model provider
also referred to as: model providers
2 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jun 18, 2026 by Gabe Pereyra · across every show →
Everything said about model provider, oldest first
Jun 18, 2026 neutral
Pereyra: Token billing will spawn an optimization ecosystem to counter model incentives
“I think you're going to start seeing things like this for token billing, where there's going to become this whole ecosystem of like, how do you optimize around this? Because you kind of have these weird misaligned incentives from the model providers, right? Be…”
Jun 18, 2026 positive
Pereyra: Competition among frontier and open-source models will check AI pricing
“And so I think the same thing will happen with the model providers, where it's like, if you look at Opus 4.7 and 5.5, Opus 4.7 is three times more expensive than 5.5, but it's, you know, 10 or 20% more performant. But like, these are going to cause pressure on…”