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Jul 08, 2025
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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 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....
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Top comments
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Cameron Meechan
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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?
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Brittain Ladd
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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
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Justin Zhang
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Excellent piece!
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