Saanya Ojha · 17 August 2026 · Investment Thesis

Smarter by the Day, Cheaper by the Minute

Saanya Ojha, Partner @ BCV

AI pricing has entered a cost-competition phase, with frontier models 80% cheaper and workhorse models approaching free. As intelligence commoditizes like prior infrastructure technologies, the economic logic shifts from maximizing model capability to optimizing marginal cost, enabling autonomous agent architectures and explosive new use cases.

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Topics: AI (Horizontal) · AI Infrastructure

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