Tagged gtm
5 essays
- Cheap intelligence makes the incumbents richer Cheap intelligence does not destroy value; it relocates it. Follow the money down the stack as the model commoditises and it lands in the layers a falling token price can't reach: proprietary data, workflow lock-in, distribution. The SaaS apocalypse is real and aimed at the wrong layer - it comes for the thin wrappers and the pure-model labs, while the incumbent with a real moat just got a cheaper engine bolted into it.
- 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.
- Live billing as a forcing function I turned billing on at hey anna later than the principle deserved, and learned something about my own discipline in the process. 'I'll charge later' is almost always the wrong call, and here's why.
- 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.
- The Wayback Machine is an investigative tool The sharpest cold open isn't you versus a competitor. It's their own public X against their own public Y - pricing page against blog, hero copy against last year's hero copy. The Wayback Machine and a diff are the cheapest research nobody runs.