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 | Aug 22, 2025 | | | | The Information Forum Digest The top posts from The Information's subscriber only community. | | | Featured posts Posted by Zack Dai 22 hours ago This is a test designed specifically for GPT-5.
Why? Because its bias is no longer a simple bug. It's a "feature" trained to... | | | Top comments |  | David Spitz | Well done! This is a very important topic and this article digs in much deeper that we usually get in the press.
The whole idea of the NRR metric is to shine a light on "growth from the base" (as opposed to growth from new customers). But all the gymnastics around these calculations means that a lot of the time we don't get that. That said, it's good that there is disclosure at all on this. Some of the largest SaaS companies like Salesforce simply don't give us anything on retention.
My wish — beyond having NRR definitions be more consistent — would be to have more companies report the companion GRR metric (gross revenue retention) which, when done right, reveals how much churn and downsells these companies endure in a year on a dollar basis. It's a much more pure measure that only a veryfew public companies consistently report. Message
|  | Tom Heiber | Vibe Coding (Context Engineering) is far from production ready, but the progress that has been made in this area has been nothing short of astounding. I expect that within the next 6-12 months, AI tools like Cursor, Replit and others will easily handle most coding tasks and developers will simply validate the result. We've been exploring AI use cases for business for the last three years, and with over 25 years of development experience, this technology still blows my mind. Message
|  | D A | Any idea why Groq is still focused on raising from VCs rather than attempting to go public, at $500MM in revenues, at Nvidia's P/S ratio that is > $10B market cap ... It never seems to get mentioned with Groq that they might be a candidate for an IPO at some point. Is there any other issue there? Message | | | Directory updates Featured directory updates of people looking to hire, looking to invest, and looking for a new role. | Benjamin Yoskovitz Founding Partner · Highline Beta Providing services: Corporate venture studio services to help companies identify, validate and build new businesses (internally or externally). Includes strategy,... Message
| Shawn Cheng Managing Partner, Co-Founder · Systemic ventures Investing in startups: We are looking for Founders building in frontier technologies like AI, Web3, Spatial Media and more. Message
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