Everything on Enterprise AI Economics

Enterprise token consumption currently represents 4% of R&D budgets, but achieving projected model valuations requires capturing 20% of engineering wages. This gap forces companies to treat token spend as a core operational metric rather than a discretionary cost.

Impact: Organizations must optimize agentic workflows to prevent margin erosion and justify automation investments, directly impacting long-term profitability and headcount planning.

— from AI Valuation Shifts, Token Economics, and SaaS Divergence · The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· May 21, 2026