TL; DR: Token Bills — Food for Agile Thought #561
Welcome to the 561st edition of the Food for Agile Thought newsletter, shared with 35,328 peers. This week, James Shore wants leaders to justify $21,000 monthly token bills per heavy user by measuring approaches, never people. Julie Zhuo adds that fear-driven mandates produce transformation theater, and Kate Leto argues AI exposes old leadership gaps that Petra Wille and Teresa Torres say individuals cannot fix. Brooke Weddle, Deepak Mahadevan, Richard Steele, and Tom Welchman tie AI value to operating-model redesign, while Brett Queener sees jobs collapsing into one application.
Next, Afonso Franco argues AI agents, your product’s second user, bypass the UI and break seat pricing, and Kyle Poyar shows how Notion, Rippling, and Profound survive almost weekly launches by separating shipping from announcing. Nigel Thurlow sees agents running bureaucracy at machine speed, and Richard Kasperowski remains the bottleneck of his Scrum team of six agents. David Pereira watches AI make unchecked assumptions comfortable, while OpenAI’s ChatGPT Work guide keeps decisions with humans.
Lastly, Ara Kharazian finds AI spend per employee at top firms fell nearly 10% in August as token prices dropped 41%, and Gergely Orosz reports Uber, Pinterest, and AT&T cut bills with open models. Attackers enjoy the same discount: Anthropic’s threat report shows agent swarms letting lone operators match state hackers, raising the stakes for Meta’s Muse agent booking travel and negotiating for you. Finally, Paul Iusztin warns weak plans make cheap models expensive.