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← The best-performing AI model in a category earns outsized pricing power over models that are merely close to it.

17 connected korrents · 15 moments from 18 Mar 2024 to 30 Oct 2026.

Everything filed under LLMs LLMs Everything filed under Anthropic Anthropic Everything filed under open source open source Everything filed under OpenAI OpenAI Everything filed under AI agents AI agents Everything filed under investing investing Everything filed under market efficiency market efficiency Same subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subject Read this korrent: The best-performing AI model in a category earns outsized pricing power over models that are merely close to it. The best-performing AI model in a categoryearns outsized pricing power over modelsthat are merely close to it. Last stated 2 months ago 14 Sept 2026 BH Byrne Hobart — holds since 2026-09-14 — 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-tierperformance at lower cost areneeded. Last stated 2 months ago 10 Sept 2026 KD Kent C. Dodds — holds since 2026-09-10 — tap for who they are Same subject: AI models are not commodities, and people who think they are fungible have not actually used them. — tap to centre the map on it AI models are not commodities, andpeople who think they are fungiblehave not actually used them. Last stated 2 months ago 6 Sept 2026 AA Anish Acharya — holds since 2026-09-06 — tap for who they are Same subject: Higher-priced AI subscription tiers mainly buy more hours of agent usage rather than a smarter underlying model — tap to centre the map on it Higher-priced AI subscription tiersmainly buy more hours of agent usagerather than a smarter underlyingmodel Last stated 3 months ago 23 Jul 2026 EM Ethan Mollick — holds since 2026-07-23 — 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 lookplausible alone, but added togetherthey exceed any market that couldexist. Last stated 11 months ago 3 Dec 2025 AD Aswath Damodaran — holds since 2025-12-03 — tap for who they are Same subject: Models are far more differentiated from one another than clouds are, so AI will not commoditise the way cloud did. — tap to centre the map on it Models are far more differentiatedfrom one another than clouds are, soAI will not commoditise the waycloud did. Last stated 9 months ago 13 Feb 2026 DA Dario Amodei — holds since 2026-02-13 — 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 researcherwill not be priced like one, becauseit competes against the other labsrather 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: The dangerous concentration of power in AI comes from who can afford the compute, not from who holds the model weights. — tap to centre the map on it The dangerous concentration of powerin AI comes from who can afford thecompute, not from who holds themodel weights. Last stated 2 years ago 19 Jun 2024 AS Aravind Srinivas — holds since 2024-06-19 — tap for who they are Same subject: Personalized pricing by AI and big data could be more efficient than current signaling games because it is basically costless. — tap to centre the map on it Personalized pricing by AI and bigdata could be more efficient thancurrent signaling games because itis basically costless. Last stated 6 days ago 30 Oct 2026 JC John H. Cochrane — holds since 2026-10-30 — tap for who they are Same subject: A PHP vulnerability found with GPT-5.6 Sol will cause havoc this week. — tap to centre the map on it A PHP vulnerability found withGPT-5.6 Sol will cause havoc thisweek. Last stated 2 weeks ago 21 Oct 2026 PS Peter Steinberger — holds since 2026-10-21 — tap for who they are Same subject: A startup should not begin life as a nonprofit and bolt a for-profit arm on later, whatever OpenAI's own history suggests. — tap to centre the map on it A startup should not begin life as anonprofit and bolt a for-profit armon later, whatever OpenAI's ownhistory suggests. Last stated 3 years ago 18 Mar 2024 SA Sam Altman — holds since 2024-03-18 — tap for who they are Same subject: Advertising was a necessary phase for the internet but a momentary industry, and an AI people pay for is better because they know the answers are not influenced by advertisers. — tap to centre the map on it Advertising was a necessary phasefor the internet but a momentaryindustry, and an AI people pay foris better because they know theanswers are not influenced byadvertisers. Last stated 3 years ago 18 Mar 2024 SA Sam Altman — holds since 2024-03-18 — 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 ofsuperpower when you can work withClaude Code to figure things out. Last stated 8 months ago 19 Mar 2026 KP Kris Puckett — holds since 2026-03-19 — tap for who they are Same subject: A benchmark that ranks Claude Code last while it stays first in use is measuring the wrong thing, and has been for a year. — tap to centre the map on it A benchmark that ranks Claude Codelast while it stays first in use ismeasuring the wrong thing, and hasbeen for a year. Last stated 2 months ago 3 Sept 2026 DR Dax Raad — holds since 2026-09-03 — tap for who they are Same subject: A skill is a set of repeatable, specific instructions that augments what Claude Code can do. — tap to centre the map on it A skill is a set of repeatable,specific instructions that augmentswhat Claude Code can do. Last stated 8 months ago 19 Mar 2026 KP Kris Puckett — holds since 2026-03-19 — tap for who they are Same subject: A business making hundreds of millions from an open source project owes it money or contribution, and can be refused its trademarks if it gives neither. — tap to centre the map on it A business making hundreds ofmillions from an open source projectowes it money or contribution, andcan be refused its trademarks if itgives neither. Last stated 2 years ago 26 Sept 2024 MM Matt Mullenweg — holds since 2024-09-26 — tap for who they are Same subject: A codec does not really exist until everyone can decode it. — tap to centre the map on it A codec does not really exist untileveryone can decode it. Last stated 5 months ago 31 May 2026 JK Jean-Baptiste Kempf — holds since 2026-05-31 — tap for who they are Same subject: A company that will not accept a project’s terms is free to go and use a more permissive project instead. — tap to centre the map on it A company that will not accept aproject’s terms is free to go anduse a more permissive projectinstead. Last stated 2 years ago 26 Sept 2024 MM Matt Mullenweg — holds since 2024-09-26 — tap for who they are
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At the centre The best-performing AI model in a category earns outsized pricing power over models that are merely close to it. Last stated 14 Sept 2026 · 2 months ago Holds Byrne Hobart Read this korrent →