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Four times/week (subscribers only)

AI Agenda

By Stephanie Palazzolo

Stay ahead of the technological breakthroughs, startups and leaders in AI with a 14-day free trial of the AI Agenda. After your trial, unlock 25% off on a subscription to The Information for full access to the newsletter, plus all of our original reporting on AI.

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Recent Editions

From left to right: Ross Weiner, Brandon Hightower and Alan Bressers. Photo courtesy of AXOM Partners.
AI Agenda

The AI Talent Wars Heat Up; The Bankers Banking on AI Deals

By Stephanie Palazzolo · Nov 13, 2023 7:00am PST
After reading my colleague Jon Victor’s piece Friday morning, I called up my 16-year-old brother to give him some career advice: Become an AI researcher.As Jon’s piece details, the market for AI talent is heating up, with recruiters from top companies like OpenAI and Google dangling lucrative compensation packages in front of AI researchers.... After reading my colleague Jon Victor’s piece Friday morning, I called up my 16-year-old brother...
Photo via Shutterstock.
AI Agenda

AI Startups Raising Money From China Are Taking a Risk; Why a New OpenAI Product Costs $2 Million; Anthropic’s Lucrative Love Triangle

By Stephanie Palazzolo · Nov 9, 2023 7:00am PST
The U.S. has increasingly restricted China’s ability to access American tech, but for now, Chinese investors are still free to ride the U.S.-led AI software wave. Partners at top Chinese VC firms including Sequoia Capital China, Source Code Capital and ZhenFund have been criss-crossing the U.S. and quietly taking minority stakes in all manner of... The U.S. has increasingly restricted China’s ability to access American tech, but for now,...
Photo by Midjourney.
AI Agenda

Amazon’s ‘Olympus’ Model Faces Steep Odds; Nvidia Crushes Google in AI Chip Test

By Anissa Gardizy · Nov 8, 2023 8:05am PST
Amazon’s mostly male executives apparently aren’t among the large group of men who supposedly spend much of the day thinking about the ancient Roman Empire. Instead, the folks at Amazon Web Services have been more focused on Greek mythology—at least when it comes to the naming conventions of their AI models.After its first batch of models,... Amazon’s mostly male executives apparently aren’t among the large group of men who supposedly...
Photo by Getty.
OpenAI’s ‘Extinction Event’ For Other AI Startups
By Stephanie Palazzolo · Nov 7, 2023 7:00am PST
Photo by Getty.
AI Agenda

OpenAI’s ‘Extinction Event’ For Other AI Startups

By Stephanie Palazzolo · Nov 7, 2023 7:00am PST
Despite Elon Musk’s attempts to steal the spotlight, the AI community gave its undivided attention on Monday to OpenAI’s first-ever live event for developers and the press. The large-language model developer didn’t announce any mind-blowing research breakthroughs, but several of its product improvements undoubtedly will hurt some smaller,... Despite Elon Musk’s attempts to steal the spotlight, the AI community gave its undivided...
Elon Musk. Photo by Getty.
AI Agenda

Musk’s ChatGPT Rival Isn’t as Smart as It Seems; Creators of a Key Open-Source Model Get Offer From Index Ventures

By Stephanie Palazzolo and Natasha Mascarenhas · Nov 6, 2023 7:00am PST
Elon Musk finally unveiled his alternative to OpenAI’s ChatGPT, which he developed because he felt it was too woke, as my colleagues first revealed eight months ago. Why do it on a Sunday? Perhaps because OpenAI’s Dev Day event in San Francisco is this morning, and Musk’s xAI team was hoping to upstage it. (Musk also doesn’t distinguish between... Elon Musk finally unveiled his alternative to OpenAI’s ChatGPT, which he developed because he...
AI Agenda Newsletter
Stay ahead of the innovation and disruption happening in AI. Stephanie Palazzolo covers the tech, startups, companies and people making headlines.
By providing your email, you agree to The Information’s Privacy Policy
Chart by Shane Burke.
AI Agenda

What it Takes to Make Open-Source AI Cheaper Than OpenAI; Microsoft Goes Multimodal

By Stephanie Palazzolo · Nov 2, 2023 7:15am PDT · 3 comments
When Meta Platforms’ released its open-source Llama models earlier this year, the tech giant was praised for giving developers a free alternative to the expensive, bleeding-edge large-language models offered by proprietary LLM developers such as OpenAI. Turns out it’s not so simple.In many cases, using open-source LLMs can actually be more... When Meta Platforms’ released its open-source Llama models earlier this year, the tech giant was...
David Bennett, chief customer officer at Tenstorrent. Photo courtesy of Tenstorrent.
AI Agenda

