Alsop slams Claude and Codex subscription shrinkflation, routes tasks via classifier to cut tokens

StewartalsopIII · x · 2026-09-21

Investor Stewart Alsop argues both Claude and Codex have 'shrinkflated' their $100/$200 monthly plans as VC subsidies end and the companies prep for IPOs despite lacking moats. He highlights a new entrant, Jev from Typesafe labs — not an LLM but a probability model good at classifying task shapes — and describes using agents to classify tasks before they hit LLMs to decimate his token costs: 'token maxxing is out and token minimizing is in.'

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