I had a random person at my coworking space (who's heard me talking in meetings for the last year) ask me yesterday about how we were tracking and keeping down token costs, because it's a problem at his company.
This is happening everywhere right now.
UBS says 60% of companies now watching AI budgets are moving to cheaper models and open-source Chinese models
The pressure is coming from extreme bills, including users spending up to $35K/month, teams exceeding quotas by 200%, and companies cutting internal AI tools from 5 to 2.
Companies are not abandoning AI, they are using model routing, which sends easy tasks to cheaper models and saves premium models for hard reasoning, code, and long-context work.
Chinese open-source models such as Qwen, DeepSeek, MiniMax, GLM, and Kimi now fit the enterprise cost curve because they can be run locally or used through cloud catalogs.
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news .futunn.com/en/post/75068082/ubs-group-finds-60-have-already-started-curbing-ai-spending?level=2&data_ticket=1780870170397383
JD Vance: "I think Nixon's historical legacy is enjoying a bit of a renaissance, and deservedly so. I joked that if Watergate happened tomorrow, it would be like a 12 hours news story. The idea that it took down a presidency is crazy."
4. Cost of living is everything.
It's the one thread that everyone comes back to in all of my group chats, regardless of where they are in the lives.
Something is clearly broken.
I'm not running for office. But if I were, these are some of the lessons I'd take away from what happened in NY yesterday.
1. Authenticity is measurable. Voters can smell a focus group from a mile away.
2. Endorsements from the current Democratic leadership now read like warnings. The establishment wing of the party is no longer a sword. It's a question mark.
3. Conviction beats caution. The candidates who said hard things about rent, about who pays for what, about Gaza, they won. The triangulators lost.
4. Cost of living is everything. Everything else is wallpaper.
5. The middle is not a strategy. It's an empty room. Voters reached past the establishment to grab someone who actually believes something.
6. Don't fear the base. Court it. The Democrats who ran from their own voters lost. The ones who ran toward them won.
7. If you want to lead a party you have to be willing to fight inside it. Mamdani didn't ask permission. He took the field.
The lesson under the lessons: the country is tired of being managed. People want to be led.
GLM-5.2 is "cancel your Claude subscription if we don't get Fable back" good.
Can't help but be mad that we're giving away our lead to the Chinese models because of some petty government pissing contest.
@mikejulian The stories I could tell about a company called "Clubhouse" and the millions (!) of people that couldn't be bothered to read a single word on a website.
Even setting aside the way that AI messaging is currently landing with normal people, do we all really want to work in a "software factory" going forward?
There must be a more humanist way to approach all of this.