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Founders · chamath.substack.com · Friday, 24 July 2026

Why CEOs Must Stop Overpaying for AI Tokens and Bring Models In‑House

Chamath warns that many enterprises see AI token bills double every 45 days while productivity climbs only 5‑10%. He urges CEOs to route cheap models to most tasks, safeguard proprietary data, and consider in‑house AI to avoid waste and shape the $1.4 trillion infrastructure spend. The payoff is tighter ROI and strategic control.

Read the source: chamath.substack.com ↗In the 24 July issue →