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Andrew Megalaa

Researcher, AI Tokenomics, SemiAnalysis

Verified interview transcripts, podcast appearances, and direct quotes from Andrew Megalaa, Researcher, AI Tokenomics at SemiAnalysis. AI-verified speaker identity with full-text searchable transcripts.

Recent appearances

  • Ep. 042 - GDPx: The Benchmark for Frontier AI | Andrew Megalaa, Jordan Nanos, Max Kan

    November 03, 2026 · 📺 SemiAnalysis

    SemiAnalysis just launched GDPx, a benchmark built with 14 specialized data partners across 11 domains where frontier intelligence earns the highest returns. Even the best model scores just 12%. Jordan Nanos (@JordanNanos) sits down with Max Kan (@maxkan) and Andrew Megalaa (@AndrewMegalaa) to explain why most popular benchmarks are broken, the difference between difficult and unfair tasks, how a real private equity deal room became a finance environment, why binary grading still matters, and what the leaderboard says about Opus 5.5, GPT-6 Astra and Gemini 4 Carbon. Explore GDPx: https://gd…

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  • $AAPL + $PLTR, GDPx, Value of a Search, Grok Bot Breaks the Bank

    November 03, 2026 · 📺 TBPN

    00:02:14 $AAPL + $PLTR Earnings 00:05:28 Value of a Search 00:13:08 Grok Bot Breaks the Bank 00:16:55 𝕏 Timeline Reactions 00:25:37 Harley Finkelstein, Shopify’s president, discusses the company’s strong Q3 results, major brand migrations, and the growing role of AI-powered commerce. He explains how shopping agents can improve product discovery and purchasing while urging merchants to provide detailed product information ahead of Black Friday and Cyber Monday. 00:40:41 Bridgit Mendler is the co-founder and CEO of Northwood Space, an aerospace startup building next-generation ground stations an…

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  • Ep. 036 - Anthropic Subscriptions Beat OpenAI 5x, Depending on Your Workload (Tokenomics)

    October 07, 2026 · 📺 SemiAnalysis

    Pay Anthropic $200 a month and you can pull $12,000 of Opus 5.5 tokens at API pricing. Max Kan (@maxkan) and Andrew Megalaa bought every plan, OpenAI, Meta, xAI, MiniMax, Moonshot, Z.ai, Cursor, and measured every token type to find the ceiling. The catch isn't subsidy. Anthropic still books 50 to 60% gross margins on these plans, which means the API itself is the price gouge. 0:00 Cold Open 1:03 Subsidies and Credits 5:23 Token Types and Cache 14:08 Model Value Charts 20:51 Test Methodology 26:54 Other Plans 31:26 Utilization and Limits 36:24 Token Efficiency 41:24 Open Models 44:22 Cyber an…

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