Kevin McLaughlin @KevKubernetes
Reporter at The Information covering enterprise AI companies. Dances like all of humanity is watching. [email protected] extrapop69.blogspot.com San Francisco Joined March 2009-
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Saturday scoop: Fivetran in talks to buy dbt Labs! The data deal is still weeks away, but the combined entity is expected to be valued between $5 to $10 billion. Andreessen Horowitz’s Martin Casado is on the board of both. theinformation.com/articles/data-…
News: merger talks between two a16z backed data cos: @fivetran and DBT Labs, with a combined valuation of $5b to $10b. AI poses a threat to these kinds of companies; teaming up could make it easier to sell a combined product
saturday night scoop with @Katie_Roof @KevKubernetes Fivetran is in talks to buy dbt Labs. The merger of equal could give the combined entity an enterprise value of 5-10 billion in and create one single provider of extracting, loading and transforming the data.
Marc Benioff said AI would be easy for Salesforce customers to adopt, but that hasn’t been the case. Now Salesforce is relaunching a program whose former members irked Benioff last fall for not staying on-message. More here in our latest Salesforce story theinformation.com/articles/marc-…
AWS' Jon Jones, a 7-year veteran who led its global startups and VC unit for the past year, has departed. No word on whether AWS has replaced him. This has long been a high-profile role at AWS. More here in this scoop w/@theo_wayt & @anissagardizy8 theinformation.com/briefings/amaz…
Glean has attracted lots of buzz since launching its enterprise search product four years ago. But in an interview with TiTV, Atlassian CEO Michael Cannon-Brookes claims his company's search feature, launched last October, is getting more usage. More here: theinformation.com/articles/atlas…
Vector database startup Pinecone is considering a sale. The news comes as the company has faced headwinds including losing a major customer, Notion. w/ @PauValida @KevKubernetes bit.ly/4mCOicD
I’ll be on @theinformation TITV today at 10PT/1ET to talk about our Vast Data story and other enterprise AI topics. Check the stream!"
scoop from @KalleyHuang and @KevKubernetes: Google has struck a major cloud computing deal with Meta. The deal—worth more than $10 billion over six years—is one of the largest known agreements in Google Cloud’s history. And it's for Nvidia GPUs. theinformation.com/articles/meta-…
Scoop w/@KalleyHuang - Google Cloud has struck a six-year cloud agreement with Meta worth more than $10 billion, in the latest sign of how cloud sometimes makes for unusual dance partners. More here: theinformation.com/articles/meta-…
In April, we reported that Snowflake execs had set an AI product ARR target of $100m for its FY ending in January. The database firm was just over halfway there at the end of July, led by its product that lets customers use LLMs in SQL queries. More here: theinformation.com/articles/secre…
Late night scoop w/ @KevKubernetes @nmasc_: Reflection AI, the 1-yr-old startup founded by DeepMind researchers, is in talks to raise $1B+ as it looks to develop open-source models to compete with DeepSeek, Meta and Mistral: theinformation.com/articles/refle…
Well, it took almost five years to happen, but I’m feeling a tiny thrill of satisfaction now that my prediction that Microsoft would start breaking out Azure revenue has finally come true (here’s the original prediction: theinformation.com/articles/what-…)
In the latest example of the AI data wars heating up, @steph_palazzolo reports that OpenAI built an integration with Slack to make the latter's messages and files searchable via ChatGPT, but it was scuttled without explanation in March. More here: theinformation.com/articles/enter…
A small-yet-significant bit of news in our Applied AI newsletter this morning. AWS confirms it will add vector database features in S3 storage. It’s all about making it cheaper for customers to store embeddings, the lifeblood for AI apps. More here: theinformation.com/articles/aws-g…
Amazon launches its new AI-powered IDE, called Kiro, some details of which we reported on May 1 here theinformation.com/articles/amazo…
AWS still dominates the cloud computing market, but Google is getting a foot in the door with some AWS customers with Gemini 2.5. It’s too early to call it a trend but it does show how Google has made big strides in AI this year. More here in our report: theinformation.com/articles/googl…
Apple has thought about turning its Apple chips into a public cloud for its developers. My latest for The Information
Atlassian, Notion Jump Into Corporate Data War Atlassian is throttling Glean and is discussing ways to make its Glean-like feature easier to use than Glean, a sign that data wars are intensifying. Read more from @nmasc_, @KevKubernetes and @aaronpholmes 👇…
Salesforce-Glean isn't the only simmering battle over customer data. Now companies like Atlassian and Notion are throttling 3rd party access to APIs or considering it, as competition in enterprise search heats up. More here w/@nmasc_ and @aaronpholmes theinformation.com/articles/corpo…
alex 🏴☠️�... @alex
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Alex Konrad @alexrkonrad
87K Followers 4K Following Founder and editor of @upstartsmediaco, a new tech publication focused on the startup ecosystem. Previously @Forbes senior editor. Email: [email protected]
Jessica Lessin @Jessicalessin
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Alex Kantrowitz @Kantrowitz
