The Information has a simple mission: deliver important, deeply reported stories about the technology business you won’t find elsewhere.
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Oct 28, 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
Poll
Posted by Brian Demsey · Founder 6 hours ago
Jessica, Jessica, Jessica -
I FOUND THE BUG
An 84-year-old subscriber on the AI security money pouring into business, and the...
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Top comments
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Donald Valentina
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Fascinating. More like this please.
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Zachary Magdovitz
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Favorite read in a while.
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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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Directory updates
Featured directory updates of people looking to hire, looking to invest, and looking for a new role.
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Herve Utheza
Snr Dir., Global Bus. Devt., AI
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Here Technologies
Finding a new job: Senior leadership role at the intersection of digital media, location services, AR, Telco, and the B2B solutions which power stellar experiences.
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