Vikas Goel
@govikas.bsky.social
Parameter count is no longer a moat; proximity to the end user is.
Recent moves by OpenAI, Anthropic, and Perplexity demonstrate that the race is on to advance up the value chain.
open.substack.com/pub/signalno...
Recent moves by OpenAI, Anthropic, and Perplexity demonstrate that the race is on to advance up the value chain.
open.substack.com/pub/signalno...
The AI Upstream Race
Frontier model creators are sprinting toward customer workflows to escape infrastructure commoditisation and defend margin. Parameter count is no longer a moat; proximity to the business problem is.
open.substack.com
July 20, 2025 at 2:04 PM
Parameter count is no longer a moat; proximity to the end user is.
Recent moves by OpenAI, Anthropic, and Perplexity demonstrate that the race is on to advance up the value chain.
open.substack.com/pub/signalno...
Recent moves by OpenAI, Anthropic, and Perplexity demonstrate that the race is on to advance up the value chain.
open.substack.com/pub/signalno...
Signal > Noise #2
Why the AI Pricing Paradox is real
How firms are experimenting with usage-based, outcome-based, and AI-tier models
5-layer Value Operating System to guide pricing strategy
Why pricing is not a tactic—but a strategic design challenge
signalnoiseai.substack.com/p/the-pricin...
Why the AI Pricing Paradox is real
How firms are experimenting with usage-based, outcome-based, and AI-tier models
5-layer Value Operating System to guide pricing strategy
Why pricing is not a tactic—but a strategic design challenge
signalnoiseai.substack.com/p/the-pricin...
The Pricing Paradox: How to Monetise AI Without Diluting Margin
Why Adding More Intelligence to Your Product Can Make It Less Profitable
signalnoiseai.substack.com
July 13, 2025 at 12:17 PM
Signal > Noise #2
Why the AI Pricing Paradox is real
How firms are experimenting with usage-based, outcome-based, and AI-tier models
5-layer Value Operating System to guide pricing strategy
Why pricing is not a tactic—but a strategic design challenge
signalnoiseai.substack.com/p/the-pricin...
Why the AI Pricing Paradox is real
How firms are experimenting with usage-based, outcome-based, and AI-tier models
5-layer Value Operating System to guide pricing strategy
Why pricing is not a tactic—but a strategic design challenge
signalnoiseai.substack.com/p/the-pricin...
SIGNALNOISEAI.SUBSTACK.COM
July 12, 2025 at 5:56 PM
SIGNALNOISEAI.SUBSTACK.COM
In this first edition of SignalNoise, I will show you how to filter the noise of AI experimentation and lock onto the signal: the strategic necessity of building what I call an ‘Agentic AI Factory.’ We will start by leaving the cave of AI hype and moving into the light of production-ready value.
July 12, 2025 at 5:56 PM
In this first edition of SignalNoise, I will show you how to filter the noise of AI experimentation and lock onto the signal: the strategic necessity of building what I call an ‘Agentic AI Factory.’ We will start by leaving the cave of AI hype and moving into the light of production-ready value.
In today's AI landscape, the noise is deafening. We are bombarded with dazzling demos, fleeting proof-of-concepts, and a constant hype cycle that makes it difficult to discern real value. This is the noise. The signal, however, is emerging for those who know where to look.
July 12, 2025 at 5:55 PM
In today's AI landscape, the noise is deafening. We are bombarded with dazzling demos, fleeting proof-of-concepts, and a constant hype cycle that makes it difficult to discern real value. This is the noise. The signal, however, is emerging for those who know where to look.