Nuvolum

Directions Website Contact the business

Nuvolum Nuvolum is an integrated marketing and PR firm that creates brand growth by developing engaging expe

Our team seamlessly works together to propel our clients to the next level of success. We analyze data to evolve our strategy and consistently elevate our expertise and help brands build experiences that win. Through video production, content writing, SEO, graphic design, and so much more, Nuvolum is the foundation of success for your brand.

10/20/2026

Read the caption.
Or skip it and go straight to the source. Priced In is free on Substack, link in bio.
A question for anyone running a business. If the biggest software company on earth cannot negotiate a frontier AI price down, what are your odds?
Here is what the record shows. In November 2025, Microsoft, Nvidia and Anthropic signed a three-way partnership. Anthropic committed to buy $30 billion of Azure. Microsoft committed up to $5 billion of investment. Then The Information reported, citing one source, that Microsoft is now on track to pay Anthropic more than $2 billion a year to run Claude inside Copilot. Microsoft has not confirmed it, so hold that number loosely.
Here is what is not loose. Microsoft built a router to send every task to the cheapest model that can handle it. Its own partner’s models run the routine work. The hard work still goes to Claude at a premium. The bill went from a reported $500 million a year in January to a reported $2 billion by October, at the one buyer with every tool to hold it down.
That is the pricing signal for every company below Microsoft. Frontier intelligence is not getting cheaper for the work that matters. It is being metered, routed and priced like a utility, and the lab holds the meter.
The full edition covers what Anthropic’s own employment data says about who does the work now, six agent hours for every human hour, and why that widens the lab’s margin while the buyer’s bill grows.
Read it on Substack. Free. Link in bio. Follow Priced In for the daily.
The economics of what’s next.

10/19/2026

Read the caption.
Or skip it and go straight to the source. Full edition on Substack, free, link in bio.
If your business runs on AI tools, your December invoice is already written. Google’s developer page lists Gemini 4 Argon at $2 and $10 per million tokens through November 30, then $4 and $20 from December 1. Not a rumor. A published date.
The subscription ladder tells the same story from the other end. The $20 seat has not moved since February 2023. Everything above it was built in the last twenty-two months, and the ceiling now sits at $500 a month. What the expensive seats sell is not chat. It is agents, and agents are metered by the hour they run, not the question you ask.
Behind all of it, ASML says its planned 2027 and 2028 supply will not meet demand. The chips are rationed two years out, and the companies that reserved them are the companies setting your price.
Three things to do this week: budget anything that runs past November 30 at the December rate, write your AI line as seat plus meter, and read what Meta’s new open-weight model actually takes to run before you plan to self-host.
In July, Jock Putney called $1,000 a month plus token charges. The market is at $500 and the first doubling is dated.
Full edition on Substack, free, link in bio. Subscribe there, follow here.
The economics of what’s next.

10/16/2026

Read the caption.
Then read the edition. It’s free on Substack, link in bio.
Your AI tools run on someone’s servers, and those servers sit on someone’s balance sheet. This week the bond market showed which balance sheets it trusts.
CoreWeave’s bonds hit a 15.78 percent yield. Oracle sits one notch above junk. Three questions every business should ask its AI vendor are in the full edition.
Link in bio. Follow and subscribe for more.
Priced In. The economics of what’s next.

10/15/2026

Read the caption.

Or skip it. The caption is the trailer. The real thing is on Substack, free, link in bio.

Jamie Dimon said JPMorgan will not let any outside AI agent inside the bank. Too risky for clients and for JPMorgan. No date for when that changes.

Then the other banks reported. Wells Fargo said it will evaluate third-party agents. Bank of America said it is working with agent providers to keep a human in the loop and let the money move. Citi said nothing.

One no. Two we’ll work with them. One no comment. Dimon is alone.

And on the same Tuesday, Shopify opened its catalog of more than one billion products to any AI agent, with Shop Pay checkout and the shopper confirming every purchase. Meta’s Muse hit 6.6 million installs in its first month. A customer can now buy from a billion listings with her agent. She cannot pay her Chase bill the same way.

Here is the part the coverage misses. Dimon is right about the risk. Your agent can be turned against you, and the full edition walks through exactly how, including the question nobody is asking: when a bank says a human stays in the loop, who draws the screen the human approves? If the agent draws it, the human nods at whatever the agent wants. If the bank draws it, the attack collapses.

Shopify built a door with a lock. Dimon built a wall. The banks that build the lock get to make the pitch.

The full edition, every source linked, is on Substack. Link in bio. Follow this page and subscribe so you do not miss the next one.

Tomorrow: another edition.

Priced In. The economics of what’s next.

