MARGINALIA
The Strange Capitalism of AI
AI’s frontier is becoming more governed and expensive in the West, even as China and open-weight models commoditize intelligence, lower prices and force competition back into the market.
#business-models
Thinking about value capture, pricing, margins, and the shape of markets.
3 entries
ESSAY · LinkedIn · 5 MIN READ
How AI Will Disrupt Incumbents and Erase Traditional Margins
AI does not just make markets bigger; it compresses the margins that once protected incumbents.
ESSAY · LinkedIn · 3 MIN READ
Beyond Efficiency: The Transformative Power of AI in Revolutionizing Business Models
AI's real power is not shaving costs off old businesses. It is inventing new ones that were impossible when intelligence was scarce.
