AI + semis reporter at @theinformation, [email protected], chat (confidentially) @phoebe.789 on Signal / Atlanta Hawks glazer
San Francisco, CA
Joined April 2019
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Phoebe Liu retweeted
New: With all this IPO talk, don't forget: Anthropic's model progress continues.
@steph_palazzolo
theinformation.com/newslette…
Phoebe Liu retweeted
We spoke with senior Defense official Emil Michael on Friday, who told us that the Trump administration has a range of options, including export controls, if AI companies do not cooperate with the government.
He also told us:
- His public feud with Anthropic will not get in the way of his new duties as Super Intelligence Task Force vice chair, where he is tasked with working with AI companies to develop an incident reporting framework ("If that means I’m talking to someone who’s suing me, well then I’m talking to them")
- The Defense Department will continue to bar Anthropic as long as it has a "moral principle" embedded in its software that allows its models to exert control over humans
- Frontier labs are acting like "drunk drivers" who demand someone else pull them over when they call for stricter government regulation
- The Office of Strategic Capital is exploring further investment into microelectronics and drone part companies
- He's worried about Chinese open-source dominance and foreign employees with split loyalities but doesn't think the answer is more government control
- He hasn't seen any reports on whether AI-enabled software failures from Palantir contributed to a U.S. missile strike on Iran in February that killed more than 150 people, including at least 123 children ("I’m not as online as I used to be.")
W/ @amir. You can read the full interview (and find a link to the video) here:
theinformation.com/articles/…
Phoebe Liu retweeted
Expect this month to be a busy one for new model releases. We have the scoop on a new Anthropic model, Google’s Gemini 4 Carbon, and a potential new Terra model from OpenAI.
theinformation.com/newslette…
Phoebe Liu retweeted
Sources: industry execs expect only 7-10 of hundreds of neoclouds to survive, as Nvidia supports them with easier credit terms, site finding, and $20B in leases (@_pheebini / The Information)
(Visit Techmeme dot com for the link and full context!)
Phoebe Liu retweeted
👀 👀 exposing AI customer data to the internet or other users became a real concern at SpaceX / Cursor during Grok Bot development this summer...
Phoebe Liu retweeted
Great piece from @graceihle on data blunders at SpaceX/Cursor, including worries that the company had accidentally used customer/supplier data as model training data due to Cursor engineers' usage of Grok Bot.
theinformation.com/articles/…
Phoebe Liu retweeted
Excited to announce I have a new job at @theinformation covering OpenAI!
It's one of the most interesting companies in tech right now and I'll be writing about everything from the IPO to AI safety to the wealth and influence of OpenAI's leaders.
I've really enjoyed the past year+ of writing profiles and in-depth features and also plan to continue doing these types of stories--but with a focus on the OpenAI universe.
What should I write about first? Don't hesitate to reach out with tips, ideas or just a hello: [email protected] or confidentially on signal: jemimamcevoy.24.
Phoebe Liu retweeted
Today, @MueonCorp announced $65M in Series A funding led by Maverick Silicon, with participation from Intel Capital. The company is moving its Cubelets 3D compute and memory architecture toward system validation and production, targeting up to 10X power and cost efficiency within the same rack footprint.
Read more from Phoebe Liu (@_pheebini) at @TheInformation:
theinformation.com/briefings…
Phoebe Liu retweeted
Portland-based Mueon, which says its AI server racks could fit up to 10x more computing capacity, raised $65M led by Maverick Silicon, with Intel participating (@_pheebini / The Information)
(Visit Techmeme dot com for the link and full context!)
Phoebe Liu retweeted
Sources: Anthropic told investors that distillation accounts for 5% to 7% of revenue; its rapid but slowing revenue growth could weigh on its IPO valuation (@coryweinberg / The Information)
(Visit Techmeme dot com for the link and full context!)
Phoebe Liu retweeted
Some personal news: I've joined @theinformation to cover Google.
I'll be covering everything from Gemini to Search, from Cloud to Waymo. As always, I'm on Signal at 302-519-0567 and at [email protected].
Talk to Barwick folks!
Phoebe Liu retweeted
Anthropic's acquihire and licensing deal with security startup Opaque Systems has flown under the radar, but seems to have the potential to unlock a lot of AI spending in regulated industries and public sector. More here: theinformation.com/briefings…
Phoebe Liu retweeted
Scoop w/ @amir: OpenAI is in early talks to buy a security startup, known for fixing and patching vulnerabilities in open-source software.
theinformation.com/articles/…
Phoebe Liu retweeted
As Microsoft reorganizes its Azure unit around Arun Ulag, EVP of databases, its senior leaders are eyeing significant cost reductions. More here with @aaronpholmes: theinformation.com/articles/…
Phoebe Liu retweeted
New: OpenAI is all-hands-on-deck to get its next flagship model in a place where leaders feel like they can safely release it. At the same time, they're dealing with the fallout from 3 safety researchers' firings.
w/ @aaronpholmes @amir:
theinformation.com/articles/…
Phoebe Liu retweeted
First time Dealmaker writer, long time enjoyer :)
Self-driving software supplier Applied Intuition has been fielding investment offers valuing it at least $30b, doubling its valuation from June. It's likely to raise $1b+ in the next few months.
theinformation.com/newslette…
Phoebe Liu retweeted
new, w @dakincampbell @_pheebini: as startups scramble to get access to ai servers, vcs are trying to secure compute on their behalf. a16z has discussed partnering w portcos volta and switch to expand its cluster, and general catalyst has been working on securing a data center.