Stephanie Palazzolo

@coryweinberg @amir more here: https://t.co/22oRw57Vh3

How Dario Amodei Spread Anthropic’s Religion and Stirred Up Silicon Valley theinformation.com

New in this morn's AI Agenda: OpenAI is close to solving another Millennium Prize problem, the Hodge Conjecture. It could take extra time to announce, though, as the company figures out how to navigate its rocky relationship with the math community. https://t.co/DQnQJ5YytA

OpenAI Is Close To Solving Another Millennium Prize Math Problem theinformation.com

@leomschwartz @amir more here: https://t.co/yLQvjbFoHY

Trump Administration Asks OpenAI to Stagger Release of New Model Over Security Concerns theinformation.com

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

Personal AI App Instinct Faces Compute Crunch That Could Lead to New Funding theinformation.com

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

Jeffrey Katzenberg Teams Up with Former OpenAI Sora Head on New AI Video Startup theinformation.com

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

Gimlet's Three-Tranche Deal Reveals AI Funding Frenzy theinformation.com

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

AI Agenda Live SF 2026 theinformation.com

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

Trajectory, Founded by Ex-Google and Apple Researchers, Raises Funding From Sequoia in Back-to-Back Round theinformation.com

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

Applied Compute in Talks to Double Valuation to $3 Billion on Open-Source Demand theinformation.com

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

Canva Hits AI Speedbump on Costs, ChatGPT Competition theinformation.com

More on the optimization + what it could mean for OpenAI's gross margins or usage limits here: https://t.co/hg92hVzX9q

OpenAI Discovers New Way to Cut Inference Costs in Half theinformation.com

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

Why Open-Source Models Are Benefitting From The White House Clampdown theinformation.com