Working for a better journalism future. Founder, @theinformation. Founder, @lessinmedia. Co-host @moreorlesspod
San Francisco
Joined September 2007
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Jessica Lessin retweeted
Liveee from Napa Valley (actually Yountvile): I wrote up @bumble founder and CEO @wolfe_herd refreshing candid interview with @Jessicalessin about the reasons behind the dating app's $1.3 billion deal to sell itself to Ithaca Holdings, announced earlier this month.
“I felt like I was stuck under a wave for like five years,” Wolfe Herd said at The Information’s WTF Summit, in her first interview since Bumble agreed to a sale. “But now I’m on the beach.”
Read more below 👇
theinformation.com/articles/…
Big scoop.
First Scoop: OpenAI is buying Google's AI chips.
It's a big win for Google’s TPU chip business, which is a growing challenger to Nvidia. Also follows Oracle, which today said it would buy and rent out TPUs to customers.
Talk to Barwick, folks!
theinformation.com/articles/…
Jessica Lessin retweeted
Scoop: Anduril wanted a new six-building manufacturing complex near Long Beach Airport up and running by March 1, 2027. But Southern California Edison couldn't have enough grid power ready by then. That problem opened the door to Critical Loop, a startup founded by SpaceX and Palantir veterans, landing its first contract to provide temporary battery backup to giant industrial users. The Electric. theinformation.com/newslette…
Kurzweil is replicating himself. Sounds right.
Great profile on singularity founder by @AmyDMarcus
theinformation.com/articles/…
This is interesting. @theinformation readers want more intel on Anthropic revenue concentration.
polls.theinformation.com/q/4…
While everyone is busy reading Claude's take on the Anthropic S-1 on X (have you ever seen so many charts!), I am struck by how much tech news there is today that is being overlooked.
This, for one:
theinformation.com/briefings…
Follow scoop from @validapau: DoorDash is closing in on Instacart.
Doordash $DASH in advanced to buy Instacart $CART for around $17 billion. @theinformation
theinformation.com/briefings…
There's a new version of this post
Jessica Lessin retweeted
Exclusive: Instacart is exploring a sale and has held preliminary talks with DoorDash and Uber.
A takeover could value the $12 billion grocery delivery company at roughly $16 billion to $17 billion, including a typical acquisition premium.
Full story: thein.fo/4iFAO09
Jessica Lessin retweeted
Read The Information's key takeaways from Anthropic's S1. w/ @steph_palazzolo @aaronpholmes @catherineperlo1 @dakincampbell (+ edits @jasonrdean, @lauramandaro)
The @theinformation WTF lineup, starting tomorrow. I cannot wait to sit down with these women.
Kim Posnet, head of investment banking Goldman Sachs
Paige Todd, co-founder of Flock
Whitney Wolfe, founder, Bumble
Bari Weiss, Editor-in-chief, CBS news
Lynn Martin, President, NYSE
Amanda Petersen Corio, head of energy and power at Google
Anne Wojcicki, founder and CEO, 23andMe
Lori Goler, president CZI
Janice Chen, co-founder Mammoth Bioscience
Tina Wu, founder of Noho
Kimmy Scotti, managing partner, Neo
Ami Badani, CMO, Arm
Nidhi Chappell, President of AI Infrastructure, Nscale
Sara Heck, head of public policy, Anthropic
Whitney Cummings, writer, comedian
Jessica Lessin retweeted
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
I think today’s SpaceX mega debt deal might be an even more important event for the global economy than the Anthropic s-1.
Bingo bango. Potential big M&A is fun.
@validapau @coryweinberg and me!
theinformation.com/articles/…
Just pointing out the facts here: That photo is not Pui-Wing Tam.
BREAKING per Breaker, @puiwingtam will be NYT's next Business Editor! Masthead expecrted to announce to newsroom this afternoon. breakermedia.com/p/nyt-new-b…
Recursive self-improvement for humans is a lovely idea.
Right now, 75% of Americans are anxious and afraid about AI. People are even bringing their concerns into their therapy sessions, sorting through everything from how AI impacts their jobs to more existential fears about humanity’s future. These concerns are real. But they’re only part of the story. To go deeper, I sat down with @DanielaAmodei. As president of @AnthropicAI, she is a unique figure in AI.
Jessica Lessin retweeted
SCOOP w/ @aaronpholmes: Datadog $DDOG recently offered to buy cloud cybersecurity startup Upwind Security for nearly $4 billion.
theinformation.com/articles/…
