Tomasz Tunguz, MD @ Theory
Berkeley research shows AI harnesses—the systems controlling agent workflows—determine pricing power: identical models cost 71% less on different platforms with no quality loss. Startups building efficient harnesses achieve 75% gross margins vs. 38% for those calling expensive models directly, creating defensible software businesses through customer understanding, evals, and optimization factories.
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Topics: AI (Horizontal) · Enterprise Software · Fintech
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