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VOICE ARCHIVE

Erin Woo

@erinkwoo
68 posts
2026-03-05
SCOOP: Dario Amodei sent an explosive memo to Anthropic employees on Friday, calling OpenAI's deal “safety theater” and criticizing the Pentagon, Palantir, OpenAI and the Trump administration writ large. https://www.theinformation.com/ ... with @steph_palazzolo and @srimuppidi [image]
2026-03-05 View on X
Bloomberg

A senior US defense official says the Pentagon formally told Anthropic that the startup and its products “are deemed a supply chain risk, effective immediately”

The Pentagon said it has formally notified Anthropic PBC that it's deemed the artificial intelligence company and its products a risk to the US supply chain …

SCOOP: Dario Amodei sent an explosive memo to Anthropic employees on Friday, calling OpenAI's deal “safety theater” and criticizing the Pentagon, Palantir, OpenAI and the Trump administration writ large. https://www.theinformation.com/ ... with @steph_palazzolo and @srimuppidi [image]
2026-03-05 View on X
Financial Times

Sources: Dario Amodei has been holding talks with the DOD's Emil Michael in a bid to iron out a contract governing the Pentagon's access to Anthropic's models

Dario Amodei is meeting deputy to Pete Hegseth to reach a compromise on military use of the technology

SCOOP: Dario Amodei sent an explosive memo to Anthropic employees on Friday, calling OpenAI's deal “safety theater” and criticizing the Pentagon, Palantir, OpenAI and the Trump administration writ large. https://www.theinformation.com/ ... with @steph_palazzolo and @srimuppidi [image]
2026-03-05 View on X
The Information

Memo: Dario Amodei said OpenAI's DOD deal is “safety theater” and the DOD dislikes Anthropic in part because it hadn't “given dictator-style praise to Trump”

Anthropic CEO Dario Amodei on Friday told employees that a deal OpenAI and its CEO Sam Altman struck …

2026-03-04
SCOOP: Dario Amodei sent an explosive memo to Anthropic employees on Friday, calling OpenAI's deal “safety theater” and criticizing the Pentagon, Palantir, OpenAI and the Trump administration writ large. https://www.theinformation.com/ ... with @steph_palazzolo and @srimuppidi [image]
2026-03-04 View on X
The Information

Leaked Friday memo: Dario Amodei called OpenAI's DOD deal “safety theater”, said DOD dislikes Anthropic in part for not giving “dictator-style praise to Trump”

Anthropic CEO Dario Amodei on Friday told employees that a deal OpenAI and its CEO Sam Altman struck …

SCOOP: Dario Amodei sent an explosive memo to Anthropic employees on Friday, calling OpenAI's deal “safety theater” and criticizing the Pentagon, Palantir, OpenAI and the Trump administration writ large. https://www.theinformation.com/ ... with @steph_palazzolo and @srimuppidi [image]
2026-03-04 View on X
Washington Post

Sources: the US used Palantir's Maven Smart System, integrated with Claude, to find and prioritize 1,000 targets within the first 24 hours of its attack on Iran

2026-01-20
new w/ @steph_palazzolo: Luke Metz and Sam Schoenholz quit via Slack mid all-hands meeting as Mira Murati announced Barret Zoph's departure behind the scenes of the Thinking Machines Lab departures this week, raising questions about the ongoing fundraise: https://www.theinformation.com/ ...
2026-01-20 View on X
The Information

Sources: after five Thinking Machines staff left, investors are rattled, potentially impacting fundraising; two researchers quit via Slack during an all-hands

Google's Gemini sales exploded over the past year as model quality improved. -Gemini API calls went from 35b in March to 85b in August -Google has sold 8m paid seats of Gemini Enterprise (despite mixed reviews) new from me (more details inside!): https://www.theinformation.com/ ...
2026-01-20 View on X
The Information

Sources: internal Google data shows Gemini API calls surged from ~35B in March 2025 to ~85B in August 2025; Google says Gemini Enterprise has hit 8M subscribers

