AITomasz Tunguz7 days ago
The Substitution Wave in AI
2 min read
Coinbase routes prompts to cheaper models, keeping costs flat while token usage grows exponentially. Lindy switched 100% of traffic to DeepSeek v4 from Anthropic, saving millions and improving performance. Cursor post-trained Kimi K2.5 into Composer, achieving up to 10x efficiency gains.
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