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Unit economics

Cost per workflow, payback period, and the invoices behind both.

ENTRY 0034 min

The Expansionary Half

Every deflation has financed a category that could not have existed before it. Most AI budgets are aimed at the other half of the wave.

Intelligence is getting cheaper every quarter, and most of the money aimed at that fact is pointed at the wrong half of it.

methodunit economics
ENTRY 0025 min

Eighteen Megabytes

An Excel model, and the six-figure line it was hiding

There was a file. It was an Excel model, it was about eighteen megabytes, and it produced the rent and renovation report for a US residential property portfolio worth a couple of hundred million dollars.

unit economics
ENTRY 0016 min

What Would Count as Evidence

Two hundred economists, sixteen Nobel laureates, and no agreed way to measure any of it

In July, more than two hundred economists put their names to a public statement about artificial intelligence. Sixteen of them were Nobel laureates. The chief economists of OpenAI and Anthropic signed it. So did…

unit economicsmeasurement