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← A quiet price war among AI users is limiting the ability of big labs to increase revenue and pay hyperscalers.
17 connected korrents · 18 moments from 15 Aug 2025 to 15 Oct 2026.
Everything filed under AI and jobs
AI and jobs
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coding agents
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scaling laws
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semiconductors
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data centers Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Read this korrent: A quiet price war among AI users is limiting the ability of big labs to increase revenue and pay hyperscalers. A quiet price war among AI users is limiting the ability of big labs to increase revenue and pay hyperscalers. Last stated today
15 Oct 2026
NS
Noah Smith — holds since 2026-10-15 — tap for who they are
Same subject: An AI as good as a top researcher will not be priced like one, because it competes against the other labs rather than against humans. — tap to centre the map on it An AI as good as a top researcher will not be priced like one, because it competes against the other labs rather than against humans. Last stated a year ago
15 Aug 2025
CH
Casey Handmer — holds since 2025-08-15 — tap for who they are
Same subject: Token prices have stayed flat because labs deliberately kept models smaller than expected in order to get more experimental cycles. — tap to centre the map on it Token prices have stayed flat because labs deliberately kept models smaller than expected in order to get more experimental cycles. Last stated 2 months ago
11 Aug 2026
RG
Ryan Greenblatt — holds since 2026-08-11 — tap for who they are
Same subject: AI pricing is a big market delusion: each company’s implied revenues look plausible alone, but added together they exceed any market that could exist. — tap to centre the map on it AI pricing is a big market delusion: each company’s implied revenues look plausible alone, but added together they exceed any market that could exist. Last stated 10 months ago
3 Dec 2025
AD
Aswath Damodaran — holds since 2025-12-03 — tap for who they are
Same subject: The best-performing AI model in a category earns outsized pricing power over models that are merely close to it. — tap to centre the map on it The best-performing AI model in a category earns outsized pricing power over models that are merely close to it. Last stated a month ago
14 Sept 2026
BH
Byrne Hobart — holds since 2026-09-14 — tap for who they are
Same subject: Nvidia's engineers can routinely get another 2x out of an AI lab's stack, and doubling the tokens a fleet produces doubles that lab's revenue. — tap to centre the map on it Nvidia's engineers can routinely get another 2x out of an AI lab's stack, and doubling the tokens a fleet produces doubles that lab's revenue. Last stated 6 months ago
15 Apr 2026
JH
Jensen Huang — holds since 2026-04-15 — tap for who they are
Same subject: More AI models that deliver top-tier performance at lower cost are needed. — tap to centre the map on it More AI models that deliver top-tier performance at lower cost are needed. Last stated a month ago
10 Sept 2026
KD
Kent C. Dodds — holds since 2026-09-10 — tap for who they are
Same subject: There is no AI bubble on the demand side: the shortage of computing capacity is global, and spans every company and industry. — tap to centre the map on it There is no AI bubble on the demand side: the shortage of computing capacity is global, and spans every company and industry. Last stated 9 months ago
8 Jan 2026
JH
Jensen Huang — holds since 2026-01-08 — tap for who they are
Same subject: When the subsidies behind AI pricing run out, the companies that embraced AI programming will cut back on it. — tap to centre the map on it When the subsidies behind AI pricing run out, the companies that embraced AI programming will cut back on it. Last stated 4 months ago
24 Jun 2026
NE
NeetCode — holds since 2026-06-24 — tap for who they are
Same subject: A company must cut half its engineers to pay for the other half's tokens, and that is what the layoffs are actually about. — tap to centre the map on it A company must cut half its engineers to pay for the other half's tokens, and that is what the layoffs are actually about. Last stated 7 months ago
11 Mar 2026
SY
Steve Yegge — holds since 2026-03-11 — tap for who they are
Same subject: A likely outcome is that many occupations are eventually mostly replaced by AI while humans still have plenty to do. — tap to centre the map on it A likely outcome is that many occupations are eventually mostly replaced by AI while humans still have plenty to do. Last stated a month ago
7 Sept 2026
NS
Noah Smith — holds since 2026-09-07 — tap for who they are
Same subject: A lot of jobs will probably be created because of AI. — tap to centre the map on it A lot of jobs will probably be created because of AI. Last stated 3 weeks ago
27 Sept 2026
MG
Molly Graham — holds since 2026-09-27 — tap for who they are
Same subject: "I don't know" becomes a kind of superpower when you can work with Claude Code to figure things out. — tap to centre the map on it "I don't know" becomes a kind of superpower when you can work with Claude Code to figure things out. Last stated 7 months ago
19 Mar 2026
KP
Kris Puckett — holds since 2026-03-19 — tap for who they are
Same subject: A coding agent does not learn from its mistakes the way a person does -- it repeats the same error indefinitely unless a human notices and writes it down. — tap to centre the map on it A coding agent does not learn from its mistakes the way a person does -- it repeats the same error indefinitely unless a human notices and writes it down. Last stated 7 months ago
25 Mar 2026
MZ
Mario Zechner — holds since 2026-03-25 — tap for who they are
Same subject: A coding agent left to run over a weekend returns work that is half good, a quarter garbage and a quarter in need of repair. — tap to centre the map on it A coding agent left to run over a weekend returns work that is half good, a quarter garbage and a quarter in need of repair. Last stated a year ago
18 Aug 2025
CB
Clay Bavor — holds since 2025-08-18 — tap for who they are
Same subject: "Scaling" was powerful because it was one word: naming a research direction is what tells a whole field what to do next. — tap to centre the map on it "Scaling" was powerful because it was one word: naming a research direction is what tells a whole field what to do next. Last stated 11 months ago
25 Nov 2025
IS
Ilya Sutskever — holds since 2025-11-25 — tap for who they are
Same subject: A benchmark result should be reported under a stated budget, or as a curve against test-time compute — never as a single number. — tap to centre the map on it A benchmark result should be reported under a stated budget, or as a curve against test-time compute — never as a single number. Last stated 4 months ago
26 Jun 2026
NB
Noam Brown — holds since 2026-06-26 — tap for who they are
Same subject: A lab should spend most of its compute on research rather than on building the next model, because research is where the tenfold yearly efficiency gains come from. — tap to centre the map on it A lab should spend most of its compute on research rather than on building the next model, because research is where the tenfold yearly efficiency gains come from. Last stated 7 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — tap for who they are