Brett Queener
2.6K posts

Brett Queener
@bqueener
Advisor & Investor, Humble Parent, Sports Fanatic. Clear Eyes, Full Hearts, Can't Lose.


🦔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🤗


Welcome Salesforce Headless 360: No Browser Required! Our API is the UI. Entire Salesforce & Agentforce & Slack platforms are now exposed as APIs, MCP, & CLI. All AI agents can access data, workflows, and tasks directly in Slack, Voice, or anywhere else with Salesforce Headless 360. Faster builds, agentic everything. 🚀 #Salesforce #Agentforce #AI venturebeat.com/ai/salesforce-…






Ezra Klein: "Having AI summarize a book or paper for me is a disaster. It has no idea what I really wanted to know and wouldn't have made the connections I would've made. I'm interested in the thing I will see that other people wouldn't have seen, and I think AI typically sees what everybody else would see. I'm not saying that AI can't be useful, but I'm pretty against shortcuts. And obviously, you have to limit the amount of work you're doing. You can't read literally everything. But in some ways, I think it's more dangerous to think you've read something that you haven't than to not read it at all. I think the time you spend with things is pretty important." @ezraklein

Saudi Arabia, the United Arab Emirates, Kuwait, and Qatar are discussing pulling back from U.S. and other investments as the toll from this regional war with Iran mounts.


Amid yesterday's POW exchange, a Ukrainian mother gets a call from her son who was reportedly dead, even having had a funeral.








