The Information

“Two years ago, we published the render of, and it looks the same, so that tells you how long it takes to make artwork.”

“Information also had a story this week that Microsoft accidentally released some documents that showed its cloud business is not as big as people think it is”

“SoftBank is now suing the founder of IRL after the information reported its user numbers were suspect and the SEC investigated and so on.”

“We reported the information that their big bet on, like, US semi-manufacturing actually has this wrinkle that final assembly still happens in Taiwan.”

“Myself and my amazing colleagues at the Information Broker story recently that Sam Altman, the CEO of OpenAI, and Johnny Ive, the former Apple designer and designer of the iPhone, Have been deep in conversations about building a hardware device together that k…”

“Do I think it's how people are going to want to consume their news? No”

“As we report in the information, COTU doesn't have management fees on this fund, right?”

“Information reported this week that OpenView, a Boston-based firm, is essentially shutting its doors for a variety of issues.”

“They perform really well for us, by the way, the best part of our small paid advertising budget is Google by a long shot.”

“I thought of this because the reason the world knows that actually the Chinese government owns ByteDance is because Of some of the great reporting of my colleagues in Asia that actually broke the news of not just this idea that Chinese companies are controlled…”

“And actually my best example of this was the information was having a cocktail party in DC. And I Introduced Luther Lowe, who at the time was working for Yelp and has been sort of the biggest antagonist trying to get Google sued and broken up on antitrust grou…”

“There's something about getting that email from Apple saying your price can't be in the color red. It has to be in the color blue. That just makes you realize how beholden you, like they were commenting on the colors of the fonts in our app, right?”

“So the news this week was Brex, 20% layoff, replaced, I think CTO and COO, two members of the management team, all broken in the information.”

“I didn't watch it yet, but I knew about that because we reported in the information that that was the moment when they demoed it to Bob Iger.”

“Bloomberg does that. You have to badge in and out of the bathroom. Don't work at Bloomberg. Work at the information. It's true. The newsroom. You have to badge in and out of your desk, including, like, bathroom breaks, so.”

“As a reporter, it's gotten a lot easier to get sources on the phone, especially, like, sources who are in a lot of board meetings, because their boards are just them with their camera off on Zoom.”

“By the way, we moved Oracle stock substantially this week over at the information.”

“We've seen a lot of media companies whose thesis has been to ride a tech wave, and that has, by definition, is not where value will be created. And that doesn't mean you don't leverage new tech waves, turbocharge your superpower as an organization, but it just…”

“The information is reported there, they're not even working on the next version of it.”

“Turned out, tennis courts, anyone could book. So Amir Afradi and I, of the information side, we were going to play as much tennis as we possibly could book. And we would run into all these interesting people and say hello and catch up.”

“The Threads No Politics policy hitting some internal debate, so we don't have to go deep into Threads, but we've talked at length about both how it kind of emerged as this breath of fresh air from the fierce debates on X, Especially around politics, and its wh…”

“Yeah, I mean, as my colleagues at The Information have reported, OpenAI is making a billion dollars a year in selling access to its model.”

“They also just shut down all their like super expensive celebrity bots. I think I read that in the information.”

“I read in the information that TikTok is paying Microsoft Twenty million dollars a month to access open AI through Azure.”

“Texting a chat bot for a piece of information, like, it's not, I mean, That is not going to kill our business. If we continue to do that well, we're going to have an amazing business and it's much, much deeper than that.”

“Ryan Breslow, the founder of Bolt, who had left the company, is staging a comeback with a very audacious proposal that he's pitching investors on for him to return. Includes a lot of self-dealing, as reported in the information. Also reported that investors se…”

“We thought we had Bill Gurley's cell phone. It turned out we had his gatehouse phone. So upon calling it, our reporters in our newsroom were just calling it, and he thought we were hiding in the bushes.”

“Also, according to the information, we've known the Vision Pro hasn't exactly been a rocket ship, but it does appear like they are suspending production on version one.”

“And I think there's some marginal advantage to it. But in my mind, that's like a five to 10% problem of like more great businesses, not like the 90% problem.”

“The information has led the charge on reporting about how in particular OpenAI, but also Google now are reaching slowdowns in the rate of training their models.”

“We've also done a series of stories recently, the information that have shown Roadbox, OpenAI and Anthropoc have hit in training. Not that they can't get through them, they work and, you know, but there are things that aren't working that we're working, right?”

“Yeah, the information search function already, we moved over to like using some GPT based stuff.”

“Do I think it's how people are going to want to consume their news? No”

“The information reported last night that TikTok will pull it for US users if that day comes.”

“Subscription is the right model because you're selling access, you know, it's not, this is why, like, micropayments don't make any sense, right? It's not about any one piece of content. It's about trusted access to the answer when you need it.”

“Actually there's one CEO of a top 10, 20 market cap tech company who's basically the first person to open our evening briefing every night.”

“I just did it again on Model Three. What Model Three? The information is a respected technology business news outlet founded by Jessica Lawson. It's known for its in-depth investigative reporting about the tech industry, blah, blah, blah, blah, blah. It's glow…”

“I think this won't end well. I, I'm predicting, you know, the 24 month information expose on what went wrong.”

“The information did break the news today that Alibaba and the Chinese government are proposing that they invest in DeepSeq.”

“I mean, we reported their revenue target this year is 12.7 billion up from four last year, and they're on track to hit it.”

“They're only projected to lose forty four billion between. 2023 and 20 28, according to the information.”

“We've done a lot of reporting at the information about businesses that sort of say, you know, we're not increasing our spend right now because we're getting efficiency gains from deep seek and all these other models.”

