The Information Forum Digest

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

Featured posts

What Andy Jassy Told Me at Davos

Posted by Jessica E. Lessin · Founder and CEO 8 hours ago

I just had a long and wide-ranging interview with the Amazon CEO and I am curious which parts were most interesting to you all. I found:
- his...

Top comments

John O'connell

on... Nvidia's Big Ambitions to Solve Manufacturing Shows Slow Returns So Far

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.

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.

Directory updates

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

Jeff Hotchkiss

Principal Product Manager · Amazon Ads

Investing in startups: Seed

Jeremy Kroll

K2 Integrity

Investing in startups: All things Risk, Security, Trust.

Mateus Souza Borges

Cofounder And Chief Executive Officer · Ranqia.ai

Providing services: Ranqia provides Generative Engine Optimization and Agentic Commerce, measuring AI search visibility, optimizing content and data for LLMs, and...