Invest Like the Best with Patrick O'Shaughnessy · Tuesday, October 20, 2026
Christina Cacioppo discusses Vanta's pricing strategy regarding AI models, noting that customers are too smart to accept marked-up Claude tokens. Instead of passing token costs through with a markup, Vanta is currently eating the token cost and accepting lower margins to drive usage and get agents into more customer workflows.
“We're eating the token cost right now. We're just taking lower margin. We're taking lower margin and really concentrating on usage.”