The Information

“I think the information is slept on a lot more than it should be. They do a killer job of reporting. It's absolutely fantastic.”

“Anything that takes our subscribers time that they find valuable from Instagram to The Economist is in some ways competitive, right? I mean, I think that is actually the bar for anyone in the media business.”

“If you're writing stories that have new information about business and technology, it's not like our audience will only read one of those. They literally have a thirst for as much that's valuable to them as humanly possible. It's not like there are only X hour…”

“Half our reporting team you know, spent decades collectively at the journal as well at the information.”

“I think if you're writing a publication or building a tech product for a billion people, you know, that's going to look a certain way, and we don't want to build that product.”

“Our subscribers range from Entrepreneurs who are just starting out on their first Y Combinator company, to executives in the management teams at the most highly valued public tech companies, to 10 out of 10 of the founders of the most highly valued U.S. Privat…”

“I think, you know, we have orders of magnitude more than emails and we have subscribers right now, maybe one order of magnitude more, just from people who have expressed interest in the information.”

“And I think the journal and other publications have broadened their focus away from that kind of journalism, but it's something that I've certainly taken from the journal”

“And if you're not writing stories that people feel like they have to read, you know, you may get blips and traffic here and there. You may even grow your audience for a couple of years. But you're not going to be around years and years and years from now.”

“I'd make early decisions faster. Sweated a lot of decisions, like what payroll provider to use that Turned out not to be that important. I would have made those a lot faster.”

“So actually to date, our growth has been The organic word of mouth side and incredibly linear, sort of eerily linear.”

“Last year, according to the information open AI had 4.4 billion in stock compensation. That was 119% of its gap revenue.”

“It's, this is, I mean, it had its moment, Harry, but it's not one of the important companies today. It's not a meaningful company.”

“So they're way hardware constrained over there. And they've been trying to like black market import chips because of this. And you see this in the news, right? The information just reported on this.”