15Z 130.3K followers, 1741 engagements


"Current investors in Veza including New Enterprise Associates True Ventures and Blackstone could see a quick return if a sale is successful. Learn more:"  
[X Link](https://x.com/theinformation/status/1994062434655498538)  2025-11-27T15:15Z 130.2K followers, 3227 engagements


"Beijing is escalating its strategy to foster a domestic AI ecosystem ordering firms like ByteDance and Alibaba to stop purchasing Nvidias export-compliant chips. Full story here:"  
[X Link](https://x.com/theinformation/status/1994100169210519614)  2025-11-27T17:45Z 130.3K followers, 2164 engagements


"Alt5 Sigma faces legal and regulatory issues that were not publicly disclosed immediately after its merger with World Liberty Financial. The company was convicted of money laundering in Rwanda and suspended its CEO weeks after the deal was announced. Read:"  
[X Link](https://x.com/theinformation/status/1994432382590472654)  2025-11-28T15:45Z 129.9K followers, 2189 engagements


"Forget Humanoids: Silicon Valley Loves This Cute Little Robot Meet Matic the Pixar-like little robo-cleaner that Silicon Valley loves. Read more from Abram Brown 👇"  
[X Link](https://x.com/theinformation/status/1994470830420435060)  2025-11-28T18:17Z 129.7K followers, 1997 engagements


"A "better Roomba" that initially drew skepticism is now one of the year's biggest consumer tech hits. We report on how Matic's AI-powered robot went from unsexy product to technorati must-have. Full story here:"  
[X Link](https://x.com/theinformation/status/1994515410960449682)  2025-11-28T21:15Z 130.4K followers, 2614 engagements


"The Trump-Alt5 deal involved Alt5 Sigma issuing shares to World Liberty Financial in exchange for $XXX million worth of the $WLFI cryptocurrency giving the Trump family's company a public stock listing. Details:"  
[X Link](https://x.com/theinformation/status/1994779640313819245)  2025-11-29T14:45Z 129.9K followers, 2154 engagements


"Oracle's corporate borrowing and data center leases will more than double its net adjusted debt to roughly $XXX billion by fiscal year 2028 up from about $XXX billion currently according to Morgan Stanley. Full story here:"  
[X Link](https://x.com/theinformation/status/1994802296769663053)  2025-11-29T16:15Z 130.7K followers, 10.2K engagements


"Matic is now on a roughly $XX million annual run rate selling 2000 of its $1245 robot cleaners a monthall without spending a dollar on marketing. Read:"  
[X Link](https://x.com/theinformation/status/1994847594023948616)  2025-11-29T19:15Z 129.7K followers, 2715 engagements


"Alt5 Sigma's board learned of the company's Rwandan money laundering conviction handed down in May just before the end of August months after the World Liberty Financial deal. More on the deal's complications:"  
[X Link](https://x.com/theinformation/status/1995187327191121921)  2025-11-30T17:45Z 129.9K followers, 4172 engagements


"Exclusive: ByteDance is challenging Alibaba's long-term dominance in China's cloud market with cheap and good AI models. Read more from @JuroOsawa 👇"  
[X Link](https://x.com/theinformation/status/1995527099201749033)  2025-12-01T16:15Z 130.3K followers, 2009 engagements


"AWS is set to debut its new Nova multimodal AI model at re:Invent aiming to compete with Googles Gemini as an "all-in-one" offering for text speech images and video. Full story here:"  
[X Link](https://x.com/theinformation/status/1995557286018679088)  2025-12-01T18:15Z 130.5K followers, 6892 engagements


"ByteDance is leading the nascent market for selling AI models as a service in China posing a threat to Alibabas cloud dominance. ByteDance had over XX% of the market in the first half of the year compared to Alibaba's 21%. Learn more:"  
[X Link](https://x.com/theinformation/status/1995579916461511007)  2025-12-01T19:45Z 130.3K followers, 1983 engagements


"Secretive AI music startup Klay has secured licensing agreements with all three major record labels: Universal Music Group Warner Music Group and Sony Music. Full story here:"  
[X Link](https://x.com/theinformation/status/1995602311872200737)  2025-12-01T21:14Z 130.7K followers, 2045 engagements


"China is getting creative in its strategy to compete with Nvidia: "Each Huawei's chip designs. deliver about one third the performance of Nvidia's most cutting edge chips." "So they are trying to compensate with scale and quantity by throwing massive numbers of these inferior chips together." @QianerLiu The Information Full episode:"  
[X Link](https://x.com/theinformation/status/1995621563287085351)  2025-12-01T22:30Z 130.7K followers, 53.5K engagements


"ByteDance only offers access to its highly competitive proprietary models via its cloud division Volcano Engine. This strategy is helping the market underdog rapidly gain ground in cloud services. Full story here:"  
[X Link](https://x.com/theinformation/status/1995881920752718130)  2025-12-02T15:45Z 130.2K followers, 2040 engagements


