Coinbase CEO Brian Armstrong Says 80% of AI Workloads Will Shift to 99% Cheaper Models
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Coinbase CEO Brian Armstrong predicts about 80% of AI workloads will shift within 12–18 months to models roughly 99% cheaper, with only about 20% remaining on the most advanced systems. Coinbase says it has kept AI costs largely flat by routing prompts to lower-cost models and Delphi co-founder Shaughnessy warned many AI subscriptions are heavily subsidized, a dynamic that could lower costs for crypto services and accelerate onchain AI adoption across CEXs, DeFi products and tokenized offerings.
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- Brian Armstrong expects 80% of AI workloads to shift to models that are 99% cheaper.
- Delphi co-founder Shaughnessy argued that many AI subscriptions are heavily subsidized.
- Coinbase has kept AI costs largely flat by routing prompts to lower-cost models.
Coinbase CEO Brian Armstrong believes most AI workloads will soon run on models that are dramatically cheaper than today’s leading systems.
Responding to a discussion around rising AI API costs, Armstrong said demand for AI intelligence is effectively unlimited, but the economics of the industry are changing fast. He expects roughly 80% of AI workloads to shift to models that are 99% cheaper within the next 12 to 18 months.
According to Armstrong, only about 20% of workloads will continue using the newest and most powerful models. Those systems will remain necessary for advanced research, scientific discovery, an…
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