Revolut says it cut AI coding inference costs by ~90% in less than a year by making self-hosted GLM models its default over commercial tools like Claude Code
THE SO WHAT
Revolut cutting AI coding inference costs ~90% by moving to self‑hosted GLMs is the clearest proof yet that unit economics flip once you cross a certain usage threshold. If your engineers are heavy AI tool users, you should be modeling when to graduate from SaaS assistants to in‑house models.
READ THE SOURCE
MORE FROM THE WIRE
Applied AIDemocratic gubernatorial wins in Texas, Georgia, Ohio and Pennsylvania could expose 50% of proposed US AI data center additions to greater scrutiny and pushback
With new Democratic governors in Texas, Georgia, Ohio, and Pennsylvania, roughly half of proposed US AI data center capacity just moved into higher-friction permitting and community scrutiny. Data center developers and large AI buyers need a red/blue regulatory map in their site-selection models—not just power price and land cost.
Applied AISources: Oracle has scrapped a ~$7B, five-year deal to lease ~100K advanced AI chips to Tencent after yielding to pressure from the Trump administration
The collapse of a ~$7B, 100K-chip lease to Tencent under US political pressure underlines that AI infra exports are now foreign policy instruments. Any cross-border AI compute deal—especially US–China—needs a regulatory and sanctions risk model baked into pricing, term, and contingency planning.
Applied AIOracle Scraps $7 Billion Deal to Lease Chips to Tencent, FT Says
A second confirmation that a $7B Oracle–Tencent chip lease is off the table reinforces the message: hyperscale AI infra deals are no longer purely commercial. If your growth thesis depends on selling advanced compute into sensitive jurisdictions, assume policy risk is now a first-order constraint.
Applied AIPharmaceutical leaders are skeptical of claims that AI could cure most diseases within a decade; the US FDA has yet to clear any AI-designed biotech drugs
Drug discovery AI is running into the wall of biology and regulation — no AI-designed drug has FDA clearance yet, and pharma CEOs are openly discounting decade-to-cure narratives. If you're building in AI x biotech, optimize for tools that de-risk experiments and trials, not full-stack drug pipelines that depend on regulators moving faster than they historically ever have.