Stephanie Palazzolo
@steph_palazzolo
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Writing AI Agenda @theinformation, texan, & horror movie aficionado // reach me at [email protected] or on Signal at 979-599-8091
New York, NY
Joined October 2015
baby's first neurips is coming up! would love to chat with folks in san diego next week — feel free to reach me at stephanie@theinformation.com or text/signal at +1 979-599-8091
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Happy Monday! :) In this morning's AI Agenda, I get into why Google's apparent advantage over OpenAI in pretraining is so important: https://t.co/hfDFtzKWrD
theinformation.com
Google’s breakthrough with Gemini 3, its latest AI model, has lit a fire under OpenAI and its CEO Sam Altman, who told thousands of his researchers to buckle down and prepare for “rough vibes” and...
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New: OpenAI CEO warns of “headwinds” due to a resurgent Google, which figured out pretraining AI gains that OpenAI has been struggling with
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New: @steph_palazzolo and @erinkwoo got Altman's memo he sent ahead of the Gemini launch to rally the troops. It is a fascinating window into his views on competition and the message he wants to send his team at this time. https://t.co/eefUFKt0Jx
theinformation.com
OpenAI CEO Sam Altman told colleagues last month that Google’s recent progress in artificial intelligence could “create some temporary economic headwinds for our company,” though he added that OpenAI...
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Gone are the days of Google being a gen AI laggard! Developers and founders are raving about Gemini 3: one coding assistant founder told us that Gemini 3 scored 17 percentage points higher than Claude Sonnet 4.5 in their internal benchmarks: https://t.co/VsO4GLoqF7
theinformation.com
Before we get to Gemini 3, we want to highlight this morning’s news that former Harvard University President Larry Summers has resigned from OpenAI’s board of directors following a congressional...
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NEW: Nvidia challenger Tenstorrent is raising $800m at a $3.2b pre-money valuation. That's a 60% bump to their last valuation, despite the fact that chip startups haven't yet made much of a dent in Nvidia's dominance. W/ @anissagardizy8 @waynema
https://t.co/aiJAN8yOOa
theinformation.com
Chip startup Tenstorrent has been in talks to raise at least $800 million in a deal led by current investor Fidelity Management, according to two people with direct knowledge of the talks. The...
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In this morning's AI Agenda, I chatted with @rbren_dev about how his open-source coding agent OpenHands has been quietly gaining the trust of tens of thousands of developers. The startup just announced an $18.8M round led by Madrona. https://t.co/eQmwRNt69u
theinformation.com
Before we get to today’s news aboutGemini, we should mention that this morning,MicrosoftandNvidiaannouncedthat they’re investing inAnthropic, who will be spending at least $30 billion over an...
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Exclusive: Murati’s Thinking Machines Aims to Raise Up to $5 Billion Read more from @Katie_Roof and @Steph_Palazzolo 👇 https://t.co/QIJiCeFdF8
theinformation.com
Thinking Machines Lab, the artificial intelligence developer co-founded by ex-OpenAI Chief Technology Officer Mira Murati, has been in talks with potential investors to raise between $4 billion...
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Last month, coding assistant startup Sourcegraph introduced a free tier powered by ads. Those ads are now generating $5m-$10m ARR and seem to be paying off. More in this morning's AI Agenda: https://t.co/xCRkHo5TPF
theinformation.com
Before we get to today’s column, it’s worth pointing out that Google CEO Sundar Pichai strongly hinted on X that Gemini 3, the long-awaited next update to Google’s line of Gemini models, would be...
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There’s a new kind of startup in the valley: the Neolab. 9 of these 10 “neolabs” have $1B+ valuations at the seed. They’re all are likely <$10M in revenue and founded by ex-model lab AI researchers, many of whom have made $10-100M+ in personal wealth! What a time to be alive.
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For those following the wild news about Mira Murati's potential $50b raise today... reminder that we broke down her backstory at OpenAI, Leap Motion and Tesla in this profile and what Thinking Machines is working on. (Should we update the title to $50B?) https://t.co/7SVzPFvsUG
theinformation.com
This summer, Meta Platforms offered multiple researchers at artificial intelligence startup Thinking Machines Lab sizable compensation packages to join its new AI lab. When all of the researchers...
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Why does Nvidia keep on backing so-called "neolabs" like Reflection AI and Poolside? The answer makes more sense than you might think: https://t.co/8nwZWp6Og2
theinformation.com
As we wrote in this story on Tuesday, investors are rushing to back a new crop of research-focused AI labs (dubbed neolabs) hoping to outflank OpenAI and Anthropic. One investor, in particular, is...
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Investors are rushing to back a new generation of research-focused AI startups called "Neolabs”. Our AI Reporter @steph_palazzolo explains the emergence. Watch the full episode: https://t.co/0s3b4dB7FN
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Investors have made or discussed $2.5B of investments in so-called "neolabs" in the last month. These startups, including Humans& and Isara, are hoping to exploit approaches to AI research they say the major labs are overlooking. w/ @srimuppidi @nmasc_: https://t.co/Bky0LU7H7z
theinformation.com
Investors are rushing to back a new generation of research-focused AI startups. In just over a month, they’ve made or discussed $2.5 billion of investments into five of these startups, called...
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new: fascinating how Anthropic thinks it can run/develop AI more efficiently than OpenAI as % of revenue, based on each company's internal figures.
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Inside Sequoia Capital’s leadership shakeup — and the internal tensions that built up before Roelof Botha’s exit. Exclusive reporting w/ @Katie_Roof
https://t.co/V8s6pxgDoy
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New w/ @nmasc_ @MilesKruppa: Richard Socher, CEO of search startup https://t.co/6qDswrQ1uj, is raising $1B for a new AI lab developing tech to automate AI research. He'll remain CEO at https://t.co/6qDswrQ1uj, he tells us. https://t.co/WNbLijm8dA
theinformation.com
Richard Socher, CEO of AI search startup You.com and a former chief scientist at Salesforce, hopes to raise around $1 billion for a new AI research startup he will oversee, said two people who spoke...
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AI customer support startup Decagon is in talks to raise at a $4-$5B valuation. It's generating "significantly more" than $30M ARR, up from $10M ARR last year. The talks highlight VC interest in a promising and increasingly crowded field. w/ @nmasc_
https://t.co/ABgXiTPqFO
theinformation.com
Decagon, which develops AI for automating customer service, is discussing raising equity funding from new investors at a valuation of $4 billion to $5 billion, according to two people with direct...
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Coding and finance are some of the most common domains that come up when I ask folks which AI use cases they're most excited about. Now, this example from Anthropic and Brex combines the two: https://t.co/gULsBtwJCc
theinformation.com
Coding and financial services are two of the most common domains that people cite when I ask about the most promising applications of artificial intelligence. Now we have an example that combines...
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Anthropic financials are out!💸 - Profitable by 2027 — 3 yrs ahead of OpenAI - $70B revenue / $17B profit projected for 2028 - Claude Code nearing $1B ARR Next raise could value it at $300B–$400B! (🧵)
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