usage-based pricing

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Aug 18, 2025 by Guido Appenzeller · across every show →

Everything said about usage-based pricing, oldest first

Aug 18, 2025 bearish
Prediction Not checkable as stated
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…”
Guido Appenzeller Aug 18, 2025 ▶ 9:58 Dylan Patel on GPT-5’s Router Moment, GPUs vs TPUs, Monetization
Nov 28, 2025
Insight
Sherman Wu: Usage-based pricing naturally approximates outcome-based pricing in AI
“On outcome-based pricing it sounds very appealing, like, if it can work, but one thing that we've started realizing is it actually ends up correlating quite a bit with usage-based pricing, especially with test time compute. Like, if the thing is just, like, th…”
Sherman Wu Nov 28, 2025 ▶ 35:53 How OpenAI Builds for 800 Million Weekly Users: Model Specialization and Fine-Tuning
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