AISaaStrabout 3 hours ago
Token ROI Crisis Hits AI, Microsoft Down 16.5%
19 min read
Companies quintupled token spend in H1 2025 but cannot show revenue lift. Coinbase cut AI spend 50% by shifting to open-source models. Anthropic asked the Senate to ban Chinese open-source models over distillation. Microsoft had its worst month since 2000, down 16.5%, after Azure guided deceleration from 40% to 37%.
Level
Hype check
Tap to vote and see what everyone thinks.
