Guillermo Flor(@guilleflorvs):BREAKING: Revolut moved ~2,000 engineers onto self-hosted GLM for coding and pushed Claude Code and Codex to the exception list. Per David Abitbol, who leads AI ops there: 56 Nvidia B200s, a blended 30 cents per million tokens, roughly a tenth of what they paid Anthropic and OpenAI. Engineering lead time improved 70%. Here's the part that matters: the gains showed up when tokens stopped being rationed. Engineers quit saving AI for the hard tickets and pointed it at everything. Frontier models become the exception, open weights become the default. That's a pricing problem for every lab heading to IPO. h/t @OliverMolander Would you move your team off frontier APIs if the bill dropped 90%?

2026.11.02 22:11

BREAKING: Revolut moved ~2,000 engineers onto self-hosted GLM for coding and pushed Claude Code and Codex to the exception list. Per David Abitbol, who leads AI ops there: 56 Nvidia B200s, a blended 30 cents per million tokens, roughly a tenth of what they paid Anthropic and OpenAI. Engineering lead time improved 70%. Here's the part that matters: the gains showed up when tokens stopped being rationed. Engineers quit saving AI for the hard tickets and pointed it at everything. Frontier models become the exception, open weights become the default. That's a pricing problem for every lab heading to IPO. h/t @OliverMolander Would you move your team off frontier APIs if the bill dropped 90%?