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Token growth indicates future AI spend per dev
Token growth indicates future AI spend per dev
Cursor's Ultra plan exemplified this approach perfectly: charge users $200 while providing at least $400 worth of tokens, essentially operating at -100% gross margin. That throttling comes in the form of rate limiting, using lower quality models, context window compression, and other techniques. The open source family of coding tools (Cline, Roo, Kilo) is based on that principle: “never throttle the user”.
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