Frontier AI models are becoming interchangeable gears in a larger machine — the practical move is choosing the right model-plus-harness fit per job, not loyalty to one model, since new frontier leaders keep displacing the last favorite. Full conversation: youtu.be/p6PijF6Vci8

“The token efficiency is much better — token cost seems to be lower because it's more efficient.” Full conversation: youtu.be/p6PijF6Vci8

“It's actually the thing that surprised me the most about it is how fast it is.” Full conversation: youtu.be/p6PijF6Vci8

Where does value survive when AI models get commoditized? Specialist data, regulated context, or proprietary process — otherwise you become an invisible extension of someone else's prompt. Full conversation: youtu.be/esvm0CLeT0s

“Unreal Engine creates bigger unlocks when working with models, which then increases the value of Unreal Engine as more people are able to make more extraordinary stuff with a whole lot less labor.” Full conversation: youtu.be/esvm0CLeT0s

“The differential for me comes from specialist knowledge or regulatory environment — where it's not as easy to just do a straight substitution.” Full conversation: youtu.be/esvm0CLeT0s

AI subscription pricing will pass through three phases before it settles: generous today, expensive and metered next, then cheap once infrastructure matures — the same arc that took phone plans from per-minute billing to unlimited data. Full conversation: youtu.be/KuBmIm4QMyE

"That creates predictability for the customer, and the customer is willing to pay a premium for that predictability." Full conversation: youtu.be/KuBmIm4QMyE

"The iPhone comes along and the thing that becomes much more important is data — and we stop getting subsidization. Phones become much more expensive." Full conversation: youtu.be/KuBmIm4QMyE

A subscription vendor exchanges cash now for cash later. When the price of time rises, those future receipts are worth less today—and carrying the wait costs more. Full essay: youtube.com/watch?v=Ya7PV-ce…