Google's improvements to its Gemini AI models are boosting the company's top line.  —  Over the past year …

2026-01-19
new w/ @steph_palazzolo: Luke Metz and Sam Schoenholz quit via Slack mid all-hands meeting as Mira Murati announced Barret Zoph's departure behind the scenes of the Thinking Machines Lab departures this week, raising questions about the ongoing fundraise: https://www.theinformation.com/ ...
2026-01-19 View on X
The Information

Sources: after five Thinking Machines staff left, investors are rattled, potentially impacting fundraising; two researchers quit via Slack during an all-hands

The timing couldn't have been more awkward for Thinking Machines Lab.  —  On Wednesday, during an all-hands meeting at the AI startup …

Google's Gemini sales exploded over the past year as model quality improved. -Gemini API calls went from 35b in March to 85b in August -Google has sold 8m paid seats of Gemini Enterprise (despite mixed reviews) new from me (more details inside!): https://www.theinformation.com/ ...
2026-01-19 View on X
The Information

Sources: internal Google data shows Gemini API calls surged from ~35B in March 2025 to ~85B in August 2025; Google says Gemini Enterprise has hit 8M subscribers

Google's improvements to its Gemini AI models are boosting the company's top line.  —  Over the past year, Google's business selling access …

2025-12-20
pre-holiday news dump: Google finally sued SerpApi, a startup that scrapes its search results. We wrote about how OpenAI uses SerpApi in August, noting that Google hadn't sued—maybe due to regulatory scrutiny. That case is now resolved, and here's the suit!https://www.theinformation.com/ ...
2025-12-20 View on X
Reuters

Google sues data scraping company SerpApi, alleging it used millions of fake search requests to access copyrighted content and sold it to third parties

Google on Friday sued a Texas company that “scrapes” data from online search results, alleging it uses hundreds of millions …

2025-10-25
wrote about the meta-fication of openai! with dream team @KalleyHuang and @steph_palazzolo https://www.theinformation.com/ ... [image]
2025-10-25 View on X
The Information

With an influx of Meta alums, some OpenAI staffers worry it is adopting Meta's tactics, like using social media dynamics with Sora and a softening stance on ads

There will be ads in OpenAI products faster than even they expect.  [image] Casey Newton / @caseynewton : Really the most Meta-like tactic on display from OAI lately is to release ...

2025-04-18
scoop: Meta asked Microsoft, Amazon and others to help pay to train Llama, called the “Llama Consortium.” But some companies balked at helping Meta train an open-source model—spending money on something they would eventually get for free w @KalleyHuang 🤝 https://www.theinformation.com/ ...
2025-04-18 View on X
The Information

Sources: Meta asked Microsoft, Amazon, and others over the past year to fund Llama training costs in exchange for incentives, as part of a “Llama Consortium”

spending money on something they would eventually get for free w @KalleyHuang 🤝 https://www.theinformation.com/ ... @borrowed_ideas : The sooner $AMZN and $MSFT both understand tha...

2025-02-19
pleased to report that the twitter handle of mira murati's extremely confidential top secret new startup is “thinkymachines” and follows exactly one account: @SFBARTalert [image]
2025-02-19 View on X
Axios

Former OpenAI CTO Mira Murati unveils AI startup Thinking Machines Lab, which she's leading as CEO, with Barret Zoph as CTO and John Schulman as chief scientist

- “Instead of focusing solely on making fully autonomous AI systems, we are excited to build multimodal systems that work …

2024-12-20
the good news: google released a reasoning model the bad news: it still thinks there are two r's in strawberry (screenshots mine) https://www.theinformation.com/ ... [image]
2024-12-20 View on X
TechCrunch

Google releases Gemini 2.0 Flash Thinking, an experimental “reasoning” model that “explicitly shows its thoughts” and can use them to strengthen its reasoning

Quick: what sort of prompts should you run against GPT-4o vs Gemini 1.5 Flash vs o1 vs o1-pro vs gemini-2.0-flash-thinking-exp? X: Jeff Dean / @jeffdean : Introducing Gemini 2.0 Fl...

