The Ledger
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Pereyra: AI Pricing Will Likely Return to Subscription Models From Tokens
“Buying off tokens is insanely complicated. It'll probably at some point go back to something like subscription because it's hard to like forecast these things.”
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…”
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…”