Jessica Lessin, founder of The Information, argues that accelerating AI compute demands will drive the technology industry directly into commissioning or building nuclear power plants.
Assertion Partly supported
Lessin: Trial revealed Altman paid Brockman $10M from family office
“It was revealed that Altman, because it was a nonprofit back then, was paid Greg ten million dollars out of his, like, own family office and kept it from Elon, and so all these sort of alliances were being formed beneath the surface, and it just seemed like a …”
Assertion Supported
Lessin: Leaked OpenAI memo targeted Anthropic's ARR math and compute investment
“There was a memo that was leaked from OpenAI, an OpenAI memo that was leaked. I think it was in OpenAI's interest for this memo to be out there. I also think it was written in a way where they wanted it to be out there, where they came after Anthropic. Both fo…”
Assertion Not checkable as stated
Lessin: Tech Execs Privately Reject the US-China AI War Narrative
“In Washington tech execs go to Washington to say, we have to be trying to an AI at all costs privately, or even semi privately. The exact same people say, obviously the U S and China are going to both be leaders at AI. They sort of reject that the war narrativ…”
Assertion Partly supported
Jessica Lessin: Stripe is attempting to acquire PayPal
“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.”
Assertion Supported
Lessin: Stripe Is Teaming Up With Advent for PayPal Bid
“So what they're doing for this PayPal takeover offer, which, you know, is, is just that, like, no sign that any deal is done, and I'm sure other bidders will emerge and whatever, but they're teaming up with Advent, which is a private equity firm,”
Prediction Open · timeframe Sep 2026
Jessica Lessin: Anthropic will go public by September
“Anthropic will go public. I would be shocked if they're not public in September.”