Pricing Access to Dynamic Information Services
Quick summary
arXiv:2510.09859v5 Announce Type: replace-cross Abstract: A provider sells a \emph{dynamic information service}---a real-time, capacity-constrained process that resolves a customer's uncertainty---to customers who differ privately in urgency. I characterize the revenue-optimal mechanism: deploy a \emph{single}, undistorted information process---the one a customer with unlimited access would most prefer---and screen entirely through a one-dimensional menu of service caps. The provider leaves the product itself undistorted, unlike a Mussa--Rosen monopolist; all screening is absorbed into the cap
Key takeaways
- arXiv:2510.09859v5 Announce Type: replace-cross Abstract: A provider sells a \emph{dynamic information service}---a real-time, capacity-constrained process that resolves a customer's uncertainty---to customers who differ privately in urgency.
- I characterize the revenue-optimal mechanism: deploy a \emph{single}, undistorted information process---the one a customer with unlimited access would most prefer---and screen entirely through a one-dimensional menu of service caps.
- The provider leaves the product itself undistorted, unlike a Mussa--Rosen monopolist; all screening is absorbed into the cap
Why it matters
This is more than a company headline: it shows who controls infrastructure, users and data in the AI value chain. The practical effect will appear in product integration, pricing and delivered capacity.
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