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Stephanie Palazzolo

AI Reporter, The Information · 1 appearance on the record.

computed by AI from the episodes · how this works → · full disclaimer →

journalistanalyst@steph_palazzolo ↗theinformation.com ↗

Palazzolo covers artificial intelligence startups, venture capital, tech giants, and AI research at The Information, where she authors the daily newsletter AI Agenda. Prior to entering journalism at Business Insider, she worked as a technology investment banker at Morgan Stanley advising tech firms on IPOs and M&A transactions.

10statements → 6claims → 3claims resolved → 33%fully supported → 3.7/5average certainty → 2.2/5average debate potential → ≈4.5/5argument clarity, estimated →

1 supported 2 partly supported 0 contradicted 3 not checkable as stated how the 6 claims stand · each chip opens the sources

6 assertions · 1 opinion · 3 insights · every statement was checked. The predictions and assertions are the 6 claims: statements the public record can support or contradict. 3 are resolved, and 3 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Stephanie argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported
Palazzolo: Claude Code leads stayed at Cursor only two weeks
“We know that they went there, they were there for, I think, about two weeks, and they came back.”
Stephanie Palazzolo Aug 6, 2025 ▶ 41:45 The AI Agenda: GPT5 leaks and the business of AI News — Steph Palazzolo, The Information

Expressed certainty vs assessment result

none yet certainty 1
none yet certainty 2
50% certainty 3
75% certainty 4
none yet certainty 5

weighted support: a fully supported claim counts one, a partly supported claim counts half. Each filled bar is clickable and opens exactly those claims; "none yet" means nothing said at that certainty level has resolved yet

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Stephanie Palazzolo on measured tape to publish a rate. This says nothing about how they speak.

Everything Stephanie Palazzolo said on Latent Space that made the record, most notable first. Filter by type, assessment or year in the ledger →

Assertion Partly supported
The Information: OpenAI hit $12B ARR as burn rose to $8B
“We had a story yesterday about open AI and how, like, I think they've reached about twelve billion ARR and yeah, but their burn went from like They projected, like, one billion to, like, eight billion or something.”
Stephanie Palazzolo Aug 6, 2025 ▶ 40:26 The AI Agenda: GPT5 leaks and the business of AI News — Steph Palazzolo, The Information
Assertion Supported
Palazzolo: Claude Code leads stayed at Cursor only two weeks
“We know that they went there, they were there for, I think, about two weeks, and they came back.”
Stephanie Palazzolo Aug 6, 2025 ▶ 41:45 The AI Agenda: GPT5 leaks and the business of AI News — Steph Palazzolo, The Information
Assertion Not checkable as stated
Palazzolo: VCs are growing frustrated with unconventional AI acqui-hire deals
“Talking to investors, I think they're starting to, I think they're kind of over these types of deals. Like, they're like, hey, I mean, like, this is, like, fine, but, like, we don't invest in companies so they can get, like, a weird acquihire situation a coupl…”
Stephanie Palazzolo Aug 6, 2025 ▶ 46:05 The AI Agenda: GPT5 leaks and the business of AI News — Steph Palazzolo, The Information
Insight
Palazzolo: Unbalanced AI acqui-hires are eroding employee-founder trust
“There's a sense that whenever you join a startup, like, you're gonna be compensated for the risk that you're taking on of joining, like, something that's unproven, and then now you're having these situations where, like, yeah, some people do get rewarded for t…”
Stephanie Palazzolo Aug 6, 2025 ▶ 46:32 The AI Agenda: GPT5 leaks and the business of AI News — Steph Palazzolo, The Information
Assertion Not checkable as stated
75% of DeepSeek-R1 usage at a major inference provider is for distillation
“I know even whenever, like, the DeepSeek R-One model first came out, one of the major, like, startups in the space was, like, yeah, 75% of the usage that we see for R-One is people trying to distill it into, like, Whatever specific use cast use case they want”
Stephanie Palazzolo Aug 6, 2025 ▶ 14:12 The AI Agenda: GPT5 leaks and the business of AI News — Steph Palazzolo, The Information
Opinion
Palazzolo: Meta should focus on app integration over frontier models
“Maybe what's actually good for their P&L and their finances is to not focus so much on building these, like, insane, huge, state-of-the-art models, which they've obviously struggled with more recently, but it's to take things that are, you know, 70, 80, like, …”
Stephanie Palazzolo Aug 6, 2025 ▶ 16:46 The AI Agenda: GPT5 leaks and the business of AI News — Steph Palazzolo, The Information
Assertion Partly supported
Early GPT-5 testers report noticeable gains across coding, science, and writing
“And the story that we wrote, we kind of talked about how at least the people that we've talked to who tested it so far have been pretty impressed. They seem to think that it's been, you know, there's been improvements in a number of domains and both like scien…”
Stephanie Palazzolo Aug 6, 2025 ▶ 28:49 The AI Agenda: GPT5 leaks and the business of AI News — Steph Palazzolo, The Information
Insight
Palazzolo: News aggregators and summarizers are being displaced by AI and influencers
“If you're a company that's more known for, like, summarizing, like, the daily news, or even, like, having some sort of opinion or analysis, like, now that, you know, people on, like, X who are doing that, or you can just use, like, ChatDBT to send you summary …”
Stephanie Palazzolo Aug 6, 2025 ▶ 50:36 The AI Agenda: GPT5 leaks and the business of AI News — Steph Palazzolo, The Information
Assertion Not checkable as stated
Palazzolo: Frontier AI labs are partnering with RL sandbox startups
“At least the one, the startups that I talked to, a decent chunk of them are already starting to work with, like, the AI, the big AI labs, and, like, these are quite early startups, so it seems like they are very, the AI labs are very excited about this approac…”
Stephanie Palazzolo Aug 6, 2025 ▶ 1:13:35 The AI Agenda: GPT5 leaks and the business of AI News — Steph Palazzolo, The Information
Insight
Palazzolo: Founders should pitch industry trends rather than individual startups
“Don't think about just pitching your startup to me, but, like, Pitch me on, like, why your entire space is important, and, like, I will write something, like, it's more likely that I'll write something about a trend or, like, a new industry.”
Stephanie Palazzolo Aug 6, 2025 ▶ 1:04:07 The AI Agenda: GPT5 leaks and the business of AI News — Steph Palazzolo, The Information

Appearances (1)

EpisodeDateSpeaking time
The AI Agenda: GPT5 leaks and the business of AI News — Steph Palazzolo, The Information Aug 6, 2025 40m
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