Problem Solving With Time vs Tokens

How business will change as AI models become better, faster, cheaper

Hi there,

Today I’m going to write about how I’m thinking business will change as AI models become better, faster, and cheaper. I’ll explore problem solving using time vs using tokens, the role niche knowledge and trade secrets will play in value creation, and how I’m using AI.

OpenAI is rushing to stay ahead in the generative AI race, where competitors including Google, Anthropic and Elon Musk’s xAI are investing heavily and regularly rolling out new products. Late last month, OpenAI closed a $40 billion funding round, the largest on record for a private tech company, at a $300 billion valuation.

Big news this week included OpenAI releasing powerful new o3 and o4-mini models and CNBC reported that OpenAI are in talks to buy vibe coding IDE Windsurf. Over at Global Custody Pro I wrote about how everybody wants a platform as earnings season kicked off for the major global custodians.

Part 1: Time vs. Tokens

AI dramatically cuts time for routine tasks like summarising documents, coding, gene…