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DeepSeek isn't a victory for the AI sceptics
DeepSeek isn't a victory for the AI sceptics
we now know that as the price of computing equipment fell, new use cases emerged to fill the gap – which is why today my lightbulbs have semiconductors inside them, and I occasionally have to install firmware updates my doorbell.
surely the compute freed up by more efficient models will be used to train models even harder, and apply even more “brain power” to coming up with responses? Even if DeepSeek is dramatically more efficient, the logical thing to do will be to use the excess capacity to ensure the answers are even smarter.
ure, if DeepSeek heralds a new era of much leaner LLMs, it’s not great news in the short term if you’re a shareholder in Nvidia, Microsoft, Meta or Google.6 But if DeepSeek is the enormous breakthrough it appears, it just became even cheaper to train and use the most sophisticated models humans have so far built, by one or more orders of magnitude. Which is amazing news for big tech, because it means that AI usage is going to be even more ubiquitous.
#business#tech#news#discourse/counterclaims#business/models#capitalism#opinion#ai#companies/DeepSeek#companies/OpenAI
·takes.jamesomalley.co.uk·
DeepSeek isn't a victory for the AI sceptics
Your "Per-Seat" Margin is My Opportunity
Your "Per-Seat" Margin is My Opportunity

Traditional software is sold on a per seat subscription. More humans, more money. We are headed to a future where AI agents will replace the work humans do. But you can’t charge agents a per seat cost. So we’re headed to a world where software will be sold on a consumption model (think tasks) and then on an outcome model (think job completed) Incumbents will be forced to adapt but it’s classic innovators dilemma. How do you suddenly give up all that subscription revenue? This gives an opportunity for startups to win.

Per-seat pricing only works when your users are human. But when agents become the primary users of software, that model collapses.
Executives aren't evaluating software against software anymore. They're comparing the combined costs of software licenses plus labor against pure outcome-based solutions. Think customer support (per resolved ticket vs. per agent + seat), marketing (per campaign vs. headcount), sales (per qualified lead vs. rep). That's your pricing umbrella—the upper limit enterprises will pay before switching entirely to AI.
enterprises are used to deterministic outcomes and fixed annual costs. Usage-based pricing makes budgeting harder. But individual leaders seeing 10x efficiency gains won't wait for procurement to catch up. Savvy managers will find ways around traditional buying processes.
This feels like a generational reset of how businesses operate. Zero upfront costs, pay only for outcomes—that's not just a pricing model. That's the future of business.
The winning strategy in my books? Give the platform away for free. Let your agents read and write to existing systems through unstructured data—emails, calls, documents. Once you handle enough workflows, you become the new system of record.
#trends#business/models#business/strategy#product design#opinion#ai#LLMs#tech#startups
·writing.nikunjk.com·
Your "Per-Seat" Margin is My Opportunity
Design Thinking Is Fundamentally Conservative and Preserves the Status Quo
Design Thinking Is Fundamentally Conservative and Preserves the Status Quo
Design thinking, in a slight divergence from the original model, suggests instead that the designer herself should generate information about the problem, by drawing on her experience of the people who will be affected by the design through the empathetic connection that she forges with them
In fact, problem-solving is always messy and most solutions are shaped by political agendas and resource constraints. The solutions that win out are not necessarily the best — they are generally those that are favored by the powerful or at least by the majority.
Design thinking has allowed us to celebrate conventional solutions as breakthrough innovations and to continue with business as usual.
In much the same way that the project shelters the young, it protects nascent ideas by providing a protected space for the on-going and collaborative engagement with the ambiguity and uncertainly
the Living Breakwaters project offers an alternative to the closure built into design thinking. It illustrates a design process where the designer is dethroned and where design is less a step-by-step march through a set of stages and more of a space where people can come together and interpret the ways that changing conditions challenge the meanings, patterns, and relationships that they had long taken for granted.
It represents a commitment to a process with no clear beginning and end, with a goal that is often no more explicitly defined than imaging and articulating new ways to meet changes that are still murky and immeasurable.
#design#opinion#academic#business/models
·hbr.org·
Design Thinking Is Fundamentally Conservative and Preserves the Status Quo