Andreas Petzold

You can’t spend two months telling America you destroyed Iran’s military and then call new strikes “self-defense.”

Iran has said the timeline is: -US makes payments and unfreezes sanction money + ends blockade day 1. Then **30 days** later: -Iran opens the Strait of Hormuz. Then another **30 days** later: -Iran is willing to *begin* talks on uranium and nuclear programs.

This is complete nonsense and untrue. They have stopped using Claude Code in favor of Copilot CLI, and continue to use Anthropic models. While there are rumors at Microsoft of potential token austerity or model restriction measures they are formal in any way.

Microsoft just banned its own engineers from using AI. The tool was literally costing MORE than the humans it was supposed to replace. They lied to you about AI adoption and now the whole narrative is blowing up: Microsoft gave thousands of engineers access to Claude Code six months ago and encouraged them to use it. Engineers loved it and adoption exploded. But then the invoices arrived. Token-based pricing means every query, every code review, every debugging session costs money. At scale across 100,000 engineers, the numbers became so large that Microsoft issued an internal order to cancel nearly all Claude Code licenses by end of June and force everyone onto their own cheaper tool instead. The company that invested $5 billion in Anthropic just told its own people to stop using Anthropic's product because it costs too much. Uber's story is even worse... Their CTO Praveen Neppalli Naga told The Information that the budget he planned for the full year was "blown away already" by April. Uber had rolled out Claude Code in December 2025. By March, 84% of their 5,000 engineers were using it with 70% of all committed code coming from AI systems. Heavy users were burning $500 to $2,000 per month each. Naga himself spent $1,200 in a single two-hour demo session. The company had even built internal leaderboards ranking engineers by how much AI they used. They literally gamified the spending and then ran out of money. Now look at what Nvidia's own VP of applied deep learning Bryan Catanzaro said to Axios last month. Direct quote: "For my team, the cost of compute is far beyond the costs of the employees." This is a VP at the company that SELLS the chips saying that using AI is more expensive than paying humans. Think about what this means for the entire AI narrative. Every CEO on every earnings call for the past two years has said the same thing: AI will make us more efficient, reduce headcount, and cut costs. The stock market rewarded every company that said it. Fired workers, stock goes up. Announced AI adoption, stock goes up. But the actual companies deploying AI at scale are discovering the math doesn't work. The MORE employees use AI, the HIGHER the bill. Goldman Sachs forecasts a 24x increase in token consumption by 2030 as companies adopt AI agents. Gartner just published a report showing that even though individual token prices will drop 90% by 2030, total enterprise AI costs will go UP because agents consume exponentially more tokens per task than basic tools. Meta built an internal dashboard called "Claudeonomics" to track which employees use the most AI. Amazon started pushing engineers to "tokenmaxx," their internal term for consuming as many AI tokens as possible. Both companies are spending hundreds of billions on AI infrastructure this year alone. And Microsoft, the company that bet its entire future on AI, just told 100,000 engineers to stop using the tool they liked best because the per-token bills got out of control. The companies building AI are telling investors it saves money. The companies using AI are finding out it costs more than the humans it was supposed to replace. And even the company that makes the chips just admitted it through its own VP. This is the gap nobody on Wall Street is pricing in. $725 billion in AI infrastructure spending this year across Big Tech. And the first companies to actually deploy these tools at scale are already pulling back because the economics don't work. What do you think?

🚨After receiving a briefing from a Senior TRUMP Administration Official on the status of the Iran negotiations (someone in the know & not just speculating), I can tell you the following: -USA IS NOT GIVING IRANIANS MONEY FOR NOTHING. All speculation and propaganda to the contrary is false. Some hardline elements of Iran’s govt (IRGC) have pushed fake stories & propaganda to try to kill this negotiation. -Iran deal is NOT done (95%, but still haggling over some language). No deal being signed today. May be a few more days before this is done. -Iran will NOT get any money or sanctions relief up front. -Iran must turn over nuclear stockpile to get anything. USA position is that failure to meet deal commitments means Iran gets nothing. -Long term USA objective is preventing Iran from having nuclear weapon. -Initial deal point is to re-establish free flow of commerce by reopening Strait of Hormuz. Deal should have 2 phases: Step 1 - Open Strait of Hormuz. Give world economy breathing room. Iran agrees to give up enriched uranium. Step 2 - Get the nuclear material turned over. Only then can Iran get sanctions relief. Bottom line: goal is to make a deal that lowers costs for Americans, calms world energy markets, and guarantees that Iranians cannot have a nuclear weapon over the long term. We aren’t there yet. Iran takes forever to get you a response on even small things. But we are close although it still could be a few days. “If we get what we are demanding, this is going to be a historic deal,” SAO says. SAO sounds prepared to do no deal at all if all Iran will do is a “bad deal.” SAO admits deal could fall apart yet. But if a deal is reached, SAO expects very senior USA admin officials to take part in a signing ceremony of some sort. Iran has agreed in principle to the framework but there are still a couple points USA isn’t satisfied with. 95% done. But literally changing words sometimes requires days in Iran’s system. Haggling over language. But USA feels like we have a commitment on nuclear stockpile and on opening Strait of Hormuz. If IRAN doesn’t deliver on commitments, they get nothing. “Iran’s ability to project power is a lot more limited than it was two months ago,” SAO says. “Their industrial base for building ballistic missiles has been substantially destroyed.”

The US peace deal with Iran includes reopening Hormuz, an end to the blockade, releasing $6 billion in frozen funds to Iran, and the withdrawal of US naval forces from around Iran -Al Mayadeen

🚨 "An Agreement has been largely negotiated, subject to finalization between the United States of America, the Islamic Republic of Iran, and the various other Countries, as listed..." - President Donald J. Trump