Intelligence as a commodity.
Oil has grades. Electricity has tariffs. Shipping has class codes. Every mature market commoditises by standardising the contract, not the molecule. Intelligence is next — and the contract is the thing worth building.
OpenAI, Anthropic, Google are refineries. They ship something extraordinary, but a refinery's output is only useful once the market around it standardises how you buy, price, and substitute it. On OCR today, we can already quote three interchangeable grades against the same assay. The rest of the tasks follow the same shape.
Grade
Brent vs WTI
sota / balanced / cheap
Contract
barrel specification
POST /v1/<task>
Quality cert
assay report
CodeSOTA benchmark
Spot price
$ per barrel
$ per 1K calls
Codesota is building the assay and the contract. The benchmark registry is the assay report. The task endpoint is the grade. Everything else is implementation detail.