Saw something interesting: computer software prices jumped 28% year-over-year in September. That's a record.
Think about what that means. Every SaaS subscription, every enterprise license, every cloud service getting more expensive while AI supposedly makes everything more efficient.
The AI productivity paradox in real time. We're paying more for the tools that are supposed to save us money. Classic early-cycle behavior—everyone rushing in, vendors pricing for land grab, customers afraid to miss out.
Reminds me of early cloud adoption. Prices went up before they came down. Difference is, this time the hype cycle is faster and the stakes feel higher.
Watch what companies actually do with pricing power. That tells you more about market structure than any efficiency narrative.
Think about what that means. Every SaaS subscription, every enterprise license, every cloud service getting more expensive while AI supposedly makes everything more efficient.
The AI productivity paradox in real time. We're paying more for the tools that are supposed to save us money. Classic early-cycle behavior—everyone rushing in, vendors pricing for land grab, customers afraid to miss out.
Reminds me of early cloud adoption. Prices went up before they came down. Difference is, this time the hype cycle is faster and the stakes feel higher.
Watch what companies actually do with pricing power. That tells you more about market structure than any efficiency narrative.