Hi, I've started with The Information this week! My new email is in bio. Say hi and grab coffee with me at Madison Square park while the weather is nice🙂

ICYMI: We gathered finance's top players at NYSE 🏛 for a day of discussing the industry's biggest topics: AI, IPOs and the future of the private markets.

theinformation.com/articles/highl…

#PrivateCapConf

Are Anthropic & Databricks the only AI developers that ~aren't~ copying/using data from their rivals?

Seemingly everyone else in the field is in the Wild West.

theinformation.com/articles/gener… Stephanie Palazzolo

Every Saturday I love reading The Information's fun picks in Weekend, from the latest VC-backed sparkling waters (true) to cool culture stuff not on my radar. Today's Top 5 on the accessible art fairs that aren't Art Basil was a particularly fun one for me.…

I'm guessing you haven't heard of Thomas Tull.

Well, he's worth $3b; he produced The Dark Knight, Inception, Godzilla; he has the ear of Congress & the Biden admin; and he's one of today's biggest defense tech investors—so I think it's about time you did:
theinformation.com/articles/secre…

No hot takes, please!!!!

At Google Cloud Next, the company outlined an ambitious vision for its enterprise AI — now it needs customers to get on board

theinformation.com/articles/at-go… w/ Anissa Gardizy

Sure, TikTok is facing a ban. But don't forget Temu. Amazing reporting from Jing Yang theinformation.com/articles/temu-…

Monster!

Being a part of the amazing Loeb judging team is one of the highlights of my year. I learn so much and am always inspired. Please apply!

Save the date: Join me as I host David Howell, former head of the Energy Department's effort to establish a battery industry under the infrastructure law, for Live Chat With The Electric. April 16 at 2 pm ET. RSVP: theinformation.com/events/navigat…

HSBC cut off ByteDance's bank accounts after probing whether the TikTok owner risked facilitating money laundering or terrorism financing.

Then ByteDance lied to EU regulators about it.

ICYMI - big report from me yesterday - only in The Information

theinformation.com/articles/how-b…

Last year, Temu started requiring suppliers to certify their cotton wasn't sourced from Xinjiang, which is illegal to import into the US. But suppliers say Temu soon scrapped the requirement + assured them their risk was low.

Incredible Jing Yang scoop:
theinformation.com/articles/temu-…

So here is one area when regulators are really are squeezing tech. Really good story about TikTok from Michael Roddan. theinformation.com/articles/how-b…

VC is really VeC (very expensive capital) ... if you have cheap capital, it is never a fit. If no one else will give you money, go to the VeC folks (me)

Sources: The WSJ lays off at least 11, primarily on its visuals desk and in video roles; some laid off were in the 'Journalists as Creators' YouTube partnership (@corbinbolies / The Daily Beast)

thedailybeast.com/wall-street-jo…
mediagazer.com/240410/p15#a24…

Always great The Information on money-laundering + TikTok... theinformation.com/articles/how-b…

Robots > chatbots. Latest in our GenAI funding report by Akash Pasricha

theinformation.com/articles/fundi…

As early shareholders in ByteDance—what is the patience level for an exit?

“The most important thing is that the fundamentals are continuing to be strong. Our hope is that a lot of smart people can come to the right conclusions.” — Anton Levy General Atlantic

#PrivateCapConf