You Don’t Have an AI Strategy. You Have Unpriced Work.

04 Dec 2025
John Rowell
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CEO
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You Don’t Have an AI Strategy. You Have Unpriced Work.

If you can't see, price, and govern what your agents do in real-time execution, you don't have an AI strategy-you have a growing cloud bill.

The fear that's stalling AI everywhere

In the last 90 days, I've had a steady stream of conversations with CEOs, CFOs, and engineering leaders. Each one voices a different concern on the surface:

"We get AI bills we can't explain."
"We can't see which workflows or agents are burning money."
"Teams argue because numbers don't match across systems."
"We can't price or package AI features because we don't know cost-to-serve."

And one concern that is a huge blocker for some:

"We're afraid to scale agents because we can't govern spend."

The proof is in the behavior. Teams stall pilots at 5-10% rollout. Finance caps usage preemptively. Product managers pull features that perform well in tests because they can't make the unit economics pencil out.

This isn't a tooling problem. It's an economics problem. You can't scale what you can't price, and you can't price what you can't measure-with identity, attribution, and governance in the hot path.

The cost cliff is real-and avoidable

Two patterns show up again and again:

Hidden multipliers: a "simple" agent chains three models, calls external tools, retries silently, and fans out. Cost triples while your dashboard shows an average token price.

Outcome opacity: your best metric is cost-per-request, but your business runs on cost-per-outcome. Without per‑event identity and attribution, you can't prove value or stop waste.

When costs spike, companies react with blunt controls: rate limits, budget freezes, or a moratorium on new agents. Blunt controls protect the P&L at the expense of the roadmap. Precision controls protect both.

Financial‑grade telemetry: the precondition for accountability

At Revenium, we call it financial‑grade telemetry: unsampled, deterministic, per‑event telemetry that ties every AI action to identity, cost, and outcome.

What that means in practice:

Identity-first: every event is linked to an owner, feature, customer, and environment. No anonymous spend.

Per‑event costing: we capture hard costs at the edge-model calls, tool invocations, data egress, retrievers-so we can price the real job, not the ideal path.

Real-time governance: budgets, circuit breakers, and hard limits execute inline, not in a weekly spreadsheet.

Ledger and attribution: spend rolls up to the people and products that drove it. Chargeback and showback stop "ghost spend."

The Seven‑Layer System that turns spend into economics

We've standardized this into a Seven‑Layer Economic System that enterprises can adopt without rewiring their stack:

  1. Telemetry Capture: capture tokens, latency, GPU-seconds, agent spans, and MCP server traces with deep AI telemetry ingestion.
  2. Normalization: convert telemetry into a unified economic schema across models, providers, agents, and clouds.
  3. Cost Modeling: transform telemetry into accurate cost with model- and agent-specific attribution, including GPU, context, and RAG fees.
  4. Pricing Engine: convert cost to price with dynamic AI pricing tied to model usage and agent actions.
  5. Billing & Chargeback: generate billable records linking MCP telemetry to cost models and billing line items.
  6. Economic Governance: enforce real-time policies driven by live telemetry—cap costs, prevent overruns, stop runaway agents.
  7. ROI Intelligence: measure cost-to-outcome in real time, identifying which AI behaviors create or destroy margin.

This isn't theory. It's how modern AI programs avoid the cost cliff while shipping faster.

Cost as an SLO, not a spreadsheet

Reliability teams have taught us that SLOs change behavior. Treat cost the same way. When "cost per outcome" is an SLO alongside latency and quality, a few good things happen:

  • Engineers get a clear target at design time
  • Product managers can compare features on an apples‑to‑apples basis
  • Finance sees forecastable unit economics instead of surprises

Put governance in the loop and you unlock safe autonomy: agents can run freely until they violate a budget, trip a circuit, or hit a hard limit. No weekly fire drills.

Outcome‑based pricing that developers and CFOs can both love

Tokens are a vendor metric. Outcomes are a business metric. By pricing PSJ-the situated job your agent performs-you align incentives across the stack:

  • Developers design to the job boundary
  • Finance books cost to the outcome and customer
  • Customers buy results, not promises

With per‑event telemetry and a live ledger, you can offer outcome‑based plans with confidence, enforce guardrails automatically, and share real utilization with customers without hand‑built reports.

How teams get started

Most teams begin in one of three places:

Ship governance first: add budgets and circuit breakers to the hot path so you can scale pilots without anxiety.

Make cost observable: turn on per‑event identity and costing so you can see where the money actually goes.

Define PSJ: articulate the situated jobs your agents perform and set target unit economics per outcome.

From there, we help wire the Six‑Layer System into your stack in days, not quarters. No model lock‑in. No vendor‑specific taxonomies. Just deterministic telemetry, a live ledger, and governance that moves as fast as your agents.

A simple test for readiness to scale

Ask yourself three questions:

  1. Can we attribute every agent action and dollar to an owner, feature, and customer in real time?
  2. Do we enforce budgets, limits, and SLOs in the hot path automatically?
  3. Can we state and defend our unit cost per outcome for our top jobs?

If the answer isn't yes to all three, you'll feel the drag soon. The fix is straightforward. Make spend observable, make cost governable, and make outcomes the unit of value.

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