Odd Lots · Monday, June 29, 2026
BYD CFO Henry Hoo discussed how the company measures the value of its AI token spend, categorizing it into R&D efforts for technology improvement and the delivery of tasks to external clients. He emphasized that the ultimate ROI is measured by the completion of real-world tasks, not just internal consumption or budget allocation.
“However, on the other end, what I think the ROI is more relevant is how many real tasks that the open claw and for example our own application called do mate also is a real agency in human digits and other things can do the task. So I think these two different measurements are important in the way that right now there are two things are better than last year when it's a foundational model getting much better. And number two is the framework i e. Open Claw and other things can link up the foundation model capability to the rail world task from chatting on something to doing something and completing on something. I think completion part of the tokens is more important today, and I think consumption internally will actually encourage the people do that.”