Kevin McLaughlin
@KevKubernetes
Reporter at The Information covering enterprise AI companies. Dances like all of humanity is watching. [email protected]
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Here’s a story about how my first paying job out of college—scaring visitors to a Halloween haunted house—prepared me for the business world linkedin.com/posts/kevinmcl…
NOTE: Pentagon approved statement says, “This is not an American withdrawal from Europe or a signal of lessened commitment to NATO and Article 5.” That is not how it is being viewed by NATO Allies and Republican Armed Services Chairs in Congress where alarm about the surprise…
News: AWS appoints 15-year veteran Jason Bennett to lead its startups & VC sales unit, filling a role previously held by Jon Jones, who left last month and recently joined CoreWeave. More here: theinformation.com/briefings/aws-…
Marc Benioff struck a different chord at this year's Dreamforce compared to last year, acknowledging that enterprises are taking their time with AI and once again highlighting OpenAI. More here with @erinkwoo theinformation.com/articles/sales…
Security startup Snyk has been turning down M&A offers from private equity firms at less than half its last valuation of $7b amid slowed growth and a delayed IPO. The company is at a crossroads. theinformation.com/articles/cyber…
~new~ Welcome to the first edition of The Information’s newsletter on AI infrastructure. In the coming months, we’ll have more special reports on data centers, chips, networking and energy. today's edition: Sam Altman Wants 250 Gigawatts of Power. Is That Possible?…
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…
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