Jay Gandhi

Consulting| Agile Delivery | Fintech | Banking| Leading Transformation | Partnership | Automotive | EX-Channel Transformation M&M (Mahindra)

[Ricardo @Ric_RTP]

Microsoft just banned its own engineers from using AI.

The tool was literally costing MORE than the humans it was supposed to replace.

They lied to you about AI adoption and now the whole narrative is blowing up:

Microsoft gave thousands of engineers access to Claude Code six months ago and encouraged them to use it.

Engineers loved it and adoption exploded. But then the invoices arrived.

Token-based pricing means every query, every code review, every debugging session costs money. At scale across 100,000 engineers, the numbers became so large that Microsoft issued an internal order to cancel nearly all Claude Code licenses by end of June and force everyone onto their own cheaper tool instead.

The company that invested $5 billion in Anthropic just told its own people to stop using Anthropic's product because it costs too much.

Uber's story is even worse...

Their CTO Praveen Neppalli Naga told The Information that the budget he planned for the full year was "blown away already" by April.

Uber had rolled out Claude Code in December 2025. By March, 84% of their 5,000 engineers were using it with 70% of all committed code coming from AI systems.

Heavy users were burning $500 to $2,000 per month each. Naga himself spent $1,200 in a single two-hour demo session.

The company had even built internal leaderboards ranking engineers by how much AI they used. They literally gamified the spending and then ran out of money.

Now look at what Nvidia's own VP of applied deep learning Bryan Catanzaro said to Axios last month. Direct quote:

"For my team, the cost of compute is far beyond the costs of the employees."

This is a VP at the company that SELLS the chips saying that using AI is more expensive than paying humans.

Think about what this means for the entire AI narrative.

Every CEO on every earnings call for the past two years has said the same thing:

AI will make us more efficient, reduce headcount, and cut costs.

The stock market rewarded every company that said it.

Fired workers, stock goes up. Announced AI adoption, stock goes up.

But the actual companies deploying AI at scale are discovering the math doesn't work. The MORE employees use AI, the HIGHER the bill.

Goldman Sachs forecasts a 24x increase in token consumption by 2030 as companies adopt AI agents. Gartner just published a report showing that even though individual token prices will drop 90% by 2030, total enterprise AI costs will go UP because agents consume exponentially more tokens per task than basic tools.

Meta built an internal dashboard called "Claudeonomics" to track which employees use the most AI. Amazon started pushing engineers to "tokenmaxx," their internal term for consuming as many AI tokens as possible.

Both companies are spending hundreds of billions on AI infrastructure this year alone.

And Microsoft, the company that bet its entire future on AI, just told 100,000 engineers to stop using the tool they liked best because the per-token bills got out of control.

The companies building AI are telling investors it saves money. The companies using AI are finding out it costs more than the humans it was supposed to replace. And even the company that makes the chips just admitted it through its own VP.

This is the gap nobody on Wall Street is pricing in.

$725 billion in AI infrastructure spending this year across Big Tech. And the first companies to actually deploy these tools at scale are already pulling back because the economics don't work.

What do you think?

[Erik Solheim @ErikSolheim]

In defense of Indian 🇮🇳 democracy!

During Prime Minister Narendra Modi most successful visit to Norway a minor incident happened. A Norwegian journalist demanded that the prime minister starts holding press conferences. She claimed that Indian democracy is in bad shape.

May be its time to pause? May be its time to be a bit curious to the world’s largest democracy?

Two weeks ago five Indian states and territories held elections. The turn out in the battlefield state of West Bengal was 94%. In the last local election in Norway it was 62%, in many European local elections turn out is below 50%. Can voting in massive numbers be a signal Indians trust their democratic process?

In the same election BJP won big in Assam and West Bengal. It lost even bigger in Kerala and Tamil Nadu. Can this diversity be a signal that Indian democracy is reflecting the will of the people?

The journalist referred to a democracy ranking putting India at 157 in the world, behind many dictatorships and deeply troubled states. When a ranking is so obviously contrary to common sense, why not ask critical questions to those making the ranking rather than demand that leaders shall comment on nonsense? I recommend Salvatore Babones book “Dharma democracy”. The book debunks convincingly the flawed methodology of these rankings.

It was referred to a ranking claiming it’s very dangerous to be a journalist in India. Reality is that it is more dangerous to be journalist in the US and far more dangerous in the vast majority of other nations in the world.

Let’s be real. India is not perfect. Of course there are incidents. India has a population the size of North America, South America and Europe combined. But India is much more peaceful than Europe or the Americas. That’s remarkable - given the ethnic, language and religious diversity of India and the many development challenges.

Unless we consider democracy a form of government only suited for some very small, peaceful and homogeneous Western European nations, may be we should commend Indian democracy?

India is the only major former UK colony which became and has remained a democracy. Its sometimes claimed that the Brits taught India democracy. If that was the case why isn’t Myanmar or Pakistan or the Gulf kingdoms democracies??? Reality is that Indian democracy is both homegrown and extraordinary successful.

[Rajesh Jejurikar @rajesh664]

We are delighted to announce Mahindras largest ever export order of 35000 Scorpio Pickups for Indonesia to be delivered through 2026 . These pickups will be made at our Nasik plant in Maharashtra.This is truly a make in India for the world moment and we would like to thank @CMOMaharashtra @Dev_Fadnavis for all the support and partnership. @MahindraRise @anishshah21
Details in the link https://t.co/qoshFa8CoY

[Jay Gandhi @1985jay]

@stevehou @Trinhnomics Last 1 year or so, Reality is retailers struggling in District 1, Ho Chi Minh City. Many dormants key location stores & many shut down, reopen in District 1.

