Companies selling AI outcomes collect fixed revenue per unit and pay wildly variable model costs. Second Moment is the counterparty that makes the cost side a number: a fixed price per unit of agent work, underwritten.
Per-outcome pricing is winning ($0.99/resolution at Intercom Fin, $1.50–2.00 at Zendesk) while the cost of a single unit routinely runs 2–16× its mean at p99 — and in 2026, frontier providers repriced upward for the first time. 73% of organizations report AI costs exceeding projections (FinOps Foundation, n≈1,200). Every vendor with a published per-outcome price is short that volatility with no hedge. Second Moment takes the other side.
First step costs nothing: export traces, get the quote exhibit on your own data, keep it either way.