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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

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AI Agenda

What Stargate Means and What It Doesn’t

By Amir Efrati and Anissa Gardizy · Jan 22, 2025 7:00am PST
Ten months ago, we broke the story that OpenAI and Microsoft were discussing “Stargate,” an unprecedented $100 billion data center supercomputer to take artificial intelligence to new heights. On Tuesday, Stargate finally became official—but largely without Microsoft.At the White House on Tuesday, the leaders of OpenAI, Oracle and SoftBank said... Ten months ago, we broke the story that OpenAI and Microsoft were discussing “Stargate,” an...
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AI Agenda

A Competitor of Scale AI Doubles Its Revenue, Thanks to Reasoning

By Stephanie Palazzolo · Jan 21, 2025 7:16am PST
Before we get into today’s column, President Donald Trump’s repeal of Joe Biden’s executive order on AI on Monday evening has to be the biggest news in AI. In case you’ve forgotten, Biden’s executive order required companies training large AI models to share details about their models with the federal government. Trump’s decision won’t have... Before we get into today’s column, President Donald Trump’s repeal of Joe Biden’s executive order...
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AI Agenda

The Startups Taking on Scale AI—In Robotics

By Rocket Drew · Jan 16, 2025 7:00am PST
As I wrote last month, there’s been a flurry of excitement about applying generative artificial intelligence techniques to robotics, a field that’s generated much hope and plenty of disappointment over the last two decades. Like chatbot makers, robotics companies have relied on humans to manually label data, for example identifying packages... As I wrote last month, there’s been a flurry of excitement about applying generative artificial...
Ranger founder and CEO, Josh Ip. Photo courtesy of Ranger.
General Catalyst Backs Startup in New AI Category: Software Testing
By Stephanie Palazzolo · Jan 15, 2025 7:00am PST
Ranger founder and CEO, Josh Ip. Photo courtesy of Ranger.
AI Agenda

General Catalyst Backs Startup in New AI Category: Software Testing

By Stephanie Palazzolo · Jan 15, 2025 7:00am PST
When it comes to the billion-dollar question of where businesses are seeing the biggest returns from conversational AI, automating software development has emerged as an early frontrunner. We have AI software to autocomplete lines of code, AI software to write entire apps, and soon, AI software to test other software.That last one is the focus... When it comes to the billion-dollar question of where businesses are seeing the biggest returns...
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AI Agenda

Why Biden’s Final AI Chip Move Caused an Uproar

By Stephanie Palazzolo and Anissa Gardizy · Jan 14, 2025 7:57am PST
It’s the final week of the Biden presidency, and the administration kicked it off by announcing new export control rules for AI-related technologies, causing quite a stir. The rules aim to limit how many of Nvidia’s artificial intelligence chips other countries or foreign companies can obtain, helping American AI developers companies stay ahead,... It’s the final week of the Biden presidency, and the administration kicked it off by announcing...
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
Chris Lehane. Photo by Getty
AI Agenda

OpenAI Starts Its Trump Strategy; CES Shows Not Everything Needs AI

By Stephanie Palazzolo · Jan 13, 2025 7:50am PST
Meta Platforms’ announcement last week that it had relaxed its content moderation stance immediately raised the question of whether others, such as OpenAI, would follow suit.When I asked Chris Lehane, OpenAI’s chief global affairs officer, about that during an interview on Friday, he pointed me to a new broad-ranging policy proposal from the... Meta Platforms’ announcement last week that it had relaxed its content moderation stance...
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AI Agenda

Why Research Talent Still Costs So Much

By Stephanie Palazzolo · Jan 9, 2025 7:20am PST
One of the rarest resources in artificial intelligence—perhaps even more than Nvidia servers or training data—is the people who make it. Founders tell me that the shortage of talent that can develop and improve language and vision models is still extreme, two years into the conversational AI boom.That’s demonstrated by recent developments at... One of the rarest resources in artificial intelligence—perhaps even more than Nvidia servers or...
Daniela Amodei, co-founder and president of Anthropic. Photo by Getty.
Anthropic Makes OpenAI Look Cheap—Again
By Stephanie Palazzolo · Jan 8, 2025 7:00am PST · 1 comment
Daniela Amodei, co-founder and president of Anthropic. Photo by Getty.
AI Agenda

