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| Dec 28, 2025 | | | | The Information Forum Digest The top posts from The Information's subscriber only community. | | | Featured posts Posted by Alan Jacobson · Founder, Ceo 22 hours ago Major LLMs have not disclosed flat adoption rates in recent 10-Qs, but data from five independent firms shows adoption has stalled.
And... | | | Top comments | | Selland, Chris | 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. Message | | Chris Daden | 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. Message | | Ayman Mabrouk | Grok's numbers would be even worse if it wasn't bundled into the minimum premium subscription for X. Message | | | | | | | |
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