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Kate Clark @KateClarkTweets
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Amir Efrati @amir
39K Followers 987 Following Executive Editor @theinformation. We're hiring. amir @ https://t.co/XVwTW5utuC amir.62 on Signal
Kylie Robison @kyliebytes
47K Followers 2K Following take it easy dude, but take it • robison (rah-beh-son) not robinson • signal @ kylie.01 💌 [email protected]
Katie Roof @Katie_Roof
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CRN @CRN
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farhad manjoo (former... @fmanjoo
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The Information @theinformation
121K Followers 704 Following The most authoritative publication covering tech that high-powered tech execs and founders read daily. TITV M-F at 1 ET: https://t.co/M0NywExhuj
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deepamatic 🇨🇦�... @deepamatic
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Le Génie Humain @legeniehumain
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450 Followers 649 Following Media Strategy @InkHousePR. Tweets a hot mess of politics, Taylor Swift, Mormon drama and occasionally my job. she/her. [email protected]
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375 Followers 3K Following Green-blooded American 🤑 | God Bless the USD 💵 | Investor in Cult Stocks 😈
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Trond Wuellner @trondw
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560 Followers 5K Following Avid Skier, Packer Backer, Nap Taker, Investor, Tennessee Native, Colorado Transplant. Investment & Communications guru - she/her 🇺🇦💕🙏
HiMU 🇨🇦 @imhimu_
449 Followers 2K Following Machine Learning and GenAI Applications R&D• “Useful AI” Enthusiast • Views Expressed Are Solely My Own • 🍁 • A REPOST IS NOT AN ENDORSEMENT
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plasticsoldier.bsky.s... @PlastiqSoldier
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47K Followers 2K Following take it easy dude, but take it • robison (rah-beh-son) not robinson • signal @ kylie.01 💌 [email protected]
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55K Followers 6K Following Deputy Bureau Chief for the venture capital section @theinformation. Ex Bloomberg, WSJ, TechCrunch
CRN @CRN
46K Followers 7K Following CRN, a media brand of The Channel Company, is the #1 trusted source for IT channel news, analysis and insight online and in print.
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121K Followers 704 Following The most authoritative publication covering tech that high-powered tech execs and founders read daily. TITV M-F at 1 ET: https://t.co/M0NywExhuj
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186K Followers 5K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U
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16K Followers 1K Following Partner at @FirstRound. Formerly: Co-founder/CEO at WayUp, Visiting Partner at @ycombinator, and Angel Investor (Ramp, Scale, Ro, etc). Wife & Mom.
Adam.GPT @TheRealAdamG
30K Followers 4K Following GTM at @OpenAI. A fan of NY sports, memes, tech & nice people. My opinions are my own & I will never intentionally leak info. 1-800-CHATGPT for a good time.
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4K Followers 1K Following now: AI reporter @CNBC | then: @NorthwesternU | signal: ashleycapoot.22 (no pitches)
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157 Followers 3K Following Blind & visually-impaired golf by blind & VI golfers. Non-profit charity-no vision categories or tests. Local programs, international events. All disabilities.
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3K Followers 5K Following Product Lead, Google Labs (Doppl, MusicFX); investor @ Angel Squad; BoD @ Sustainable Ocean Alliance. AMA: GenAI, AI Agents, AI in PM, Ocean Sustainability.
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12K Followers 2K Following Electrotech Revolution, Sustainable Investing, NBA, & Rap tweets. SVP, Portfolio Manager. Prior Head of ESG, HY Credit, iBanking. All views expressed = personal
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Jemima McEvoy @jemimacmcevoy
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Bray Falls @astrofalls
79K Followers 309 Following independent astronomer. exploring space from earth with my own telescopes
Valida Pau @PauValida
238 Followers 524 Following tech deals @theinformation | reach me at [email protected] or Signal validapau.59 | @Wellesley alum
Krystal Hu @readkrystalhu
6K Followers 1K Following covering VC, startups & tech investments for @Reuters. Made in China, trained by NYC, trying to vibe with Silicon Valley. Signal: krystalhu.01
Ryan Hauser @r__hauser
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Sara Hooker @sarahookr
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Rob Copeland @realrobcopeland
11K Followers 987 Following @NYTimes. Ex @WSJ. Author of NYT bestseller "The Fund: Ray Dalio, Bridgewater Associates and the Unraveling of a Wall Street Legend,” https://t.co/PBmugFy0jb
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Social Conserv. 📚 @bookkeepPLUS
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16K Followers 7K Following Doer of things at Campus. 2x Founder. Tweets = future of work, startups. Workforce + edtech expert with previous exit to Wiley.Trends for United States
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