Revolut moves to self-hosted GLM

Revolut moved roughly 2,000 engineers onto self-hosted GLM for coding and placed Claude Code and Codex on an exception list, according to David Abitbol, who leads AI operations at the company. Abitbol said the setup runs on 56 Nvidia B200s at a blended 30 cents per million tokens, roughly a tenth of what Revolut paid Anthropic and OpenAI, and that engineering lead time improved 70%. The gains appeared once tokens stopped being rationed, with engineers applying AI to all tickets rather than reserving it for hard ones.

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