Terminal Value
AI Software Has a Gross Margin Problem — Frugal’s Mike Weider on the Future of Cloud Cost Management
44:35
AI-native software is changing the economics of SaaS.
For years, cloud cost management was mostly about visibility: dashboards, budgets, showback, chargeback, and rate optimization. But as AI usage, token costs, observability bills, and cloud consumption become material parts of software gross margin, the problem is moving closer to the code itself.
In this episode of Terminal Value, I sit…