What happens when Silicon Valley logs off—the trends, people and companies shaping tech culture.
Trending on forum
What Andy Jassy Told Me at Davos
Jessica LessinFounder and CEOThe Information
OpenAI to acquire Anthropic
Alan JacobsonFounder, CeorevenueModel.ai
Eight Women Speak Out
Brian DemseyFounderHallucinations.cloud
Search our community Directory to engage with others who are serious about tech and business.
Upcoming Events
AI Agenda Live SF 2026
San Francisco, CA
The Information’s 2026 WTF Summit
Yountville, CA 94599
Latest in Pro
Community Commentary
Zachary MagdovitzPartner, Co-FounderLorimer Ventures
on… When Andreessen Horowitz Has a Sticky Situation to Solve, It Calls ‘The Wolf’Favorite read in a while.
Paul BaierCEOGai Insights
on… Anthropic and OpenAI’s Share of AI Startup Revenues Rises to 89%The key question is weather profit concentration follows the same pattern as this revenue concentration. Apple, Microsoft and Google all has declining margin cost, so scale drove profit concentration. I assume this will occur in these market, but this hasn't yet been the case (likely token price increases by OpenAI and Anthropic next year post IPO will help).
Elizabeth RichardsonConsultant And OwnerElizabeth Richardson LLC
on… Why Trump Officials and VCs Love This Nuclear Power Startup’s Brute-Force ApproachThis is a very balanced story. It shows the hope and the hype in an industry coming of age. July 4, 2026, is not far away. I'll be watching. If Taylor pulls it off? The great American Story. If he doesn't? Echoes of Nikola. I like X-Energy's odds a bit more.