US companies are buying the cheapest AI model that can finish a job, the FT reports, with Ramp data pointing to a 41% fall in effective token prices. Investors now have to value AI vendors on cost per completed task, a figure that shifts with the workload.
Reality
- Evidence42
- Adoption50
- Hype gap+20
- Incentives
- Insufficient
- Confidence40
Vercel's June data shows enterprise AI volume and spend pulling apart, with cheap open models absorbing routine work while Anthropic holds 61% of the money and 72% or more of the jobs that hurt when they go wrong.
Publishers:vercel.com
Reality
- Evidence55
- Adoption68
- Hype gap+22
- Incentives78
- Confidence52
The 4.4x per-token premium in Vercel's gateway data only computes at the friendliest end of its own range, and the per-seat figures suggest buyers may be paying for fewer tokens rather than dearer ones.
Reality
- Evidence22
- Adoption47
- Hype gap+42
- Incentives58
- Confidence28
Instabase, founded in 2015 and funded with more than $250 million, is now SuperApp: team chat, a document library, and automatic model routing. Its document-AI business becomes plumbing.
Reality
- Evidence24
- Adoption10
- Hype gap+58
- Incentives86
- Confidence30
GitHub's latest changelog makes per-turn model switching normal across Copilot surfaces. It does not add a field anywhere recording which model wrote which line.
Reality
- Evidence42
- Adoption30
- Hype gap+8
- Incentives55
- Confidence45