Entrepreneur
Usage credits at OpenAI and Anthropic expire in a year, cannot be transferred, and are priced when you spend them, not when you buy them. Every property of a financial asset has been engineered out. What is left is a better asset: one whose only exit is turning it into something. … readBuy Low, Use High
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
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
You’re Not Buying Credits. You’re Buying Continuity. AI economics /