Guido Appenzeller
speaker
1,314 appearances
8 recordings
1 series
first heard May 2025
last heard 15 Jul
Guido Appenzeller’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 4 in all, peaking in Jul 2026 with 1.
Appearances
If you take a large context window and the best model creates thousands of dollars of cost a month.
So cost matters.
And so to some degree, so where you're on the Pareto frontier between cost and performance is the new benchmark for model competitive, no longer cost alone.
So I'm going to find some developer in India that I can do pair programming with so I can get the day cycle, he can get the night cycle, and we both can maximize together the quota for the account.
Is that the future then?
Yeah.
It'll push more and more to, I think, just usage-based pricing, right?
If you have an underlying commodity that you're reselling to some degree that is that large a part of your cost of goods, right?
You need to go to usage-based pricing.
That's a very conservative estimate.
Look, Andrew Parthy has this great slide where he basically says, if you're building an agentic system today, right, but fundamentally what it is is off this loop, right, where...
Half of the loop is the model thinking, right?
And that's why I do this.
And the other half is then the user verifying what did the agent do?
Is it the right thing providing feedback and trying to steer it in the right direction?
Because we can't run forever, eventually we need to steer it back.
One half of that is the model provider, right?
They're trying to build the best models.
The other half is really about, I think, designing the best possible UI to enable the user to give feedback.
And I think there's value in that.
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