The Information Forum Digest

The top posts from The Information's subscriber only community.

Featured posts

Investors cannot survive AI’s one-two punch

Posted by Alan Jacobson · Founder, Ceo 23 hours ago

LLMs are not SaaS like…

Oracle databases
Microsoft’s Word+Excel+Powerpoint
Adobe’s Photoshop+InDesign+Illustrator+Acrobat

China media experts pin a short on nvda

Posted by Stephen Jennings 22 hours ago

According to experts, NVDA per earning announcement was a perfect time for China's pseudo criminal communist leaders to place proxy shorts.

Top comments

John O'connell

on... Nvidia’s Big Ambitions to Solve Manufacturing Shows Slow Returns So Far

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.

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.

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.