Businesses raise prices only when their accounts force them to, not when they can see the cost coming.

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• Raising prices usually leaves signups unchanged or increases them, which is not what the textbook demand curve predicts. JCJason Cohen25 Jan 2026similar wording
• Selling a saving caps what you can charge; selling more of what the buyer already values raises that cap by an order of magnitude. JCJason Cohen25 Jan 2026similar wording
• Customers leave faster when prices rise than they come back when prices fall, which is why sellers hold prices as long as they can. JCJohn H. Cochrane25 Oct 2025similar wording
• The price level behaves as the aggregate of mostly backward-looking decisions rather than as an asset price, except during hyperinflation, so expected future primary balances barely affect it today. OBOlivier Blanchard1 Jun 2022similar wording
• In this industry, profit means you underestimated demand and loss means you overestimated it, because the datacentres are bought years ahead. DADario Amodei13 Feb 2026similar wording

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