Every AI application company has a question they don’t want to answer: "What’s your gross margin?" The 2026 pricing wave from foundation model providers is going to force that conversation — and in some cases, force a pricing rethink.
The shift
Inference costs are still falling. But the pricing surface is changing: smaller cheap models, larger expensive models, premium reasoning modes, and tiered output quality. Founders need to decide which surface to build on.
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