skinny.

Latest / AI Breakdown

If a Bill Can Surprise You, It's Steering You

๐‘๐ž๐š๐ฅ ๐œ๐จ๐ฆ๐ฉ๐š๐ง๐ข๐ž๐ฌ ๐š๐ซ๐ž ๐›๐ฎ๐ซ๐ง๐ข๐ง๐  ๐š ๐ฐ๐ก๐จ๐ฅ๐ž ๐ฒ๐ž๐š๐ซโ€™๐ฌ ๐€๐ˆ ๐›๐ฎ๐๐ ๐ž๐ญ ๐ข๐ง ๐š ๐ฌ๐ข๐ง๐ ๐ฅ๐ž ๐ฆ๐จ๐ง๐ญ๐ก. ๐๐จ๐ญ ๐›๐ž๐œ๐š๐ฎ๐ฌ๐ž ๐ญ๐ก๐ž๐ฒ ๐จ๐ฏ๐ž๐ซ๐ฌ๐ฉ๐ž๐ง๐ญ. ๐๐ž๐œ๐š๐ฎ๐ฌ๐ž ๐€๐ˆ ๐ข๐ฌ๐งโ€™๐ญ ๐ฉ๐ซ๐ข๐œ๐ž๐ ๐ฅ๐ข๐ค๐ž ๐ฌ๐จ๐Ÿ๐ญ๐ฐ๐š๐ซ๐ž ๐š๐ง๐ฒ๐ฆ๐จ๐ซ๐ž. ๐Ÿ“‰

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 ๐“๐ก๐ž ๐€๐ˆ ๐๐ซ๐ž๐š๐ค๐๐จ๐ฐ๐ง, Quentin and Stark break down the money side: ๐€๐ˆ ๐ข๐ฌ ๐š๐ฅ๐ซ๐ž๐š๐๐ฒ ๐ข๐ง๐ฌ๐ข๐๐ž. ๐๐จ๐ฐ ๐ญ๐š๐ค๐ž ๐œ๐จ๐ง๐ญ๐ซ๐จ๐ฅ.

In a single year the whole conversation flipped from whether to use AI to how to keep control of it now itโ€™s everywhere. And theโ€ฆ

The skinny

The skinny isn't ready yet โ€” notes appear once the transcript is processed.