Opinion

Opinion

Silicon Valley's Favorite Pricing Trick Doesn't Work on AI, and Cheap Chinese Models Are Why

I think the playbook that built Amazon and Uber, price low, win the market, then raise prices once everyone else is dead, is hitting something it's never faced before: a free, good enough competitor that never dies. Here's why I don't think OpenAI and Anthropic get to run this play.

22nd July
The Biggest Sunk Cost in Human History
Opinion

The Biggest Sunk Cost in Human History

I think the AI industry stopped being about AI a while ago and started being about keeping a very large story alive long enough to cash out. Here's the math that makes me think that.

3rd July
The Dead End Nobody in Silicon Valley Will Admit
Opinion

The Dead End Nobody in Silicon Valley Will Admit

I don't think large language models are a path to general intelligence, and I think the architecture itself is the reason why. This is my case for that, not a settled fact.

30th June