token costs

also referred to as: token cost

4 statements across 4 episodes · 1 bullish · 0 bearish · 3 people on the record · first statement Jun 5, 2025 by Jason Lemkin · across every show →

Everything said about token costs, oldest first

Jun 5, 2025 positive

Assertion Partly supported

Lemkin: AI token costs collapsed 99.7% over two years

“Token costs collapsed, 99.7% in two years.”

Jason Lemkin Jun 5, 2025 ▶ 50:16 Is DPI The Only Thing That Matters? with Sam Lessin, Jason Lemkin & Rory O’Driscoll · 20VC with Harry Stebbings

Nov 17, 2025 neutral

Disclosure

Andrew Ng: AI Fund ignores initial token costs when prototyping products

“Kind of, frankly, when we build prototype, We routinely just not worry about token costs because the first most important thing is this build a product that users love.”

Andrew Ng Nov 17, 2025 ▶ 39:29 AI Fund’s GP, Andrew Ng: LLMs as the Next Geopolitical Weapon & Do Margins Still Matter in AI? · 20VC with Harry Stebbings

Mar 26, 2026

Insight

Lemkin: High-value enterprise AI apps are insensitive to token pricing

“There are so many applications like the ones I described that were not that sensitive to token costs. If you use 204 102,000 dollars, 10,000 dollars of tokens for a month for these, it just doesn't matter. And so there's the open router world where costs are s…”

Jason Lemkin Mar 26, 2026 ▶ 13:50 Why You Need a $1B Fund To Do Series A | SpaceX at $2TRN & Data Centers in Space | Groq's $20BN Deal · 20VC with Harry Stebbings

Aug 14, 2026 neutral

Insight

Swulinski: AI SaaS must calculate LTV to CAC on gross profit

“LTV to CAC is usually not enough. You want to probably look at like LTV gross profit, specifically if you're, you have token cost because you're, the biggest cost item is, is usage at the end of the day.”

Matt Swulinski Aug 14, 2026 ▶ 13:55 How to Build a $100M Growth Engine: Lessons from Wispr Flow & Superhuman | Matt Swulinski

token costs

Everything said about token costs, oldest first

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