I’ve been thinking about how outdated streaming pricing feels — compared to gaming. 🎮 In gaming, they’ve figured out consumer surplus: some players (the “whales”) willingly spend hundreds through in-app purchases, limited drops, or skins, etc. The model lets them express that willingness to pay. Streaming once had its own version through windowed releases — pay more for early access — but gave that up for simplicity: one flat monthly fee for everything. Now, ad tiers are supposed to bring ba...

I’ve been thinking about how outdated streaming pricing feels — compared to gaming. 🎮 In gaming, they’ve figured out consumer surplus: some players (the “whales”) willingly spend hundreds through in-app purchases, limited drops, or skins, etc. The model lets them express that willingness to pay. Streaming once had its own version through windowed releases — pay more for early access — but gave that up for simplicity: one flat monthly fee for everything. Now, ad tiers are supposed to bring ba...

We’re all watching the same shift: every major AI company is using credits, tokens, or AI units. While the common consensus is that this is simply to cover the expensive, variable cost of GPUs—the marginal cost crisis—I believe that misses the most fascinating insight. Credits are a strategic bridge designed to manage the high level of uncertainty on both the buyer's and the seller's side. They solve a psychological problem more than a purely economic one. The Marginal CostIn classic SaaS, th...

We’re all watching the same shift: every major AI company is using credits, tokens, or AI units. While the common consensus is that this is simply to cover the expensive, variable cost of GPUs—the marginal cost crisis—I believe that misses the most fascinating insight. Credits are a strategic bridge designed to manage the high level of uncertainty on both the buyer's and the seller's side. They solve a psychological problem more than a purely economic one. The Marginal CostIn classic SaaS, th...