10/14/2026

Stop here. This one is about your money.
On Tuesday’s earnings call, the first question JPMorgan got was about rogue AI agents. Jamie Dimon’s answer was a wall: no outside agent gets inside the bank. “You do not want rogue agents, and there could be thousands of them.”
Same call, different sentence: the bank’s own agent, Smart Cash, is already live in a pilot, moving customers’ idle cash into higher yield on its own.
So one agent is banned and one is shipping. The difference is not the technology. It is who pays when the agent gets it wrong. Dimon said it himself. Hand your Chase login to an outside agent and the risk transfers to you. When the bank’s agent slips, the bill lands on a company that just posted 15.3 billion dollars in quarterly profit.
Five weeks before that call, Meta launched Muse. Reporting since then describes test incidents before launch, including an agent changing a user’s password without permission. Instinct, an independent startup, raised 1 billion dollars at a 10 billion valuation in September. These are the agents at the door of every bank, and every business.
The full edition maps the attack path in MITRE’s own terms, then draws the line that matters for anyone running a practice or a business: an agent’s blast radius is the set of tools it can touch. An agent that can only answer, book and take a payment in cannot wire money out. Scope is the security control.
Full edition on Substack, free. Link in bio. Follow this page and subscribe to Priced In to get it every weekday.
The economics of what’s next.

10/12/2026

Read the caption.
Or skip it. The caption is the trailer. The real thing is on Substack, free, link in bio.
A research firm called the Anthropic IPO the most ridiculous of 2026. It has not read the prospectus. The filing is not public.
Its questions are fair. Its own rule says wait for the S-1. The S-1 has not come.
The same label went on DoorDash in 2020 at $25 billion. Friday’s close: about $85 billion.
What the full edition has: the firm’s math at full strength, what it costs to leave the cloud, and the one question to ask before any headline.
Read False Start on Substack. Link in bio. Subscribe there and follow here for every weekday edition.
The economics of what’s next.

10/09/2026

Read the caption.
Or skip it. The caption is the trailer. The real thing is on Substack, free, link in bio.
The short version. Nearly a million VA appointments have now been documented with help from an AI scribe. The VA knows how many veterans said yes. It has not published how good the notes are.
So we asked. Five written questions to the VA’s public affairs office. Three emails. Zero answers by our deadline.
Meanwhile the VA put a price on the program. Its enterprise scribe contracts carry a shared ceiling of $775.72 million over five years. It priced the contract. Not the note.
And in a study the VA itself funded, notes from 11 AI scribe tools scored lower than human-written notes in all five test cases.
What the full edition has that this does not. The three scorecards nobody puts side by side. The 16 minutes a day that never reach pajama time. The math on what a scribe earns a physician against what one practice was quoted to buy it. Why the gain covers about half the license. Why payers are the ones to watch next. And the four questions to ask any vendor before you sign.
The VA priced the contract. UCSF priced the revenue. Nobody has priced the note yet.
Read the full edition on Substack. Link in bio. Subscribe to Priced In there, and follow this account for a new edition every weekday.
The economics of what’s next.

10/08/2026

Read the caption.
Or skip it. The caption is the trailer. The real thing is on Substack, free, link in bio.
The short version. First the game was SEO. Then it was AEO. Now your customers are getting AI agents, and my prediction is that those agents will look for an agent on your side that can finish the job.
Here is why. The companies providing those agents are in a price war. On July 30, OpenAI cut the price of its fastest model by 80 percent. At the same time the computers behind the agents cost more to rent. One top chip went from $1.70 an hour to $2.35 in five months. Goldman Sachs Research counts nearly $500 billion of AI debt issued this year. That money has to earn a return.
So every task has to get cheaper to complete. An agent that reaches a voicemail has not finished anything. An agent that reaches your agent has.
Now the arithmetic. One missed call a week that would have become a $3,000 case is $144,000 a year. That is arithmetic, not data. Change the numbers to fit your business.
What only the full edition has. Which businesses this hits first. The standard that already lets agents deal with each other. Why you cannot download a business agent. And what Meta says its agent actually reads on your website.
Chatbots talk. Agents act.
Read the full edition on Substack, link in bio. Subscribe there and follow here for a new edition every weekday.
Back tomorrow.
Priced In. The economics of what’s next.

If your patients ask for a human within 60 seconds, the AI isn’t necessarily the problem—it’s how it was set up.In his n...
10/07/2026

If your patients ask for a human within 60 seconds, the AI isn’t necessarily the problem—it’s how it was set up.
In his new article for Medical Economics, our CEO Jock shares why AI phone agents fail and the two critical decisions made before launch that dictate your success.
👉 Search “Why AI Phone Agents Fail in Some Medical Practices” on Medical Economics or click the link in our bio to read the full piece.

10/06/2026

Read the caption.
Or skip it. The caption is the trailer. The real thing is on Substack, free, link in bio.
Here is the short version. A reader asked what it really costs to run an open-weight AI model yourself instead of buying from a vendor. So I priced it, rung by rung.
A laptop that can run one costs $1,999 to $3,099. An enterprise server costs $550,475. That is a 275 times spread, and the hardware is still the cheap part.
The vendor math counts maintenance, electricity, cooling and colocation. It has no line for people. Add a five-person team at Bay Area wages and you are at $1.31 million a year. Nearly six times what that server costs to buy and run for five years.
What the full edition has that this does not. The four rungs and who belongs on each. The Meta model you can run on a laptop today. The desk box that went up nearly 74 percent in a year. The breakeven math against buying from an API. And the one mistake that sends companies running back to the cloud.
It is not about the size of your company. It is about what the model touches.
Read the full edition on Substack. Link in bio. Subscribe there, and follow here for the next one.
Priced In publishes every weekday.
The economics of what’s next.

Address

435 Pacific Avenue Ste 400
San Francisco, CA
94133

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Nuvolum posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Nuvolum:

Shortcuts

Share

Category