Scooτ²_87

Steven Bartlett says a few glasses of wine ruined the next 3 days of his life “It's one of those areas where you don't understand the hidden cost until you really give it up for a while. I stopped drinking at 30 years old. I'm now 33. When I was 31, I thought, I'll have a drink again because now I could really A/B test it. I had a year of not drinking, decided to have a drink again” “It ruined three days of my life. I had a couple of glasses of wine, didn't get drunk. It ruined three days of my life because of the domino effect it caused” “I got worse sleep that night, and then because I got worse sleep that night, I ate more poorly the next day because my dopamine system or whatever, the cortisol system was all messed up. I podcasted worse. I didn't go to the gym that day or the day after because I felt really bad. I then slept worse, and I could track all of this on my Whoop”

What’s the harshest truth every young man must eventually learn?

🦔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🤗

Wemby took the final shot in regulation. No fear. Shai took the last shot for OKC in regulation. No fear. Bron would cowardly “make the right play”🤣😂🤣😂which doesn’t involve him taking the final shot.

I joined NY’s Cutest on the Bergen Bike Bus that they ride to school every Wednesday, rain or shine. We’re adding bike boulevards and more pedestrian space on Bergen and Dean Street, from Court Street to East New York Ave. It was a wonderful kind of day.