Analysis by **Olivier Rafal** for **WeNvision** (French consulting firm), published on **June 4, 2026** (~4 min read), commenting on the launch of the **Tokenomics Foundation** by the **Linux Foundation** (announced June 3, in partnership with the **FinOps Foundation**), which the author sees as the official opening of **the era of "FinOps for AI."** **Pivot thesis**: AI has transformed the economics of software development; the **token** has become *"the new unit of measurement for technology spending,"* mirroring the cloud of the 2010s (**recurring and variable** costs requiring active management), hence the shift by vendors from flat-rate pricing to **token-based billing**. **Order of magnitude (urgency)**: *"According to Goldman Sachs, global token usage is expected to increase 24-fold by 2030, reaching 120 quadrillion tokens per month"* — which elevates token efficiency from a *"technical detail"* to a topic for the **executive committee**. A quote from **J.R. Storment** (founder of the FinOps Foundation): *"Token costs and efficiency have become a CEO-level concern, not a technical footnote."* **Transparency/standardization problem**: current AI pricing is not comparable across providers (input tokens / caching systems / output tokens differ from one model to another) → the Tokenomics Foundation aims to **extend the open source FOCUS specification** to provide a **common language** for purchasing and comparison. **Rafal's central message (beyond cost)**: *"The point of FinOps is not so much to cut costs as to optimize efficiency"* — the real metric is **AI cost measured against business impact** (*time to market, quality, features, eco-design*). **Limits of standards alone**: technical standards are not enough — the **Target Operating Model** must be rethought (teams, processes, data culture, business alignment); American organizations are already announcing *"the end of two-pizza teams in favor of sandwich teams."* **Warning marker**: *"an AI-boosted SDLC will merely [...] amplify problems and just help you go faster... straight into a wall"* (without organizational foundations). **Cited sponsors** of the foundation: Accenture, Booking.com, Google Cloud, Microsoft, IBM, Salesforce. **WeNvision's offering**: *"co-build a roadmap, rethink the operating model for the agentic era, and establish the financial governance that has become indispensable."* **French-language, executive/transformation-oriented reading** of the [[tokenomics-foundation-linux-finops-token-economics-about-2026-06-03]] fiche; converges with the agentic FinOps cluster [[finops-foundation-finops-for-ai-overview-2026-02-17]], [[finout-finops-ai-agents-four-step-allocation-framework-2026-04-27]], [[gupta-token-budget-wars-marginal-token-utility-2026-05-28]] (token→outcome, value > volume).
#Tokenomics Foundation#FinOps for AI#FinOps for AI
**Olivier Rafal** · pour **WeNvision** (cabinet de conseil français — bureaux à Paris, Lille, Strasbourg, Bordeaux, Nantes, Toulouse, Belgique, Luxembourg). Olivier Rafal écrit en analyste/conseil familier des préoccupations de comité de direction (ancien analyste IT, profil conseil-transformation). Publié le **4 juin 2026**.
Op-ed by **Olivier Rafal** (Consulting Director Strategy, **WeNvision** — **SFEIR** group; former editor-in-chief of *Le Monde Informatique*) published on **June 1, 2026** in **CIO-Online**, structured around a **paradox**: in the AI era, software engineering **changes everything… and nothing changes**. **What changes = the operating model.** Roles are redefined: the **Product Owner** shifts from backlog breakdown to **generating context usable by AI**; the **developer** shifts from writing code to **framing, directing, and reviewing** agent execution; **QA** gains the ability to define **expected proof** upfront. Team structure shifts from *"double pizza teams"* (hand-off chains of ~8 people) to ***"sandwich teams"***: a **tight pairing of a business expert and a tech lead, both AI-augmented**, with other skills in support. Internal **Sfeir** figure: *"this pairing now drives roughly 80% of the production chain"*, with the remaining ~20% (architecture, data governance, security) centralized. Pivot quote: ***"The issue is not a tooling issue, but an operating-model issue."*** **What doesn't change = the discipline of the cycle.** The **SDLC** phases (define → build → verify → deploy → maintain) remain identical and non-negotiable; AI removes none of them, it **intensifies** them: ***"all the slack that human-paced work absorbed, one way or another, becomes, at AI speed, industrial-grade defects"*** (amateur-vs-professional sport metaphor). Hence **three inviolable *gates*** (human control): **specification, planning, delivery review**; validation **by proof** (not by AI's own assertions); **systematic capitalization** (each cycle enriches the next) → measured result: **−30% correction iterations after ~10 cycles**. Principle: ***"the faster the execution, the stricter the framework must be."*** Concepts drawn on: **harness** (agentic rules adapted to context), **vibe-coding** deemed **untenable in the enterprise**. **Third pillar = governance, FinOps & value-driven steering**: **variable and recurring** AI costs (~**€10/hour** per augmented seat), a shift from flat-rate licensing to usage-based billing (a 2010s cloud parallel); **FinOps** does not aim to cut costs but to *"optimize tool efficiency"* (cost weighed against value); aligning **business metrics** upfront (time-to-market, features, performance, eco-design). **Conclusion**: acceleration makes the fundamentals **non-negotiable**; the challenge is **organizational and cultural**, not technological — without securing the business relationship and collective discipline, an AI-boosted SDLC merely **amplifies problems** (hitting the wall faster). Extends the WeNvision doctrine from [[rafal-wenvision-ia-generative-produit-techno-pas-projet-2024-02-23]] and [[rafal-wenvision-tokenomics-foundation-finops-ia-2026-06-04]]; converges with *systems around the model* [[dropbox-okumura-beyond-code-generation-engineering-productivity-ai-agents-2026-05-28]], *harness engineering* [[osmani-agent-harness-engineering-2026-04-19]], agentic Salesforce, and the *agent manager* debate (BFM/Girard, SFEIR).
**Olivier Rafal** · *Consulting Director Strategy* chez **WeNvision** (groupe **SFEIR**). Ancien **rédacteur en chef du *Monde Informatique*** · et auparavant consultant analyste du marché IT (~10 ans). Tribune publiée dans la rubrique *Tribune* de **CIO-Online**. Publié le **1er juin 2026**.