Tagged economics
3 essays
- Google wins consumer AI on distribution Intelligence is commoditising, so the model stops being the moat. What's left is distribution and a business that profits from giving intelligence away, and Google is the only company with both - fighting Nvidia, Apple, Amazon, Microsoft and Meta each on one front while it works all five.
- The unit economics of a one-person AI product hey anna's variable cost is about 40% Claude API. That single fact rewrites the pricing, the acquisition maths, and whether viral growth is load-bearing. The SaaS playbook assumed COGS was a rounding error; it isn't anymore.
- Stated versus revealed preference, in booking data Travel marketing assumes people book what they say they want. The booking data says otherwise, especially on luxury tier and trip length. The gap between stated and revealed preference is where the useful product decisions live.