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Jul 25, 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 Zack Dai 23 hours ago
A new political mantra is echoing from Washington to Silicon Valley: “We must win the AI race.” On its surface, the slogan sounds patriotic and...
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Top comments
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Tom Heiber
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Vibe Coding (Context Engineering) is far from production ready, but the progress that has been made in this area has been nothing short of astounding. I expect that within the next 6-12 months, AI tools like Cursor, Replit and others will easily handle most coding tasks and developers will simply validate the result. We've been exploring AI use cases for business for the last three years, and with over 25 years of development experience, this technology still blows my mind.
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D A
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Any idea why Groq is still focused on raising from VCs rather than attempting to go public, at $500MM in revenues, at Nvidia's P/S ratio that is > $10B market cap ... It never seems to get mentioned with Groq that they might be a candidate for an IPO at some point. Is there any other issue there?
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Shilpa Reddy
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A lot of the debt guys are going to get hurt. They are not used to a market moving this quickly and ASPs can collapse quite rapidly. Some of the biggest purchasers are not credit worthy although it may seem like they are.
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