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Jan 02, 2026
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The Information Forum Digest
The top posts from The Information's subscriber only community.
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Featured posts
Posted by Brian Demsey · Founder 1 hour ago
By Brian Demsey
I started the new year sitting on the sand at Dana Point, California, watching waves arrive from storms that occurred a...
Posted by Alan Jacobson · Founder, Ceo 11 hours ago
Can LLMs “scale” their way to profitability by charging a flat rate of $20/month for unlimited compute?
If every man, woman and child in...
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Top comments
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Selland, Chris
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He's not wrong. Google is doing a nice job connecting Gemini to their various other cloud services like GSuite and Drive as well as new ones like NotebookLM. Microsoft's integration is improving but they have a lot of work to do.
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Chris Daden
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This is a positive sign for the industry - if these frontier AI giants can’t begin flipping from -90% margin to a healthy margin on inference it will slow down reinvestment for innovation and ultimately raise foundational costs for all of us down stream.
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Ayman Mabrouk
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Grok’s numbers would be even worse if it wasn’t bundled into the minimum premium subscription for X.
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Directory updates
Featured directory updates of people looking to hire, looking to invest, and looking for a new role.
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Jin Ada
Founder, Ceo
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Lamu
Providing services: Skip endless swiping and cold messaging, we find you dates with better outcome than human matchmaker (and cheaper)
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Sachin Dangayach
Managing Director
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Applied materials
Investing in startups:
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