Episode 52: Scaling to Infinity: The Economics of AI Models

In this episode, we explore the most profitable sector of 2026: AI Models. While traditional fashion relies on physical fabric and manual labor, the AI economy operates on a different set of rules. We’re moving from high marginal costs to a world where software can scale infinitely, creating defensible economic moats that redefine market dominance.But there is a catch. As we’ve discussed in previous episodes, the "Golden Rule" of software—near-zero marginal costs—is being challenged by the high compute costs of AI. Today, we break down how to navigate this paradox and build a business that is truly built to scale.