The Information
The Information has a simple mission: deliver important, deeply reported stories about the technology business you won’t find elsewhere.
The Information
Jul 08, 2025

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.

Write a post

Featured posts

Why OnlyFans is selling for $8B, when on paper it must fetch at least 4x that.

Posted by Jay Kim · rewiring demand | ai × culture × impulse 21 hours ago

FY23: $1.3B in revenue, 50% margins (fatter than Meta, Alphabet, even Microsoft). If 20% CAGR held, it's pacing toward $1B in EBIT this year....

Top comments

Cameron Meechan

on... Why OpenAI and Anthropic Are the Best Bets in Artificial Intelligence

The fact that Anthropic are not only going head-to-toe with OpenAI, but both actually doing it with a far smaller valuation and headcount *and* actually have the better models isn't reported enough I feel. It's incredible.

Combine this with huge staff losses at OpenAI recently and Altman's legal troubles it'll be interesting to see the next 12 months. No doubt OpenAI will still be the most subscribed, but will the gap in funding start to decrease?

Message

Brittain Ladd

on... Meta Hires Four More OpenAI Researchers

I absolutely love how aggressive Mark Zuckerberg has become in running Meta, and making a Big Bet on AI. When Zuckerberg realized Meta’s AI model was a dud, he pivoted and immediately went on a recruiting and hiring spree to find the best talent available.

I agree with the 49% investment in Scale AI and hiring Alexandr Wang. However, I’d also like to see Zuckerberg acquire Thinking Machines Lab, and hire Mira Murati.

I’m surprised that he hasn’t hired

Message

Justin Zhang

on... OpenAI and Microsoft Duel Over AGI in High-Stakes Negotiation

Excellent piece!

Message

Directory updates

Featured directory updates of people looking to hire, looking to invest, and looking for a new role.

Bojan Savanovic

Fintech & Payments Banking · J.P. Morgan

Providing services:

Message

Joe Flynn

Managing Director, Equity Research · Lucid capital markets

Finding a new job:

Message
Follow us
X
LinkedIn
Facebook
Threads
Instagram
Sent to fugol@nie.podam.pl | Manage your preferences or unsubscribe | Help
The Information · 251 Rhode Island Street, Suite 107, San Francisco, CA 94103