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Jan 10, 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 Alan Jacobson · Founder, Ceo 24 hours ago
Let’s start at the very beginning. A very good place to start:
There are only a handful of companies that actually provide AI at scale —...
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Top comments
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John O'connell
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Keep an eye on Synopsys. Their purchase of Ansys was brilliant. As per usual the investment club worried about financial metrics while the management company looked toward the future. Nvidia’s purchase of stock is a pretty bullish indicator of the wisdom of the deal.
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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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Directory updates
Featured directory updates of people looking to hire, looking to invest, and looking for a new role.
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Baban Singh
Investing in startups: Tech investments
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Joseph Aaron
Founder
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Third round analytics capital
Investing in startups: We are 100% data driven. Startups can apply for funding online at www.trac.vc
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