Uber and Meta have said no to toxenmaxxing. Make way for 'yieldmaxxing'

If you have been paying attention, something has been happening within tech companies. And it has to do with tokens. But not what you think.

After killing its AI leaderboard, Meta announced a new platform to track AI usage and spending. Microsoft has started cancelling the Claude Code licenses of its employees. Uber said it ran out of its token budget for 2026. And then came the latest news of Anthropic disabling Fable 5's access following the US government's directive.

These four developments signal a shift underway. For the past year, the game was tokenmaxxing: use as much AI as possible, as often as possible, on everything. Enterprises are now asking whether this obsession was worth it. We are giving that question a name: "yieldmaxxing". Our thesis is simple. The big challenge now is this: how we will use AI safely and reliably without lock-ins and exploding bills, while remaining strategically nimble?

To figure out what the token burn and its aftermath looks like, we have Gaurav Mishra on this episode of Zero Shot. Gaurav worked across many companies we are talking about. He was at Yahoo, Meta, and headed product for Uber AI. He is now the CEO of Proshort, an AI-powered contextual sales platform.

Tune in!

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This episode was produced by Vidhatri Rao and edited by Rajiv CN.
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Zeus, the mascot of Zero Shot, was generated using AI. Everything else is made by humans, just like all articles, columns, newsletters, and other podcasts created by The Ken.

Write to us at [email protected]. We are all ears!

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