switching costs
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Aug 21, 2026 by Sam Lessin · across every show →
Everything said about switching costs, oldest first
Aug 21, 2026 bearish
AI model leads are insecure because switching costs are too low
“What matters is that no lead is secure. And projections don't mean anything, right? And so I think that's the real story is it's too easy to switch. Leads don't matter. It's going to be impossible to financially price any of this stuff.”