Singularity Business Models
See which business models are winning as AI rewrites the economy
A live map of 48 business models, each placed on a ladder by how much stronger it gets every time AI gets better and cheaper. Every placement rests on named companies and dated, graded evidence.
48 models · 121 companies · 144 evidence items · 133 dated movements
The alignment ladder Loop gain: each time AI improves, how much stronger does one turn of the loop get?
R4 Self-improving Self-set · 1
Autonomous businesses Anthropic / Andon Labs (Project Vend) · on watch
R3 Compounds Rising · 4
Engineers deployed with the software Palantir Technologies
R2 Rides Positive · 23
Pay per outcome Fin (Intercom)
R1 Flow through About zero · 6
Credits for AI work Cursor (Anysphere)
FLAG Leveraged Borrowed · 4
Neoclouds CoreWeave
Off the ladder: gains rest on expectations of the curve and reverse if it slows.
Start from your question
I set strategyIs my industry’s business model on the retiring side, and what replaces it?Open your viewI investWhich AI-era models keep their gains, and which compete them away or run on expectations?Open your viewI am building a companyIs my business model aligned with the exponential, and where should it move?Open your viewI advise clientsWhat can I bring to clients this month that they have not seen?Open your view
Latest movements Newest 12 of 133 · all movements
| Date | Company | Model | Rung | What happened | Gr | Source |
|---|---|---|---|---|---|---|
| 2026-09-25 | Anthropic (Claude Connectors Directory / plugin submission portal) | Apps inside AI assistants | R2 | Anthropic opened a directory submission portal so developers on paid Claude plans can submit MCP connectors or plugin bundles (MCP connectors, Agent Skills, or both) to a Claude directory, with auto-validation, safety scanning and usage analytics, without disclosing developer revenue-share or pricing terms | A | Claude (Anthropic) |
| 2026-09-25 | Heidi Health | The ambient scribe | R2 | Heidi Health raised a $480 million (US$340 million) Series C at a $1.27 billion (US$900 million) valuation, with revenue of $71 million (up from $1.4 million two years prior) and use across 175 million+ patient encounters and 190 countries | B | Information Age (ACS) |
| 2026-09-24 | Alibaba Cloud (Qwen) | Tokens as the unit of sale | R2 | Alibaba Cloud's Model Studio prices its flagship Qwen3.8-Max model (Singapore region) at $2.00 per million input tokens and $6.00 per million output tokens, on a pay-as-you-go basis, as of the page's last update | A | Alibaba Cloud |
| 2026-09-21 | Meta (Ray-Ban Meta / Oakley Meta, with EssilorLuxottica) | AI glasses | R2 | Meta controlled 94% of display-less AI glasses shipments in H1 2026, with its own volumes up 260% year on year, and 37% share of the smaller AR/AI display glasses segment behind Rokid's 41% | B | 9to5Mac (citing Counterpoint Research) |
| 2026-09-21 | Rokid | AI glasses | R2 | Rokid led the AR/AI display glasses segment with 41% market share in H1 2026, in a segment that grew 449% year on year, ahead of Meta's 37% | B | 9to5Mac (citing Counterpoint Research) |
| 2026-09-21 | Xiaomi | AI glasses | R2 | Xiaomi captured only about 1% of the display-less AI glasses shipment segment in H1 2026, level with Alibaba, despite market enthusiasm reported by company executives | B | 9to5Mac (citing Counterpoint Research) |
| 2026-09-11 | Moonshot AI (Kimi) | Open weights with paid layers | R2 | Revenue run rate hit roughly $1B annualized by August 2026, with a year-end 2026 target of $2B; open-weight K3 model generates 'far lower margins' than closed-weight rivals, with OpenRouter data showing about 300 billion tokens/day generated by K3 | B | TechCrunch |
| 2026-09-01 | Symbotic | Robots as a service | R2 | Backlog reached $22.5 billion in the latest quarter; Walmart, its largest customer, accounted for 85% of fiscal 2025 revenue under a Master Automation Agreement extending through 2037 | B | The Motley Fool |
| 2026-09-01 | UBTech Robotics | Robots as a service | R2 | H1 2026 revenue of 1.269 billion yuan, up 104.2% year on year; sold 921 full-size humanoid robots (up 1,946.7% year on year), full-size division revenue 590 million yuan (up 1,445.0%) rising to 46.5% of total revenue from 6.1% a year earlier; net loss narrowed 23.0% to 339 million yuan | B | Gasgoo (Autonews) |
| 2026-09 | Fin (Intercom) | Pay per outcome | R2 | Fin AI Agent is priced at $0.99 per resolution, with a base plan of $49/month including 50 resolutions and additional resolutions billed per unit | A | Fin (Intercom) Help Center |
| 2026-09 | OpenAI (ChatGPT) | Tiered intelligence subscriptions | R2 | OpenAI's own pricing page lists a top ChatGPT Pro tier as the highest of four paid consumer/prosumer tiers (Go, Plus, Pro, Business), each priced per user per month; the specific $200/month Pro figure widely reported at its December 2024 launch was not readable in the fetched live page but is corroborated by multiple secondary pricing trackers current to 2026 | A | OpenAI |
| 2026-09 | Vercel (AI Gateway) | Model routing | R1 | Vercel's own AI Gateway Production Index reports open-weight models reaching a majority share of gateway token volume over the course of 2026, with monthly published breakdowns of volume and spend by model | A | Vercel |
Every item is dated, graded evidence on a tracked company, newest first. The map is updated weekly.
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Which business models moved on the map, the companies behind each move, and the evidence.
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A published method
Entry rules, the three labels and how placements move are set out in the method.
Graded evidence
144 items: 68 A primary and checked, 76 B reputable outlet and checked. Context-only items (grade C) are held back from public pages until they are upgraded.
Counter-evidence beside the case
Reversals and failures sit on the same page as the positive case, not below it.
A reply door on every page
Anyone can dispute an entry or a placement; disputes answered within seven days, corrections published with date and reason. The door is open, and the corrections log is public.