Douwe Osinga

🦔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🤗

Un youtuber brasileño le acaba de clavar un puñal a la suscripción de Photoshop. Se llama PhotoGIMP: un parche gratuito (GPL-3.0) que convierte GIMP en una copia casi idéntica de Photoshop. Misma interfaz, mismos paneles, mismos atajos de teclado y muchísimo más espacio para tu lienzo. Tus manos ya saben usarlo sin aprender nada nuevo. ¿Por qué está explotando? - $0 en vez de $276 al año - Sin cuenta Adobe ni login - Todo se guarda en tu PC (nada en la nube) - Compatible con Windows, Mac y Linux - Se desinstala borrando una carpeta (sin rastro) Instalación ridículamente fácil: copias 9 archivos y listo. +8.8k estrellas en GitHub y traducciones de la comunidad. Uso personal y comercial 100% permitido.

Joined a new AI-native company this week and it’s kind of wild how different it feels already. The laptop arrived, I logged in, and an agent basically took over from there. It set up my dev env, pulled repos, fixed dependency issues, got permissions approved, pointed me at the backlog, linked the architecture docs, and surfaced the Slack debates I actually needed to read before touching production. When I needed context on something, I asked the agent and it found the exact thread from months ago explaining why a decision was made, who owned it, the related Linear issues, and the PRs connected to it. I’ve only been here 3 days but it honestly feels like I’ve worked here for a year because the usual friction and scavenger hunt for context just isn’t there anymore. We should probably stop calling this “onboarding” and rename it to “mounting” because this feels a lot more like mounting a distributed filesystem called “institutional memory” than slowly getting drip-fed context over 6 months.

If Steve Jobs were still alive, he would have the moral authority to face and maybe even to solve this problem. But I doubt anyone in the phone business now does.