AI is costing far more than companies expected, forcing CFOs into a new trade-off between tokens and humans and posing a risk the market hasn't priced in.

A new dynamic has emerged in the AI thesis that deserves serious consideration...

Companies begin to question the payoffs of toxenmaxxing.

As Uber and Microsoft reassess heavy AI use, rising token bills are forcing tech companies to ask whether agentic tools are delivering enough value to justify their cost

AI is costing far more than companies expected, forcing CFOs into a new trade-off between tokens and humans and posing a risk the market hasn't priced in.