Nothing factual in this article, only suppositions and possibilities with reference to MSFT getting rid of claude and Doordash CEO comments a week prior, as the title clearly ..suggests.

Hire competent people, give them tokens. The two axes are complementary, not competing.

The real problem: token overuse triggered the pullback "after internal incentives pushed teams to compete on AI usage." Incentivised to burn money, they burnt too much.

token prices are dropping fast though so this comparison has a short shelf life

[dupe] https://news.ycombinator.com/item?id=48238896

In 1780, once horse power was way more expensive than a real horse. At least, that’s what my intuition data suggests.