Why demand aggregation beats token volume in the race for AI verticals
matt_slotnick · x · 2026-09-26
- Responding to Harvey skepticism: even if frontier labs see as many or more legal-workflow tokens, deployment/diffusion friction creates big opportunities for vertical players like Harvey — the key is aggregating demand for intelligence to discover its uses.
- Critique of incumbents: overly draconian pricing walls them off from aggregation. Heavily pricing MCP calls drives users to workarounds, so incumbents never build the right MCP offering, and intelligence routes around them rather than through them.
- Once traffic routes around you, you stop learning what's needed to build products with real value; marketing can only paper over this short-term.
More from Companies & People
- Baidu World 2026 kicks off tomorrow with 'Intelligent Organizations' theme — Baidu_Inc · 2026-11-11
- Mark Says George Hotz Was Prescient About Nvidia's Situation — mark_k · 2026-11-11
- A 4,000-Word Visual Guide to Graph Theory, From City Traffic to Shortest Paths — TivadarDanka · 2026-11-11
- NVIDIA Research Korea is hiring agentic AI research scientists in Seoul — ben_j_todd · 2026-11-11
- Indie-hacking drama: should builders monetize their audience openly? — eptwts · 2026-11-11
- DeepMind's Petar Veličković on finishing a book as LLMs arrived — PetarV_93 · 2026-11-11