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My site: https://natebjones.com Full Story w/ Prompts: https://natesnewsletter.substack.com/... _______________________________________ What's really happening when OpenAI prices an AI employee at $20,000 a month and StrongDM spends $1,000 in tokens per engineer per day? The common story is that AI tools are getting expensive—but the reality is more interesting when you recognize that computing itself is changing form for the first time in 60 years. In this video, I share the inside scoop on why the unit of work has shifted from instructions to tokens: • Why Cursor's AWS costs doubled in a single month when Anthropic restructured pricing tiers • How three developer career tracks are emerging with radically different compensation dynamics • What separates orchestrators managing intelligence budgets from domain translators who don't know they're developers yet • Where the competitive axis is migrating as intelligence becomes a purchasable commodity For developers and founders watching token economics reshape the industry, the question is not whether you can afford the spend—it's whether you understand that the fundamental material of computing has changed. Chapters 00:00 The Unit of Work Is Now the Token 06:17 Token Spend Data: StrongDM, Cursor, Anthropic 08:02 Intelligence as a Purchasable Input 09:02 The Price Curve and Jevons Paradox 11:20 Enterprise AI Spending Is Exploding 14:03 The Bottleneck Moves From Time to Token Conversion 17:57 When Token Economics Goes Catastrophically Wrong 18:44 Three Developer Career Tracks Emerging 24:29 Organizational Structures Rebuilt Around Tokens 26:26 Klarna's Rocky Journey to Revenue Per Employee 29:07 Stratification: Who Wins When Intelligence Is Commodity 32:54 The Solopreneur Implication 35:26 Generalized Scale vs Specialized Precision Subscribe for daily AI strategy and news. For deeper playbooks and analysis: https://natesnewsletter.substack.com/