Limit frontier AI budgets, but let employees 'raise capital' for big AI projects: PE advisor
curious_vii · x · 2026-10-23
A PE advisor proposes that, since employers remain the primary mediators of AI access in 2026, companies should strictly limit employees' frontier-model token budgets while making it easy to 'raise capital' internally for well-scoped transformation projects:
- Baseline: everyone gets an Anthropic/OpenAI subscription plus near-unlimited cheap tokens, ideally self-hosting weights at scale.
- 1 in 100 employees gets 100x the baseline budget to hit formalized ambitious outcomes on compressed timelines.
- The author's firm runs 8-week capital-intensive pressure-cooker cycles delivering CFO-measurable results.
Key argument: handing FP&A teams Copilot licenses doesn't magically boost productivity, and removing humans from core operations reliant on tacit knowledge only works for new ventures—not retrofitting mid-market companies, where the real bottleneck is that centralized 'AI enablement' teams lack firsthand experience.
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