The pricing layer for compute
Joined February 2024
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Apr 27
Our @BagsHackathon demo submission
Primis mode
primis is the pricing layer for compute.
we help builders access compute through one unified layer instead of dealing directly with fragmented providers, unstable pricing, and infra complexity.
this is our @BagsHackathon demo submission.
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this is a reminder that builders are exposed to more than just model quality and token pricing.
they’re exposed to provider risk, jurisdiction risk, and policy risk too.
the future won’t be built on a single model or a single provider.
it will require routing, optionality, and infrastructure that can adapt when parts of the stack become unavailable overnight.
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Jun 13
The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.
The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.
Access to all other Claude models is not affected.
We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.
Read our full statement: anthropic.com/news/fable-myt…
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we’ve just sent 150 invites to people on the waitlist.
not a drill. not a hack.
we prioritized based on:
how long you’ve been on the waitlist. whether you signed up with a company email.
this is the final onboarding wave before open beta.
the goal is simple:
test everything under multi-team usage before opening the doors to everyone.
can you feel it coming?
primis mode.
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we’re almost done. which means open beta is around the corner.
primis mode
been a little quiet, not because nothing is happening but the opposite.
first the market has been moving exactly where we thought it would: gpu availability tightening, prices repricing overnight, compute futures appearing and builders realizing “access” is not enough.
the missing layer is becoming obvious. and that’s what we’ve been building with @primisprotocol.
our closed beta that has been running for months is already processing ~$100k/monthly. and allowed us to understand what needed to improve for scale. which is what we’ve been working on.
all this, to say open beta has never been closer as we estimate we’re 1 big sprint away from opening the gates.
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budgeting becoming a “huge issue” means compute cost is no longer hidden behind flat saas pricing and subsidies.
as usage becomes more agentic, costs become more variable, harder to forecast, and harder to absorb.
the next question for every team becomes:
what will this workload cost?
can we plan around it?
can we scale it without margin shock?
that’s why @primisprotocol is building the pricing layer for compute.
predictable compute economics are becoming mandatory.
@sama let’s chat ;)
Sam Altman said AI budgeting has recently become a "huge issue" for some companies, something that "never came up" earlier this year. bit.ly/4uxIGnv
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been a little quiet, not because nothing is happening but the opposite.
first the market has been moving exactly where we thought it would: gpu availability tightening, prices repricing overnight, compute futures appearing and builders realizing “access” is not enough.
the missing layer is becoming obvious. and that’s what we’ve been building with @primisprotocol.
our closed beta that has been running for months is already processing ~$100k/monthly. and allowed us to understand what needed to improve for scale. which is what we’ve been working on.
all this, to say open beta has never been closer as we estimate we’re 1 big sprint away from opening the gates.
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when a few actors control hardware, memory, cloud capacity, and frontier APIs, builders get squeezed from both sides:
hardware becomes unaffordable,
API pricing rises,
and the market loses optionality.
open models and cheaper inference are the counter-force.
but the real unlock is the layer that can route across all of it:
frontier apis,
open models,
cloud gpus,
local / edge inference,
alternative providers.
that’s the @primisprotocol thesis.
not one model.
not one cloud.
not one hardware stack.
pricing routing across fragmented compute so builders can access the best economics for each workload.
primis mode
May 30
So what Big Tech did in the USA is they bought up all the computer hardware needed for AI, including HBM (High Bandwidth Memory), driving prices up 400 %.
Nvidia, meanwhile, doubled the pricing on its medium-range GPU, the GeForce 5090, which now retails at near $5000.
What this did is it made local AI hardware unaffordable for the vast majority of American consumers who might have been interested in running local AI. Now, instead, they have to "rent" AI through Big Tech and pay the rising monthly access fees to access overpriced AI models offered by the same tech giants that bought up all the hardware.
Fortunately, China came along and released DeepSeek, Xaomi, Qwen, etc., with per-token costs absolutely SLASHED to a fraction of U.S. tech company tokens. (Literally costs only about 1-2% to use DeepSeek, compared to using Anthropic Opus.)
And at the same time, China is beginning to catch up on microchip fabrication and High Bandwidth Memory manufacturing, which will result in their products driving down prices for consumers sometime in 2027 (on the hardware).
So U.S. Big Tech companies tried to create a near-monopoly to enslave the American people, and China actually broke those shackles and gave American access to affordable cloud-based AI right now, with more affordable local AI inference hardware coming soon.
Go figure.
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May 24
Should we ?
should i give some access codes tmrw for the closed beta and the fastest people on here get a chance to try it themselves ?
