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47 talks · Two days · Source-linked analysis

Find the sessions behind a topic. Compare how widely it appears, see what changes between days, and check the source.

These are overlapping term families, not rankings of importance. The field guides explain what to try.

Cost · 34 of 47 talks across both days

Topic coverage

Talks with matches in at least two transcript segments.

Both days · 34 of 47 talks

Cost

Matches in at least two transcript segments per talk. This measures coverage, not importance or agreement.

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Reviewed excerpts

Labels describe these passages. Results remain speaker-reported.

Reported result

Revolut reports a lower invoice for its self-hosted workload.

In terms of cost, in terms of impact, self-hosting GLM, our blended cost of token is 30 cents per million, and so our invoice is one-tenth of what we were spending on.

The next segment names Anthropic and OpenAI as the comparison. This is a speaker-reported invoice result, not a total-cost benchmark. Hardware, staffing, and workload equivalence are not established here.

Day 1 · David Abitbol
Session notes · Watch this passage ↗

Implementation guidance

Include human spend when measuring the cost of a pull request.

We need to add the AI spend and the human spend, the human salary spend.

The next segment completes the point: calculate the real cost per pull request. This is a measurement recommendation.

Day 2 · Steve Jamison
Session notes · Watch this passage ↗

Constraint

Compare token prices only with workload and quality in view.

Today, price per token is a useful practical proxy, especially for comparable workloads and quality requirements, and gets us closer to delivered output, much closer than the often quoted, all you finance bros out here will have heard this, GPU dollar per hour price, or as we view it, a cost.

The speaker calls token price a practical proxy. The preceding passage says price per successful task is the goal and is difficult to standardize.

Day 2 · Oliver Kennon
Session notes · Watch this passage ↗

Transcript matches

These automatic matches show why a talk is counted. Read the context before interpreting a match.

Day 1

Anthropic: Accelerating frontier AI in Financial Services.

This was built on the foundation that advisors only spend approximately 20% of their time with clients.

Watch this passage ↗ · Session notes

Day 2

Chasing capabilities while waiting for the frontier

Over the last year, the number of use cases that use LLMs has increased 123%, while at the same time, a lot of our top features are growing in token spend, but on a unit economic basis, they're actually becoming cheaper because there are frontier models that are being released all the time now, and these models are cheaper, faster, and better.

Watch this passage ↗ · Session notes

All 34 matching talks
What counts as cost?

Categories overlap. Broad terms can have different meanings in different talks. A match does not establish the talk’s main subject.

Exact matching rule (case-insensitive regular expression):

\b(?:cost\w*|prices?|pricing|spend\w*|budgets?|expensive|cheaper?|dollars?)\b

Compare emphasis, not recording length

Cost across the two days

Both days stay visible here. The day filter controls the coverage list and source sessions above.

Day 121.2
Day 245.3

Matches per 10,000 words · Pool all words in each day. Longer talks contribute more words.

Breadth: Day 1 matches 14 of 23 talks; Day 2 matches 20 of 24. Rates count all matches, including talks below the coverage threshold. This is a descriptive comparison of two captured streams.

See the repeated words and phrases

Word counts explain the vocabulary. They do not measure usefulness. Inflections and common aliases are merged; common function words are removed.

Frequent terms

  1. agent1,100
  2. model598
  3. work359
  4. data348
  5. time348
  6. people276
  7. different227
  8. token223
  9. build212
  10. tool191
  11. company184
  12. code179
  13. human177
  14. cost169
  15. building165

Repeated phrases

  1. mcp server61
  2. financial services34
  3. open source31
  4. ai agent28
  5. claude code20
  6. coding agent20
  7. post training20
  8. real time17
  9. world model16
  10. foundation model15
  11. software engineer15
  12. frontier model14
  13. cloud agent13
  14. data center13
  15. new model12

These counts cover both days and do not follow the day filter. “Agent” includes “agents” and “agentic.” Lexical term counts and topic-family counts use different matching rules.

How to read this analysis

The corpus contains 134,250 words from 47 distinct talks in the two main-stage recordings. It does not cover every room.

Scope, matching rules, and limits
  • Day 1 has 23 talks and 61,757 words. Day 2 has 24 talks and 72,493 words.
  • The session browser has 48 summaries. This analysis folds the separate Day 1 question period into its keynote. The duplicated Intuit record and welcome remarks are excluded.
  • The Flywire and Coder recordings are partial. Source matches can include brief introductions inside a talk.
  • Each of the 24 term families has a visible matching rule. Categories overlap. For example, “trust” includes confidence and reliability. A phrase can match a different technical meaning.
  • A talk counts toward coverage when at least two distinct transcript segments match. Rates count every match per 10,000 words. The denominators and recording lengths differ between days.
  • Eight excerpts have manually reviewed labels: Reported result, Implementation guidance, Constraint, or Future plan. Labels apply only to those excerpts. They do not rate a whole talk or independently verify a claim.
  • Automatic transcripts can contain errors in names, numbers, and technical terms. Source links let you check the audio and surrounding context.

Semantic topic models and sentiment scoring were tested during research. They are not presented as definitive topic labels or speaker attitudes. Technical threat descriptions and ordinary words such as “save” can mislead a general sentiment model.

Coverage data (CSV) · Word counts (CSV) · Explorer data (JSON) · Method and source hashes (JSON)

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