Notes

Occasional notes

Finance judgment applied to AI decisions: unit economics, infrastructure, and what the numbers actually say. Written when there is something worth writing.

July 2026

Why MealScout is priced near compute cost

Category pricing versus cost-anchored pricing: why AI apps break the SaaS pricing habit, and the spreadsheet behind a $5.99 subscription.

July 2026

What a million tokens costs on my own hardware

A CFA runs the amortization math on self-hosted inference: breakeven utilization, why tokens are the wrong unit, and why most of my tokens still go to frontier APIs.