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Jan 01, 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 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...
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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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