Meta 高管 Mosseri 称未来一两年或需为工程师设置 AI token 上限

Instagram 负责人 Adam Mosseri 在播客中表示，未来一两年内，Meta 可能需要对工程师的 AI token 支出设置上限，因为一名优秀工程师的 token 消耗速率可能与其薪资相当。

Meta 此前因 AI 成本可能导致 2026 年支出达数十亿美元而关闭了内部 token 消耗排行榜。

Mosseri 认为 token 预算应像薪资或运营支出一样管理，并根据公司对工程师"ROI 正向"使用能力的信任程度按人设定上限。

他同时预测，随着 AI 模型厂商进入价格战，未来 token 成本将下降。

目前 Meta 尚未对任何员工设置 token 上限。

In a recent interview, Instagram head Adam Mosseri said he can see a time in the future, perhaps only a year or two, when putting limits on Meta employees’ AI token spend will become necessary.

“I think that you can imagine, at least in a year or two … that the burn rate of a strong engineer might be the same as their salary, or their cost of employment. And in that world, you’re going to probably need to put in some caps,” the Meta executive said, while speaking：https://www.youtube.com/watch?v=yQ_EWmtfWvQ on Lenny’s Podcast.

AI token spend, a reference to the cost of processing AI prompts and responses, has been a much-buzzed-about subject：https://techcrunch.com/2026/06/05/the-token-bill-comes-due-inside-the-industry-scramble-to-manage-ais-runaway-costs/ in recent days. Meta shut down an internal AI token spend leaderboard：https://www.theinformation.com/articles/tokenminimizing-meta-moves-curb-employee-ai-usage-ai-costs-reach-billions after AI costs put the company on track for billions：https://mlq.ai/news/meta-caps-internal-ai-token-spending-after-costs-approach-billions-in-2026/ of dollars in 2026.

Meta is not alone in rethinking its approach to AI experimentation. Uber also had an AI reckoning：https://techcrunch.com/2026/06/02/uber-caps-employee-ai-spending-after-blowing-through-budget-in-four-months/ after it blew through its 2026 AI coding budget by April. Soaring token costs saw Microsoft cancel：https://www.theverge.com/tech/930447/microsoft-claude-code-discontinued-notepad Claude Code licenses, consolidating its engineers around its own Copilot CLI tool instead.

Mosseri’s belief, he explained, is that AI token costs will have to be managed just like any other resource, offering an analogy to things like payroll or operating expenditure (OpEx), which is the day-to-day costs of running a business.

“I think of it like…any other resource,” Mosseri said. “I have to decide how to deploy capacity to my different teams because I have a limited number of GPUs and CPUs and storage and RAM etc. I have to decide how to deploy OpEx for labeling budgets across my teams. I have to decide how to deploy payroll for headcount across my teams.”

Token budgets will be the same, he added, noting that the cap per engineer would have to be proportional to the company’s trust in their ability to use the budget in an “ROI-positive” way.

Meta doesn’t currently have token caps for any employee, Mosseri said, but he believes that their use could be healthy in the future. Further down the road, he expects token costs to come down as the AI model makers enter a pricing war to attract people to use their tools over their competitors.

For now, the company has managed to rein in its token costs a bit by shutting down the “silly things” that it was doing, Mosseri noted — like that token spend leaderboard.

“It’s not that hard to build a token incinerator, and that doesn’t create a lot of value,” he said.

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