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Dec 31, 2025
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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 Leader 立德 Chang 張 · International Exchange Committee Chairman 39 minutes ago
On the morning of November 20, President Lai Ching-te attended a launch ceremony for Google’s AI Infrastructure Engineering Center in Taiwan. In...
Posted by Alan Jacobson · Founder, Ceo 23 hours ago
The Mag 7 tech stocks—Nvidia, Apple, Microsoft, Google, Amazon, Broadcom and Meta—account for 36% of the S&P’s market capitalization and a larger...
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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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Noel Moldvai
CEO
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Augment
Investing in startups:
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Deal Director
Infraplay.ai
Providing services: Consulting and training for companies and private investors regarding go-to-market strategies for technology companies.
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Shady Tawil
Ceo & Founder
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Mozaico.com
Investing in startups: anything related to biotech
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