arnon

there was also a report i co-authored that talked about the tax implication, at least as of 2025 [1]

[1] https://get.paid.ai/hubfs/The%20$2.7%20Billion%20Agent%20Tax...

yes, the animations give it away

sorry, but i wrote this myself

but are you using less of them because they're cheaper, or are you using more of the more advanced models and running them harder?

It could happen, but it seems "regressive" almost as most companies are completely not ready to build this muscle.

make it look like encarta 95 and you'll have a REAL winner on your hands

I can never remember when that is

Where we end up because of this scares me. Literally going back to caveman speak

See? Already doing it.

nice!

were you inspired by shottr https://shottr.cc/ ?

If Mastercard and Visa are doing something like this I know it'll go nowhere and die slowly.

They're so full of internal committees I can't imagine this goes anywhere by itself.

The terminology for visa's "Agentic Ready" is "controlled production environments" which is corporate for "we made a press release"...

Bullish on Stripe's MPP - that one has legs.

In the dogpatch maybe?

Gifting credits to a prospect, a new hire, or an enterprise running a POC is like giving away productive capacity with an obfuscated dollar value attached - hidden behind a credit.

I wrote about it too as part of my notes on AI led growth https://arnon.dk/notes-on-ai-led-growth-alg/

Found a base we already knew was there - it's been disclosed at least as early as 2016 https://www.cbc.ca/news/canada/north/climate-change-cold-war...

It always seems like the security are afraid to tackle the thieves in the shops. Every second visit to a shop in London, I see someone shoplifting and getting away with it.

I wonder if OpenAI will build their own or go with a really big enterprise billing solution coupled with their own home-built metering setup

> I know roughly the quality of what I expect to get

because you know the brands and trust them, to a degree

you have prior experience with them

please do, i've been forcing it on people for a year now

I suggest we go back to before and be human about things - and build trust in-person.

that's exactly my point - yes

you need to prove beyond a doubt that YOU are the right one to buy from, because it's so easy for 3 Stanford dropouts in a trenchcoat to make a seemingly successful business in just a few days of vibecoding.

You're right - it isn't

This is just how I write in the last few years

build things """"people"""" want

So I can't have opinions?

Also, this is entirely hand-written ;)

I guess that's true for some but not for all. I wouldn't say that's the most common scenario

If I am a company that builds agents, and I sell it to someone. Then, that someone loses money because this agent did something it wasn't supposed to: who's responsible?

Me as the person who sold it? OpenAI who I use below? Anthropic who performs some of the work too? My customer responsible themselves?

These are questions that classic contracts don't usually cover because things tend to be more deterministic with static code.

That's what I'm advocating for

And ARR assumes it's recurring too - it's a metric that (people incorrectly think) shows how good your business is at retaining revenue year-over-year.

If a big proportion of contracts in Y1 get terminated at the end of the 12m period (because, say, the customer forgot to renew) - then the ARR will drop like a rock in Y2.

Usage-based will be fine, but if you sell usage-based with a discount that assumes the customer will stay with you for, say, 3 years - this law means they can leave after 1 and not stay for the full length.

Then, you've given a discount that wasn't in your interest to provide.

Agreed, but it does open up some cans of worms where you may accidentally lose customers when they forget to renew (even if they meant to)

ARR assumes customers will stay with you - that's why it's a bad metric.

It also applies to "data processing services":

"Article 25, Contractual terms concerning switching … The rights of the customer and the obligations of the provider of data processing services in relation to switching between providers of such services …"

This explains it in a lot more detail: https://www.dlapiper.com/en-gb/insights/publications/2025/07...