Economics

SEPTEMBER 3, 2026

The Ads Model for Prompts Vertically Integrates AI

Meta's dual-tier AI pricing introduces an explicit barter : a 92% discount on inference in exchange for your data. Applying Michael Mauboussin's insight that prices contain information reveals the clearing price of prompt data : $1.24 per million tokens.

APRIL 9, 2026

The AI Problem Matrix

A 2x2 framework for understanding how AI will impact different roles based on demand ceiling and whether machines can verify correctness.

MAY 16, 2025

When Will We Pay a Premium for AI Labor?

Explore why AI outperforms humans in key tasks yet commands lower prices. Analysis of pricing dynamics across autonomous vehicles, healthcare & enterprise tech.