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

Featured posts

OpenAI Is Hiring Hundreds of AI Consultants to Boost Enterprise Sales by Sri Muppidi .... Claude and My Thoughts .... Exactly

Posted by Brian Demsey · Founder 21 hours ago

My very conversation with my best friend Claude yesterday ....

Caution: Yes, you'll see some repetition at the end of this response....

Top comments

Clay Kelly

on... What's Really Driving Musk's SpaceX-xAI Merger

"You can see how any problems OpenAI or xAI encounter in raising money could have ripple effects affecting other companies."

It won't be a ripple effect so much as a tsunami, hopefully wiping out both. Grok is a travesty that should have been taken down 2 weeks ago, and OpenAI is a hubris-and-ego-driven cash incinerator, whose economics would look terrible even to a first-year business school student. The minute OpenAI gets even a marginal deep dive into their business (which no one seems to want to do right now besides Ed Zitron), skepticism from lenders will burst the bubble and unleash the giant wave of "How could this have happened?" posts on LinkedIn.

Martin Soler

on... OpenAI Lines Up Advertisers, Reveals Key Details Ahead of Ads Launch

Cost per view model to start with is an odd choice. Safe for them. I understand the reasoning. But not so reassuring for advertisers who have been so accustomed to paying for clicks. Curious where this goes. There's a huge potential of knowing intent and context.

Deal Director

on... Google's Gemini Sees Developer Requests More Than Double in Five Months

Regarding the margins, it's also clearly their strategy to undercut OpenAI and Anthropic and apply margin compression towards their businesses in a way that they can't afford.

Google has been quite aggressive with this strategy and it's both hurt the field (limiting the ability of those companies to scale their business relevant to the value created), as well as forced them to optimize and outcompete on efficiency and product outcomes.

Directory updates

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

Nathan Hulsey

Managing Partner, Co-Founder · Hulsey Richmond Ventures

Investing in startups:

Ivan Fatovic

Ceo, Founder Of · Modamily

Providing services: We help people build families

Lorenzo Valentini

Service Manager · CERN

Finding a new job: