Every AI Company Is Accidentally Building a Bank — Dor Sasson, Stigg

תקציר מקורי באנגליתIn one month, three of the biggest AI companies had a pricing emergency. Dor Sasson says it was really an infrastructure problem. Dor Sasson, co-founder and CEO of Stigg, argues that every AI company is accidentally building a bank. He starts with the April pricing scramble, when Anthropic cut third-party agents like OpenClaw off its subscription plans, OpenAI changed its Pro tier, and GitHub pulled free Copilot access, plus stories of companies burning through their AI budgets in weeks. The common problem: usage gets checked after the invoice, not before. He makes the case for checking entitlements synchronously before inference and settling asynchronously after, like an ATM, and points to OpenAI's own published architecture. He covers the banking ideas AI products now need, from hold-and