Why the shift from tokens to services changes the business
a1zhang · x · 2026-07-20
A brief take on the business shift from selling tokens to selling services.
- The author argues this changes the frontier lab’s role substantially.
- More integration risk moves onto the lab side.
- More of the actual customer-facing business also shifts to the lab.
- They suggest systems integrators and consultancies may end up capturing part of this layer.
Related event: LLM Business Models Shift from Selling Tokens to Selling Services(2 posts)→
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