CHERAY
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CHERAY
@cheray
✨🐎✨ Lover of horses,tech,AI , luxury, media, art . Unbridled innovation with beauty. @venturebank @cloudcom Cheray Unman https://t.co/q3nCroTEr4





🦔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🤗
























Marc Andreessen (@pmarca) on what it’s like to work at SpaceX: “It’s like being dropped into a zone of shocking competence.” “Everybody is ultra competent, and the reason everybody’s ultra competent is because if they’re not, Elon sniffs it out and fires them. He knows, ‘cause he’s talking to the people actually doing the work.” “The best engineers in the world want to work for him, ‘cause he’s the one CEO like this who’s able to work with them as a peer on whatever the technology is.” “What would be better as an engineer than being able to design a rocket engine with Elon Musk as your engineering partner?”






