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What’s that smell? It’s the whiff of humble pie being eaten by The Information’s prognosticators. A year ago, we made a series of predictions about tech deals that would get done, executives who would leave their companies and other events that we thought might happen in 2025. Many of those predictions did not come to pass. In our defense, when you have a policy of making bold and specific predictions, as we do, strikeouts are a lot more common than home runs. Thankfully, there were a couple...

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Selland, ChrisLecturer, Entrepreneurship & InnovationD'amore-Mckim School Of Business At Northeastern University
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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.
Josh BersinIndustry analyst The Josh Bersin Company
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