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Jan 24, 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 2 hours ago
Many people assume AI will follow the same path as Amazon, Facebook, and Google — lose money for years, achieve massive scale, and then discover...
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Top comments
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Martin Soler
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Cost per view model to start with is an odd choice. Safe for them. I understand the reasoning. But not so reassuring for advertisers who have been so accustomed to paying for clicks. Curious where this goes. There's a huge potential of knowing intent and context.
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Deal Director
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Regarding the margins, it's also clearly their strategy to undercut OpenAI and Anthropic and apply margin compression towards their businesses in a way that they can't afford.
Google has been quite aggressive with this strategy and it's both hurt the field (limiting the ability of those companies to scale their business relevant to the value created), as well as forced them to optimize and outcompete on efficiency and product outcomes.
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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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