SF Jul 25, 2026 · 7:46 PM

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The AI industry is repricing itself around intelligence per dollar and Amazon is showing how

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The AI industry is repricing itself around intelligence per dollar and Amazon is showing how

Amazon is routing most Alexa+ queries to cheaper models rather than Anthropic's frontier intelligence, and Stanford's 2026 AI Index confirms the trend is structural. The new competitive moat in AI isn't raw capability. It's useful output per dollar spent, and that shift is repricing the whole stack.

Judith Murphy

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