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Oct 28, 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 Dear Jessica: I Found the Bug 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... Who should pay to protect older Americans from AI-powered scams? The AI companies The financial institutions The government Families, it's on us 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. Herve Utheza Snr Dir., Global Bus. Devt., AI · 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. 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