Kevin McLaughlin

Software customers are sensitive about AI swallowing their proprietary data. They're watching their software providers like a hawk🦅 HubSpot just found out

Edward Norton talking to himself at the USA-Türkiye game 😅

New w/ @leomschwartz @amir: The Trump admin has asked OpenAI to stagger the release of GPT-5.6 over security concerns. On Thursday, CEO Sam Altman told staff that the government will be approving access to GPT-5.6 customer by customer, a highly unusual approach.

News: Chris Grusz, an 11-year AWS veteran who led partnerships with Snowflake, Salesforce and others, has joined OpenAI to oversee its tech partnerships. More here: theinformation.com/briefings/open…

Went to get something out of my car, USA scores a goal. Guess I’m watching the rest of the game from the car!

Anthropic and OpenAI have hired people from many different tech companies, but they've both stepped up hiring from Salesforce this year in building their sales/marketing engines. @LauraBratton5 and I dug into this trend here: theinformation.com/articles/opena…

Microsoft recently made a decision that highlights the looming battle over the "semantic layer," a data management tool that could make AI agents more accurate & cheaper to run. Databricks, Snowflake & others are also in the mix. More here: theinformation.com/articles/micro…

Exclusive: Peter Levine, an Andreessen Horowitz general partner who stepped back from his role as an active investor six years ago after receiving treatment for cancer, has made a full recovery and is returning to full-time work. More here: theinformation.com/briefings/excl…

because most of the value of talking to a reporter is learning what they know and haven't reported yet. ps we broke the story 1 hour after the signal msgs iirc

👀Mercedes cut SAP instances 40%. SAP (used by vast majority of Fortune 500) now cutting off unauthorized AI agents, a move that has gotten a lot of people's attn.

We reported in April that Cisco and Israeli startup Astrix are in talks for a 250-350M deal. @steph_palazzolo theinformation.com/articles/cisco…

@bcherny @unusual_whales Hi Boris, I’m one of the reporters on the story. Here’s a direct quote from the comment Anthropic PR gave us: “The move to consumption-based pricing for Claude Enterprise happened earlier this year, and the legacy seat-based plans are no longer sold to new customers.”

@unusual_whales Not accurate. We made this change like six months ago (back in November) due to enterprise customer demand for it. Pricing plans are on our website.

@bcherny @FirstSquawk Hi Boris, I’m one of the reporters on the story. Here’s a direct quote from the comment Anthropic PR gave us: “The move to consumption-based pricing for Claude Enterprise happened earlier this year, and the legacy seat-based plans are no longer sold to new customers.”

@FirstSquawk This is not accurate. We made this change like six months ago (back in November) due to enterprise customer demand for it. These pricing plans have been published on our site for months.

ANTHROPIC SHIFTS TO USAGE-BASED BILLING, INCREASING COSTS FOR HEAVY USERS - TIF

Anthropic recently changed its licensing for Claude Enterprise, which includes Claude Code and Cowork, in a way that could significantly raise costs for power users. More here (w/@aaronpholmes) theinformation.com/articles/anthr…

NEW: There’s a growing tension between San Altman and his CFO, Sarah Friar. Privately, Friar has started speaking about her concerns about the firm’s massive spending on compute and Altman’s hopes to IPO this year. More details from me and @amir in @theinformation

Scoop: Gadi Hutt, an early employee from Amazon's server-chip design unit Annapurna Labs, has left the company. He has been one of the unit’s most visible spokespeople for Trainium, Amazon’s chips for training and running AI models. More here: theinformation.com/briefings/amaz…

Scoop: Microsoft has frozen hiring in major cloud and sales groups in an effort to reign in costs. Some senior executives now think headcount may not grow much in the years ahead, thanks to AI use and mounting pressure from rivals. w/ @KevKubernetes: theinformation.com/articles/micro…

👀AWS wants AI to handle 'solution architect' work involving technical expertise...

In most of these agent stories, part of me thinks “how cool” and part of me wonders why companies weren’t already doing this. From @KevKubernetes theinformation.com/articles/aws-a…

💸very unusual for a large enterprise software incumbent like Oracle to offer AI features to customers for free...