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The Information
Jan 01, 2026

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What if we could reduce AI capex by 90%? We can.

Posted by Alan Jacobson · Founder, Ceo 23 hours ago

That’s right. I said it.

We can reduce AI capex by 90%.

Before I tell you how, let me explain why this matters — because the...

Top comments

Selland, Chris

on... Microsoft’s Nadella Pressures Deputies to Accelerate Copilot Improvements

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

on... OpenAI Is Getting More Efficient at Running Its AI, Internal Financials Show

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

on... Why xAI Has an Uphill Battle Selling Grok to Businesses

Grok’s numbers would be even worse if it wasn’t bundled into the minimum premium subscription for X.

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Featured directory updates of people looking to hire, looking to invest, and looking for a new role.

Ricardo Anzaldua

Head Of Corporate Development · Verkada

Investing in startups:

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