YQ
@yq_acc
Infra builder.
Reading club:
参加 March 2011
2.8K フォロー中 90.9K ファン
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.
もっと見る
