API Price Response
−0.1%
Proprietary AI vendors respond to self-hosting competition by reducing enterprise coding-agent prices or bundling usage into cloud contracts. This protects customer relationships but compresses perceived margins in high-volume inference workloads.
What it moves
- Technology−0.3%
- Business Services+0.1%
Keeping an eye on this scenario?
Tilt can alert you when its probability or impact shifts, or send you a recommendation when it crosses a threshold.