The Era Of Tokenmaxxing

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MBI Deep Dives760 FollowersFollow5ShareSavePlay(9min)CommentsSummaryA couple of weeks ago, Meta’s internal dashboard for “tokenmaxxing” got a lot of attention after The Information reported on it.I have noticed many investors seem to be too eager to think the coding tool market is likely to be settled in a bit of a duopoly market between Claude Code and Codex.Instead of the coding market being settled to a monopoly or duopoly, we may actually be in the early stage of a more competitive market. sankai/iStock via Getty Images A couple of weeks ago, Meta’s (META) internal dashboard for “tokenmaxxing” got a lot of attention after The Information reported (subscription required) on it. Although such tokenmaxxing phenomena only started getting attention recently, Shopify (This article was written byMBI Deep Dives760 FollowersFollowI have background of working in the sell-side (outside the US) and in a long-only buy-side (US) shop before starting MBI Deep Dives. I also did my MBA, CFA, and FRM. I publish one Deep Dive on a publicly listed company every month.
