AI + semis reporter at @theinformation, phoebe.liu@theinformation.com, chat (confidentially) @phoebe.789 on Signal / Atlanta Hawks glazer
San Francisco, CA
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Today is my first day at @theinformation covering all things Nvidia. I'm also now based in San Francisco!
Please reach out to chat, nerd out, share tips/thoughts/Bay Area recs, or just say hello: phoebe.liu@theinformation.com, phoebe.789 on Signal
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Phoebe Liu retweeted
EX-TESLA DOJO FOUNDERS’ AI CHIP STARTUP NEARS $10B VALUATION
DensityAI, founded just a year ago by former leaders of Tesla’s Dojo supercomputer team, is in advanced talks to raise 100s of millions of dollars at a $10B valuation, per The Information.
The startup has told investors it secured an agreement under which AWS would buy its future chips if they meet certain performance requirements.
DensityAI is developing AI inference chips using 3D DRAM stacking, placing memory directly above compute to reduce data movement and potentially improve speed and energy efficiency.
Andreessen Horowitz has been in talks to lead the round.
Source: The Information
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Phoebe Liu retweeted
Inference providers are hitting the funding markets. Fal has spoken to investors about raising at $15B, while Fireworks has considered raising at $30b. Both would nearly double their valuations from rounds earlier this year.
w/ @validapau @aaronpholmes
theinformation.com/articles/…
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Phoebe Liu retweeted
Boom time for inference startups as demands for open AI models soar.
Fal in talks with investors for a $15 billion valuation, and possibly 17-20 billion. Annualized revenue hits $800 million. Fireworks is considering a round of $30 billion.
@steph_palazzolo @aaronpholmes
theinformation.com/articles/…
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Phoebe Liu retweeted
🚨 big: Anthropic is giving its seven co-founders ~majority voting power~ even if they sell down their stakes.
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Phoebe Liu retweeted
New: Meta said it's adding a clearer safety warning within Muse after a security researcher found a flaw that could let attackers access users’ sensitive data, including emails and files, through their dedicated virtual machines, according to an internal report seen by The Information.
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Phoebe Liu retweeted
Google is preparing to release Gemini 4 as it works to close the gap with Anthropic and OpenAI. DeepMind chief Koray Kavukcuoglu said the model is in post-training and could arrive well before year-end.
Read more: thein.fo/4yfPtor
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Phoebe Liu retweeted
Investment firm Coatue and chip startup MatX are in talks to form a joint venture to overcome a supply crunch in memory and other chip components.
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Phoebe Liu retweeted
Anthropic founders wants shareholders to OK a new control structure before the IPO (which shifts to November ish)
That’s similar to what Palantir did
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Phoebe Liu retweeted
Last scoop of the night: AI chip startup DensityAI is raising hundreds of millions of dollars at a $10b valuation, on the back of a new AWS deal.
w/ @_pheebini @validapau
theinformation.com/articles/…
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Phoebe Liu retweeted
Scoop: Anthropic is asking shareholders to approve a new structure that would emulate Palantir: the co-founders would get combined 50.1% of voting power
@coryweinberg @validapau @julia_hornstein
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Google DeepMind SVP Koray Kavukcuoglu says Gemini 4 is in the early phase of post-training and hopes it will be released "much earlier" than the end of the year (@laurabratton5 / The Information)
(Visit Techmeme dot com for the link and full context!)
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Phoebe Liu retweeted
🚓 New 🚓
Tether, the world's largest stablecoin firm, caught up in a U.S. seizure of cash owned by offshore Caribbean bank, which was using an (allegedly) shady operator to access the U.S. financial system
Story w/@Yueqi_Yang 👇
theinformation.com/articles/…
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Phoebe Liu retweeted
Google is preparing to release Gemini 4 as it works to close the gap with Anthropic and OpenAI. DeepMind chief Koray Kavukcuoglu said the model is in post-training and could arrive well before year-end.
Read more: thein.fo/4yfPtor
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Phoebe Liu retweeted
OPENAI’S FORMER DATA CENTER HEAD JOINS NVIDIA
Chris Malone, OpenAI’s former head of data centers, has joined $NVDA as VP of its DSX Platform, which helps customers design and build AI data centers around Nvidia’s infrastructure.
Malone left OpenAI in August after joining in early 2025 following the launch of Stargate. He previously worked on data center infrastructure at both Meta and Google.
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Phoebe Liu retweeted
ANTHROPIC SEEKS FOUNDER CONTROL AHEAD OF IPO
Anthropic is asking shareholders to approve a new structure that would give CEO Dario Amodei and the company’s six other co-founders a combined 50.1% of voting power on most corporate matters, per The Information.
The founders would hold the special voting shares through a separate LLC, allowing them to retain control despite relatively small economic stakes. Dario Amodei currently owns about 2%.
One major exception: Anthropic’s Long-Term Benefit Trust would continue to control the appointment of most board members, while the founders’ board seats would increase from 2 to 3.
Employees are also expected to receive a special class of stock that could serve as tie-breaker votes on certain issues.
Anthropic, valued at $965B in May, is reportedly targeting at least a $1.5T valuation in an IPO now expected around late October or November.
Source: The Information
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Phoebe Liu retweeted
Anthropic is seeking to give its seven co-founders a combined 50.1% of voting control ahead of its IPO, using a Palantir-style founder structure, per The Information.
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Phoebe Liu retweeted
Are AI models training themselves? Not yet—but Google DeepMind is getting closer.
At our AI summit, Google DeepMind chief Koray Kavukcuoglu said the company now trusts AI agents to autonomously run parts of the model-training process: conducting experiments, analyzing results and proposing new hypotheses, all under human supervision.
Six months ago, he said, agents weren’t being used this way.
#AIAgendaLive #TheInformation @koraykv
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Phoebe Liu retweeted
We have a new acronym for you: SAFA.
The Google, OpenAI and Anthropic AI safety body is starting to take shape, with a tentative name of the Standards Authority for Frontier AI and hopes to launch by the end of the year or early next. W/ @steph_palazzolo
Lots of details here including:
- Former White House AI adviser Sriram Krishnan was approached for CEO, and David Friedberg and Condoleezza Rice considered for chair
- There's an active debate over whether the body should conduct testing itself, amid concerns about lack of resources for CAISI
- After the effort for a FINRA-like body lost steam in the White House, SAFA would proceed independently at first, with optimism for a public-private partnership in the future
- SAFA could work together with a previous industry consortium, the Frontier Model Forum
- There's widespread industry skepticism about the project from outside the three AI labs
You can read all about it here: theinformation.com/articles/…
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Phoebe Liu retweeted
The scoops don't stop! TypeSafe, which is developing a cheaper and faster alternative to frontier AI called Jev, is raising $1B+ at a $10B+ valuation. This is just a week after it raised its last round at $200m.
w/ @coryweinberg @validapau
theinformation.com/newslette…
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