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Jun 17, 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 Daniel Nikic · Founder 13 hours ago
Many discussions around AI still focus on models.
Increasingly, I think the more important question is who owns the workflow.
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Top comments
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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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Elizabeth Richardson
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This is a very balanced story. It shows the hope and the hype in an industry coming of age. July 4, 2026, is not far away. I'll be watching. If Taylor pulls it off? The great American Story. If he doesn't? Echoes of Nikola. I like X-Energy's odds a bit more.
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Ivan Fatovic
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Experiencing this firsthand right now.
Eight years ago, I paid a team ~$20K to build a prototype — architecture, schema, the works. Months of coordination, specs, and revisions.
This weekend, I rebuilt a comparable version myself in two days.
Same founder. Same product instincts. Radically different leverage.
The builders who adapt to these tools are going to compound advantage very, very quickly.
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