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In 2011, Marc Andreessen (GP at VC firm Andreessen Horowitz) declared that "software is eating the world." and in 2017, Jensen Huang (Nvidia CEO) raised the stakes: "AI is going to eat software." It's 2025 and AI is already at the feast, rapidly becoming the core engine of productivity and transformation.
With AI adoption well underway, we believe the next decade of enterprise technology will be (re)defined by optimizations within the AI stack itself, making it more efficient end-to-end. That requires a new, usage-based paradigm for understanding ROI, grounded in real unit economics rather than narrative or hope.
If the first wave of enterprise transformation was about digitization (bringing the world online) and the second wave, where we are now, is about using AI as a force multiplier for human productivity, then the next wave will make AI itself the optimization target. That means treating, instrumenting and improving AI systems as an economic object with measurable, optimizable utility for humans.
We call this third-order optimization and we're building the platform that makes it possible, grounding our everyday actions in these principles:
AI should be judged by the net value it creates per unit of resource (time, money, etc.) We aim to maximize useful outcomes while relentlessly eliminating waste and unnecessary complexity.
We treat human well-being, dignity, and autonomy as non-negotiable ends. Every AI system is evaluated by how it serves its final beneficiaries: humans.
AI is a tool, not a moral agent. The ethical burden sits with us, humans. Efficiency is never an excuse for cutting corners, which is why we commit to building and using AI in ways that respect fundamental human rights.
Humans own the decisions, outputs and outcomes of AI systems. We do not outsource responsibility to algorithms or agents; we maintain a clear line of accountability from action to owner.
Third-order optimization is about putting humans in control of AI's unit economics, able to measure it, manage it, and improve it in service of real-world outcomes. If AI is going to eat software, it's on us to make sure it does so in our favor.
We invite everyone who resonate with these principles and share the conviction that AI should not only work, but work efficiently, transparently, and on-purpose to build it with us.
The Costbusters Team
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