Leonardo Striddels

One of my reliable signs that an early-stage company is in trouble: I walk in a few weeks after their seed round closes, and every employee is sitting in a $1,000 Aeron chair behind an automatic standing desk.

¿Cobran de más a un turista en emergencia? El hotel también pierde. Los hoteles deben incluir seguro médico en su tarifa. No vendes solo playa y cama. Vendes confianza. Sin eso, nunca habrá turismo de alto perfil. 🏨

This has a clinical name. Revenge bedtime procrastination. And the ADHD version runs on a completely different mechanism than the neurotypical one. A neurotypical person stays up late because they want more leisure time. The ADHD brain stays up because it spent every drop of dopamine it had on executive function during the day. Sitting in meetings, managing transitions, filtering impulses, remembering the thing you were supposed to remember. That burns through dopamine the way sprinting burns through glycogen. By 10pm the tank is empty. But here's where it gets counterintuitive. The exhaustion is physical. The dopamine deficit is neurological. Those are two separate systems. Your muscles want sleep. Your prefrontal cortex is starving for the stimulation it was denied all day because it spent 14 hours on task-switching and impulse control instead of anything that actually felt rewarding. The phone at midnight is the brain trying to collect what it's owed. Low-effort, high-stimulation content. Scrolling, short videos, rabbit holes. The exact profile of activity that delivers dopamine without requiring the executive function you already depleted. The sleep researchers call this a "self-regulation failure." It's closer to a debt collection. You borrowed against your own reward system to function all day. The bill comes due at midnight. And the brain will not let you sleep until it gets paid.

ADHD people being mentally and physically exhausted but still staying up because they didn't get enough "me time" after surviving the whole day.

Se romantizó tanto el trabajo remoto que mucha gente no se da cuenta que trabajar desde tu casa todos los días te aísla y te deprime. Muchos te venden que trabajar desde el sillón es el éxito pero estamos creando una generación con ansiedad social que no puede sostener una charla de 5 minutos cara a cara. Hay que salir más o está bien el homeoffice fulltime?

🦔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🤗