Jamin Ball, Partner @ Altimeter Capital
AI model pricing is shifting from vanilla input/output rates to cache pricing, creating switching costs that lock users into specific providers—similar to how cloud egress created lock-in. This structural shift favors long-running agents and could reshape model economics.
Read the full post on Clouded Judgement ↗
Topics: AI (Horizontal) · AI Infrastructure
Published by Clouded Judgement · their site ↗
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