Inder's Desk

Inder's Desk

The Cheap-Model Winners: Who Cashes In When AI Gets Commoditized

Special report, July 18, 2026. Brought to you by SignalDeck.live.

Inder Sabharwal's avatar
Inder Sabharwal
Jul 19, 2026
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The thesis, in plain English

Something important is happening to the economics of artificial intelligence, and this week the market finally noticed, violently. The price of running an AI model (what the industry calls “inference”, the act of actually using a trained model, as opposed to “training,” which is building it) has been collapsing. A query that …

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