
If a Bill Can Surprise You, It's Steering You
๐๐๐๐ฅ ๐๐จ๐ฆ๐ฉ๐๐ง๐ข๐๐ฌ ๐๐ซ๐ ๐๐ฎ๐ซ๐ง๐ข๐ง๐ ๐ ๐ฐ๐ก๐จ๐ฅ๐ ๐ฒ๐๐๐ซโ๐ฌ ๐๐ ๐๐ฎ๐๐ ๐๐ญ ๐ข๐ง ๐ ๐ฌ๐ข๐ง๐ ๐ฅ๐ ๐ฆ๐จ๐ง๐ญ๐ก. ๐๐จ๐ญ ๐๐๐๐๐ฎ๐ฌ๐ ๐ญ๐ก๐๐ฒ ๐จ๐ฏ๐๐ซ๐ฌ๐ฉ๐๐ง๐ญ. ๐๐๐๐๐ฎ๐ฌ๐ ๐๐ ๐ข๐ฌ๐งโ๐ญ ๐ฉ๐ซ๐ข๐๐๐ ๐ฅ๐ข๐ค๐ ๐ฌ๐จ๐๐ญ๐ฐ๐๐ซ๐ ๐๐ง๐ฒ๐ฆ๐จ๐ซ๐. ๐
Software is priced by the seat. This new AI is priced by the token, by the amount of work it does. That makes it behave far more like labour, and you cannot budget for a worker whose speed has no ceiling.
Today on ๐๐ก๐ ๐๐ ๐๐ซ๐๐๐ค๐๐จ๐ฐ๐ง, Quentin and Stark break down the money side: ๐๐ ๐ข๐ฌ ๐๐ฅ๐ซ๐๐๐๐ฒ ๐ข๐ง๐ฌ๐ข๐๐. ๐๐จ๐ฐ ๐ญ๐๐ค๐ ๐๐จ๐ง๐ญ๐ซ๐จ๐ฅ.
In a single year the whole conversation flipped from whether to use AI to how to keep control of it now itโs everywhere. And theโฆ
The skinny
The skinny isn't ready yet โ notes appear once the transcript is processed.