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Phoebe Liu
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Phoebe Liu✓

@_pheebini

AI + semis reporter at @theinformation, [email protected], chat (confidentially) @phoebe.789 on Signal / Atlanta Hawks glazer

  • San Francisco, CA
  • Joined
1.9K Following2.4K Followers3.7K Posts
  1. Phoebe Liu✓@_pheebini
    Today is my first day at @theinformation covering all things Nvidia. I'm also now based in San Francisco! Please reach out to chat, nerd out, share tips/thoughts/Bay Area recs, or just say hello: phoebe.liu@theinformation.com, phoebe.789 on Signal
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  2. Phoebe Liu✓@_pheebini
    Phoebe Liu
    RT @Techmeme: Anthropic's S-1 shows an 85% gross margin in H1 from running its models, a reality check for skeptics who said pay-as-you-go model sales wouldn't be profitable (@steph_palazzolo / The Information) (Visit Techmeme dot com for the link and full context!)
    0206
  3. Phoebe Liu✓@_pheebini
    Phoebe Liu
    RT @aaronpholmes: One detail from the S-1 that’s flown under the radar: we finally got clarity on how much Anthropic pays to cloud resellers of its models. (This has previously been a sticking point for OAI investors trying to compare its own cloud rev share to Anthropic)
    Valida Pau @validapau
    Read The Information's key takeaways from Anthropic's S1. w/ @steph_palazzolo @aaronpholmes @catherineperlo1 @dakincampbell (+ edits @jasonrdean, @lauramandaro)
    0206
  4. Phoebe Liu✓@_pheebini
    Phoebe Liu
    RT @nickwingfield: Terrific @AmyDMarcus story about an effort by Ray Kurzweil, the AI age's favorite futurist, to achieve immortality through a chatbot.
    0306
  5. Phoebe Liu✓@_pheebini
    Phoebe Liu
    RT @LaurenGoode: Really unfortunate. RoW has done amazing work over the past decade, so much (necessary) journalism that refused to view the tech sector solely through the lens of the western world. Its reporting on labor, in particular, has been eye-opening
    Ben Mullin @BenMullin
    News: Rest of World, the nonprofit newsroom focused on the impact of technology outside the West founded by Sophie Schmidt, tells donors in an email it will “cease publishing as a standalone entity” at the end of January.
    0308
  6. Ben Mullin@BenMullin
    News: Rest of World, the nonprofit newsroom focused on the impact of technology outside the West founded by Sophie Schmidt, tells donors in an email it will “cease publishing as a standalone entity” at the end of January.
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  7. Phoebe Liu✓@_pheebini
    Phoebe Liu
    RT @amir: that was fast: DoorDash, which in 2021 tried to figure out a merger w/Instacart, is now nearing a deal @ $17b. @validapau
    Amir Efrati @amir
    🥕big story: Instacart is exploring a sale. talked to uber / ddash
    0505
  9. Phoebe Liu✓@_pheebini
    Phoebe Liu
    RT @Jessicalessin: The @theinformation WTF lineup, starting tomorrow. I cannot wait to sit down with these women. Kim Posnet, head of investment banking Goldman Sachs Paige Todd, co-founder of Flock Whitney Wolfe, founder, Bumble Bari Weiss, Editor-in-chief, CBS news Lynn Martin, President, NYSE Amanda Petersen Corio, head of energy and power at Google Anne Wojcicki, founder and CEO, 23andMe Lori Goler, president CZI Janice Chen, co-founder Mammoth Bioscience Tina Wu, founder of Noho Kimmy Scotti, managing partner, Neo Ami Badani, CMO, Arm Nidhi Chappell, President of AI Infrastructure, Nscale Sara Heck, head of public policy, Anthropic Whitney Cummings, writer, comedian
    07011
  12. Phoebe Liu✓@_pheebini
    Download
    Elon Musk @elonmusk
    Pretty much. As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers. SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue. That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
    010815
  13. Elon Musk✓@elonmusk
    Posts @chamath
    Pretty much. As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers. SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue. That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
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  14. Phoebe Liu✓@_pheebini
    Phoebe Liu
    RT @amir: ☂️ data center insurance is getting real big real fast.
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    0409
  15. Phoebe Liu✓@_pheebini
    Phoebe Liu
    RT @amir: the OpenAI discounting is ~serious~ and is have an impact
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    01706
  16. Phoebe Liu✓@_pheebini
    Phoebe Liu
    RT @Techmeme: Source: Replit recently moved most AI spend from Anthropic to OpenAI, which gave 30%+ off in a deal worth $100M+/year, after Anthropic discontinued its discount (The Information) (Visit Techmeme dot com for the link and full context!)
    09011
  17. Phoebe Liu✓@_pheebini
    Phoebe Liu
    RT @steph_palazzolo: While Anthropic has been playing hardball while negotiating, OpenAI has been much more lenient in giving out discounts and free credits, which has convinced a number of customers to switch over in recent months. w/ @LauraBratton5
    0407
  18. Phoebe Liu✓@_pheebini
    Phoebe Liu
    RT @theinformation: Nvidia has already put more than $170 billion on the line to support AI cloud providers and other major customers. Now it's considering another major investment in Firmus, which is seeking at least $2 billion in private funding after its IPO fell apart. Full story:
    0306
  20. Phoebe Liu✓@_pheebini
    Phoebe Liu
    RT @amir: 🥕big story: Instacart is exploring a sale. talked to uber / ddash
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    01308
  22. Phoebe Liu✓@_pheebini
    Phoebe Liu
    RT @MichaelRoddan: 🏈BAD BLOOD YARN🏈 Last year Ramp CEO Eric Glyman received some bad news: A deal was falling apart. Airwallex was killing an international payments partnership between the two firms. Next minute, all hell broke loose. Read more in @theinformation 👇
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