TLDR Founders · STRATEGIES & TACTICS

PER TOKEN PRICING IS COMING FOR EVERY AI COMPANY

cloudedjudgement.substack.com8 min read

Summary from the TLDR Founders newsletter

The hardest problem in AI right now isn't the model, it's the pricing. In traditional SaaS, you could underprice a seat, and it didn't matter because the marginal cost of serving another user is basically zero. Now every agent action, every "magic" feature triggers real inference costs on the backend. Price too low and you're literally paying customers to use your product. Price too high and you lose to the competitor who figured it out first. Per-token and credit-based pricing models are about to become the default because they're the only ones that align cost structure with value delivered.