Topics / People and money

What does AI cost organizations?

Spending on models, tokens and tools, and how organizations budget for it.

17 passages from 10 organizations; 15 checked against the source. The page states no conclusion: these are the organizations' own words.

We were able to hold gross margins at a relatively consistent level quarter over quarter while Sidekiq usage scaled, which reflects some cost efficiencies in support

Jeff HoffmeisterChief Financial Officer · Executive, Shopify

Earnings call: earnings call transcript via Platform Aeronaut (third-party transcript site), earnings call transcript via Platform Aeronaut (third-party transcript site), August 5, 2026.

Checked against the source [ Grade A ] Said in the last year Shopify: $11.6 billion revenue, FY2025 Passage page

We decreased spending on external marketing suppliers, such as translation, production, CRM and social agencies, by $7 million in the first quarter of 2024 (as compared to the first quarter of 2023) and we attribute 37% of this decrease to the use of AI

KlarnaPublished by the organization itself (regulatory filing), no named author

Regulatory filing: SEC filing (the company's own regulatory report), SEC filing (the company's own regulatory report), February 26, 2026.

Checked against the source [ Grade A ] Said in the last year Klarna: $3.5 billion revenue, FY2025 Passage page

The planning agent is responsible for the actual thinking, so it should run on your most powerful model. I initially used Fable for this purpose when it was available, as it excels in UI/UX design. When Fable was no longer accessible, I switched to Opus. Since the planner writes the specifications, the implementation can be handled by a more cost-effective and faster model like Sonnet.

Noah BlauensteinerAuthor, Xebia articles · Practitioner, Xebia

Post: Shining Some Light in Dark Agentic Software Factories, Xebia articles, August 12, 2026, at What is an Agentic Software Factory?.

Checked against the source [ Grade B ] Said in the last year Sells AI tools Passage page

You could figure out which ones took less tool calls, … which one made less errors, which one produced the correct outcome, and deterministically know what's going on. The point is you can start building data-driven systems without ever writing a single line of code. … in order to build a programming language, it wouldn't have taken eight people. It wouldn't have taken less than two years. It would have taken hundreds and thousands and tens of thousands of man hours, and then you would still have a broken system. And today, we can just spend billions of tokens and make it work, and we can make it stable.

Vaibhav GuptaCo-founder and Chief Executive · Executive, Boundary (BoundaryML)

Context. Gupta is comparing what building a programming language would have taken before with what it takes the team now.

Talk: Fighting Slop with Slop, AI Engineer (YouTube), July 31, 2026, at 6:00.

Checked against the source [ Grade B ] Said in the last year Sells AI tools Passage page

Before I trusted this workflow, I back tested the scoring against months of clean up history. Then I ran it live. Seven for seven PRs with green CI. Now it runs daily on my laptop and hands work back for me to review. … $1.26 a pull request. A backlog of around 520 flags a year runs for under $700. If you had engineers working on this by hand, at least $26,000 that you're looking at.

Andrew OrobatorSenior Software Engineer · Practitioner, Reddit

Context. The speaker is a Reddit Android engineer. In the talk he describes this agent as running in his local workflow and on his laptop, and says some of his other practices are from his personal side projects. The $26,000 is his own estimate of manual cost, and the PR count is a small sample.

Talk: Scale the Judgment, Not the Model, AI Engineer (YouTube), June 30, 2026, at 11:59.

  • 7 flag cleanup prs green ci, the live run after back testing. A person approves
  • $1.26 flag cleanup cost per pr, per pull request. A person approves
  • $700 flag cleanup yearly cost, per year, backlog of around 520 flags. A person approves
  • $26,000 flag cleanup manual cost, per year, same backlog

Checked against the source [ Grade B ] Said in the last year Passage page

we saw that against like a very naive implementation, our costs were down by 60%, and our quality and our accuracy was up by around 70%.

Ameya KetkarSpeaker, AI Engineer World's Fair 2026 (job title not stated) · Practitioner, Uber

Context. Ameya Ketkar is summarizing the effect of the observability and evaluation work on uReview, Uber's code-review system.

Talk: Building uReview, Uber's Multi-Agent Code Review Engine (talk, AI Engineer World's Fair 2026), AI Engineer (YouTube), August 28, 2026, at 10:50.

  • -60% ai review cost change, against a naive first implementation
  • 70% ai review quality change, against a naive first implementation

Not yet checked [ Grade B ] Said in the last year Uber: $52 billion revenue, FY2025 Passage page

we have a security agent that processes over 7 billion tokens per day on Kimi. That would cost an estimated $2.4M per year on a mid-tier proprietary model. But on Workers AI, it’s 77% cheaper.

CloudflarePublished by the organization itself (post), no named author

Context. Cloudflare sells Workers AI, the product it describes running this agent on.

Post: The AI engineering stack we built internally, on the platform we ship, Cloudflare blog, April 20, 2026, at Act 1, "How we increasingly leverage Workers AI".

  • 7 billion tokens per day, per day, security agent on Kimi K2.5
  • 77% cost saving, versus an estimated $2.4M per year on a mid-tier proprietary model

Not yet checked [ Grade B ] Said in the last year Cloudflare: $2.2 billion revenue, FY2025 Sells AI tools Passage page

it's not about how many tokens you use, it's about the throughput of your product and the quality of your product designs and how much you're shipping.

Brian CheskyCo-founder and Chief Executive Officer · Executive, Airbnb

Earnings call: earnings call transcript via Platform Aeronaut (third-party transcript site), earnings call transcript via Platform Aeronaut (third-party transcript site), August 6, 2026.

Checked against the source [ Grade A ] Said in the last year Airbnb: $12.2 billion revenue, FY2025 Passage page

Customer support is a clear area where we should be able to up the quality of our customer support interactions as well as reduce the cost of our effort there.

Balaji KrishnamurthyChief Financial Officer · Executive, Uber

Earnings call: earnings call transcript via Platform Aeronaut (third-party transcript site), earnings call transcript via Platform Aeronaut (third-party transcript site), August 5, 2026.

Checked against the source [ Grade A ] Said in the last year Uber: $52 billion revenue, FY2025 Passage page

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