Anthropic Makes OpenAI Look Cheap—Again

By Stephanie Palazzolo · Jan 8, 2025 7:00am PST · 1 comment
Well that didn’t take long! We’re barely a week into the new year and already we’ve reported that Anthropic is in talks to raise $2 billion in new funding at a $60 billion post-investment valuation. Lightspeed Venture Partners, a venture capital firm that’s also backed rival AI developers including Mistral, Stability AI and Cartesia, is set... Well that didn’t take long! We’re barely a week into the new year and already we’ve reported...
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AI Agenda

Why OpenAI is Taking So Long to Launch Agents

By Stephanie Palazzolo · Jan 7, 2025 7:00am PST
Imagine you’re asking a computer-using agent from OpenAI, Anthropic or Google to find and order a new outfit for your upcoming holiday party, and in the process, that model inadvertently ends up on a malicious website that instructs it to forget its prior instructions, log into your email and steal your credit card information.That’s a very real... Imagine you’re asking a computer-using agent from OpenAI, Anthropic or Google to find and order a...
Art by Clark Miller.
AI Agenda

How Much Should Consumers Pay For AI?

By Stephanie Palazzolo · Jan 6, 2025 7:00am PST
If the last month of AI product updates has demonstrated anything, it’s that AI firms are diverging meaningfully in their pricing strategies.On one hand, we have companies like Google, whose new “Flash” model drew droves of price-sensitive developers looking for an uber-cheap yet still high-quality alternative. And on the other hand, we have ... If the last month of AI product updates has demonstrated anything, it’s that AI firms are...
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
Left to right: Mistral CEO Arthur Mensch, Cohere CEO Aidan Gomez, Elon Musk, Donald Trump, Sam Altman. Photos via Getty.
AI Agenda

How Artificial Intelligence Will Change in 2025

By Stephanie Palazzolo · Jan 2, 2025 7:00am PST · 1 comment
Welcome to the first AI Agenda issue of 2025! We’re expecting a lot in AI this year, given an impressive reasoning model from OpenAI, a new administration and likely lots more multi-billion-dollar funding rounds on the way. Welcome to the first AI Agenda issue of 2025! We’re expecting a lot in AI this year, given an ...
Photos via Getty and Shutterstock
The Top AI Moments of 2024 and What We’re Watching For Next Year
By Stephanie Palazzolo · Dec 31, 2024 7:00am PST
Photos via Getty and Shutterstock
AI Agenda

The Top AI Moments of 2024 and What We’re Watching For Next Year

By Stephanie Palazzolo · Dec 31, 2024 7:00am PST
What a year! 2024 toned down some of the AI hype from the previous year, as buyers of AI software began asking when they’d start seeing returns from their purchases. Meanwhile, several well-funded AI developers like Inflection, Adept and Character.AI scrambled to safety in the arms of larger tech giants. Still, there was plenty to be excited... What a year! 2024 toned down some of the AI hype from the previous year, as buyers of AI software...
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AI Agenda

DeepSeek Shows Necessity Is The Mother of Invention

By Stephanie Palazzolo · Dec 30, 2024 7:18am PST · 7 comments
While the rest of us were recovering from heavy Christmas dinners and too much time with relatives, Chinese quant trading firm High-Flyer Capital Management dropped the latest update on Thursday to DeepSeek, its open-weight large language model. Senior researchers at American firms including OpenAI and Meta Platforms almost immediately started... While the rest of us were recovering from heavy Christmas dinners and too much time with...
Art by Clark Miller.
AI Agenda

Microsoft and OpenAI’s Secret AGI Definition

By Stephanie Palazzolo · Dec 26, 2024 7:15am PST
Finally, a verifiable, numbers-based description of artificial general intelligence has arrived!Whether AGI has or hasn’t been “achieved” by AI developers has been a hotly debated topic  due to its fuzzy and subjective definition. OpenAI has publicly described AGI as automated systems that outperform people at “most economically valuable... Finally, a verifiable, numbers-based description of artificial general intelligence has arrived!...
Art by Mike Sullivan
AI Agenda

