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May 18, 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 Andrew Plewe · Technical Founder | Chief Technology Officer 6 hours ago
I made this fun Claude artifact back in February, in part to lampoon NVIDIA's position in the market but also as satire about trading in GPUs...
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Top comments
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Ivan Fatovic
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Experiencing this firsthand right now.
Eight years ago, I paid a team ~$20K to build a prototype — architecture, schema, the works. Months of coordination, specs, and revisions.
This weekend, I rebuilt a comparable version myself in two days.
Same founder. Same product instincts. Radically different leverage.
The builders who adapt to these tools are going to compound advantage very, very quickly.
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Jordan Gushurst
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I think it will be fascinating to see how Amazon LEO prices their services and also how the Chinese mega constellations price LEO BB in the developing world. Musk has not made many friends with Starlink's bullying tactics and I expect the Chinese to be priced aggressively like they do in other strategic segments. I think buyers of the SpaceX IPO are facing far more pricing / margin risk then they are expecting.
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Derek Lomas
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That tracks 100%. Last year it was like “wow, I can send a functional prototype instead of a spec!” In 2026, it’s like “this is basically ready to ship; clean it up and let’s go”
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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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Eric Crowley
Managing Director
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Houlihan Lokey
Providing services: M&A and investing banking services including capital raises and advisory. Focused exclusively on technology companies including consumer subscription...
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