SBMUpdated 23 Oct 2026
Early version, updated weekly. Every claim is dated and sourced. Think something is wrong? Dispute it.
Map / Rungs / 1. Flow through

Rung 1: Flow through

Loop gain: About zero6 models

The curve helps it, but the gain passes straight through to customers and rivals.

By family

Selling abundance 3 Credits for AI work · Prompt to app · Generative media subscriptions
Owning the scarce human 1 Content licensed to AI labs
Owning the choke points 2 Optimizing for AI answers · Model routing

Models on this rung

ModelRungFamilyLoopRegisterStateCosEvidenceLast
Credits for AI workR1 Flow through Selling abundancecost-curve RisingScaling 32A 1B2026-03-02
Prompt to appR1 Flow through Selling abundancecost-curve RisingScaling 20A 2B2026-04-13
Generative media subscriptionsR1 Flow through Selling abundancecost-curve RisingScaling 32A 1B2026-08-20
Content licensed to AI labsR1 Flow through Owning the scarce humanhuman-signal RisingEmerging 31A 3B2026-08-17
Optimizing for AI answersR1 Flow through Owning the choke pointscontrol-point RisingScaling 32A 1B2026-02-24
Model routingR1 Flow through Owning the choke pointscontrol-point RisingEmerging 22A 0B2026-09
Placements are judgments drawn from the evidence and open to correction. Dispute one.