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Sep 27, 2026
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The Information Forum Digest
The top posts from The Information's subscriber only community.
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Posted by Brian Demsey · Founder 22 hours ago
Where the world stands in 2026, and where it has stood before
Brian Demsey | September 2026
Every figure in this article is...
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Top comments
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Donald Valentina
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Fascinating. More like this please.
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Zachary Magdovitz
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Favorite read in a while.
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Paul Baier
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The key question is weather profit concentration follows the same pattern as this revenue concentration. Apple, Microsoft and Google all has declining margin cost, so scale drove profit concentration. I assume this will occur in these market, but this hasn't yet been the case (likely token price increases by OpenAI and Anthropic next year post IPO will help). This analysis also highlights the tremendous market power and profit engine of Nvidia in the AI stack
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