I'd be interested to know if this is about individual employee AI usage, or use of AI tokens in production features, or both - and assuming both, what the split is.
I can see how Uber could burn unbelievable amounts of tokens if they start running internal features that run a bunch of prompts against every completed ride, or every customer profile, for example.
Or maybe this is about employee usage, but they introduced some stupid "you get evaluated on how many tokens you used" thing a couple of months ago when that was trendy and are just beginning to notice how much that cost?
IMO, it's undoubtedly both.
The number of product teams who have shipped expensive-to-operate AI features is wayyyy up there, and for many of the scenarios I've seen, customers simply don't care or are unwilling to pay significant premium for access to it.
At the same time I'm starting to see some direction from people in leadership that I should "use the right model for the job" and things along those lines, which is a very, very different line from what I was hearing 12 months ago.
My continued prediction is that we are going to see a tweak on the SaaS model where the sweet spot moves to metered usage pricing of really fine-grained API-based access for apps which traditionally have been operated solely via the UI. Long term the trend is going to be "we'll house the data, enrich it, maintain it, provide fine-grained API access over it tailored to model usage, and you bring the model" with some services opting to give you the model interaction layer/harness. IOW I don't think SaaS is dead. Far from it. However, I do think that a lot of people are going to be looking to interact with SaaS apps via their own models with APIs that support those use cases better than a lot of those APIs do today.