OpenAI Has Discussed Making a Humanoid Robot

By Stephanie Palazzolo and Amir Efrati · Dec 24, 2024 8:31am PST
Over the past year, OpenAI has dropped not-so-subtle hints about its revived interest in robotics: investing in startups developing hardware and software for robots such as Figure and Physical Intelligence and rebooting its internal robotics software team, which it had disbanded four years ago.Now, OpenAI could be taking that interest to the... Over the past year, OpenAI has dropped not-so-subtle hints about its revived interest in...
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
Sam Altman. Photo by Getty
OpenAI Wows the Crowd as New Scaling Law Passes Its First Test
By Stephanie Palazzolo · Dec 23, 2024 7:00am PST · 3 comments
Sam Altman. Photo by Getty
AI Agenda

OpenAI Wows the Crowd as New Scaling Law Passes Its First Test

By Stephanie Palazzolo · Dec 23, 2024 7:00am PST · 3 comments
OpenAI’s next-generation reasoning model—called o3 for a funny reason—seriously impressed researchers and developers last week.Specifically, o3 and o3-mini (a smaller version of the model) scored impressively on a number of extremely difficult math and coding benchmarks, beating out competitors like Anthropic and Google by a lot. It also reached... OpenAI’s next-generation reasoning model—called o3 for a funny reason—seriously impressed...
Dario Amodei, CEO of Anthropic. Photo by Getty
AI Agenda

How Will Anthropic Navigate a Trump Presidency?

By Stephanie Palazzolo · Dec 19, 2024 7:22am PST · 1 comment
Lately, AI developer Anthropic has been riding high, with its models’ impressive performance on tasks like code generation helping it to poach customers from its larger rival, OpenAI. What many people haven’t realized, though, is how Anthropic might be disadvantaged in the upcoming Trump era.Anthropic has connections to the effective altruism... Lately, AI developer Anthropic has been riding high, with its models’ impressive performance on...
Courtesy of EQTY LAB.
AI Agenda

Meet the Startup Making GPUs More Secure for AI

By Anissa Gardizy · Dec 18, 2024 7:37am PST
When I ask business executives about their use of cloud providers’ generative AI tools, I’m often reminded that many firms don’t yet process sensitive data in cloud servers because they’re concerned about the security of the data. Cloud providers have long used encryption to protect data when it’s stored or moving from one location to the next.... When I ask business executives about their use of cloud providers’ generative AI tools, I’m often...
Via Talkie.
AI Agenda

A Booming Competitor to Character.AI Plots Its Next Move

By Juro Osawa · Dec 17, 2024 7:05am PST
Many of you may not have heard of Talkie, a competitor to Character.AI in providing personalized artificial intelligence chatbots.But Talkie, developed by Chinese firm MiniMax, is one of the most-downloaded AI apps in the U.S., according to multiple firms that track downloads. Its core base of users is young people, many of whom use the app for... Many of you may not have heard of Talkie, a competitor to Character.AI in providing personalized...
Art by Mike Sullivan via Midjourney
Runway Shows There’s Money to Be Made in AI Video Too; ‘Scaling Laws’ and Reasoning Dominate NeurIPS
By Stephanie Palazzolo · Dec 16, 2024 7:20am PST
Art by Mike Sullivan via Midjourney
AI Agenda

Runway Shows There’s Money to Be Made in AI Video Too; ‘Scaling Laws’ and Reasoning Dominate NeurIPS

By Stephanie Palazzolo · Dec 16, 2024 7:20am PST
AI-generated video seems to be having somewhat of a renaissance this month: OpenAI released its long-awaited Sora video model last Monday and startup Pika released an updated version of its video AI on Friday.Still, the question remains as to whether video model developers can make money off such tools, especially given how expensive and finicky... AI-generated video seems to be having somewhat of a renaissance this month: OpenAI released its...
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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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