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@validapau
Reporter @theinformation covering tech M&A, IPOs and other big tech deals | Signal validapau.59
World & Business
Semafor cautions the talks could fall apart, while The Information reports a price of around $17 billion.
Technology
Semafor says the talks could fall apart and it could not determine the price or proposed deal structure.
AI
Anthropic says its registration statement is not yet effective, so securities cannot be sold or offers to buy accepted.
World & Business
One post says roughly $72B of the reported loss came from non-cash charges, putting the underlying loss near $9B.
AI
The Information says her father, Palo Alto Networks CEO Nikesh Arora, is advising her.
AI
The Information reports that Anthropic is asking shareholders to approve a special share class that would give CEO Dario Amodei and his six co-founders collective voting control in most corporate matters.
AI
A post citing The Information says Anthropic has lined up at least 14.8 gigawatts of new compute. It also describes suppliers investing in Anthropic as the company commits to buying their infrastructure.
AI
Gary Marcus highlights a report on Anthropic entering large compute agreements beyond earlier disclosures.
AI
Tweet from The Information reporter flags investor questions ahead of Anthropic going public.
AI
The Information reports Nscale informing investors of major AI customer deals.
Technology
Reports outline plans for longer post-IPO lockup periods than usual.
Technology
Exclusive report from The Information shared on X by editor Amir Efrati.
AI
The company seeks to shield leaders from outside shareholder pressure ahead of a potential record IPO.
AI
Journalists report Nvidia may back an OpenAI-linked data center project.
