Token Costs

topic on 3 shows · 6 statements across 6 episodes

the Y Combinator Startup Podcast All-In 20VC

6 statements about Token Costs, every show

20VC 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
ALL-IN Disclosure
Calacanis: Using decentralized AI subnets reduced his token costs by 95%
“I all of a sudden experienced, because they gave me an API key, having my token cost go down 95%.”
Jason Calacanis Jul 11, 2026 ▶ 25:53 OpenAI vs Anthropic IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts
20VC 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
20VC 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
Ng: Early-stage startups should not worry about API token costs
“My most common advice to developers is to first approximation. Just don't worry about how much tokens cost. Only a small number of startups are lucky enough to have users use so much of your product that the cost of tokens becomes a problem.”
Andrew Ng Jul 10, 2025 ▶ 35:18 Andrew Ng: Building Faster with AI · Y Combinator
20VC 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

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