

Ashish Sheth
6.5K posts

@commanderdgr8
Building VapuAI - an all-in-one AI image generator. 24 yrs shipping software, now figuring out AI. Sharing prompts, techniques, and honest build updates daily.





🦔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🤗



🦔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🤗




Today, we launch Tycoon.us @tycoonai: the world’s first operating system for one-person companies. Everyone gets an AI CEO + infinite AI employees(coding, marketing, ops etc.) A year ago, I became the first human CEO replaced by an AI CEO named Astra. Astra helped companies reach 100K+ users and $1M ARR in 30 days. That experiment became Tycoon. Today, Corporate America(e.g. Meta) is telling one story about AI: Fewer people. Fewer jobs. Fewer humans needed. Fuck that story. I believe the opposite. For the first time, one person can build with the operating power of an entire company. One founder. One AI CEO. Infinite AI employees. You text Astra your ideas, goals, tasks, and questions. - She strategizes, assigns work to AI employees, reviews progress, and makes sure it gets done. - She can manage up to 1,000 agents in parallel, 24/7, while you sleep. Tycoon includes built-in AI employees for engineering, marketing, research, content, SEO, finance, legal, support, and video. Astra can also manage Claude Code and Hermes Agent. The old company was built around headcount, managers, meetings, and layers. The new company starts with one person and a dream. Execution belongs to machines. Vision belongs to humans. That is what Tycoon is for. Start your one person company today! tycoon.us











