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Aug 20, 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 Tim O'reilly · Founder & CEO 8 hours ago
We think we see the world as it is, but in fact we see it through a thick fog of received knowledge and ideas, some of which are right and some of...
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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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Directory updates
Featured directory updates of people looking to hire, looking to invest, and looking for a new role.
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Alan Huynh
Head Of Growth
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Meeko Health
Providing services: Performance marketing, growth, revenue operations, M&A, measurement frameworks, scaling companies
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Fatema Sapatwala
Executive Assistant
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Tata Consultancy Services
Hiring: potential
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