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 $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
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
If you are an author, I measure you on how