model pricing

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Aug 12, 2026 by Paul Kedrosky · across every show →

Everything said about model pricing, oldest first

Aug 12, 2026 bearish
Insight
Kedrosky: AI models are converging and now primarily compete on price
“While models are still improving, they're improving at a much slower rate. And I often do this kind of Pepsi Coke test where I'll put a couple of different models in front of people using some kind of a harness like open code and ask them to tell the differenc…”
Paul Kedrosky Aug 12, 2026 ▶ 19:27 Why The AI Bubble Will Burst: The Most Logical Case — With Paul Kedrosky
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