Jaya Gupta(@JayaGup10):@JonSaadFalcon and @Avanika15 propose measuring intelligence per watt rather than capability. It reframes the margin question. Frontier pricing does not require better models to fail. It requires only that switching costs stay near zero, lock-in stays weak, and most workloads never reach for the frontier. All three hold.

Jaya Gupta

@JayaGup10

tweets about AI and other fun stuff. currently @foundationcap; wrote the context graph paper. previously McKinsey, @georgiatech, @stackfolio (acquired),

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Jaya Gupta@JayaGup10

2026.07.30 16:17

@JonSaadFalcon and @Avanika15 propose measuring intelligence per watt rather than capability. It reframes the margin question. Frontier pricing does not require better models to fail. It requires only that switching costs stay near zero, lock-in stays weak, and most workloads never reach for the frontier. All three hold.