Menu Pricing of Large Language Models

Fuente: arXiv
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Autori principali: Bergemann, Dirk, Bonatti, Alessandro, Smolin, Alex
Natura: Preprint
Pubblicazione: 2025
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author Bergemann, Dirk
Bonatti, Alessandro
Smolin, Alex
author_facet Bergemann, Dirk
Bonatti, Alessandro
Smolin, Alex
contents We develop a framework for the optimal pricing and product design of LLMs in which a provider sells menus of token budgets to users who differ in their valuations across a continuum of tasks. Under a homogeneous production technology, we show that users' high-dimensional type profiles are summarized by a scalar index, reducing the seller's problem to one-dimensional screening. The optimal mechanism takes the form of committed-spend contracts: buyers pay for a budget that they allocate across token classes priced at marginal cost. We extend the analysis to environments with multiple differentiated models and to competition between a proprietary leader and an open-source fringe, showing that competitive pressure reshapes both the intensive and extensive margins of compute provision. Each element of our theory (token-budget menus, maximum- and minimum-spend plans, multi-model versioning, and linear API pricing) has a direct counterpart in the observed pricing practices of providers such as Anthropic, OpenAI, and GitHub.
format Preprint
id arxiv_https___arxiv_org_abs_2502_07736
institution arXiv
publishDate 2025
record_format arxiv
spellingShingle Menu Pricing of Large Language Models
Bergemann, Dirk
Bonatti, Alessandro
Smolin, Alex
Theoretical Economics
We develop a framework for the optimal pricing and product design of LLMs in which a provider sells menus of token budgets to users who differ in their valuations across a continuum of tasks. Under a homogeneous production technology, we show that users' high-dimensional type profiles are summarized by a scalar index, reducing the seller's problem to one-dimensional screening. The optimal mechanism takes the form of committed-spend contracts: buyers pay for a budget that they allocate across token classes priced at marginal cost. We extend the analysis to environments with multiple differentiated models and to competition between a proprietary leader and an open-source fringe, showing that competitive pressure reshapes both the intensive and extensive margins of compute provision. Each element of our theory (token-budget menus, maximum- and minimum-spend plans, multi-model versioning, and linear API pricing) has a direct counterpart in the observed pricing practices of providers such as Anthropic, OpenAI, and GitHub.
title Menu Pricing of Large Language Models
topic Theoretical Economics
url https://arxiv.org/abs/2502.07736