logoalt Hacker News

JohnMakintoday at 5:12 PM1 replyview on HN

> "There will be a reckoning when it comes to budgets around these things," he said, "because CFOs are starting to as 'Why are we spending all this money and not gaining anything?'"

Yea, currently the thinking seems to be, if we're spending money on tokens, the work is inherently worth it. However, this clearly cannot always be the case - one of the more difficult things I've worked on lately is tracking token usage to measurable work outputs, but measuring work output reliably is a notoriously difficult problem historically in tech, and opens a lot of uncomfortable conversations.


Replies

clearstacktoday at 5:47 PM

The 10-K numbers back this up. 43 big tech companies in 2025: net income +$157B but FCF shrank $10B. All eaten by capex. CFOs will notice.