Why startups should avoid defining categories against model providers' cheap tokens

AlchainHust · x · 2026-10-13

Chinese AI KOL Alchain argues startups shouldn't try to define new categories right now: despite OpenClaw's early hype, the personal agent space belongs to Grok bots, Muse and dots — and Anthropic/Google haven't even entered. His structural point: model companies don't need better products, just subscription token pricing far below their own API rates, which alone squeezes app-layer startups.

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