2024-11-12
NEW: In the year before Trump's victory, TikTok execs loosened content moderation policies on topics like election integrity and trans rights. Execs wanted to bring in more conservatives, including Fox and Trump himself w @JuroOsawa @srimuppidi: https://www.theinformation.com/ ...
2024-11-12 View on X
The Information

Sources: more than a year before the US election, TikTok executives relaxed moderation rules and enforcement to make the app more appealing to Donald Trump fans

The Information : Bluesky: @mrbrooksher.bsky.social and @nojustdan.bsky.social X: @amir , @erinkwoo , @srimuppidi , @semaforben , and @amir See also Mediagazer Bluesky: Billy Broo...

2024-08-23
scoop: Noam Shazeer will be a co-tech lead on Gemini, after the $2.7 billion licensing deal that rehired him and other Character researchers earlier this month https://www.theinformation.com/ ...
2024-08-23 View on X
The Information

Internal memo: Noam Shazeer, the ex-CEO of Character.AI who joined Google this month, will be Gemini co-technical lead and work with Jeff Dean and Oriol Vinyals

Erin Woo / The Information :

2024-08-21
SCOOP: Bolt told investors that it's finalizing a deal to raise $450 million at a $14 billion valuation. Investors have to double their pro rata or the company can buy back 2/3 of their shares at $0.01 per share. And: Ryan Breslow is returning as CEO. https://www.theinformation.com/ ...
2024-08-21 View on X
Newcomer

In a letter to investors, Bolt says it is finalizing a $450M Series F at a $14B valuation; documents show the deal terms are bewildering and hard to believe

This is a pay-to-play VC deal for the ages. https://www.theinformation.com/ ... @erinkwoo [image] Sheel Mohnot / @pitdesi : Wild: Breslow back to Bolt as CEO, company raising $450M...

2024-08-20
SCOOP: Bolt told investors that it's finalizing a deal to raise $450 million at a $14 billion valuation. Investors have to double their pro rata or the company can buy back 2/3 of their shares at $0.01 per share. And: Ryan Breslow is returning as CEO. https://www.theinformation.com/ ...
2024-08-20 View on X
The Information

Letter to investors: Bolt is finalizing a $450M Series F at a $14B valuation but with harsh terms for existing investors; Ryan Breslow plans to return as CEO

As startup founder comebacks go, this may rank as one of the most remarkable.  —  Bolt founder Ryan Breslow is returning as CEO … X: @amir , @pitdesi , @jessicalessin , and @erinkw...

2024-04-12
New: TikTok has started pitching advertisers on an in-development generative AI tool that would create AI avatars to star in their ads—potentially competing with creators for brand deals in the process. scoop with @jingyanghk and @JuroOsawa: https://www.theinformation.com/ ...
2024-04-12 View on X
The Information

Sources: TikTok is testing an AI feature that generates a virtual influencer and a script for a video ad based on prompts submitted by advertisers

potentially competing with creators for brand deals in the process. scoop with @jingyanghk and @JuroOsawa: https://www.theinformation.com/ ... Marshall Maher / @marvelle : Now the ...

2024-04-09
counterprogramming the eclipse with this great tiktok scoop by @kyurieff: TikTok's growth in Europe has slowed down so much that it's rolling out a new app that gives people financial incentives to watch its videos. https://www.theinformation.com/ ...
2024-04-09 View on X
The Information

TikTok expands TikTok Lite, which gives people financial incentives to watch its videos, to Spain and France, as the app's growth in Europe slows

https://www.theinformation.com/ ... X: Kaya Yurieff / @kyurieff : The app is already live in Japan and Korea. Japan showed that building a standalone app is “effective in stimulati...