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Sep 12, 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, Managing Partner 12 hours ago
A technically correct answer can still be worthless.
When companies pay for the tokens that produce it—and the employee time spent trying...
Posted by Alan Jacobson · Founder, Managing Partner 12 hours ago
Henry Ford didn't bring automobiles to the masses by teaching millions to master mechanics.
He built a car millions of ordinary people...
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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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