Reporter @theinformation covering tech M&A, IPOs and other big tech deals | Signal validapau.59
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BIG SPACEX SCOOP WITH @coryweinberg
> Musk will have super voting shares in a dual-class structure
> He will receive stock incentive every $500B increase in market cap and can go as high as $6.6T; if the space data centers can deliver “100 terawatts of compute per year”
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Valida Pau retweeted
Anthropic’s co-founders are seeking majority voting control ahead of an IPO.
The Information’s @coryweinberg breaks down the proposed governance changes:
"The founders want to have some sort of greater control over their ability to dictate Anthropic’s future. And so they came up with a collective voting structure that gives them 50.1% of the vote over a lot of corporate issues going forward.”
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steph after 100 scoops, interviews, meetings and newsletters this week
Had an amazing time at our AI Agenda Live conference in SF yesterday! Got to interview folks like @embirico, @amasad & @TYehoshua, watch @Jessicalessin in conversation with @koraykv, & listen in on so many more discussions between my colleagues and AI leaders.
Until next year!
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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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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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Valida Pau 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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Valida Pau retweeted
china trips are ... so back! investors from founders fund, khosla, etc visited recently. ff went to learn abt supply chain dependencies in their portfolio, visiting manufacturing, robotics, self-driving, energy, ai cos, incl minimax in shanghai and ubtech in shenzhen, we heard.
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Valida Pau retweeted
Per a note to Boston Globe staff today, the lesbian bar story generated 1,000 subscriptions to the paper yesterday. The Globe’s managing editor said it was “by far our best performing story of the year,” and appears to be “on pace to shatter all sorts of Globe records.”
A lesbian bar in Greenfield eased its stringent mask mandate, a decision that has splintered the queer community in the city and beyond. trib.al/FyZjBWs
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Valida Pau retweeted
New: Anthropic is cooking up another big compute deal involving direct control of TPU data centers
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Valida Pau retweeted
Apollo expects AI startups to need debt much earlier than the last generation of software companies, opening a new financing opportunity for the $1 trillion asset manager.
Read more: thein.fo/4h8bWMF
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Valida Pau retweeted
A new species of cat has been identified for the first time in a century—and experts think that there may be even more to discover around the world: on.natgeo.com/n5nxra
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Valida Pau retweeted
For the past couple of months, I've been working with @Jessicalessin to bring to life an idea she's had for years. Today, we hit publish on a new franchise for @theinformation: the 50 Most Influential People in Tech.
The intention behind the list was to map out who really has the power in Silicon Valley--not just now, but over the next decade. Why? Because these leaders don't just shape the industry, they are increasingly shaping our everyday lives.
We're interested to hear people's feedback. Who did we miss? Do you disagree with any of our picks? Why? (Don't worry, Jensen Huang IS on this list...)
theinformation.com/articles/…
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Scoop: Instinct is in talks to raise $1B at ~10b valuation. User base has grown a lot to at least 100K+. Sequoia, Benchmark are in talks to lead.
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