"Alibaba CEO Eddie Wu is prioritizing AI models as a servicea focus attendees understood as a direct response to ByteDances success in the sector. Read:"  
[X Link](https://x.com/theinformation/status/1996206549962801491)  2025-12-03T13:15Z 130.2K followers, 2503 engagements


"While Amazon CEO Andy Jassy has said the company expects to partner with outside agents eventually Amazon is requiring agents to abide by its terms of service including identifying themselves and not posing as human users. Read:"  
[X Link](https://x.com/theinformation/status/1996297155753959642)  2025-12-03T19:15Z 130K followers, 1849 engagements


"ByteDance's aggressive pricing including huge new user discounts has led to customers slashing cloud bills by as much as 70%. Alibaba Cloud responded by cutting the price of its most powerful AI model by over 40%. Details here:"  
[X Link](https://x.com/theinformation/status/1996614257085939791)  2025-12-04T16:15Z 130.7K followers, 2184 engagements


"Growing its everyday essentials category is key: CEO Andy Jassy noted sales in this category have grown twice as fast as the rest of Amazons business this year. Get the full story:"  
[X Link](https://x.com/theinformation/status/1996931325857497147)  2025-12-05T13:15Z 130.3K followers, 1953 engagements


"Private equity firm Carlyle reduced its spending on Microsofts Copilot Studio after having trouble getting the AI to reliably tap data from applications like Salesforce. Learn more:"  
[X Link](https://x.com/theinformation/status/1996953977158525348)  2025-12-05T14:45Z 130K followers, 1787 engagements


"Bun sees over seven million monthly downloads but generates no revenue. Anthropic is in talks to buy the open-source startup to improve its own coding tools. Story:"  
[X Link](https://x.com/theinformation/status/1996969080645890496)  2025-12-05T15:45Z 129.9K followers, 2048 engagements


"How Trillion-Dollar Broadcom Become a Relentless AI Juggernaut Watch out Nvidia: Hock Tan has turned Broadcom into a relentless AI juggernaut. Read more from @jemimacmcevoy @qianerliu and @waynema 👇"  
[X Link](https://x.com/theinformation/status/1996991365327069452)  2025-12-05T17:13Z 129.9K followers, 2087 engagements


"Today on The Informations TITV: -Does the Netflix-WBD deal make sense @mvpeers Co-Executive Editor at The Information -Apples succession plans @aatilley The Information -Meet Broadcoms Hock Tan Nvidias real challenger @jemimacmcevoy The Information -Altman vs. Amodei rivalry intensifies The Editors Cut with @jessicalessin & @lauramandaro -Inside Dude Perfects booming empire Andrew Yaffe CEO of @DudePerfect"  
[X Link](https://x.com/theinformation/status/1997003387976712699)  2025-12-05T18:01Z 129.9K followers, 3503 engagements


"Googles Gemini chatbot has gained ground in terms of usage with XXX million monthly active users in October an increase from XXX million in July. Altman privately warned employees that Googles AI resurgence could cause "temporary economic headwinds." Read:"  
[X Link](https://x.com/theinformation/status/1997014366445531433)  2025-12-05T18:45Z 130K followers, 10.4K engagements


"The Big Read: Broadcom CEO Hock Tan is known for his no-frills attitude which includes eliminating many employee perks at acquired companies like VMware and focusing strictly on profits and minimal costs"  
[X Link](https://x.com/theinformation/status/1997037036696465691)  2025-12-05T20:15Z 130.1K followers, 1953 engagements


"Klay has recruited top industry veterans like Brian Whitman who built Spotifys early recommendation algorithms and former Sony Music executive Thomas Hesse to join the startup. Read about Klay's team:"  
[X Link](https://x.com/theinformation/status/1997067225535037771)  2025-12-05T22:15Z 130K followers, 2053 engagements


"The Trump administration will block the Netflix-Warner Bros. deal says @mvpeers. Particularly as Paramount which was competing to buy Warner is close to the administration and will obviously do a very intense job in arguing why this deal should be opposed. Full episode:"  
[X Link](https://x.com/theinformation/status/1997068538876494314)  2025-12-05T22:20Z 130.3K followers, 2873 engagements


"Beyond pricing attentive customer service is attracting clients to ByteDance. Startup founders say ByteDance engineers offer quick support unlike Alibaba which can be difficult for smaller companies to get attention from. Get the story:"  
[X Link](https://x.com/theinformation/status/1997391850454282534)  2025-12-06T19:45Z 130.7K followers, 2414 engagements


"AWS is diversifying its AI alliances. Following an expanded Anthropic-Google deal Amazon unveiled a new multiyear deal to rent servers to OpenAI. Continue reading:"  
[X Link](https://x.com/theinformation/status/1997429597944598674)  2025-12-06T22:15Z 130K followers, 2584 engagements


"The potential multi-million dollar investment would help Fluidstack compete in an increasingly crowded field of firms renting specialized servers to AI developers including customers like Mistral AI and Anthropic. Learn more:"  
[X Link](https://x.com/theinformation/status/1997437147574329820)  2025-12-06T22:45Z 130K followers, 2451 engagements


