Episode notes
Special Edition: The Billion-Dollar Decision (December 05, 2025)
Today’s episode is a deep dive into the strategic shift from "renting" AI to "owning" it. We explore the 2025 playbook for shifting from API wrappers to sovereign AI assets.
Key Topics & Insights
📉 The Macro Landscape: "LLMflation"
- The Paradox: The cost of intelligence is dropping 10x annually ("LLMflation"), yet enterprise bills are skyrocketing due to high-volume agentic workflows.
- The TCO Shift: The metric that matters is no longer "price per token" but "Total Cost of Ownership per Business Outcome."
💸 The "Buy" Trap: Hidden Costs & Risks
- Wrapper Discount: Investors are discounting startups tha ...
Keywords
Build vs. Buy AI