Writing from our team

Aakash Thumaty/May 4, 2026/12 min read

Inference APIs are as dead as seat-based pricing.

Selling tokens is selling seat licenses with better marketing. The value in enterprise AI will accrue to the layer closest to the customer's outcome.

This is an extension of a strategy memo I wrote at Salesforce in 2020 about value-aligned business models and the incumbency trap. The same dynamics are about to define who wins the AI era — and the implications are arguably even more consequential.