The Information
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Salesforce’s new fees for Claude, Cognition’s limits on AI usage and why companies can’t prove AI pays off
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Hi there, The pitch for enterprise AI has been about what it can do. Now the bills are starting to arrive, and software makers, startups and their customers are all working out who pays for what. The Information’s reporters talk to the executives, consultants and CIOs deciding what AI is worth. Subscribe for $299 and save 25% on your first year to see where AI budgets and software pricing are heading. Here are five stories on enterprise AI’s rising costs that we’ve reported in recent weeks. Software makers put a price on AI agents Salesforce plans to make companies register the outside AI agents they use inside its apps as soon as next month. Customers are bracing for new fees to use tools like Claude, and consultants say some are already rethinking how they use it. Salesforce has also told customers a browser is optional, and it is happy to let Claude do the work. Figma is betting on the opposite. Salesforce and Figma’s opposing bets show what each stands to lose if AI chatbots become the way people use software. Companies start rationing AI Meanwhile, the companies footing those bills are struggling to show what they get back. A new Wharton study helps explain why companies can’t prove AI pays off, and what managers are measuring instead. Cognition, the startup behind the AI coding agent Devin, has an exclusive on one answer: limiting tokenmaxxing to efficient engineers. How it decides who earns more room, and why a company that charges by usage wants customers to use less, is the interesting part. Security for AI agents draws big offers Not every AI cost is being questioned. Datadog is back at the table for a cloud security startup that watches over AI agents, after talks fell apart last year. Datadog’s bid for Upwind raises a question about what a company in this corner of the market is worth. The common thread: AI is no longer a free experiment. Software makers are looking for ways to charge for it, vendors are teaching customers to use less of it, and buyers are still looking for proof it pays off. Before it’s everywhere, it’s in The Information. Subscribe for $299 and save 25% on your first year for reporting on enterprise software, AI and the deals behind them. Subscribe now New From The Information Pro AI Inflection Index Flagging emergent terms and investable themes. 77 core AI trends tracked across 10,000 articles, newsletters, and briefings. Gain access to AI Index, 60+ org charts, proprietary databases, exclusive newsletters, subscriber-only events, and more by subscribing to The Information Pro. Think you know tech? Prove it. Five quick polls a day on the biggest stories in tech. QUESTION OF THE DAY Chip-backed debt is on track to hit $1 trillion. What share ends up restructured? Vote in the free app Subscribers can view past polls in the archive. Follow us Read anywhere Explore Our Newsletters Subscribe to The Information Sent to you@example.com | Manage your preferences or unsubscribe | Help The Information · 251 Rhode Island Street, Suite 107, San Francisco, CA 94103