An AI Chip Armageddon is Coming; Biden Punts on Open-Source LLMs

By Stephanie Palazzolo · Nov 1, 2023 7:40am PDT
When I asked David Bennett, the chief customer officer of AI hardware developer Tenstorrent, about the future of startups like his, he was blunt: Most will go out of business.To survive, he recommends startups remain flexible and avoid boxing themselves into any narrow use case. Bennett isn’t referring to some niche market, but rather, a... When I asked David Bennett, the chief customer officer of AI hardware developer Tenstorrent,...
President Joe Biden signs an executive order with Vice President Kamala Harris, right, on Oct. 30, 2023. Photo by Bloomberg via Getty Images.
What Biden’s AI Executive Order Means
By Stephanie Palazzolo · Oct 31, 2023 7:30am PDT
President Joe Biden signs an executive order with Vice President Kamala Harris, right, on Oct. 30, 2023. Photo by Bloomberg via Getty Images.
AI Agenda

What Biden’s AI Executive Order Means

By Stephanie Palazzolo · Oct 31, 2023 7:30am PDT
The AI world (and my inbox) was rocked yesterday by President Joe Biden’s long-awaited AI executive order, which covered a wide range of issues, from the use of AI in education to watermarking AI-generated content. (For a summary, check out my colleague Amir Efrati's piece here.)Now that we’ve had 24 hours to marinate on the order, here are some... The AI world (and my inbox) was rocked yesterday by President Joe Biden’s long-awaited AI...
Jaleh Rezaei, cofounder and CEO at Mutiny, and Sara Hooker, head of Cohere for AI. Photo by Erin Beach.
AI Agenda

What You Missed From Our WTF Conference; Biden’s AI Executive Order Unveiled

By Stephanie Palazzolo · Oct 30, 2023 7:35am PDT
Here’s a simple but smart idea I heard about last week: Ask all your employees to use AI for every possible task for a week and see what tasks it’s useful or not useful for.That suggestion came from Rebecca Hinds, head of Asana’s Work Innovation Lab, at our annual Women in Tech, Media and Finance conference, during a discussion on generative AI... Here’s a simple but smart idea I heard about last week: Ask all your employees to use AI for...
Photo via Shutterstock.
AI Agenda

Don’t Laugh at Intel; Biden’s Industry-Friendly Executive Order

By Anissa Gardizy · Oct 26, 2023 7:00am PDT
Congratulations if you already knew that Intel, the American chip pioneer, had started selling artificial intelligence-related software—as opposed to just hardware—to businesses that want to build generative AI apps. I had no idea myself until I wrote a story on Wednesday about Intel expanding that effort. It’s planning to announce the move... Congratulations if you already knew that Intel, the American chip pioneer, had started selling...
AI Agenda Newsletter
Stay ahead of the innovation and disruption happening in AI. Stephanie Palazzolo covers the tech, startups, companies and people making headlines.
By providing your email, you agree to The Information’s Privacy Policy
Jake Cronin and Joe Jordan, cofounders of Siro. Courtesy of Siro.
AI Agenda

IVP’s Risky Perplexity Bet; CRV Funds Salestech Startup; OpenAI’s First-Mover Hangover

By Stephanie Palazzolo · Oct 25, 2023 7:00am PDT · 1 comment
If you’re tired of digging through piles of websites and adding “Reddit” to the end of your Google searches, you may want to take a look at this red-hot AI-powered search engine startup—which now has the backing of yet another VC.Perplexity, whose search engine product competes with OpenAI’s ChatGPT and Google’s Bard, is raising around $50... If you’re tired of digging through piles of websites and adding “Reddit” to the end of your...
Photo via Together.
Emergence Capital to Fund GPU Reseller Together at $500 Million Valuation
By Stephanie Palazzolo · Oct 24, 2023 7:15am PDT
Photo via Together.
AI Agenda

Emergence Capital to Fund GPU Reseller Together at $500 Million Valuation

By Stephanie Palazzolo · Oct 24, 2023 7:15am PDT
If you’ve been following our reporting on Together (here and here), which sells access to cloud-based servers running on Nvidia’s artificial intelligence chips as well as software to help startups train and run AI models, you may remember the firm raising money at a lower valuation than it could have received. If you’ve been following our reporting on Together (here and here), which sells access to...
A Nvidia HGX H100 artificial intelligence supercomputing GPU. Photo by Getty.
AI Agenda

GPUs’ Latest Magic Act: Securing Data Center Debt; Amazon’s Doubling Down on AI Chips

By Anissa Gardizy · Oct 23, 2023 7:15am PDT
While Nvidia makes bank from selling artificial intelligence chips at $32,000 a pop, several upstart cloud providers—as well as the big guns like Amazon Web Services—are buying as many chips as they can so they can rent them out to AI developers. These cloud providers hope to generate revenue of at least several times that sticker price for each... While Nvidia makes bank from selling artificial intelligence chips at $32,000 a pop, several...
Photo via 1X Technologies.
AI Agenda

