
Doge Brother
889 posts

Doge Brother
@AlbertBMWmule
I research and analyse market data on German automotive OEMs, Chinese EV brands. Long term BTC, TSLA and DOGE investor.
Munich, Bavaria Katılım Şubat 2021
1.2K Takip Edilen126 Takipçiler

@bercankilic So is it one time wipe or reoccuring weekly service
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@HedgieMarkets @decentricity Missing the most obvious outcome imo which is moving to sota oss models on inference providers
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🦔Microsoft canceled its internal Claude Code licenses this week after token-based billing made the cost untenable, even for a company with effectively infinite cloud resources. Uber's CTO sent an internal memo warning the company burned through its entire 2026 AI budget in just four months. American AI software prices have jumped 20% to 37%, and GitHub (owned by Microsoft) is dropping flat-rate plans for usage-based billing across its products.
My Take
The AI subsidy era is ending in real time. The same company that put $13 billion into OpenAI and built the Azure infrastructure powering most of Anthropic's compute just looked at the bill from a competitor's coding tool and decided it was not worth paying. That is not a productivity failure on Anthropic's end. Token-based pricing is forcing every enterprise customer to confront the actual cost of running these models at scale, and the number turns out to be far higher than the flat-rate experiments suggested.
This ties directly to my Gemini Flash post yesterday. Anthropic, OpenAI, and Google all raised effective prices in the last six months. Enterprises that built workflows assuming AI costs would keep falling are now watching annual budgets evaporate in months. Two outcomes look likely from here. Either enterprises scale back AI usage to fit budgets, which slows the revenue ramp the labs need to justify their valuations ahead of IPOs, or the labs cut prices and absorb the losses, which makes the unit economics worse at exactly the wrong moment. Both paths land in the same place, the numbers stop working, and somebody has to take the writedown.
Hedgie🤗

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This is Vienna. This is what an invasion looks like.
RadioGenoa@RadioGenoa
In many neighborhoods in Europe there are not natives anymore.
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Cardiologist wins 3rd place at Anthropic's hackathon. Out of 13,000 applications. Built in 7 days by Michał Nedoszytko MD. Coded day and night - in the hospital, in the cloud, while flying from Brussels to San Francisco.
A few years ago, it would have been impossible for a doctor to build this alone in just a couple of days. AI changed that.
The project is called postvisit.ai. It is an AI agentic care platform for patients. Including reverse AI scribe it is a companion that guides the patient from the moment they leave the doctor's office.
Powered by the massive context window of Opus 4.6, it allows patients to explore their full medical history, connected devices, Evidence Based resources and external data sources — all in one place.
Today, the barrier to entry has vanished; even a practicing physician can build an application from scratch.
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@teslaownersSV @xai No he did not. Just listen to what he said 🤦🏼
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FSD in Sweden 🇸🇪
Yesterday, Tesla received final approval from the Swedish Transport Administration to test FSD in the municipality of Nacka. This means that, for the first time, Tesla can conduct FSD testing in a Swedish urban environment.
Nacka is located right next to Stockholm City, which was the first municipality to deny Tesla approval.


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@PeterLBrandt I'm reading your book right now. The diary of the commodity trader. you wrote that in commodities rising channel might be quite offen a bullish pattern. BTC is a CFTC regulated commoditiy as far as I know
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