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The top posts from The Information's subscriber only community.

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President Lai attends opening of Google's AI Infrastructure Engineering Center in Taiwan

Posted by Leader 立德 Chang 張 · International Exchange Committee Chairman 39 minutes ago

On the morning of November 20, President Lai Ching-te attended a launch ceremony for Google's AI Infrastructure Engineering Center in Taiwan. In...

Global markets are tied to the Mag 7 and AI. If they slip, everyone falls

Posted by Alan Jacobson · Founder, Ceo 23 hours ago

The Mag 7 tech stocks—Nvidia, Apple, Microsoft, Google, Amazon, Broadcom and Meta—account for 36% of the S&P's market capitalization and a larger...

Top comments

Selland, Chris

on... Microsoft's Nadella Pressures Deputies to Accelerate Copilot Improvements

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.

Chris Daden

on... OpenAI Is Getting More Efficient at Running Its AI, Internal Financials Show

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.

Ayman Mabrouk

on... Why xAI Has an Uphill Battle Selling Grok to Businesses

Grok's numbers would be even worse if it wasn't bundled into the minimum premium subscription for X.

Directory updates

Featured directory updates of people looking to hire, looking to invest, and looking for a new role.

Noel Moldvai

CEO · Augment

Investing in startups:

Deal Director

Infraplay.ai

Providing services: Consulting and training for companies and private investors regarding go-to-market strategies for technology companies.

Shady Tawil

Ceo & Founder · Mozaico.com

Investing in startups: anything related to biotech