SoftBank Looks to Invest $75 Million in OpenAI-Backed Humanoid Robotics Startup

By Stephanie Palazzolo · Oct 19, 2023 7:00am PDT · 1 comment
In tech, all software roads eventually lead to hardware. Look no further than OpenAI’s Sam Altman dreaming up an artificial intelligence-powered personal device with ex-Apple designer Jony Ive and SoftBank CEO Masayoshi Son. Another topic the three men may have discussed at Ive’s San Francisco studio: existing AI hardware companies that... In tech, all software roads eventually lead to hardware. Look no further than OpenAI’s Sam Altman...
Chart by Shane Burke.
AI Agenda

OpenAI Is Human After All; ‘Sharing Is Caring,’ Researchers Tell Model Developers

By Stephanie Palazzolo · Oct 18, 2023 7:00am PDT · 1 comment
It seems like Silicon Valley’s golden child isn’t perfect after all. In a rare moment of weakness, large-language model developer OpenAI scrapped a new model, codenamed Arrakis, in mid-2023 that would have helped it run its popular chatbot ChatGPT more cheaply, my colleagues Jon Victor and Aaron Holmes reported on Tuesday.OpenAI researchers... It seems like Silicon Valley’s golden child isn’t perfect after all. In a rare moment of...
AI Agenda Newsletter
Stay ahead of the innovation and disruption happening in AI. Stephanie Palazzolo covers the tech, startups, companies and people making headlines.
By providing your email, you agree to The Information’s Privacy Policy
Photo by Bloomberg via Getty.
Google’s ‘Wartime’ Urgency to Chase ChatGPT Shakes Up Culture
By Jon Victor · Oct 17, 2023 7:00am PDT · 1 comment
Photo by Bloomberg via Getty.
AI Agenda

Google’s ‘Wartime’ Urgency to Chase ChatGPT Shakes Up Culture

By Jon Victor · Oct 17, 2023 7:00am PDT · 1 comment
When staff working on Google’s ChatGPT rival, Bard, hear from managers that they need to work at “Bard speed,” they know it means moving much faster than they were accustomed to in other parts of the company. Legal reviews of new features can start and end in a day. A feature that might have taken a quarter to prepare in the past now gets done... When staff working on Google’s ChatGPT rival, Bard, hear from managers that they need to work at...
Photo via Ideogram.
AI Agenda

AI Agenda: Why Investors in GPU Resellers May End Up Disappointed

By Stephanie Palazzolo · Oct 16, 2023 7:00am PDT
In the last year, Nvidia’s AI chips—GPUs in technical parlance—have become the hottest commodity that people are desperate to get a hold of. Lately, we’ve seen the emergence of startups known as GPU resellers or serverless GPU providers. These startups rent GPU servers from cloud providers or other companies that own such servers, including... In the last year, Nvidia’s AI chips—GPUs in technical parlance—have become the hottest commodity...
Chart by Shane Burke
AI Agenda

New Data Show OpenAI’s Viral Growth Among Startups. Can It Last?

By Stephanie Palazzolo · Oct 12, 2023 8:30am PDT · 1 comment
There’s no doubt large language model leader OpenAI and rivals like Anthropic are quickly expanding revenue, judging from reports in The Information in the past few weeks. (The latest data point from my colleague Amir today reveals that OpenAI is generating revenue at a pace of $1.3 billion a year, up 30% from the $1 billion-a-year pace we... There’s no doubt large language model leader OpenAI and rivals like Anthropic are quickly...
Photo by Midjourney
AI Agenda

Why AMD’s Upcoming Chips Won’t Be the Savior AI Startups Are Hoping For

By Stephanie Palazzolo · Oct 11, 2023 7:00am PDT
Two weeks ago, there was a flurry of excitement around a tweet from Sharon Zhou, cofounder and CEO of Lamini, a startup that helps AI developers create customized large language models. Zhou revealed in the tweet that, for the past year, she’s been using more than 100 chips from chipmaker Advanced Micro Devices to power her AI startup’s... Two weeks ago, there was a flurry of excitement around a tweet from Sharon Zhou, cofounder and...
Photo courtesy of Neil Serebryany.
Want to Trick an LLM? Try Asking It Nicely or Use Argentinian Spanish
By Stephanie Palazzolo · Oct 10, 2023 7:00am PDT · 1 comment
Photo courtesy of Neil Serebryany.
AI Agenda

Want to Trick an LLM? Try Asking It Nicely or Use Argentinian Spanish

By Stephanie Palazzolo · Oct 10, 2023 7:00am PDT · 1 comment
Here’s a tip: if you want ChatGPT, or any other large-language model, to tell you something that it’s trained not to give you, try paying it a compliment. For instance, telling ChatGPT that it’s the best AI-powered chatbot in the world before asking it to provide instructions to build a bomb is more likely to work than just asking... Here’s a tip: if you want ChatGPT, or any other large-language model, to tell you something that...
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AI Agenda by Stephanie Palazzolo
Stay ahead of the innovation and disruption happening in AI. Stephanie Palazzolo covers the tech, startups, companies and people making headlines.
By providing your email, you agree to The Information’s Privacy Policy
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