Originally posted as a Twitter thread on September 30, 2025

Cost > Value

You might not realize it, but you constantly face decisions where cost is more than value — and you do not proceed.

I recently stayed at a hotel where I left my (stinky) gym clothes in the room by mistake. $50 of clothes. Look at the cost to ship them back:

There’s just no scenario where this action makes sense. The cost is more than the value and because it’s overseas shipping, there’s likely no hidden margin that would unlock this. Cost is just always going to be more than value.

Of course I have to make this about AI 🙂

What is SO exciting about many AI companies is they are flipping cost and value. Can every business have a multilingual omniscient receptionist? Sure, but that would have been too much cost for too little value.
Now it works!

Which is why the “AI will take all the jobs” narrative rings somewhat hollow based on what I’m seeing. Where AI Applications are really working is where suddenly value > cost. It’s replacing inertia — a world where cost > value for a seemingly infinite group of things.