Frederic Thevenet

Hi software developers!

Quick question, especially for those of us most keen to indulge in those sweet, sweet company  provided encouraged mandated Claude, Gemini, or ChatGPT subscriptions: you do remember the race to "pivot to the cloud", right? How everything had to be moved to AWS or Azure or whatnot yesterday, or we would all be left behind?
And you also remember how, a few years down the line, after we'd done exactly as asked, an alarmed CFO would come down on us urging to slash those goddamn AWS bills by half, or else? All the while somehow keeping the same level of production and quality with the on-premise infra gone for good and the team "right-sized" by 10~20%? "Doing more with less", all that bullshit?

How the fuck do you think this whole "let's all voluntarily deskill ourselves and set budgets on fire so a text extruder can pretend to do our job for us" thing is supposed to pan out, exactly?

Mar 1 at 2:19pmWeb
Show threadFrederic ThevenetMar 11

And... right on cue!

For CFOs, this potentially big new expense must be tracked as closely as other headcount-related costs, Tunguz said.
"It is starting to happen," Tunguz told me, as employee use of AI increasingly contributes to total cash burn. "It is a consideration for the Office of the CFO."

Just can't wait to be paid in NFTs AI tokens... 😑

https://www.businessinsider.com/ai-compute-compensation-software-engineers-greg-brockman-2026-3

Silicon Valley is buzzing about this new idea: AI compute as compensation

AI inference emerges as a critical factor in tech compensation, impacting engineer productivity and Silicon Valley hiring dynamics.

Business Insider
Show threadFrederic Thevenet1d ago
@davidgerard has a good write-up on how all this has already started to unfold:
https://pivot-to-ai.com/2026/03/19/companies-go-full-ai-then-the-bill-comes-due/
Companies go full AI — then the bill comes due

Around the world, the enterprise AI revolution rockets forth at full speed! Get rid of those annoying and expensive employees! Replace them with the magical truth machine! And the huge push for Cla…

Pivot to AI
Show threadDavid Gerard1d ago
@fred the AWS sentences are directly inspired by your post above ;-)
Show threadFrederic Thevenet1d ago
@davidgerard Doing my part! o7
Show threadsamiamsamMar 11

@fred

pro tip: i don't want it at all, i don't want it even if it is free