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Feb 04, 2026
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The Information Forum Digest
The top posts from The Information's subscriber only community.
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Featured posts
Posted by Alan Jacobson · Founder, Ceo 18 hours ago
AI is not ready for business. That isn’t an opinion. It’s what the data, the vendors and real-world trials now show:
MIT researchers report...
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Top comments
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Clay Kelly
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"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.
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Martin Soler
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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.
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Deal Director
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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.
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