Notion · Companies · The Inference

Applications

Salesforce priced Coworker at $50 a seat as usage rose 21x, undercutting its own metered pricing

The same announcement that claimed 21x usage growth put a $50 flat price on Coworker, worth about 500 of Salesforce's own metered actions, and the company has not said how the two price tags interact.

November 5, 2026 · 3 min read

Deals

Fireworks AI wants $40 billion for tokens nobody can publicly count

The open-model inference cloud is in talks to roughly double its valuation three months after a $17.5 billion Series D, on a $1 billion ARR whose claimed token volume dwarfs what public trackers show. The gap has structural explanations, but no public reconciliation, and the late-round buyer carries the risk.

October 28, 2026 · 3 min read

Deals

Baseten's $13 billion tranche prices a company that cuts its own rates every 15 days

Bloomberg says AI investors now split rounds into tranches so later money prints a higher price; Baseten's second tranche marked it at $13 billion in the same week it cut brand-new token prices by up to 72 percent.

October 26, 2026 · 3 min read

Secondary market

Salesforce priced Coworker at $50 a seat as usage rose 21x, undercutting its own metered pricing

Fireworks AI wants $40 billion for tokens nobody can publicly count

Baseten's $13 billion tranche prices a company that cuts its own rates every 15 days