







Why AI-native apps need a new financial framework. And a new metric to run it.
AI Benefits - But at What Cost?
In 2026 we can all agree that AI and agentic development are certainly exciting topics which many see yielding great productivity gains. But as the investor-subsidized pricing of these services gives way to realistic and profitable business models, where will the real costs land?

AI costs how much? GitHub Copilot users react to new usage-based pricing system.
Some report burning through their whole monthly "AI credit" allotment in a single day.

Code Was Never the Asset - The Phoenix Architecture
Why AI makes the hidden economics of software unavoidable
Big Tech’s A.I. Spending Is Accelerating (Again)
Despite the risk of a bubble, Google, Meta, Microsoft and Amazon plan to spend billions more on artificial intelligence than they already do.

How to think about AI company finances
OpenAI and Anthropic are using the standard tech startup playbook.

AI's Economics Don't Make Sense
If you liked this piece, please subscribe to my premium newsletter. It’s $70 a year, or $7 a month, and in return you get a weekly newsletter that’s usually anywhere from 5,000 to 18,000 words, including vast, detailed analyses of NVIDIA, Anthropic and OpenAI’s finances,

AI Doesn't Have ROI
If you liked this piece, you should subscribe to my premium newsletter. It’s $70 a year, or $7 a month, and in return you get a weekly newsletter that’s usually anywhere from 5,000 to 18,000 words, including vast, detailed analyses of NVIDIA, Anthropic and OpenAI’s

How to Develop An AI Pricing Model | Salesforce Ventures
Your guide to developing an effective and scalable AI pricing strategy.

AI Economy Institute - Microsoft Research
The AI Economy Institute (AIEI) is Microsoft’s flagship think tank dedicated to shaping an inclusive, trustworthy AI economy. We building a network of scholars and convening that network with our subject matter experts to explore how artificial intelligence is transforming work, education, and productivity – and making this knowledge base available to policy-makers, educators, and […]


What AI coding costs you | Tom Wojcik
What's the effect of the prolonged AI usage among coders and is it tracked correctly, if it all?
We're Not Building AI Features for the Money
From the Zed Blog: Why Zed invests in AI, and the future we're building toward.
AI can cost more than human workers now
When AI labs raise prices, big spending on AI could shift from a flex to a liability.

AI's Affordability Crisis
A year ago in The Back Of The AI Envelope I pointed out that the AI platforms were running the drug-dealer's algorithm, "the first one's fr...

Microsoft reports are exposing AI's real cost problem: Using the tech is more expensive than paying human employees | Fortune
Companies are racing to incentivize employees to use AI. But as some companies are finding, the more employees that use the technology, the heavier the bill.

Amazon seeks cheaper AI alternatives as Anthropic shifts to token-based pricing
Amazon is exploring OpenAI as an alternative to Claude after a renegotiated contract with Anthropic will raise costs through token-based pricing.
