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Mar 23, 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 Brian Demsey · Founder 18 hours ago
By Brian Demsey
March 23, 2026
Silicon Valley Built the Wrong AI Business
OpenAI has 900 million weekly users and is losing...
Posted by Alan Jacobson · Founder, Ceo 24 hours ago
The problem
Most AI systems are billed using tokens.
Tokens are simple:
they represent words written to the screen
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Top comments
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Ivan Fatovic
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Experiencing this firsthand right now.
Eight years ago, I paid a team ~$20K to build a prototype — architecture, schema, the works. Months of coordination, specs, and revisions.
This weekend, I rebuilt a comparable version myself in two days.
Same founder. Same product instincts. Radically different leverage.
The builders who adapt to these tools are going to compound advantage very, very quickly.
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Jordan Gushurst
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I think it will be fascinating to see how Amazon LEO prices their services and also how the Chinese mega constellations price LEO BB in the developing world. Musk has not made many friends with Starlink's bullying tactics and I expect the Chinese to be priced aggressively like they do in other strategic segments. I think buyers of the SpaceX IPO are facing far more pricing / margin risk then they are expecting.
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Derek Lomas
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That tracks 100%. Last year it was like “wow, I can send a functional prototype instead of a spec!” In 2026, it’s like “this is basically ready to ship; clean it up and let’s go”
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