Entrepreneur
The first organization to report a trillion dollars in annual revenue will be OpenAI: a billion customers, an average order of $100 a month, and a product called usage credits that already exists in the settings menu. The race is not against Anthropic. It is against Amazon. … readThe First Trillion
“There’s an app for that” was trademarked as a retail-store slogan, and that was the whole era: a product, a store, a bill. The next era’s slogan has no store in it — your stack does that — and it applies to a corporation exactly the way it applies to you. … readYour Stack Does That
Most people will pay a frontier AI company directly. The routers, resellers, and platforms now lining up to stand in between will mostly be gone by 2030, because everything new appears at the source first and only the source ever feels like yours. … readThe Pure Utility
The $100 intelligence bill is not a new subscription; it is the one that eats the others — and that single fact reprices the software industry and tells my students which startups not to join. … readThe Last Subscription
By 2030 a billion people will pay $100 a month to OpenAI or Anthropic, and by 2040 three billion will pay $200 — because the industry is pricing a chatbot while the product people will actually buy is ambient intelligence, paid like a utility bill. … readThe Intelligence Bill
The mainstream advice on scheduled AI tasks is to put them in the cloud so they keep running while your laptop is shut. That sentence is the liability, not the pitch: past a hundred tasks a day, the ability to close the lid and pay nothing is worth more than the plan itself. … readClose the Lid
Every number used to score an AI company can be negotiated, prepaid, or benchmarked into shape. One cannot: what people voluntarily pay to keep working past a limit, at the moment the machine asks, when waiting five hours is free. … readThe Five-Hour Test
The Token Dividend Prediction / App to StackAugust 28, 2026