usage base
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Apr 8, 2026 by Martin Casado · across every show →
Everything said about usage base, oldest first
Apr 8, 2026 bullish
Casado: High AI token costs are forcing software toward usage-based pricing
“And because tokens are such a significant part of COGS right now, it is pushing the industry to do usage base in the way that we have. Like, I remember when we went from like perpetual to recurring, and that required like a bunch of huge changes. Like, we're l…”