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Aug 03, 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 Brian Demsey · Founder 3 hours ago
As executive-security budgets explode after the killing of UnitedHealthcare’s Brian Thompson, a decade of wealth leaving high-tax cities and a...
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Top comments
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Donald Valentina
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Fascinating. More like this please.
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Zachary Magdovitz
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Favorite read in a while.
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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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