Jessica Lessin
@Jessicalessin
Working for a better journalism future. Founder, @theinformation. Founder, @lessinmedia. Co-host @moreorlesspod
There is no limit to the amount of robotaxi news I can consume. Live now. x.com/i/broadcasts/1…
.@Box CEO @levie on why AI agents can't keep a secret. "The reason why you probably won't see a complete compression of software where it's just a an agent and a database is because there's a lot of logic in the workflow and in the the company's specific sort of business process…
And the final show of week one! Woohoo! x.com/i/broadcasts/1…
Today on The Information’s TITV: @tomschmidt, Partner at @dragonfly__xyz on crypto, stabelcoins and M&A. @theinformation executive editor, @mvpeers breaks down @netflix’s recent earnings. @theinformation weekend editor @abebrown716 tells us what we should be reading, watching…
ok. Answer a debate in the Lessin household. Would you rather watch Netflix at 10 pm or vibe code at 10 pm?
Is vibecoding as 'entertainment' at 10pm competitive with doom scrolling time? is that the vector where OAI competes with social and netflix? this and more on MoL this week
All roads in media lead back to @YouTube.
How do you watch @theinformation TITV?
We asked @lessin about the mistakes he has made as a seed investor: “So if you're an early stage investor, you're gonna have things you invest in that turn out to just be straight up fraudulent. “Now you don't want that number to be too high, but, you know, for us, we probably…
Fun first conversation today on TITV..
.@lessin of Slow Ventures on VC failure and the cost of big wins. “I actually think one of the nice parts, one of the great parts about being a seed investor versus a late stage investor, is you have permission to make mistakes?” “When you're an early stage investor, yes, you…
.@jingyanghk our Asia Bureau Chief on DeepSeek's national treasure status, challenges and its R2 model. “After DeepSeek became a global sensation…it has been elevated to status of national champion [and] national treasure in China.” “We know that DeepSeek’s CEO and founder…
.@akashpasricha asking @lessin about the status of seed investing on @theinformation TITV. "There is what's going on in the AI world, which is highly spendy, big valuations. There's a lot of energy and a lot of lot of a lot of push to get sucked into that. And then there's kind…
Love listening to @andrewrsorkin and his interviews. Very thoughtful. It appears $Googl $Meta $Amzn $Msft are getting “stronger”. Powered by $Nvda $Amd $Avgo $TSM youtu.be/M8pfvrOBW68?si… @Jessicalessin I think did a great job calling out @finkd BS a little bit. It’s…
What a line up: - @jingyanghk all the way from Hong Kong on the latest with Deep Seek - @MichaelRoddan on his investigation into @SandboxAQ and @lessin with all his latest views on seed investing. Enjoy! x.com/i/broadcasts/1…
Going to be a wild day 4.
Today on The Information’s TITV: @theinformation Asia Bureau Chief @jingyanghk discusses Nvidia’s chip strategy and the accelerating AI race in China. @theinformation Banking reporter @michaelroddan unpacks the latest on SandboxAQ and its CEO. Slow Ventures General Partner…
Launching a new video show is a lesson in finding and re-finding each individual platform's share button... again, and again and again.
We have entered the era of AI margin watch.
news: Investors float $100B-valuation deal for Anthropic as it says gross margins improving Anthropic hired back Boris Cherny and Cat Wu just 2 weeks after they joined rival Cursor What do we call these firms: Centicorns? Megacorns? Hectocorns?