Ai Tech
Harvey AI's Gross Margin Collapse to -50% Reinforces ICP's Compute-Scarcity Thesis
COINOTAG·September 26, 2026·1 min read
Harvey AI's gross margin collapsed from +50% to -50% as AI agents burned tokens, forcing a pivot to Kimi K3. This reinforces the compute-scarcity economics behind ICP, highlighting the high costs of AI computation and the value of scarce compute resources in the blockchain ecosystem.
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