03 / TECHNOLOGY

Cheaper intelligence.
Who gets the gains?

Studying the gap between a capability becoming cheaper and people being able to use it productively.

AI-generated monochrome photograph of a worn laptop and phone in front of server cabinets behind glass.
CAPABILITY / COST / DISTRIBUTIONAI-GENERATED ARTWORK
RESEARCH DIRECTION

Published evidence. An explicit model. A study to pursue.

OUR PROPOSED STUDY ↓
01 / The question

What converts access
into a useful result?

A small business and a large firm can buy access to the same model and get very different value. Data, setup, review, and the ability to reorganise work shape the outcome. We are interested in which of those conditions can be changed—and who benefits when they are.

EVIDENCE / 02

Tool access does not settle the answer

METR’s early-2025 developer study found a slowdown. Its 2026 follow-up also shows why selection and measurement make current effects difficult to estimate.

METR
02 / Make the argument testable

The model is one line
on the bill.

Our hypothetical first-month example includes setup, service, and review. Cutting the service price by 90% reduces the combined cost by only 7.2%. Remove the one-off setup cost and the same price cut has a different effect.

ILLUSTRATIVE MODEL / ASSUMPTIONS, NOT RESULTS
Setup Service Review
First month$150.00
Service price falls 90%$139.20
7.2%

Reduction in the combined first-month cost.
Without the one-off setup, the reduction is 36%.

Illustrative assumptions: setup effort valued at $120; service fee $12; review effort valued at $18. After the price cut, the service fee is $1.20. Time values are not necessarily cash payments. These figures are not observed user costs.

READ THE ASSUMPTIONS AND LIMITS
03 / The investigation we would run

Compare the support,
not only the model.

Use the same model and a synthetic supplier-catalogue task. Compare access alone with structured onboarding and workflow support. Separate the effect of a subsidy from the effect of helping someone complete the work.

PROPOSED STUDY

A research plan informed by published evidence. Data collection has not begun.

  1. 01

    Accepted results

    An independent review of correctness and usefulness, including repairs to the output.

  2. 02

    Full effort

    Setup, prompting, waiting, checking, and rework. Record time and cash separately.

  3. 03

    Who completes the task

    Prior experience, assistance needed, and people who abandon the attempt.

  4. 04

    Who receives the benefit

    Whether gains become less work, better quality, higher margins, or a lower price for the customer.

What would change our view?

If a price subsidy produces the same gains as workflow support, cost may be the binding constraint. If support improves results but takes more effort than it saves, it needs a different delivery model. A high adoption rate alone would not settle either question.

04 / The full argument
AI-generated monochrome photograph of a worn laptop and phone in front of server cabinets behind glass.
ANALYSIS / TECHNOLOGY / 7 MIN READ

Who actually benefits when AI gets cheaper?

Lower model prices are only part of the story. Data, workflow, review, and bargaining power determine who gets the gains.

READ THE ARTICLE
↗ / Where this could lead

A question worth working on.

We want to build tools and support that make useful capability available beyond organisations already equipped to take advantage of it.

← BACK TO TECHNOLOGY

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