[Essay] Stop selling AI like SaaS: A compute-aware Pricing Playbook
Flat, all-you-can-eat subscriptions don’t map to AI’s cost curve. Every prompt is a variable-cost event tied to tokens, routing, retries, tool calls, and GPU minutes. That’s why you see eye-popping anecdotes and data points: GitHub Copilot reportedly lost ~$20 per user per month on average (some as high as $80), even at a […]
Toy story: How great companies get disrupted by seemingly insignificant innovations
In 1997, Clayton Christensen introduced the world to a concept called the Innovator’s Dilemma, a phenomenal book explaining why well-managed companies often falter when faced with disruptive innovation. Christensen illustrated how incumbents, despite having abundant resources and expert management, get disrupted precisely because they’re great at serving their existing customers and, I would add, making […]