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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 · 18 moments on record from 5 Nov 2019 to 15 Sept 2026.

Everything filed under LLMs LLMs Everything filed under AI agents AI agents Everything filed under measuring intelligence measuring intelligence Everything filed under scaling laws scaling laws Everything filed under investing investing 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 a week 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 weeks ago 10 Sept 2026 KD Kent C. Dodds — holds since 2026-09-10 — 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 2 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 10 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 7 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: People disagreeing about AI capability are speaking past each other, because they are using models of very different tiers on very different kinds of task. — tap to centre the map on it People disagreeing about AIcapability are speaking past eachother, because they are using modelsof very different tiers on verydifferent kinds of task. Last stated 5 months ago 9 Apr 2026 AK Andrej Karpathy — holds since 2026-04-09 — tap for who they are Same subject: The quality of the context given to an AI matters more than the model's inherent capability. — tap to centre the map on it The quality of the context given toan AI matters more than the model'sinherent capability. Last stated 2 months ago 9 Jul 2026 TF Tiago Forte — holds since 2026-07-09 — tap for who they are Same subject: A collection of AI agents does not automatically form a functioning organization any more than a group of smart people does. — tap to centre the map on it A collection of AI agents does notautomatically form a functioningorganization any more than a groupof smart people does. Last stated 4 months ago 21 May 2026 RK Rohit Krishnan — holds since 2026-05-21 — tap for who they are Same subject: A computer-using agent needs a machine of its own, or you will spend the day fighting it for the mouse cursor. — tap to centre the map on it A computer-using agent needs amachine of its own, or you willspend the day fighting it for themouse cursor. Last stated a month ago 10 Aug 2026 PS Peter Steinberger — holds since 2026-08-10 — tap for who they are Same subject: A future where agents run and improve an organisation is impossible unless humans can first see and understand the system themselves. — tap to centre the map on it A future where agents run andimprove an organisation isimpossible unless humans can firstsee and understand the systemthemselves. Last stated 6 months ago 22 Mar 2026 NF Nicole Forsgren — holds since 2026-03-22 — tap for who they are Same subject: A true artificial general intelligence cannot exist without being recognized as a moral subject. — tap to centre the map on it A true artificial generalintelligence cannot exist withoutbeing recognized as a moral subject. Last stated a year ago 10 Jun 2025 SH Samuel Hammond — holds since 2025-06-10 — tap for who they are Same subject: A unit of AI inference needs to be defined, for example via a chain of increasingly hard problems where each consecutive pair is solvable by one model. — tap to centre the map on it A unit of AI inference needs to bedefined, for example via a chain ofincreasingly hard problems whereeach consecutive pair is solvable byone model. Last stated 6 days ago 15 Sept 2026 PG Paul Graham — holds since 2026-09-15 — tap for who they are Same subject: Both the special-purpose-programs view and the blank-slate view of human intelligence are likely incorrect. — tap to centre the map on it Both the special-purpose-programsview and the blank-slate view ofhuman intelligence are likelyincorrect. Last stated 7 years ago 5 Nov 2019 FC François Chollet — holds since 2019-11-05 — 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 itwas one word: naming a researchdirection is what tells a wholefield what to do next. Last stated 10 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 bereported under a stated budget, oras a curve against test-time compute— never as a single number. Last stated 3 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 itscompute on research rather than onbuilding the next model, becauseresearch is where the tenfold yearlyefficiency gains come from. Last stated 6 months ago 13 Mar 2026 DP Dylan Patel — holds since 2026-03-13 — 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 · a week ago Holds Byrne Hobart Read this korrent →