@coryweinberg @amir more here: https://t.co/22oRw57Vh3
Who's Who of AI
Stephanie Palazzolo
Why they matter
Tracked through public AI activity and peer connections inside the directory.
- AI signals
- 4 past 30d
- Sources
- 1 distinct domains
- Discusiones
- 0 past 30d
- Latest signal
- 5d ago
What they're sharing
How Dario Amodei Spread Anthropic’s Religion and Stirred Up Silicon Valley theinformation.com
Trump Administration Asks OpenAI to Stagger Release of New Model Over Security Concerns theinformation.com
theinformation.com
theinformation.com
theinformation.com
AI Agenda Live SF 2026 theinformation.com
Trajectory, Founded by Ex-Google and Apple Researchers, Raises Funding From Sequoia in Back-to-Back Round theinformation.com
Applied Compute in Talks to Double Valuation to $3 Billion on Open-Source Demand theinformation.com
Canva Hits AI Speedbump on Costs, ChatGPT Competition theinformation.com
OpenAI Discovers New Way to Cut Inference Costs in Half theinformation.com
Why Open-Source Models Are Benefitting From The White House Clampdown theinformation.com
Articles & links
@leomschwartz @amir more here: https://t.co/yLQvjbFoHY
The CEO of popular AI assistant Instinct has told investors he’s looking to raise $1b in new funding. That could imply a $10b valuation, 4xing its valuation from last month. https://t.co/t9voBceMTD
AI Weekly's analysis
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- Personal AI app Instinct is reportedly in talks for a fresh round less than a month after closing a $250 million Series B at a $2.5 billion valuation.
- The Information links the follow-on talks to a compute capacity constraint, with the app still admitting users by invite-only waitlist.
- Index Ventures and Benchmark co-led the August round, taking total funding to about $350 million as the valuation moved from $50 million in months.
Read full analysis →
ICYMI: @coryweinberg and I reported last night that OpenAI's former head of Sora, Bill Peebles, is teaming up with Hollywood mogul Jeffrey Katzenberg and investor Sujay Jaswa to create a new startup that will develop AI models for Hollywood. https://t.co/PdbMoyIgUY
AI Weekly's analysis
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Read full analysis →
If you thought 2 tranches was crazy, wait till you hear about 3 tranches! That was the case for Gimlet Labs' latest fundraise, which saw money go in at $2.5b, $3b and a "significantly higher" price despite the headline price being $3b. w/ @_pheebini: https://t.co/fhXhCugbg3
Thrilled for our AI Agenda Live conference later this month! Come to see my colleagues and I ask our burning questions to the researchers, execs and founders shaping the field, including Google DeepMind's Koray Kavukcuoglu and OpenAI's Thibault Sottiaux https://t.co/6O7Qj9JFpg
Trajectory, which helps businesses customize open source models for their needs, has raised new funding from Sequoia at a $300m valuation just two months after announcing its last round. More on the startup in this morn's AI Agenda: https://t.co/fVSickvDUT
New w/ @julia_hornstein: Applied Compute is raising a new round at a ~$3B valuation, on the backs of growing interest in open-source and cheaper AI. Elad Gil is in talks to lead the round. The company recently was generating ~$50m annualized rev: https://t.co/yPlKLoHA2I
2x collab w/ @coryweinberg today! Canva execs noticed in recent months that an increasing number of users have turned to ChatGPT instead of Canva to generate designs. That, plus growing AI costs and a seasonal dropoff in users, has worried execs. https://t.co/51y4jqTTr1
More on the optimization + what it could mean for OpenAI's gross margins or usage limits here: https://t.co/hg92hVzX9q
In this morning's AI Agenda, I get into why the White House clampdown on frontier models from OpenAI and Anthropic could prove beneficial for open-source AI. https://t.co/PSbEwgAVHl
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