Jon Victor

student @harvard_law, former tech journalist

[Jon Victor @jon_victor_]

@rocketalignment @polynoamial Congrats Rocket!!

[The Information @theinformation]

Exclusive: Anthropic Projects Soaring Growth to $34.5 Billion in 2027 Revenue

Anthropic, a primary challenger to OpenAI, has projected revenue as high as $34.5 billion in 2027, up from $3.7 billion this year.

Read more from @jon_victor_ and @steph_palazzolo👇

[The Information @theinformation]

Applied AI: Automating Senior Software Engineers Will Take Longer Than OpenAI Says

A lack of good data on higher-level engineering work could complicate OpenAI’s effort to train more advanced coding AI.

Read more from @jon_victor_ 👇

[aaron holmes @aaronpholmes]

Google and Microsoft are making customers pay for AI, whether they want to or not. That's already rankling some large enterprise customers. w/ @jon_victor_: https://t.co/0dW4lU2l7q

[Jon Victor @jon_victor_]

Excited to share something new we've been working on @theinformation: A newsletter focused on how businesses are putting AI to use in practice.

Read the first issue and sign up to get Applied AI here: https://t.co/Q2hJ1xxIjv

[Anissa Gardizy @anissagardizy8]

must-read profile of Marc Benioff via @jon_victor_ and @KevKubernetes

dying at this quote 👽 https://t.co/nsvAk7aCod @Benioff

[Jon Victor @jon_victor_]

Marc Benioff on Salesforce rival Sierra (founded by his former co-CEO Bret Taylor): I don’t think about you at all

https://t.co/bzQ8cRacFR

@KevKubernetes

[The Information @theinformation]

Next week - join @jon_victor_ for a special convo on AI in Action: Use Cases, ROI, and What’s Next for 2025 with speakers Dr. Walter Sun (@SAP), @percyliang (@Stanford), & @sbaji (@Cohere). Register here: https://t.co/Uzs9vp8MV4

[Jon Victor @jon_victor_]

New: It's not just OpenAI. Google DeepMind is also hitting the limits of AI scaling laws

https://t.co/NZUiX00g1p

[The Information @theinformation]

Exclusive: Two OpenAI business partners are each discussing raising capital at a valuation of around $2 billion

https://t.co/gCeOPOAwXz

From @nmasc_ and @jon_victor_

[Jon Victor @jon_victor_]

Scoop: Miro, last valued at $17.5B in Jan 2022, is laying off 275 people, or roughly 18% of staff

https://t.co/KSeArQQjBo

[Jon Victor @jon_victor_]

Scoop: @HubSpot is buying AI billing startup Cacheflow for around $100M

https://t.co/t4R06KoHKc w/ @anissagardizy8

[Amir Efrati @amir]

breaking:
@barret_zoph, who was part of the shock departures from OpenAI last week, has privately said he is planning a startup, per @erinkwoo @jon_victor_

https://t.co/CyMnlSDXuW

[Stephanie Palazzolo @steph_palazzolo]

Prospective investors in OpenAI's ongoing $150Bn round aren't running away, despite the recent leadership turnover.

New: Coatue is participating, and Dragoneer and Altimeter are considering joining too.

w/ @KateClarkTweets @jon_victor_

https://t.co/i1fH2TjUAu

[The Information @theinformation]

Tech firms introducing AI agent chatbots have to overcome customer wariness of handing control of important tasks to AI, executives say.

https://t.co/qaOqanMt2H

From @jon_victor_

[The Information @theinformation]

A New AI Business Model:

Sellers of enterprise AI apps are trying something new: charging customers only when the AI works.

https://t.co/YvFrgOJPAO

From @jon_victor_

[The Information @theinformation]

Org Charts: Rippling

The people in charge at the software maker as it moves toward an IPO.

https://t.co/WTWGBau67Q

From @jon_victor_

[The Information @theinformation]

AI Agenda Deal Exclusive: The startup, Harmonic, could land a $250 million valuation for its AI model that can solve complex math problems.

https://t.co/tCALiMxZDU

From @jon_victor_

[Jon Victor @jon_victor_]

Scoop: Harmonic, @vladtenev's new company focused on building "mathematical superintelligence," has been in talks to raise funding in a round that could value it at $250 million

https://t.co/XtXjV7BnlS