lesson 3 of 4 · the 2023-2026 model price war — and why your cost model is already obsoletethe 2023-2026 model price war — and why your cost model is already obsoletethe 2023-2026 model price war — and why your cost model is already obsoletelesson 3 of 4 · the 2023-2026 model price war — and why your cost model is already obsoletethe 2023-2026 model price war — and why your cost model is already obsoletethe 2023-2026 model price war — and why your cost model is already obsoletelesson 3 of 4 · the 2023-2026 model price war — and why your cost model is already obsoletethe 2023-2026 model price war — and why your cost model is already obsoletethe 2023-2026 model price war — and why your cost model is already obsoletelesson 3 of 4 · the 2023-2026 model price war — and why your cost model is already obsoletethe 2023-2026 model price war — and why your cost model is already obsoletethe 2023-2026 model price war — and why your cost model is already obsoletelesson 3 of 4 · the 2023-2026 model price war — and why your cost model is already obsoletethe 2023-2026 model price war — and why your cost model is already obsoletethe 2023-2026 model price war — and why your cost model is already obsoletelesson 3 of 4 · the 2023-2026 model price war — and why your cost model is already obsoletethe 2023-2026 model price war — and why your cost model is already obsoletethe 2023-2026 model price war — and why your cost model is already obsoletelesson 3 of 4 · the 2023-2026 model price war — and why your cost model is already obsoletethe 2023-2026 model price war — and why your cost model is already obsoletethe 2023-2026 model price war — and why your cost model is already obsoletelesson 3 of 4 · the 2023-2026 model price war — and why your cost model is already obsoletethe 2023-2026 model price war — and why your cost model is already obsoletethe 2023-2026 model price war — and why your cost model is already obsoletelesson 3 of 4 · the 2023-2026 model price war — and why your cost model is already obsoletethe 2023-2026 model price war — and why your cost model is already obsoletethe 2023-2026 model price war — and why your cost model is already obsoletelesson 3 of 4 · the 2023-2026 model price war — and why your cost model is already obsoletethe 2023-2026 model price war — and why your cost model is already obsoletethe 2023-2026 model price war — and why your cost model is already obsoletelesson 3 of 4 · the 2023-2026 model price war — and why your cost model is already obsoletethe 2023-2026 model price war — and why your cost model is already obsoletethe 2023-2026 model price war — and why your cost model is already obsolete
Four startups, all shipped in 2023, all with real customers. By 2026 the model price curve has collapsed more than an order of magnitude (GPT-4 was $30/$60 per 1M; Haiku 4.5 is $1/$5).
Which startup's unit economics STILL work in 2026 — i.e. they benefitted from the price collapse instead of getting crushed by it?