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When Should You Move to Cheaper Models?

artificialinvestment.substack.com · 1,093 words · saved by 1 readers

Get ready to hear about something I'm calling "Openshoring"

In the last couple of weeks, I’ve had a couple of portfolio companies raise concerns about their rising token spend. For a long time, this has been a theoretical concern: first, that the model companies were subsidizing us all today and would eventually raise prices dramatically; second, that even at today’s prices, usage would eventually grow into a major line item. For most companies, token costs remain modest but not everywhere. If you have agents that are customer facing or a large team of developers, you may be starting to worry about “tokenomics.”1 This has sparked a new money-saving…

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