Jamie
19.7K posts

Jamie
@laruence_eth
Scaling startups and driving venture growth • trading on @IBKR & @Solflare Dev focused on dapps, smart contracts, and blockchain gaming





🦔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🤗



NEW: Barnes & Noble CEO says the company has “no problem” selling AI-written books as long as they’re clearly labeled.





Video of exploit in action. Source: blog.calif.io/p/first-public…



We’re introducing a new GitHub Certified: Agentic AI Developer (GH-600). As AI agents become part of modern development workflows, this role-based certification focuses on how developers and teams operate, supervise, and integrate agents across the SDLC. If you’re already working with tools like GitHub Copilot or exploring agent-driven workflows, we’d love your input. Learn more and get involved. msft.it/6013vRHHZ

GOOGLE TO RECRUIT HUNDREDS OF ENGINEERS TO ASSIST CLIENTS IN EMBRACING ITS AI – THE INFORMATION









