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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
  • Lid sinds
1.9K Volgend2.5K Volgers3.8K Berichten
  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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    44333.3K
  2. Phoebe Liu✓@_pheebini
    Phoebe Liu
    RT @validapau: If DoorDash listened to @mvpeers advice back in 2023, buying Instacart will cost them only $10 billion. But that was different times.
    0103
  3. Phoebe Liu✓@_pheebini
    Phoebe Liu
    RT @amir: 🕵️ Goldman Sachs' biggest AI expense is coding tools, but spending on AI for finding security bugs could soon be on par!
    0606
  4. Phoebe Liu✓@_pheebini
    Phoebe Liu
    RT @Jessicalessin: What do public market investors want now? Vertical integration and access to several pools of capital, @KimPosnett of @GoldmanSachs told me last night at @theinformation WTF. Big week for Goldman, leading forthcoming Anthropic IPO, SpaceX debt deal and Meta equity raise.
    0409
  5. Phoebe Liu✓@_pheebini
    Phoebe Liu
    RT @Jessicalessin: Details from my fascinating conversation with CBS News Editor-in-Chief @bariweiss this morning. We discussed: Culture change at CBS, the state of 60 minutes, how she balances her personal opinions with running the network, future of streaming and subscription, what is next for the @TheFP, how she is covered by the media, what Trump says about her, her recent plane ride with CNN chief Mark Thompson and much much more.
    0709
  7. Phoebe Liu✓@_pheebini
    Phoebe Liu
    RT @validapau: Analog chipmakers are hunting for new technologies to manage electricity issues in AI data centers. The latest: Onsemi $ON has been discussing a deal for 16-year-old chip startup Ferric for close to $1 billion. Exclusively in @theinformation
    0208
  8. Phoebe Liu✓@_pheebini
    Phoebe Liu
    RT @Techmeme: Source: OpenAI, a major Nvidia customer, plans to buy Google's TPUs; a job listing shows it seeks an engineer to "lead the optimization" of its models on TPUs (@ryanbarwick / The Information) (Visit Techmeme dot com for the link and full context!)
    0208
  9. Phoebe Liu✓@_pheebini
    Phoebe Liu
    RT @amir: Boom: OpenAI to buy TPUs. Big deal for Google (and Nvidia!)
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    01705
  10. Phoebe Liu✓@_pheebini
    Phoebe Liu
    RT @Ryanbarwick: First Scoop: OpenAI is buying Google's AI chips. It's a big win for Google’s TPU chip business, which is a growing challenger to Nvidia. Also follows Oracle, which today said it would buy and rent out TPUs to customers. Talk to Barwick, folks!
    02007
  11. Phoebe Liu✓@_pheebini
    Phoebe Liu
    RT @rocketalignment: Here is an ACTUAL Jevon’s paradox Demand for data analysis is highly elastic so more efficient AI analysis -> quantity of data collected goes up
    Techmeme @Techmeme
    Atlanta-based Tractian, which uses AI and sensors to predict machine failures and recommend maintenance, raised a $130M Series D at a $1.4B valuation (@rocketalignment / The Information) (Visit Techmeme dot com for the link and full context!)
    0108
  12. Techmeme✓@Techmeme
    Atlanta-based Tractian, which uses AI and sensors to predict machine failures and recommend maintenance, raised a $130M Series D at a $1.4B valuation (@rocketalignment / The Information) (Visit Techmeme dot com for the link and full context!)
    1073.7K
  13. Phoebe Liu✓@_pheebini
    Downloaden
    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
  14. 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!)
    0307
  15. Elon Musk✓@elonmusk
    Berichten @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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  16. 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)
    0207
  17. Phoebe Liu✓@_pheebini
    Phoebe Liu
    RT @amir: ☂️ data center insurance is getting real big real fast.
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    0409
  18. 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.
    0308
  19. Phoebe Liu✓@_pheebini
    Phoebe Liu
    RT @amir: the OpenAI discounting is ~serious~ and is have an impact
    Downloaden
    01706
  20. 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.
    03011
  21. 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
  22. 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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    11137393115K
  23. 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
  24. 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
    0506
  25. 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
  26. Amir Efrati✓@amir
    🥕big story: Instacart is exploring a sale. talked to uber / ddash
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    101313555.5K
  29. Phoebe Liu✓@_pheebini
    Phoebe Liu
    RT @amir: 🥕big story: Instacart is exploring a sale. talked to uber / ddash
    Downloaden
    01308
  30. 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
    07012
  33. 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 👇
    07012