“Apple really It needs, if it's going to be in the sort of LLM type game in search and AI, as opposed to like optimizing cool on device use cases, it's really got up its game. And by all accounts, all our reporting of the information just shows a huge freaking …”

“So as of September of last year, there were nearly a billion in ARR. In the first half of last year, they were at 400”

“There's different teams inside the companies relates to AI who have different strategies. There's a more incremental let's play to our strengths. Let's keep evolving around the on device stuff. Let's partner to make our services better. There's a group that sa…”

“Just in the last year of the top nine investors who led or co-led funding rounds, they spent 27 and a half billion dollars, average deal size of three hundred and seventy two million. In contrast, from like 22 to 24, the top nine firms spent 10.8 billion for a…”

“There is no reason, like AIs are excellent. And applying AP style when that's all you need. And so I'm announcing this new policy. I'm going to get so much shit at my all hands, which actually happens before this pod. So that's good. But like on the margin, li…”

“The information broke this week that OpenAI has been discussing. We don't know exactly the status, but sort of a Doc's productivity, like, sweet product.”

“Google, I will say Google's ads are wonderful for the information. Like, I will go on record saying that they are the best performing driving quality subs.”

“We reported yesterday the information that Anthropic is at more than four billion in ARR”

“We put it, yeah, I mean, we fixed with the viewers couldn't hear us, but our control room, we could hear the control room. So while I was interviewing Mark, the control room, which was melting down, was in both of our ears. So actually we both did that intervi…”

“We do not sell targeted advertising.”

“Thirty four million dollars in revenue, according to the information, last year.”

“Bottom line, bargain hunting will be a poor bet in AI, but firms putting money to work who invest in all high valuations indiscriminately will do poorly, and that is the majority of the investing that is happening.”

“I spent tens of millions of dollars a year to give you better emails.”

“I actually ran this by my business team that said hell no, so I'm going to need to improve my pitch.”

“We reported on Oracle some of their numbers around renting out GPUs and the margins don't look great.”

“Our, yeah, our average session time on the information is about 19 minutes, which is long.”

“So our app penetration as part of our subscriber base is still like under half, but it was one of those things that you can look at time spent before lunch and you can look at time spent after lunch and you can, I don't remember the numbers now, but you can sa…”

“I will say they don't give them to us. Like people always come up to me. They're like, oh, doing open AI's dirty work for them by publishing their numbers. I'm like, yeah, not really. But so VCs assume that these companies like beg us to do this. I can, I will…”

“I probably used to spend two hours a month defending our journalism from legal threats, and I probably spend two hours a week defending our journalism from legal threats.”

“Turns out this thing isn't selling as reported in information, delaying next versions, et cetera.”

“We published a memo week or so ago, or details from a memo, quotes from a memo in which Sam Altman, ahead of the Gemini launch, but clearly when the team had been testing it, needed to rally his troops. And he said, the vibes are going to be tough out there. O…”

“Did you guys see, by the way, the information breaking this week that Amazon is in talks to invest ten billion dollars in OpenAI?”

“Overnight breaking from the information China has said to its tech industry, no H 200. You may not buy H 200.”

“So the information we surveyed our subscribers, which is always fun, because it's a specific crew, to say the least, but so, 67% would not move.”

“Information reported today that Meta's smartwatch plans are back on, so we can do a wonderful poll about who is going to buy a Meta smartwatch, considering I still don't have any smartwatches.”

“I did some really cool analysis of years of information, subscriber sentiment data that has to do with showing correlation to how public stocks move and newsflash turns out there is a correlation between the sentiment data and what public stocks, tech stocks d…”

“But eventually all these companies are going to say, I'm not going to buy, you know, however many thousand dollars seat for all of my employees. I'm going to want usage based pricing, or I'm going to want some kind of outcome thing.”

“Following the information's reporting about the code red Several months ago in terms of competing with then Gemini, they're sort of entering this another strategic review period where they're going to focus on enterprise and coding and get rid of what they cal…”

“She thinks this whole, like, energy crisis is way overblown, and that we are only using half of the energy we have in the-”

“We probably, I don't think it will, it won't be published by the time this airs, but we have a very well-known figure in the tech industry who's writing an op-ed for us, laying out an entirely new tax regime, aiming to address this very issue, right? Aiming to…”

“The information reported this week, not only unsurprisingly, is he getting super voting shares in the SpaceX IPO, but he now Elon has a really aggressive comp plan as well that will give him tens of millions of shares if I think the market cap goes to 6.6 tril…”

“Well, and also we have SpaceX IPO S one is out confirming numbers previously reported by the information. June 12th, guys, is the rough date for liftoff.”

“Breaking news from the information and other outlets is that OpenAI confidentially filing soon.”

“In recent weeks, there have been like four different drafts of this thing that we've been leaked, and they're all different, and they're all from different factions.”

“We reported, by the way, last night that OpenAI burned four billion in the first quarter on revenue of 5.7.”

“I am now on record as a fan of the boondoggle known as Davos. Because I did a shit ton of business there this year. So I am like, I was so productive in those three days. That I said, I helped so many parts of my team by being there for three days.”

“Well, all I know to the GLP one point and most recent survey of information subscribers is now a year plus old, had like, 50% of respondents on them.”

“The Information has a big Stripe financial scoop that is worth discussing because. We have not discussed Stripe in a while and it is trying to buy PayPal.”

“Well, guess I read in the information today that she started at OpenAI. Started back up at OpenAI.”

“And in, I don't know, I didn't check my phone again for 20 minutes. I have a full on app that is live password protected.”

“Elon confirmed, he like re-shared or confirmed a story we wrote that he's getting into building his own blades for like natural gas turbines.”