Jason Lampkin

You need to model your inference costs are going up this year, not down.

If you walked into your board meeting and said, hey, good news, guys, inference costs are going down 30% this year because our IT team's really good at managing costs, I would throw my mouse at the monitor.

I do want to get your thoughts.

At a practical level, I worry there's this middle category.

These are...

mature company, not hyper mature, 50, 100, 200 million ARR, okay?

B2B companies.

And they finally got a decent agent built, okay?

It's taken them for a while.

They have 10,000 happy customers and they're pushing this agent out.

They got to break even last year because scale and 20 VC aren't going to put any more money in, even though they're supportive because the growth's not there, right?

They've got 30 million left in the bank.

They're break even at 40, 50 million ARR.

Now I'm competing with Decagon or Legora or whoever, and I need 20 more million of inference this year.

It's game over because I can't compete because the way I've deployed it is great, but it's $2 per interaction, Rory.

It's $2.50 per interaction.

I need 50 million interactions this year.

That means I need 100 million.

Now I bring it in 50.

What do I do, Rory?