Jaya Gupta on X: "Who will set price / intelligence?" / X
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https://t.co/FfZdeteZIz
@JayaGup10: Who will set price / intelligence? AI is turning intelligence into a priced resource, and every layer of the market is now fighting over who controls that price. Labs want usage to run through them, while "applications" want to prove they can allocate intelligence better than the labs, while countries want intelligence cheap enough to become national infrastructure. The cost of intelligence is no longer an input to software, but rather is becoming the axis around which companies, markets, and geopolitics reorganize. That is why AI investing feels so different from software investi
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