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@amir
Executive Editor @theinformation. amir @ http://theinformation.com amir.62 on Signal
AI
A post sharing The Information's look at an Altman discussion also lists 'the Eliezer plan' as an idea.
Technology
A user speculates that Anthropic may be close to releasing Fable 5.5.
AI
A user calls models for chip design “a real thing” and urges readers not to overlook the claimed collaboration.
AI
A user speculates that a release may be close, writing, “Seems like it…”
AI
A user says the concern arose in summer 2026 and involved possible exposure to the internet or other users.
AI
A user says Anthropic's Q3 revenue was almost four times its revenue for all of 2025.
AI
A post calls the long slog worthwhile for Applied Intuition and other automated-driving software makers.
AI
A user says heavy data center spending and the AI talent race are prompting the internal discussions.
AI
A user predicts cybersecurity will be a very big business for OpenAI and Anthropic.
Technology
The Information reports that the self-driving software maker is expanding into autonomous military vehicles.
AI
A user calls something “the future of coding agents” but does not identify what they mean.
AI
The Information reports the planned investment is part of Nvidia’s effort to make its technology compatible with rival chip designers.
AI
A commentator says Legora and Sierra doubled to $200 million in about six months, though starting points and metrics differ.
AI
A post attributes the prediction to Cognition's Scott Wu and also names Typeface chief Diogo Almeida.
World & Business
A user claims Jensen has many new targets and predicts his dealmaking won't slow down.
Technology
A post suggests Jensen wants OpenRouter and says he has many new targets.
AI
A post cites @sriramk's new venture fund as an example of the value its author sees in AI-policy work.
AI
An essay argues that falling prices and surging token use favor platforms that control distribution over benchmark-leading labs.
AI
A post argues that AI isn't destroying systems of record like Workday and Salesforce, but those firms are struggling to sell their own AI.
AI
One post calls a Stripe investor letter about the acquisition leaked; another describes a video of John Collison explaining the deal.
