aaron holmes
@aaronpholmes
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tech reporter @theinformation email: [email protected]
Joined January 2012
RT @amir: new: 6 months ago everyone was saying state-of-the-art AI was going to keep getting cheaper. reality: nope. .
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Frontier AI models aren't getting cheaper as quickly as developers hoped. And while AI prices plateau, customers are eating tokens at a higher rate than ever, causing pain for sellers of AI apps. I wrote about what's going on:
theinformation.com
Last year, the cost for businesses to purchase state-of-the-art artificial intelligence was plummeting. Top AI providers such as OpenAI, Anthropic, and Google had slashed the price of their flagship...
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The CEO of GitHub is stepping down. The move comes several months after Microsoft moved GitHub under the purview of Jay Parikh, its recently hired executive overseeing MSFT's AI agents business:
theinformation.com
The CEO of Microsoft’s GitHub subsidiary, Thomas Dohmke, will step down, he announced on Monday. Dohmke said in a blog post announcing his resignation that he plans to found a new startup after...
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In the M&A industry, bankers’ most important asset has historically been their rolodex. But the proliferation of AI chatbots appears to be changing that.
theinformation.com
In the M&A industry, bankers’ most important asset has historically been their rolodex. But the proliferation of AI chatbots appears to be changing that.When the boards of companies look to sell the...
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RT @amir: GPT-5 is good. But model performance gains are still slower than in past years and this year has been a technically challenging….
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Microsoft's AI-driven capex bonaza will continue in the coming year. The company just said it'll spend $30b in the coming quarter, implying it's on pace for at least $120b in the year ahead:
theinformation.com
Microsoft’s revenue growth accelerated to 18% in the three months ending in June, driven by stronger-than-expected sales in its Azure cloud computing unit, the company said on Wednesday. Revenue in...
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AI is drastically reducing "switching costs," or the infamous fees associated with moving from one software provider to another, IT execs tell me. Now, software giants are trying to capitalize on that trend to wrest customers away from one another:
theinformation.com
Artificial intelligence has suddenly made it cheaper and easier for companies to switch to new software providers, IT executives say. Now large AI providers such as Amazon, Microsoft, Salesforce and...
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RT @steph_palazzolo: OpenAI is prepping ChatGPT agents that would allow users to generate and edit presentations and spreadsheets, putting….
theinformation.com
As OpenAI tries to turn ChatGPT into a core application for white-collar work, it’s developing agent features that could make its customers less dependent on productivity apps from Microsoft. In the...
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Scoop: After record layoffs, Microsoft is encouraging salespeople to "invest in your own AI skilling." Also, new details on sales strength in the recent quarter (which were not enough to stave off the cuts):
theinformation.com
After Microsoft announced last week it would cut 9,000 workers, its second major layoffs this year, it told its remaining salespeople to lean on artificial intelligence to be more productive. “We all...
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RT @amir: Microsoft boss: we are crushing it. But also, we made a difficult decision to lay off thousands. Rest of you need to use AI asap.….
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RT @theinformation: After Layoffs, Microsoft Tells Staff to ‘Invest in Your Own AI Skilling’. Satya Nadella is under pressure to offset the….
theinformation.com
After Microsoft announced last week it would cut 9,000 workers, its second major layoffs this year, it told its remaining salespeople to lean on artificial intelligence to be more productive. “We all...
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RT @nmasc_: 🚨 🚨 agent explainer just dropped so everyone can stop conflating everything everywhere all at once . by….
theinformation.com
The term “agent” or “agentic” has become so ubiquitous in the business world that it can now seem to mean everything or nothing at all. In its simplest form, an agent is artificial intelligence that...
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Microsoft is cutting 9,000 more jobs (on top of the 6,000 roles they cut in May). The cuts are company-wide, with sales and Xbox orgs being heavily affected. Layoffs come as the company tries to reduce customer-facing staff and embraces AI:
theinformation.com
Microsoft plans lay off roughly 9,000 jobs across the company, according to someone briefed on the layoffs. The cuts, which affect nearly 4% of the company’s workforce, come just months after...
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Also, these visas were *approved* in Q2 2025, but Microsoft applied for them in 2023.
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This statistic appears to be completely made up. The data that the original outlet links to shows Microsoft's approved H1B applications in Q2 2025 (most recent period available). The total number: 495. if you ctrl+F "Microsoft" in the data you get 2,000+ hits, including emails.
Microsoft's strategic shift🔁. Out with the Americans, in with the cheaper foreign workers. ❌️Microsoft laid off 817 U.S. software engineers in Redmond, then requested 2,300 foreign workers for the same roles in the same location. ❌️Total H-1B filings: 14,181. 82% below the.
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RT @steph_palazzolo: The corporate data wars are intensifying! . Atlassian and Notion are taking steps to make it harder for AI startups li….
theinformation.com
A tussle is brewing between software firms and artificial intelligence startups over access to business customers’ data. The popularity of Glean, an AI tool workers use to search for corporate files...
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RT @KevKubernetes: Salesforce-Glean isn't the only simmering battle over customer data. Now companies like Atlassian and Notion are throttl….
theinformation.com
A tussle is brewing between software firms and artificial intelligence startups over access to business customers’ data. The popularity of Glean, an AI tool workers use to search for corporate files...
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NEW: As OpenAI courts large customers, it's been taking a page out of Palantir's book. The latest sign: a new "forward deployed engineering" team offering consulting for customers willing to pay $10m+
theinformation.com
As OpenAI pitches its artificial intelligence to big companies and government agencies, it’s taking a page from the playbook of many software firms by offeringin-house researchers and software...
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RT @anissagardizy8: BREAKING: OpenAI is renting Google's TPU chips for inference, as it looks to lower costs. The deal marks OpenAI's fir….
theinformation.com
OpenAI, one of the world’s biggest customers of Nvidia artificial intelligence chips, recently began renting Google’s AI chips to power ChatGPT and other products, the first time it has used non-Nv...
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