Valida Pau✓

BIG SPACEX SCOOP WITH @coryweinberg > Musk will have super voting shares in a dual-class structure > He will receive stock incentive every $500B increase in market cap and can go as high as $6.6T; if the space data centers can deliver “100 terawatts of compute per year”

RT @Techmeme: Sources: chipmaker Onsemi is in talks to acquire 16-year-old chip startup Ferric for ~$1B; PitchBook: Ferric last raised a $32.1M Series C in December 2024 (@pauvalida / The Information) (Visit Techmeme dot com for the link and full context!)

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!

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

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)

Read The Information's key takeaways from Anthropic's S1. w/ @steph_palazzolo @aaronpholmes @catherineperlo1 @dakincampbell (+ edits @jasonrdean, @lauramandaro)

2021, 2026 We reported last friday that Instacart is talking to Doordash. all via @theinformation

RT @amir: that was fast: DoorDash, which in 2021 tried to figure out a merger w/Instacart, is now nearing a deal @ $17b. @validapau

Doordash $DASH in advanced talks to buy Instacart $CART for around $17 billion. @theinformation

SCOOP: Instacart $CART is in talks to sell itself w/ @coryweinberg (his @theinformation swan song) + @Jessicalessin

@steph_palazzolo @aaronpholmes @catherineperlo1 @dakincampbell @jasonrdean @lauramandaro Anthropic has one of most complicated corporate governance structure, with FIVE tiers of shares for regular shareholders, its founders, the trust and employees.

@steph_palazzolo @aaronpholmes @catherineperlo1 @dakincampbell @jasonrdean @lauramandaro Anthropic also has a VERY complicated lock-up release than any other IPO. The staggered lock-up windows are more popular now in IPOs after Cerebras and SpaceX.

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

RT @steph_palazzolo: biiiiiiig scoop from @validapau @Jessicalessin and @coryweinberg (swan song!)

RT @amir: 🥕big story: Instacart is exploring a sale. talked to uber / ddash

Scoop w/ @_pheebini: SB Energy is considering going public in December or possibly waiting until next year. That is a later timeline than previously expected. Back in the summer, the data center developer was aiming to go public as soon as September.

@coryweinberg @theinformation @Jessicalessin

RT @aaronpholmes: SCOOP: Datadog offered to buy Upwind for nearly $4 billion as cloud security demand booms. w/ @validapau

AI startups raise money fast and at high valuation. VC has to keep up. They’re offering their LPs to co-invest, getting warehouse loans from JPM and raising new funds faster than ever. Exclusive from @julia_hornstein

SCOOP w/ @aaronpholmes: Datadog $DDOG recently offered to buy cloud cybersecurity startup Upwind Security for nearly $4 billion.

RT @amir: in this ai-fueled cybersecurity apocalypse moment, security m&a is 🔥🔥🔥