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Meet Optimize 360: Airwallex’s AI-powered payment optimisation engine for smarter payments, more revenue, and less friction. Across thousands of merchants, Optimize 360 has delivered: ✅ 2% - 3% uplift in payment success rates, with millions in recovered revenue ✅ 3x lower false decline rates than the industry average ✅...

11,720 Aufrufe • vor 8 Monaten •via X (Twitter)

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Microsoft canceling its internal Claude Code licenses this week likely has almost nothing to do with AI costs becoming untenable. Microsoft's own statement says Claude models remain accessible through Copilot CLI and Anthropic's Claude still runs inside Microsoft 365. The real story is that Microsoft's own product (GitHub Copilot) was being embarrassed by a competitor internally this is a platform strategy play, not a cost crisis call. And the post assumes token prices are rising and unsustainable but the actual data goes the other way. As Sam Altman said, a hard reasoning problem that cost X on the OpenAI API 18 months ago now costs 1,000x less. 1,000x in 18 months is just that doesn't happen very often. His stated mission is to relentlessly drive the cost of intelligence down as close to zero as possible and make it a low-cost asset available to the world. A16z separately documented a 10x cost decline per year for equivalent model performance and Nvidia's Blackwell platform delivered 4x to 10x inference cost reductions in production deployments in early 2026. Yes, Uber burned through its 2026 AI budget in four months. But look at why, 95% of engineers were using AI tools monthly, ~70% of committed code was AI-generated, and 11% of real-time backend updates were made autonomously by agents with zero human intervention. That's not an AI cost problem. That's a CFO who budgeted for a pilot and got a revolution. Also, this post ignores the Jevons Paradox, when a resource gets cheaper, total consumption rises, not falls. Tokens inferenced on platforms like OpenRouter grew 25-fold since December 2024, OpenAI’s revenue grew at roughly a 250% annual rate to around a $20B run rate, while Anthropic’s surged from roughly $9B to over $30B in just a few months. Those aren't the numbers of companies whose economics are imploding. Even Gartner projects inference on a 1-trillion parameter model will cost 90%+ less by 2030. The actual Gartner warning is that agentic AI costs more per task because agents run longer chains, that's a design and scoping problem, not a structural industry collapse.

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251,150 Aufrufe • vor 2 Monaten