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 | Nov 04, 2025 | | | | The Information Forum Digest The top posts from The Information's subscriber only community. | | | Featured posts Posted by Tim O'reilly · Founder & CEO 7 hours ago In a recent newsletter, Ben Thompson suggested paying attention to a portion of Jensen Huang's keynote at NVidia's GPU Technology Conference (GTC) in... | | | Top comments |  | Justin Baker | Looks like the market initially cut oracle's valuation by $58 billion as a result of this article.
I have never moved public markets by $58 billion so that is impressive to me.
Shows you how seriously markets take this publication. Message
|  | Benjamin Cohen | Bombshell? Moving markets. Thought this was known! Message
| | | Mihai Suta | It starts with education and pen‑and‑paper basics: understand your company's processes, data structures, and workflows; identify the key use cases; study the model landscape and market trends; and then adapt and train the teams. AI adoption means large‑scale augmentation, so not only are more resources required, but especially people. Message | | | | | |
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