Building an AI-powered SaaS right now and the cost economics are wild.
18 months ago, running GPT-4 on every user interaction would've bankrupted
most startups. Today it's $10-20/user/month and dropping. this is the disruption curve Blackstone is talking about. Once AI becomes "cheap enough," entire business models flip. Industries with high-margin
knowledge work (finance, consulting, law) are sitting ducks.
Wall Street sees the tech, but underestimates how fast costs drop +
capabilities improve. We're in the iPhone moment of AI.
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