noahpinion.blog

Anthropic’s moat is Claude

But in a world of perfect competition, companies should keep trying to undersell each other until their profit goes to zero — or at least, until it goes to a level where companies are just able to pay for their investments. Even if one company has a huge share of the market, the simple threat that new companies might be able to enter the market and compete with them should force them to keep their prices low in order to maintain their market share.

honest-broker.com

What I'm Hearing from Readers

Charging each book $20K, like a mobster taking his cut out of a pot in an illegal poker game, would make it financially impossible to publish most of these books, most of which we didn't pay anywhere near $20K for.

readtrung.com

Swatch, Audemars Piguet and The Dream Equation

You need to be visible to be desirable. But not accessible enough so that too many people can buy your brand. The [Dream Equation] is a statistical model we've developed to explain the relationship between desirability and accessibility.

wired.com

The M5 MacBook Air Has Never Been Cheaper

Despite launching less than two months ago, the M5 MacBook Air has dropped back down to its lowest price since launching.