Note / 👤 https://open.substack.com/pub/simonw/p/i-think-anthropic-and-openai-have?r=88hnr&utm_medium=ios
Pricing as proxy for PMF!
The best advice I ever heard on pricing a product was that your customer should suck air through their teeth and then say yes. Uber’s budget overrun and Microsoft’s seat cancellations look like that effect playing out in practice.