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Every claim below was made in this piece, quoted word for word and numbered in the order the piece makes them, so you can read it there rather than take our word for it. The sentence above each quote is our reading of the claim, not their wording. Each quote was checked against a stored copy of the page at build time; where the two differ, the quote is the fact.
Our reading
A market becomes commodified through fungibility of alternatives, not merely through lower price.
Their wordsCheapness alone doesn't create commodification, what you need is fungibility.
Their wordswhat this tells us is that the vast majority of the labs' revenue comes from non-frontier models, for which cheaper, comparable alternatives are already available elsewhere.
Our reading
A frontier AI model's competitive lead decays within months to a year as others catch up.
Their wordsThe frontier keeps being extraordinary valuable and that value keeps having a half-life in months or a year.
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