Tim Ski

Me using Claude Opus 4.8 to rename a file

🦔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🤗

Range day 🤙🏻

Jack Clark: - AI will make a Nobel Prize-winning discovery within 12 months (working collaboratively with humans) - Bipedal robots will help with enterprise work ("tradespeople") in 2 years - AI systems will be able to design their own successors by year-end 2028 (i.e., RSI) - Companies run solely by AI will be generating millions of USD in revenue within 18 months - Clark's most conservative prediction is that vast swathes of the economy and society will go through profound changes, potentially including "a machine economy decoupling from the human economy, robots gaining brains, science progressing without humans, and scientific equipment that people hadn't conveived of but which worked".

I built "zero2claude", a free course that takes people from zero terminal experience to shipping with Claude Code. The curriculum goes from absolute zero → software basics → Claude Code fundamentals → advanced usage. No shortcuts, no assumptions. 17,000+ students. 7 languages. ~500 active hourly. No marketing. No ads. Pure word of mouth. The entire platform? Built and operated by one person with Claude Code. Lighthouse audit: ✅ Performance : 96 ✅ Accessibility : 100 ✅ Best Practices : 100 ✅ SEO : 100 Production stats: ~6.4M requests/day. 74 req/sec sustained. <0.003% error rate. Claude Code doesn't just write code. It builds production-grade, scalable products. The best way to grow Claude Code adoption isn't to simplify the tool. It's to level up the people. Give fishing rods, not fish. Free. No paywall. My contribution to the community. Link in the comments 👇

Splashdown confirmed! Congratulations to the entire SpaceX team on the twelfth flight test of Starship!

President Trump and I agree: Growth shouldn't come at the expense of the families and communities that these companies call home. In Missouri, we're open for business and welcome investment as long as ratepayers are protected.

Another anti-AI narrative contradicted by data. "more than 95 percent of businesses that use AI said it hasn't changed their staff sizes - and AI-related employment increases were more common than decreases"