Revolut 约 2000 名工程师转向自托管 GLM 编码
Revolut 让 2000 个工程师改用自托管 GLM 写代码，成本只有原来的十分之一，交付还快了 70%，这账算得很清楚。
金融科技公司 Revolut 将约 2000 名工程师迁移到自托管的 GLM 模型做编程，Claude Code 和 Codex 被降为例外情况使用。其 AI 负责人 David Abitbol 披露，部署使用 56 块 Nvidia B200 GPU，混合成本为每百万 tokens 30 美分，约为此前 Anthropic 和 OpenAI 账单的十分之一。工程交付周期因此缩短 70%，增益主要来自不再限量使用 tokens，工程师把 AI 应用到所有任务上。
Own your intelligence stack, folks! Revolut joins the ever-growing list of companies that see owning the intelligence stack as paramount to staying competitive. That's the role open-source AI plays today. If you think of companies as mini-AGIs, you quickly realize the importance of owning the intelligence stack. Guillermo Flor @guilleflorvs BREAKING: Revolut moved ~2,000 engineers onto self-hosted GLM for coding and pushed Claude Code and Codex to the exception list. Per David Abitbol, who leads AI ops there: 56 Nvidia B200s, a blended 30 cents per million tokens, roughly a tenth of what they paid Anthropic and OpenAI. Engineering lead time improved 70%. Here's the part that matters: the gains showed up when tokens stopped being rationed. Engineers quit saving AI for the hard tickets and pointed it at everything. Frontier models become the exception, open weights become the default. That's a pricing problem for every lab heading to IPO. h/t @OliverMolander Would you move your team off frontier APIs if the bill dropped 90%? 🔗 View Quoted Tweet 💬 11 🔄 3 ❤️ 14 👀 1970 📊 9 ⚡
