https://newsletter.semianalysis.com/p/ai-value-capture-the-shift-to-model
A post on newsletter.semianalysis.com, published 27 May 2026, is cited by 12 distinct blogs to date (corpus.blog, measured 11 October 2026).
A record is what was published and who pointed at it. The text of the post is not shown here: read it at the source, or at its Wayback capture.
12blogs citing
| Period | Blogs | Links |
|---|---|---|
| All time | 12 | 16 |
| Last 90 days | 4 | 5 |
| Last 30 days | 2 | 2 |
| Last 7 days | 1 | 1 |
| First cited | 1 May 2026 |
|---|---|
| Latest citation | 7 Oct 2026 |
| Words blogs link it with | 5 |
| External links | 0 |
| Length | not read yet |
1 this week (still settling) · peak 3
Show as table
| Week of | Value |
|---|---|
| 27 Apr 2026 | 2 |
| 4 May 2026 | 3 |
| 11 May 2026 | 0 |
| 18 May 2026 | 0 |
| 25 May 2026 | 2 |
| 1 Jun 2026 | 0 |
| 8 Jun 2026 | 0 |
| 15 Jun 2026 | 0 |
| 22 Jun 2026 | 0 |
| 29 Jun 2026 | 0 |
| 6 Jul 2026 | 1 |
| 13 Jul 2026 | 0 |
| 20 Jul 2026 | 0 |
| 27 Jul 2026 | 0 |
| 3 Aug 2026 | 1 |
| 10 Aug 2026 | 0 |
| 17 Aug 2026 | 0 |
| 24 Aug 2026 | 0 |
| 31 Aug 2026 | 1 |
| 7 Sept 2026 | 0 |
| 14 Sept 2026 | 0 |
| 21 Sept 2026 | 0 |
| 28 Sept 2026 | 1 (still settling) |
| 5 Oct 2026 | 1 (still settling) |
Each blog counts once, in the week of its first citation. A blog added to the index recently can bring old first citations in at once.
Who cited it
Cited by 12 blogs across 1 subject: technology 12.
Words blogs link it with
The words blogs link this page with, by how many different blogs use them.
- source is semianalysis2 blogs
- acknowledged2 blogs
- order of tens of percent1 blog
- gross margins of 70% to 80%, although the numbers change a lot depending on who you ask1 blog
- increased from 38% to over 70%1 blog
Cited by 12 blogs in 16 posts
One row per blog, the most recently citing first. Each shows the blog's newest citing post; open a row for the others.
linked as “industry estimates.”
Read at sambanova.ai (opens in a new tab)linked as “gross margins of 70% to 80%, although the numbers change a lot depending on who you ask”
Read at adlrocha.substack.com (opens in a new tab)linked as “order of tens of percent”
Read at simonpcouch.com (opens in a new tab)1 other post
linked as “order of tens of percent”
Read at simonpcouch.com (opens in a new tab)linked as “increased from 38% to over 70%”
Read at 80000hours.substack.com (opens in a new tab)linked as “Semianalysis”
Read at normaltech.ai (opens in a new tab)linked as “<https://newsletter.semianalysis.com/p/ai-value-capture-the-shift-to-model”
Read at braddelong.substack.com (opens in a new tab)1 other post
linked as “acknowledged”
Read at derekthompson.org (opens in a new tab)linked as “source is SemiAnalysis”
Read at thezvi.wordpress.com (opens in a new tab)linked as “source is SemiAnalysis”
Read at thezvi.substack.com (opens in a new tab)2 other posts
linked as “source is SemiAnalysis”
Read at thezvi.substack.com (opens in a new tab)linked as “source is SemiAnalysis”
Read at thezvi.substack.com (opens in a new tab)linked as “randomly said that Anthropic had hit $44 billion in ARR”
Read at wheresyoured.at (opens in a new tab)linked as “leaked recently that Anthropic is at $44 billion ARR”
Read at ard.ninja (opens in a new tab)linked as “Semianalysis AI Value Capture – The Shift To Model Labs”
Read at nextbigfuture.com (opens in a new tab)Links from this post
This post links to no other pages.
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