“We’re seeing usage-based pricing, hybrid contracts, and something called a credit… outdated revenue architecture can kill a great pricing idea”
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Said on Run the Numbers
Unsupervised Learning with Jacob Effron · Ep 94: Applied Compute CEO on the Limits of RL, the New AI Hyperscaler & Why Post-Training Wins Inference
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Reduced model price, which caused usage to spike dramatically
“We’re seeing usage-based pricing, hybrid contracts, and something called a credit… outdated revenue architecture can kill a great pricing idea”
“We can train rats at a fifth of the price of a trained demining dog… we have demonstrated… we can reduce the cost price per square meter”
“And we've had price spikes and then sharp decreases. But also there's a lot of inventory, or there was, on, we call them ducts, drilled but uncompleted wells. They gave operators an opportunity to put wells online, complete them.”
“As long as token growth keeps going up… we’d have to have something happen that would cause token growth to dramatically decelerate”
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