LLM API providers
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Dec 17, 2025 by Helen Hastings · across every show →
Everything said about LLM API providers, oldest first
Dec 17, 2025 negative
Hastings: Bookkeepers misclassify LLM API costs into OpEx instead of COGS
“The past 15 years of SaaS businesses, everyone just assumes that their margins are incredible, but now companies are spending so much on the LLM API providers, and because traditional bookkeepers don't understand those new vendors and how to treat them, they o…”