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Return on Tokens (ROT)

Not Boring by Packy McCormick

Jun 10, 2026

6/10/2026

Enterprise Value Shifts From Executing Current Processes To Evolving Processes Faster Via Observability And Backtesting

Return on Tokens (ROT) · Not Boring by Packy McCormick

Business, Finance & Industries · Jun 10, 2026

Companies that record full process execution and enable fast backtesting and counterfactual comparisons will evolve faster than those relying on ad hoc judgment, shifting enterprise value toward accelerating process evolution and creating demand for systems that combine execution logs, simulation, and policy optimization.


6/10/2026

Deterministic Software Built From Human-Extracted Rules And AI-Compiled Code For Routine Enterprise Tasks

Return on Tokens (ROT) · Not Boring by Packy McCormick

Science, Technology & Innovation · Jun 10, 2026

The document argues that negative Return on Tokens comes from using agentic LLM runtimes for repetitive enterprise tasks that should be encoded as deterministic software, and prescribes extracting tacit rules from humans, compiling them into code for repeated low-cost execution while reserving AI runtime for exceptions, shifting procurement from “best model” to “best architecture.”


6/10/2026

Converting Tacit Enterprise Process Knowledge Into Adaptive Code That Self Regenerates And Updates When Conditions Change To Improve Cost And Quality

Return on Tokens (ROT) · Not Boring by Packy McCormick

Business, Finance & Industries · Jun 10, 2026

Poetic converts tacit frontline process knowledge into adaptive code that invokes AI only when conditions change, claiming dramatically lower token usage and very high accuracy (reported 100x token reduction and 99%+ quality) and implying enterprise AI success depends more on field process extraction and testing infrastructure than on raw model access.


6/10/2026

AI Should Be Valued As A Compiler That Converts Goals Into Code And Reduces Recurring Token Dependence

Return on Tokens (ROT) · Not Boring by Packy McCormick

Business, Finance & Industries · Jun 10, 2026

Reframes AI as a compiler that transforms goals and business rules into reusable code so deterministic software handles repetitive execution, reducing token-dependent runtimes and shifting AI cost toward one-time code generation.


6/10/2026

Token-Based AI Spending Was Not Linked To Output Or ROI

Return on Tokens (ROT) · Not Boring by Packy McCormick

Business, Finance & Industries · Jun 10, 2026

Companies optimized enterprise AI spending for token volume rather than business outcomes, creating misaligned incentives that drove soaring token usage and vendor revenue with little linkage to shipped features or ROI, so token growth should be treated as a cost unless tied to output quality or financial return.