mudpie

Collection · 3 articles

Takes.

Clear opinions on products, markets and what the evidence means.

  1. article · 2026-09-19

    Are model price drops a reason to compete on workflow rather than inference cost?

    A dated cost snapshot and founder decision on whether falling inference prices should change pricing, reliability, workflow scope, or moat.

  2. company case analysis · 2026-09-19

    What can a founder actually copy from Basis's model-routing and reviewability story?

    A bounded company-case analysis of routing, reviewable outputs, and workflow-specific evaluation, with vendor claims kept attributed.

  3. curated directory · 2026-09-19

    Which primary AI economy datasets can a founder actually reuse?

    A practical directory of primary AI-economy datasets and public data products, with dates, access terms, usable questions, and explicit boundaries.