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Jan 13, 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
Posted by Alan Jacobson · Founder, Ceo 22 hours ago
Abstract
Despite rapid advances in model capability, large-scale adoption of generative artificial intelligence has stalled. This paper argues...
Posted by Brian Demsey · Founder 24 hours ago
By Brian Demsey
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Phrases require context
In 1952, the caricature of the Ugly American was a 6'6" Texan wearing a...
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Top comments
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John O'connell
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Keep an eye on Synopsys. Their purchase of Ansys was brilliant. As per usual the investment club worried about financial metrics while the management company looked toward the future. Nvidia’s purchase of stock is a pretty bullish indicator of the wisdom of the deal.
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Selland, Chris
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He's not wrong. Google is doing a nice job connecting Gemini to their various other cloud services like GSuite and Drive as well as new ones like NotebookLM. Microsoft's integration is improving but they have a lot of work to do.
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Chris Daden
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This is a positive sign for the industry - if these frontier AI giants can’t begin flipping from -90% margin to a healthy margin on inference it will slow down reinvestment for innovation and ultimately raise foundational costs for all of us down stream.
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