@CostCutPro

Sharing expertise from working @ multiple $10B public manufacturing companies to a pre-& post IPO tech startup

TheSpendLedger.com
Joined May 2023
  • Tweets4.6K
  • Following384
  • Followers1.4K
382Media
Capital projects 101, announcements never meet full capacity
zerohedge
@zerohedge9h
Data Center Disasters: full list of all the recent data center deals that have been postponed, pulled, or collapsed
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As we realize our conversations AND presentations are used…folks will move more toward open models Once they get easier to use
Michael Lin, MD PhD 🧬@michaelzlinSep 28
Anthropic's discovery of array-associated reverse transcriptases? Turns out it was already done by a Danish scientist. He used Claude for administrative tasks, but not in an agentic manner for the discovery. He already filed a patent and gave talks on it nytimes.com/2026/09/27/scien…

Did Anthropic’s A.I. Really Make a Scientific Discovery on Its Own?

An expert at the University of Copenhagen said his team had been sharing its research with the company’s A.I. model, Claude, and that its new finding matched their work.

nytimes.com
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Has anyone gotten even beyond decent value out of copilot? computerworld.com/article/42…

Microsoft brings Copilot apps together ahead of ‘super app’ overhaul

The company is unifying its consumer and Microsoft 365 Copilot apps as it prepares to consolidate more AI features into a single interface later this year.

computerworld.com
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Maverick spend isn't a process failure. It's a margin leak. The fix isn't another procurement platform. It's governance with actual teeth. Most companies are buying the former and deferring the latter, then doing end of quarter cleanups that don't close the hole thespendledger.com/articles/…

The Spend Ledger — Corporate Spending Intelligence

Procurement signals across commodities, technology, supply chains, and labor — intelligence for CFOs, investors, and procurement leaders.

thespendledger.com
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This guy is why people spend so much time writing their tweets for 0 likes Every once it a while something HITs
The Wall Street Journal
@WSJSep 18
Over the past week, a global reckoning about the risks of AI spread from the frontier labs of Silicon Valley to living rooms across America and the corridors of power in Washington and Beijing. And it all started with a guy nobody had ever heard of. on.wsj.com/3ST17Gp
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Companies that manage SaaS seat costs tightly are for sure going crazy if their ai adoption is taking off
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Signal you know your getting another price increase thespendledger.com/articles/…

The Spend Ledger — Corporate Spending Intelligence

Procurement signals across commodities, technology, supply chains, and labor — intelligence for CFOs, investors, and procurement leaders.

thespendledger.com
brett goldstein
@thatguybgSep 17
that feeling when they say AI killed saas but keep buying your CRM
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Watching those AI pilots like a hawk! “SharpCode estimated on September 11 that moving an AI proof of concept into production in the UK typically costs five to fifteen times the pilot” I.e.…probably not budgeted
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Article: thespendledger.com/articles/…

The Spend Ledger — Corporate Spending Intelligence

Procurement signals across commodities, technology, supply chains, and labor — intelligence for CFOs, investors, and procurement leaders.

thespendledger.com
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supply chains used to be simpler
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There have been 11 refineries shuttered since the pandemic in the US The US only has 130 refineries today. Down from 158 in 2000.
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Vercel charges $20/seat/month. Sounds flat. Then you hit 10M edge requests and it goes to $2 per million above that. Teams treating edge compute as a software subscription are going to have a bad quarter once deployments scale.
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Article: thespendledger.com/articles/…

The Spend Ledger — Corporate Spending Intelligence

Procurement signals across commodities, technology, supply chains, and labor — intelligence for CFOs, investors, and procurement leaders.

thespendledger.com
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Replying to @salesforce
@salesforce ‘s new bundles: Core $195, Advanced $395, Max $550 per user per month. The price bump is real but the bigger change is AI credits baked into every seat. CRM renewal now comes with a consumption forecast that most finance teams have never had to build.
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Article: thespendledger.com/articles/…

The Spend Ledger — Corporate Spending Intelligence

Procurement signals across commodities, technology, supply chains, and labor — intelligence for CFOs, investors, and procurement leaders.

thespendledger.com
1
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A pattern I’ve seen buying software: PE buys the vendor Prices rise Product falls behind Customer renews because switching hurts Runs an RFP Renews one last year to buy time Then leaves They lost the customer long before it lost the revenue
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Name a better parenting song than Cats in the cradle
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Did something really bad happen to vendors in France for this to happen? thespendledger.com/articles/…
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Jeffries had a conference this week and GXO presented saying their robot runs $15 per hour now and is projected to drop below $10 vs a fully loaded associate cost of roughly twice that (about $30) Companies need to do the ROI, and of course ppl will get worried about robots replacing jobs
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A 2% early-payment discount annualizes to a 36.7% implied cost for the supplier accepting it McMillan's 2026 note on Canadian supplier finance programs makes the math pretty hard to ignore Buyers call it a liquidity perk. Suppliers are starting to call it something else
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Supply chains and cost drive the majority of decisions for businesses
Javier Blas
@JavierBlasSep 10
BREAKING: Global coal demand will rise to a **record high** of ~8.94 billion metric tons in 2026 (up ~1.2% from 2025), according to new @IEA estimates. The increase reflets the shift from gas-to-coal due to the Iran war and the impact of El Niño weather pattern on hydropower.
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