AI model companies
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Aug 18, 2025 by Guido Appenzeller · across every show →
Everything said about AI model companies, oldest first
Aug 18, 2025 bearish
Appenzeller: High compute costs will force AI into usage-based pricing
“It'll push more and more to, I think, just usage based pricing, right? I think if you have a, if you have an underlying commodity that you're reselling to some degree that has, that is that large a part of your cost of goods, right? You need to go to usage bas…”