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Reporting and discussion about AI & Money, with links to the original sources.
AI should be sold by results delivered, not tokens, Moonshots panelists argued, citing Salesforce and OpenAI moves as they described them.
Updated Sep 2, 2026 IdeaPublishers could be paid each source's estimated Shapley value for AI agent use: roughly the cost of matching answer quality without it.
Updated Aug 25, 2026Erik Bernhardsson, Modal's CEO, says the company keeps renting GPU capacity on three-year deals. He worries less about rising prices than about a collapse that would leave buyers having paid too much just as resale markets dry up.
Anekha Sokhal, Moshi's CEO and a former JPMorgan energy-derivatives trader, says her startup combines public market data with clients' private data and recommends what matters to each trader's portfolio.
Idealab founder Bill Gross opened a free site with more than 1.2 million AI-generated business ideas. On Moonshots, Chamath Palihapitiya called ideas "a dime a dozen"; other panelists saw a starting list and a step toward AI-run firms.
Elon Musk told Walter Isaacson that currency will be measured in energy and mass. On Moonshots, Chamath Palihapitiya backed tokens tied to energy and compute, and Alexander Wissner-Gross said superintelligence could make money far less useful.
Elon Musk says spending cuts cannot fix the U.S. national debt and only AI and robots can. On Moonshots, Chamath Palihapitiya and the hosts offered competing forecasts of how, from cheaper health care to automated defense spending.
Elon Musk pledged one SpaceX share, worth about $146 to $150, to every US child next year. On Moonshots, Dave Blundin and Salim Ismail said learning to own stock matters more than the money; Alex Wissner-Gross called it possibly clever marketing.
After swyx said his team replaced a roughly $40,000-a-year tool for about $1,000, Tenex's Alex Lieberman said a rebuild pays only when the prize justifies maintaining non-core software, and doubted big enterprises work that way.
Tenex estimates its AI token bill at one to two times its employee costs. Alex Lieberman says falling prices make runaway spending less of a worry than six to eight months ago, and make it harder for enterprises to justify fine-tuning.
Alex Lieberman of Tenex said he is generally bearish on single-industry AI apps like Harvey and OpenEvidence, citing demand for custom software and frontier models. The conversation pushed back with arguments about specialist data access, focused features and the reasons traders still pay for Bloomberg.
SF Compute CEO Evan Conrad says only about 5% of his company's capacity is on its order book, but customers recoup $25 per $100 on average by reselling. In his account, interruption terms, lead time and expected demand shape GPU prices.
Nathan Labenz says helping people use today's AI could deliver the growth markets want without more scaling. He bases the opinion on one encounter with an elderly neighbor, and a market forecast in the conversation prompted it.
Phil Maher, founder of the 8mm home-movie archive Stockfilm, says AI companies want its original, uncleaned footage. He argues that film provably made by humans could gain rarity value if AI video becomes abundant and nearly free. He said AI agents have hardly used the purchasing routes he built for them.