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Jun 30, 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 Jessica E. Lessin · Founder and CEO 7 hours ago
What do you AI experts think about this latest development.. more incremental gains or something bigger?
Posted by Jessica E. Lessin · Founder and CEO 24 hours ago
Seems like distillation is becoming a bigger topic and wondering what everyone thinks?
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Top comments
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Paul Baier
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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
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Elizabeth Richardson
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This is a very balanced story. It shows the hope and the hype in an industry coming of age. July 4, 2026, is not far away. I'll be watching. If Taylor pulls it off? The great American Story. If he doesn't? Echoes of Nikola. I like X-Energy's odds a bit more.
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Ivan Fatovic
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Experiencing this firsthand right now.
Eight years ago, I paid a team ~$20K to build a prototype — architecture, schema, the works. Months of coordination, specs, and revisions.
This weekend, I rebuilt a comparable version myself in two days.
Same founder. Same product instincts. Radically different leverage.
The builders who adapt to these tools are going to compound advantage very, very quickly.
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Directory updates
Featured directory updates of people looking to hire, looking to invest, and looking for a new role.
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Heidi Steiger
Chair, Audit, Risk and Cyber
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Providing services: board directorships, consulting in tech, executive coaching, helping companies achieve scale and/or prepare for IPO or some other form of...
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