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The Information
Oct 12, 2025

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Featured posts

When the Algorithm Meets the Ocean: What Outrigger Racing Teaches Us About Software's Future

Posted by Brian Demsey · Founder 9 minutes ago

A meditation on why both paddling and programming require orchestrated Collective intelligence—and preparation for waves that don't exist yet


Why the entire US economy is now a bet on AI... and why it might not pay off

Posted by Tim O'reilly · Founder & CEO 7 hours ago

I was just at The Curve, a conference where I saw how quick AI boosters were to drown out any skeptics. Myself, I'm a strong believer in scenario...

Top comments

Justin Baker

on... Internal Oracle Data Show Financial Challenge of Renting Out Nvidia Chips

Looks like the market initially cut oracle’s valuation by $58 billion as a result of this article.

I have never moved public markets by $58 billion so that is impressive to me.

Shows you how seriously markets take this publication.

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Benjamin Cohen

on... Internal Oracle Data Show Financial Challenge of Renting Out Nvidia Chips

Bombshell? Moving markets. Thought this was known!

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Mihai Suta

on... Business Adoption of AI Will Take Years, Say Venture Capitalists and Executives

It starts with education and pen‑and‑paper basics: understand your company’s processes, data structures, and workflows; identify the key use cases; study the model landscape and market trends; and then adapt and train the teams. AI adoption means large‑scale augmentation, so not only are more resources required, but especially people.

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