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.
“ On R&D, the majority of our internal AI spend is allocated here, so you've seen a modest uptick in year-over-year growth.” Jeff Hoffmeister Chief 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 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 Hoffmeister Chief 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
“ Inside the business, we also use AI, and that is more closer to the $10 million range internally.” Duolingo Published by the organization itself (earnings call), no named author
Earnings call: earnings call transcript via Webull (third-party transcript site) , earnings call transcript via Webull (third-party transcript site) , August 2026.
Checked against the source [ Grade A ] Said in the last year Duolingo: $1 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” Klarna Published 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
“ Running several agents in parallel burns tokens quickly, so set budgets and keep an eye on spending from day one.” Noah Blauensteiner Author, 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
“ 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 Orobator Senior 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 .
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 Ketkar Speaker, 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 .
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.” Cloudflare Published 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" .
Not yet checked [ Grade B ] Said in the last year Cloudflare: $2.2 billion revenue, FY2025 Sells AI tools Passage page
“ supported by AI-enabled productivity gains and continued cost discipline.” Klarna Published by the organization itself (regulatory filing), no named author
Regulatory filing: SEC filing (the company's own regulatory report), furnished on Form 6-K , SEC filing (the company's own regulatory report), furnished on Form 6-K , August 18, 2026.
Checked against the source [ Grade A ] Said in the last year Klarna: $3.5 billion revenue, FY2025 Passage page
“ our customer support related cost per booking declined approximately 16% year-over-year” Airbnb Published by the organization itself (regulatory filing), no named author
Regulatory filing: SEC filing (8-K exhibit: the company's own shareholder letter) , SEC filing (8-K exhibit: the company's own shareholder letter) , August 6, 2026.
Checked against the source [ Grade A ] Said in the last year Airbnb: $12.2 billion revenue, FY2025 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 Chesky Co-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
“ it obviously does assume a material increase in terms of the AI spend over the course of the year” Ellie Mertz Chief Financial 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 Krishnamurthy Chief 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
“ This is supported by AI-enabled productivity gains and continued cost discipline across the business.” Klarna Published by the organization itself (regulatory filing), no named author
Regulatory filing: SEC filing (the company's own regulatory report), furnished on Form 6-K , SEC filing (the company's own regulatory report), furnished on Form 6-K , May 14, 2026.
Checked against the source [ Grade A ] Said in the last year Klarna: $3.5 billion revenue, FY2025 Passage page
“ The AI agent helped contribute to a 40% reduction in the HR team’s operational costs over the past four years.” IBM Published by the organization itself (post), no named author
Post: IBM (own site) , IBM (own site) , 2025.
Checked against the source [ Grade B ] One to two years old IBM: $67.5 billion revenue, FY2025 Sells AI tools Passage page