2026-06-28

Orosz quoting Brian Armstrong on Coinbase AI infra economics

practical evidence that infra/governance choices can bend AI cost curves without suppressing usage.

Original source

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Gist: Coinbase reportedly cut AI spend nearly in half while token usage kept growing by changing defaults to cheaper open-weight models (GLM 5.2, Kimi 2.7), adding smarter routing, aggressively using caching, and keeping context lean instead of tightening caps.

Newsletter angle: “AI cost control is becoming a systems problem, not a policy problem.”