metastable

After a couple of years of all companies pivoting everything to AI and entering what they call the “Agentic Age”, companies are now walking backwards because API and token pricing is higher than actually hiring a person to do the job.

When we started using AI at $COMPANY, we tested that API trap, we burned almost 1k shekels in 20 days for something that arguably wasn't worth that much money. Then we got smarter and sought other ways of saving on costs, after all, AI wasn't providing us with better throughput.

We tested local LLM deployments, specialized models... and then Anthropic released Claude Code for everyone without needing an API key, that's when everything changed. We tested and tested until we reached the conclusion that, despite certain limitations (that don't exist nowadays) that was the only acceptable and sustainable way of using AI as a tool without burying $COMPANY in the ground with stupid amounts of token debt. Things accelerated exponentially and our bet paid off, we have the same capabilities paying a Claude Max x20 as someone that is burning 10k/month for API tokens.

And to this day, companies are blabbering about agentic and tokens like it makes any sense whatsoever. For me this is the “Cloud Age” all over again, systems that are designed for extremely complex or scalable needs being used by people who don't understand them, don't have those needs and pay blindly thinking it makes sense (that's another chapter, how the Cloud doesn't make sense and sensible companies are going back to bare metal).

Anyway, let's keep watching the circus and let's see where it ends up (a bunch of dead companies, maroeconomics fucked, markets fucked, recession... ahem..)