Funny Drawing Guy

“A.I. is rewriting production as we sit here… deal with it. Like I said, it’s a tool… hear me now or pay me later.” Scott Borchetta, a Nashville record label executive, gets booed by MTSU grads when he brings up A.I.

Bob Ross was also slop but people dont wanna say it

Kevin Warsh and Trump just made it clear why rates are going lower: “AI is going to make almost everything cost less. We’re at the front end of a productivity boom. Economic growth won’t be inflationary — we’re in the early innings of a structural decline in prices.” Elon Musk, Sam Altman, Jeff Bezos, and Stanley Druckenmiller all expect AI to be strongly deflationary. The next few years are going to be insane.

Kevin Warsh and Trump just made it clear why rates are going lower: “AI is going to make almost everything cost less. We’re at the front end of a productivity boom. Economic growth won’t be inflationary — we’re in the early innings of a structural decline in prices.” Elon Musk, Sam Altman, Jeff Bezos, and Stanley Druckenmiller all expect AI to be strongly deflationary. The next few years are going to be insane.

AMD CEO Lisa Su said that nobody really makes money on AI training.

Instead of attempting to make a point, you let a machine do it for you instead, and gave up your agency to have a point at all.

“A.I. is rewriting production as we sit here… deal with it. Like I said, it’s a tool… hear me now or pay me later.” Scott Borchetta, a Nashville record label executive, gets booed by MTSU grads when he brings up A.I.

IS OPEN AI THE “WEWORK” OF AI? We’ve always built them up before we tear them down, but now it’s simultaneous

🦔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🤗