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Jan 14, 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 23 hours ago
Once upon a time, there were three queries:
One query was very complicated
One query was just so-so
And one query was duck-soup...
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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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