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we’re here to stay with @primisprotocol. we know the compute market is competitive but we will compete, because as i said i’m a perseverant mfer that will outwork anyone.
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May 21
our open beta is loading
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bar for bar what we’ve been saying @primisprotocol and we’re building the pricing layer for compute. the goal is simple: turn fragmented, volatile compute pricing into rates builders can actually plan around.
everyday more validation on our thesis.
primis mode.
May 20
Compute is the new currency
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holyyyyyy!!
@OpenAI @sama basically saying what the market is starting to realize:
access to compute is not enough.
builders need guaranteed capacity and predictable planning for critical workloads.
that’s the @primisprotocol thesis too. but as a neutral layer across fragmented providers, not inside one model ecosystem.
predictable compute is becoming the product.
primis mode.
Introducing OpenAI Guaranteed Capacity: a new offering that enables customers to guarantee long-term access to OpenAI compute.
We’ve made long-term investments in infrastructure, partnerships, and capacity planning to help customers scale reliably.
Now, Guaranteed Capacity helps customers plan ahead for critical workloads in a compute-constrained world.
openai.com/guaranteed-capaci…
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had a great chat with dom @MCGlive about @primisprotocol and the future of compute
primis mode
Today on MCG: @khouuba | Building @primisprotocol
$PRIMIS is building the pricing layer for compute
@CMEGroup just validated the thesis by partnering with Silicon Data to launch the first compute futures market👇
00:03 - @DineroDom0 lays the foundation
03:46 - What is Primis?
07:04 - GPU prices skyrocketing
07:40 - Airline analogy
08:48 - Anthropics model
09:29 - Closed beta running a month, $100K monthly compute volume, 23% avg savings
10:27 - Khouba's background
14:00 - Ten providers integrated
17:24 - Targeting small and medium AI labs, not OpenAI or Anthropic
23:53 - Long compute thesis
24:50 - Eight teams in closed beta, each spending $10-15K monthly
25:39 - @xai , @AppliedInt , @rendernetwork , all names on the waitlist
33:25 - Silicon Data call on Thursday
39:50 - Two LOIs in progress from teams that saw the 30% spike protection
42:30 - Barriers of entry
47:10 - Open Beta ETA
43:44 - Funding
43:45 - 3rd place in the @BagsApp Hackathon
49:10 - Token talk
49:58 - 50% of profits flow back to token holders, 50% reinvested
56:24 - What's next
1:02:40 - Margin goals
1:03:00 - Wrap up Takeaways
1:07:35 - TA
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400 in less than a day.
the latest news and spikes making people realize we need a pricing layer for compute more than ever.
primis mode
over 3500 teams and solo builders on the waitlist for the @primisprotocol beta.
they understand the vital need for predictable compute that allows them to plan and scale around.
some of the notable names found in the waitlist were from @xai @AppliedInt @rendernetwork and more…
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May 18
Open beta soon
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I’ll be chatting with the good people over at @MCGlive today at 12:30pm edt
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This Week on @MCGlive
Monday 5/18
12:30 - $PRIMIS @primisprotocol w/@khouuba (@BagsApp)
Tuesday 5/19
12:30 - $KAIO @KAIO_xyz w/@PinkuSurana
1:15 - @risedotrich w/@0xSahand
2:00 - $TCG @collectdotrip w/@cryptocharles__ @notsofast
Wednesday 5/20
12:30 - $CLUDE @cludeproject w/@sebbsssss
1:15 - $PERCOLATOR @PercolatorTrade w/@0xsquid_sol @dcc_crypto
Thursday 5/21
12:30 - $FDRY @unbrowse w/@lekt8_
1:15 - $ROUTER @SolrouterAI w/@Ghosthash1
Friday 5/22
11:30 - $MET @MeteoraAG DLMM Product Updates w/@0xmiir (@met_lparmy)
1:15 - $CLAW @clawpumptech w/@conejocapital
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over 3500 teams and solo builders on the waitlist for the @primisprotocol beta.
they understand the vital need for predictable compute that allows them to plan and scale around.
some of the notable names found in the waitlist were from @xai @AppliedInt @rendernetwork and more…
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and this is exactly why @primisprotocol matters.
when h200 pricing can jump 29% overnight, the builder problem is no longer just getting access to gpus.
it’s getting access to compute at rates they can actually plan around.
shortages are bullish for whoever already owns supply, sure.
but the bigger missing layer is the one that turns fragmented, volatile compute into something usable for builders through pricing routing.
that’s the thesis.
May 17
H200 hit $6.40/hr, up 29% overnight, and is now above B200
The GPU shortage is getting worse
Massive win for neoclouds that have already purchased GPUs
Source: Ornn
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