"Exclusive: OpenAI CEO Sam Altman says hes bracing for possible economic headwinds in catching up to a resurgent Google. Read more from @Steph_Palazzolo and @ErinKWoo 👇"  
[X Link](https://x.com/theinformation/status/1991658806321828155)  2025-11-21T00:03Z 130.7K followers, 1.2M engagements


"SpaceX is aiming for an initial public offering in the second half of 2026 according to people familiar with discussions with investors and financial institution representatives. Read more:"  
[X Link](https://x.com/theinformation/status/1997376756123095527)  2025-12-06T18:45Z 130.7K followers, 2226 engagements


"Anthropic is targeting small acquisitions to help developers test and design code. The company currently generates XX% of its revenue from selling models to app developers. Read:"  
[X Link](https://x.com/theinformation/status/1997731589829132419)  2025-12-07T18:15Z 130.7K followers, 2667 engagements


"Sam Altman and Dario Amodeis fierce rivalry explained: "Dario left OpenAI for a reason. the reason being in Dario's estimation much more of how AI is getting built and the ethics and responsibility around it." Not being focused on the consumer market I think that's a huge advantage for Anthropic in many ways. @jessicalessin Editor-in-Chief of The Information Full episode:"  
[X Link](https://x.com/theinformation/status/1997818507329749076)  2025-12-08T00:00Z 130.7K followers, 46K engagements


"Hock Tan Broadcom CEO has applied a disciplined M&A mentality cutting an acquired company's portfolio to only the most profitable parts a process he calls identifying "diamonds and turds." Read:"  
[X Link](https://x.com/theinformation/status/1998041151056585140)  2025-12-08T14:45Z 130.7K followers, 2073 engagements


"The company is considering listing the entire company in its IPO which includes its internet satellite service Starlink. This marks a shift from earlier expectations that Starlink would be spun off and taken public separately. Learn more:"  
[X Link](https://x.com/theinformation/status/1998071353841164509)  2025-12-08T16:45Z 130.7K followers, 2011 engagements


"Today on The Informations TITV: -Paramount launches hostile WBD tender @mvpeers Co-Executive Editor -IBM buys confluent for $11B Paul Meeks CIO of XX Asset Management -How the head of ChatGPT responded to Code Red @srimuppidi OpenAI Reporter -Questions swirl around AI biology breakthroughs @steph_palazzolo AI Reporter -What Kalshis $11B valuation tells us @Yueqi_Yang Crypto Reporter 📺 Tune in at XX am PT / X pm ET on"  
[X Link](https://x.com/theinformation/status/1998078912706887984)  2025-12-08T17:15Z 130.7K followers, 2034 engagements


"Today on The Informations TITV: -Paramount launches hostile WBD tender @mvpeers Co-Executive Editor -IBM buys confluent for $11B Paul Meeks CIO of XX Asset Management -How the head of ChatGPT responded to Code Red @srimuppidi OpenAI Reporter -Questions swirl around AI biology breakthroughs @steph_palazzolo AI Reporter -What Kalshis $11B valuation tells us @Yueqi_Yang Crypto Reporter"  
[X Link](https://x.com/theinformation/status/1998091283844227229)  2025-12-08T18:04Z 130.7K followers, 2535 engagements


"Applied AI: OpenAI Anthropic Google and Microsoft are among the leading companies set to announce a new groupthe Agentic Artificial Intelligence Foundationto develop open-source standards for AI agents. Learn more:"  
[X Link](https://x.com/theinformation/status/1998479024507490809)  2025-12-09T19:45Z 130.7K followers, 5193 engagements


"Broadcom's custom chip business which makes ASICs to challenge Nvidia's dominance has been lifted by the unfolding AI age scoring megadeals with customers like OpenAI and Meta Platforms. Read more:"  
[X Link](https://x.com/theinformation/status/1997406955149639758)  2025-12-06T20:45Z 130.7K followers, 17.3K engagements


"OpenAI has lowered its projections for AI agent revenue by $XX billion over the next five years expecting to rely more on growing subscription revenue from ChatGPT. Learn more:"  
[X Link](https://x.com/theinformation/status/1998131729832333437)  2025-12-08T20:45Z 130.7K followers, 21.2K engagements


"Arista Is the AI Data Center Networking Stock to Watch Arista Networks stands out as undervalued among companies that specialize in selling networking gear for AI data centers. Read more from @AnitaRamaswamy 👇"  
[X Link](https://x.com/theinformation/status/1998472985254986114)  2025-12-09T19:21Z 130.7K followers, 1747 engagements


""In the US we tend to forget that Beijing is the other side of the coin. And you know this happened with TikTok and ByteDance. It's not just what Washington wants it's what Beijing wants." The Information's Editor-in-Chief @jessicalessin on the US allowing NVIDIA to sell H200 chips in China. Full episode:"  
[X Link](https://x.com/theinformation/status/1998518294307856761)  2025-12-09T22:21Z 130.7K followers, 1763 engagements