The Information
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High ARR multiples won't save an AI startup with runaway burn rates.
Gokul Rajaram @gokulr, Founding Partner at Marathon Management Partners, explains why evaluating companies on revenue alone is a major risk:
"The ARR multiple in isolation without looking at the burn is basically irrelevant…What I want is a company that when the markets turn, they can still keep growing efficiently and they can raise a round even in a bad market."
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Could capping AI compute prevent a runaway intelligence scenario?
Jerry Tworek @MillionInt, CEO of Core Automation, weighs in:
"It doesn't feel like a free market [idea], but I think it can protect us from some kind of runaway scenario where one company gets AI that is good enough, that can outthink and outsmart everyone else, which I don't think anyone wants.”
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Recent security incidents show frontier AI labs may be moving too fast.
Replit Co-Founder & CEO @amasad warns that labs must prioritize system safety before risking core internet infrastructure:
"I think the responsible thing for them to do is to pace and slow down, because otherwise they're going to be criminally liable for hacking core internet infrastructure."
#AI# #Cybersecurity# #TheInformation#
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Tether banking partner EQIBank is fighting to recover about $90 million seized from accounts held by a U.S. payment provider it used to access the American banking system.
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AI can look at a cup from 60 different directions.
That still doesn’t tell it what happens when you drop it.
Luma AI Co-founder and CEO Amit Jain explains the data problem standing between today’s AI and truly intelligent robots.
🚀 Watch the full episode of AI Deep Dive:
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Are AI models training themselves? Not yet—but Google DeepMind is getting closer.
At our AI summit, Google DeepMind chief Koray Kavukcuoglu said the company now trusts AI agents to autonomously run parts of the model-training process: conducting experiments, analyzing results and proposing new hypotheses, all under human supervision.
Six months ago, he said, agents weren’t being used this way.
#AIAgendaLive# #TheInformation# @koraykv
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Exclusive: Anthropic is discussing a deal for up to 1 gigawatt of data center capacity, an investment that could require at least $40 billion.
Leasing facilities directly could give it more control over chips and lower its reliance on cloud providers.
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Exclusive: GM has started making cathodes for its new lithium manganese rich battery, a key step toward putting the lower-cost chemistry into EVs in 2028.
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In today's AI Agenda newsletter, reporter Stephanie Palazzolo shares 3 major takeaways from our 2026 AI summit:
Open-source models as well as cheaper model releases from Anthropic and OpenAI are helping business customers rein in costs while getting as much or more out of AI, said speakers at The Information’s AI Agenda Live conference in San Francisco Wednesday.
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DeepSeek’s annualized revenue has reached $1 billion as the Chinese AI startup prepares to raise $7.5 billion at a $75 billion valuation.
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Google, OpenAI and Anthropic are moving ahead with plans for an AI safety standards body without government oversight.
The group could launch by year-end or early 2027 and would set rules for model testing, audits and incident reporting.
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The Information | TITV | September 24, 2026
Today on TITV:
-Replit CEO on AI safety, cybersecurity and regulation | @amasad, Co-Founder & CEO of Replit
-Former OpenAI Researcher founds Neo-Lab | Jerry Tworek, CEO of Core Automation @MillionInt
-Are AI agents ready for prime time? | Gokul Rajaram, Founding Partner at Marathon Management Partners @gokulr
-The case for distributed AI compute capacity | Phin Barnes, Co-Founder and Managing Partner of The General Partnership @phineasb
-Nebius introduces compute auctions, dynamic pricing | Marc Boroditsky, Chief Revenue Officer at @nebiusai
📺 Tune in at 10 am PT / 1 pm ET on
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exclusive reporting about the Standards Authority for Frontier AI (SAFA), which Google / OpenAI / Anthropic are launching as a self-regulatory body.
they have considered Condi Rice and David Friedberg as chair and Sriram Krishnan as CEO:
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Barrick Gold’s North American unit has signed a five-year AI deal with Avathon ahead of a planned IPO. The contract could generate $10 million to $20 million in annual sales for the startup.
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Software and AI discounts that were typically below 20% can now reach 30% to 35% as vendors fight to hold on to customers facing rising AI costs.
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Founders Fund and Khosla Ventures have sent partners to China to study AI, robotics and manufacturing companies even as U.S. venture investment there has plunged.
The trips underline how much influence Chinese startups now have on American tech strategy.
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Google is preparing to release Gemini 4 as it works to close the gap with Anthropic and OpenAI. DeepMind chief Koray Kavukcuoglu said the model is in post-training and could arrive well before year-end.
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