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If oil drops $20, Im buying hand over fist

🦔Tech companies that pushed employees to maximize AI usage are now realizing the math does not work. Microsoft, Meta, and Amazon all set internal targets that pressured workers to use AI tokens aggressively to hit productivity scores. The problem is agentic AI burns up to 1,000 times more tokens per task than a standard LLM query because it loops through multiple steps and self-checks. OpenClaw's creator Peter Steinberger said his team spent $1.3 million on OpenAI tokens in a single month. Nvidia CEO Jensen Huang told his engineers they should be consuming AI tokens worth at least half their annual salary every year. The behavior has its own name now, "tokenmaxxing." My Take The cost trajectory works backwards from how the labs sold it. Per-token prices have fallen, but the number of tokens each task consumes has climbed faster, and the all-in spend keeps going up release after release. Agentic AI is the worst offender because the model talks to itself, second-guesses itself, and runs the same logic three times before landing on an answer. Goodhart's Law also shows up clearly here. When AI usage became the performance review metric, employees started using AI to inflate the metric, not because the task needed AI. OpenAI and Anthropic are losing roughly $2 for every $1 of revenue, and the only way the math fixes itself is by raising prices or capping consumption per enterprise contract. Both moves slow the revenue growth the labs need to show on the IPO roadshow. Goldman Sachs and the underwriters know this, which is why SpaceX's S-1 came out before OpenAI's. Whichever AI lab files first gets the cleaner narrative, and whoever files second has to explain why their largest enterprise customers just started rolling back token consumption. The companies pushing tokenmaxxing internally are now the same companies signaling cost pressure externally, and that contradiction is going to show up in earnings the moment these labs start reporting publicly. Hedgie🤗

Why?

An alien who is in the U.S. temporarily and wants a Green Card must return to their home country to apply. This policy allows our immigration system to function as the law intended instead of incentivizing loopholes. The era of abusing our nation’s immigration system is over.

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