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Source Tomasz Tunguz tomtunguz.com Analyst
June 22, 2026 ai_technology saas

So You Want to Sell Inference

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Summary

Reselling inference at cost is a zero-margin business. The margin question is cost-plus vs. value-based pricing. Optimization is a cost lever under either, with distillation defensible for a while. BYOK breaks cost-plus & spares value-based.

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