[Shashank Mattoo @MattooShashank]

BREAKING: ‘Double standards are clearly in evidence. Making access to energy and other essentials uncertain does not help anyone,’ declares S Jaishankar at the UN, referring to controversy over India’s Russian oil purchases

[S Gurumurthy @sgurumurthy]

Congrats Arnab for your fabulous exposition on how Modi is standing up to the antics theatrics and threats of Trump and how the rest of the world is looking up to India and Modi..the game changing game has just started.

https://t.co/i8DHKUGpYX

[Aditya Raj Kaul @AdityaRajKaul]

Who is Buying Russia's Crude Oil in 2025?

1. 🇨🇳 China → 47%
2. 🇮🇳 India → 38%
3. 🇪🇺 European Union → 6%

Who is Buying Russia's LNG?

1. 🇪🇺 European Union → 50%
2. 🇨🇳 China → 21%
3. 🇯🇵 Japan → 19%

Who is Buying Russia's Pipeline Gas?

1. 🇪🇺 European Union → 37%
2. 🇨🇳 China → 29%
3. 🇹🇷 Turkey → 27%

Source: CREA

[Kiren Rijiju @KirenRijiju]

We paid floral tributes at the bust of Mahatma Gandhi in Ho Chi Minh City, Vietnam commemorating the values of peace, non-violence, and unity propounded by the Father of Nation. Coming with Buddha's Holy Relics has brought tremendous spiritual joy amongst the people of Vietnam.

[Jay Gandhi @1985jay]

@Trinhnomics China accounted for 28 per cent of new projects last year in Vietnam, up from 22 per cent in 2023. Vietnam’s supply chain is also reliant on China, with at least half of the raw materials coming from Beijing.

https://t.co/Hbqi7WFNXG

[Jay Gandhi @1985jay]

@Trinhnomics Reality is SMEs, MSMEs getting processed goods from China & adding low value to products then export from Vietnam. Let me send you 3 Biggest copper tube manufacturer name if you want from Kien Giang ☺️ USA is not naive to that, approx 16-22% exports are like routed from China

[K Venkatachalam @venkat_0702]

@BhavikaKapoor5 @stephensackur is the white man version of the Madison boxer.

Obnoxious, disrespectful, and overtalks, consistently.

His sitting pose with legs stretched out can be so offensive, for starters.

Repetitive and preconceived notions, doesn't listen, keeps ignoring responses.

[Bharath Gopu 🇮🇳 @bgopu1973]

.@narendramodi
Britain has an official number of 84 VIP's.

France has 109 VIP's.

Japan has 125 VIP's.
&
Germany has 142

Total number of VIP's in the USA are 252.

Russia has 312.
&
The total number of VIP's in China is 435.

But India has a total of 5,79,092 VIP's.

Just imagine the mounting bills for Security, Flight Bills, Foreign Travel, Vacation, Conveyance, Free Electricity, Free Water, Subsidized High Quality Food in Canteens and other perks!

It is sickening!

Cutting down this number to below 300 is urgent and is the very best reform for our country!

Remember this huge Army of largely political VIP's who are squandering valuable national resources meant for the common people of this country!

Share to build a public opinion against this ridiculous nonsense!
.@ShefVaidya
.@RatanSharda55
.@ARanganathan72 .@NAN_DINI_ .@rashtrapatibhvn .@TVMohandasPai .@indoianalytics

[Jay Gandhi @1985jay]

@Ronycoder PY

[Gillian Bird 🇦🇺 @AusAmbVN]

Congratulations to Ascending Strategies and FPT Australasia on their Strategic Partnership to foster technology innovation and business development across our region.
A demonstration of 🇦🇺 and 🇻🇳 deepening cooperation on digital transformation through the #CSP

[Narendra Modi @narendramodi]

Met Mr. To Lam, the President of Vietnam. We took stock of the full range of India-Vietnam friendship. We look forward to adding momentum in sectors such as connectivity, trade, culture and more.

[Jay Gandhi @1985jay]

@ngahpham Yes Henry Nguyen brought with IDG Venture, seems Capex recovered & profits withdrawn, now no point to continue with again down size in daily revenues

[Jay Gandhi @1985jay]

@Trinhnomics

[Indian Tech & Infra @IndianTechGuide]

🚨 Apple's iPhone maker, Foxconn manufacturing plant in Hyderabad to begin operations in August.

More than 25,000 jobs to be created near Hyderabad city. (📷-@Hyderabad1st)

[Jay Gandhi @1985jay]

@sgurumurthy

[Trinh @Trinhnomics]

Should India skip manufacturing? In many respect, it already has by having less than 3% of global market share of labor-intensive manufacturing despite having the world's LARGEST POPULATION.

Vietnam has 2X the share of India's. Btw, China has about 10X the share of India's.

[Jay Gandhi @1985jay]

@SanhChauPham Hi anh , Am delighted to meet Chi Thuy Bui at Ho Chi Minh Stock Exchange among Canadian Ministerial Delegation & exchange notes on overall Vinfast optimism for India Market, I appraised about your groundbreaking ceremony, active LinkedIn post to bring talents. 🙏