“the market started to understand that the total addressable market was not, in fact, number of knowledge workers times $20 per seat per month, but could be hundreds or even thousands of dollars for those same knowledge workers each month.”

ConceptEconomics

“Right. Number 8, how should a company fund its AI investments over the next few years? And where should I expect the new spending to come from?”

ConceptEconomics

“more capability, but the price kind of still continuing to come down.”

ConceptEconomics

“I can imagine that's going to be difficult. Um, it says vendors like Salesforce now tie their prices directly to the revenue gains or cost cuts customers see. So it's got to be about value, not just about buy more tokens, token max, and so on.”

ConceptEconomics

“At the higher level, you understand that deeper work, let's say, costs more money, but how that translates into tokens and token usage when you hear that term flown around— but um there's no easy way to monitor that, or at least if it exists, most people don't know that it exi...”

ConceptEconomics