Jamin Ball, Partner @ Altimeter Capital
Decision models—specialized AI systems that output decisions with confidence scores rather than text—are rapidly emerging as a new AI layer, with companies like Jev achieving 13% adoption in 24 hours and major platforms (OpenAI, Databricks, Perplexity) launching competing offerings. The author argues they represent the next cost-driven shift in the model ecosystem, potentially replacing 10–15% of today's token spend at significantly lower prices.
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Topics: AI (Horizontal) · Enterprise Software
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