Microsoft CEO Satya Nadella warned that if economic value concentrates in a small number of AI providers, industries could lose control of corporate knowledge and weaken. He said a structure in which company knowledge is absorbed into AI models could leave only a few model suppliers profiting while industries lose accumulated learning assets. Nadella urged a broader AI ecosystem in which companies retain control of their own learning systems and expertise.

Coinbase says it is keeping costs nearly flat even as its use of AI tokens grows exponentially by distributing prompts across cheaper models. Brian Armstrong (브라이언 암스트롱) said prompt routing helps maintain steady spending. He forecast that within 12 to 18 months, 80 percent of work will run on models that are 99 percent cheaper, while top-end models focus on tasks needing high-level reasoning. Investors and executives broadly backed mixing models by task.