Prashant Chandel
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Posts tagged "Strategy"

Applied Digital’s “utilization ladder”: turning GPU time into contract-duration tranches (Reserved, Burst, Marketplace) to underwrite power-backed AI capacity
2026-03-19T13:32:02.512Zarticle

Applied Digital’s “utilization ladder”: turning GPU time into contract-duration tranches (Reserved, Burst, Marketplace) to underwrite power-backed AI capacity

Applied Digital is not trying to “win cloud.” It is trying to **manufacture a sellable shape of utilization**—and then sell each slice at the contract...

StrategyBusiness
Intercom’s $0.99 “Outcome” as a Financial Primitive: Turning LLM Inference Volatility into a Tradable Unit of Customer Support
2026-03-17T13:31:38.685Zarticle

Intercom’s $0.99 “Outcome” as a Financial Primitive: Turning LLM Inference Volatility into a Tradable Unit of Customer Support

Intercom’s maneuver is not “add AI to helpdesk pricing.” It is the creation of a new billable primitive—**the Outcome**—that deliberately refuses to t...

StrategyBusiness