Stephanie Palazzolo

Signs of an AI bubble? VCs are increasingly pulling out all the stops to entice AI founders, especially those with experience as execs at high-profile AI labs. Some tactics include veto power over boards, not taking board seats and founder share sales: https://t.co/1Vrgkfxa56

ICYMI: OpenAI has told investors that it plans to cut the percentage revenue share it pays out to its largest backer, Microsoft. @srimuppidi @aaronpholmes @erinkwoo and I have the details here: https://t.co/AHc2BPkHs4

In this morning's Agenda, @nmasc_, @amir and I get into OpenAI's governance reversal and why it's a smart business choice: https://t.co/TdPIfJGpha

RT @aaronpholmes: OpenAI has reversed course on its plan to split from the nonprofit that owns it (Elon Musk had sued to stop the conversio…

Happy Monday! In this morning's AI Agenda, I chat with @SGRodriques, CEO of @FutureHouseSF, which is aiming to build an AI scientist. Sam and I get into what an AI scientist means, robotics' role, and why science needs its own Stargate project. https://t.co/TADrcvuLK2

New: Anthropic is prepping for its first-ever employee share sale, in which the company will buy back shares at its last round's valuation, $61.5B. Current & ex-employees who spent 2+ years at the startup can sell up to 20% of their equity or max $2M. https://t.co/pAKDNCy9q6

RT @paularambles: the biggest black market in sf is the one for PDFs of articles from the information

New w/ @coryweinberg: Glean, the AI enterprise search startup, is raising new funding at a ~$7B valuation led by asset manager Wellington Management. The company raised at a $4.6B valuation just four months ago. More here: https://t.co/VFRmMGDOkf

RT @lauramandaro: There's a long history of founders getting supervoting shares, but the startup founded by OpenAI's ex-CTO has an unusual…

Thinking Machines Lab's round is unusual in both its size—$2B @ $10B price led by a16z—and its voting rights: - Mira Murati's vote = # of other board directors + 1, giving her a majority - Founding shareholders votes have 100x the weight w/ @nmasc_: https://t.co/pZQxpMdPMW

In this morning's AI Agenda, we get into: - What xAI investors said yesterday about the startup's future - Why you should view a viral Chinese paper claiming that reinforcement learning is over with skepticism - ChatGPT's personality problem https://t.co/zqQZwkeGxz

If you aren't coming to the NYSE today for our "Financing the AI Revolution" conference led by the incredible @coryweinberg, what are you even doing? Prep yourself for it by checking out this morning's AI Agenda, on the Scale AI of China: https://t.co/4gB1x6fA3j

killer story from @srimuppidi: openai has upped its projections even more from last fall. key drivers include agents and "free user monetization." that second driver could refer to channels including advertising or affiliate fees: https://t.co/8pI77oaPAi

erin killing the live coverage from the google trial!

Erin Woo @erinkwoo

NEW: ChatGPT has drawn away some search queries from Google, primarily on "homework and math" queries but not yet on commercial queries, former head of Gemini app Sissie Hsiao testified just now. First inside stat of ChatGPT's impact on Google Search https://t.co/P8H2bXJkWd

Happy Monday! In this morning's AI Agenda, we get into: - Developer reactions to o3 + o4-mini (what's up with the Big Brother-esque verification?) - Cursor's AI customer support snafu https://t.co/NgtN740JRe

New w/ @KevKubernetes: Amazon has hitched its success to AI developer Anthropic. But now, developers say they aren't happy with Amazon's service for accessing models including Anthropic's, Bedrock. That's pushing them to look for alternatives: https://t.co/ubCpfBfF57

can't wait to tell everyone i just yeeted

Amir Efrati @amir

it's true: OpenAI is developing an X-like social feed for ChatGPT. at the moment, posting to the feed is known as a "yeet." 😀 https://t.co/dv3G11XVBl