YQ
@yq_acc
Infra builder.
Reading club:
Joined March 2011
2.8K Following 90.9K Followers
Let the figures argue. Three numbers from the last 18 months:
Price of mid-tier intelligence: down ~80% in a year.
Volume consumed: up ~7x in a year.
Seat-priced software: repriced hard across H1 2026.
The denominator is changing. Short the denominator.
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