The “Attention economy’s” trillion-dollar question: Why OpenAI must embrace advertising
For all the justified excitement about ChatGPT’s unprecedented growth trajectory, with 800 million weekly active users represents one of the fastest consumer adoption curves in technology history, OpenAI faces a problem that should be familiar to anyone who has studied the evolution of Internet business models. That is, they have aggregated demand without monetizing […]
Group chats as distribution: How OpenAI is disrupting messaging without the graph
OpenAI’s rollout of group chats in ChatGPT is a small UX tweak with massive implications. On the surface, it’s a productivity tool for shared itineraries and brainstorming sessions. But underneath, it’s the perfect viral growth hack. It is a feature that invites users to bring their social graph into the product, without needing to […]
The AI Bubble will build the grid
GPUs are the tulips of our time: scarce, beautiful, and rapidly depreciating (ie. 1 – 3 years). They’re not durable infrastructure, but they’re the speculative steel beams of a half-finished cathedral. Data centers last longer, but even those will look old/outdated once the next wave of compute efficiency hits. The real prize, the one […]
[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 […]
AI – a Maximalist Vision
The rapid evolution of o3-class AI models is nothing short of extraordinary. In just two months, we’ve gone from AI systems operating at a college level to those demonstrating PhD-level proficiency. The road the Artificial General Intelligence (AGI) has never been clearer and so close than now. Maybe we don’t understand yet the impact of […]
Open AI’s new market: text-to-video
Photo source: OpenAI Prompt: Prompt: Several giant wooly mammoths approach treading through a snowy meadow, their long wooly fur lightly blows in the wind as they walk, snow covered trees and dramatic snow capped mountains in the distance, mid-afternoon light with wispy clouds and sun high in the distance creates a warm glow, the low […]