The Information subscriber forum digest

Sep 27, 2026 Join high-powered tech and business leaders who read The Information every day. Save 25% on an annual subscription. The Information Forum Digest The top posts from The Information's subscriber only community. Poll Post Featured posts Poll The Informer: Not What You Think Posted by Brian Demsey · Founder 22 hours ago Where the world stands in 2026, and where it has stood before Brian Demsey | September 2026 Every figure in this article is... Which trend worries you the most? Democracy sliding back Wars between nations Government debt Stalled progress on poverty Top comments Donald Valentina on... When Andreessen Horowitz Has a Sticky Situation to Solve, It Calls ‘The Wolf’ Fascinating. More like this please. Message Zachary Magdovitz on... When Andreessen Horowitz Has a Sticky Situation to Solve, It Calls ‘The Wolf’ Favorite read in a while. Message Paul Baier on... Anthropic and OpenAI’s Share of AI Startup Revenues Rises to 89% 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 Message Directory updates Featured directory updates of people looking to hire, looking to invest, and looking for a new role. Gary Ambrosino CEO · Alithia labs, llc Hiring: AI Product Manager Message Vak Sambath CoFounder · Bestia Technologies Inc Hiring: Looking to hire developers and designers Message Follow us Sent to you@example.com | Manage your preferences or unsubscribe | Help The Information · 251 Rhode Island Street, Suite 107, San Francisco, CA 94103