EVC

keep moving forward

[Hedgie @HedgieMarkets]

🦔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🤗

[EVC @88ernesto]

@earthcurated Toyota

[Armin Navabi @ArminNavabi]

Charlie Kirk: “There's a difference between liberals and leftists. It's a very big difference. A liberal is someone I will disagree with and we'll have a wonderful time. We'll go out to dinner and we'll consider each other friends. A liberal will have the conversation, and they'll say we might not agree on this, but I still treat you with respect and I really like you as a person. A leftist will try to shut you up before you even open your mouth. A leftist is rooted in intolerance.”

[sᥕᥱᥱ𝗍 𝗍һіᥒg❤️‍🔥(𝙰𝚜𝚒𝚊) @55SweetThing]

They say that Charlie Kirk hated gay people…

[EVC @88ernesto]

@libsoftiktok @IlhanMN Just like people voted her in we should have the same rights to vote them out.

[Mila Joy @Milajoy]

Chinese citizen talks about the murder of Charlie Kirk.

[The Patriot Oasis™ @ThePatriotOasis]

🚨BREAKING: Erika Kirk has a MESSAGE for ALL of the MEN around the world watching.

"To all of the men watching around the world, accept Charlie's challenge, and embrace true manhood."

"Be strong and courageous for your families. Love your wives and lead them. Love your children and protect them. Be the spiritual head of your home. But please be a leader worth following."

"Your wife is not your servant. Your wife is not your employee. Your wife is not your slave. She is your helper. You are not rivals. You are one flesh working together for the glory of god."

[RigoStaRR @RigoIrizarry]

Exposed: Pink crossed the line, so now its time drag her. @Pink 😘

[End Wokeness @EndWokeness]

Charlie Kirk's legacy, in a single video

[Kumashun🇯🇵🐻💎 @isfjcutebear]

Charlie Kirk's Final Message to Japan:

"A replacement is underway"

"The politicians will call you xenophobic, but don't be ashamed to say I love Japan"

[iopener @deceptionpill]

@TaraBull808

[SaltyGoat @SaltyGoat17]

Is this not one of the BEST FAFO moments ever?😎👇🏼

[Patriotic 🇬🇧 Nation @HoodedClaw1974]

Polish MEP Dominik Tarczynski, addressing the European Union before last Saturdays demo.

We are the ones that will save Europe. 💥💥💥

[Arthur MacWaters @ArthurMacwaters]

I genuinely cannot understand how anyone hates Elon. He’s got 6 giga-unicorns and is here, posting, about to walk onto the floor to honor Charlie and America

I legitimately love this man. God bless him.

[Emily Saves America @emilysavesusa]

One of the only things we can agree on.

[JOSH DUNLAP @JDunlap1974]

2 Guatemalans indicted in FL for raping a 7 year old, which carries the death penalty in FL

Do you believe they should be put to death?

[USA NEWS 🇺🇸 @usanewshq]

🚨BREAKING: 10,000 Catholics walked through the streets of New York City praying and singing for peace.

Do you support this?

The mainstream media does not want you to SHARE this!

[Basil the Great @BasilTheGreat]

🚨Anti Immigration protests in the Netherlands have driven Police away.

The numbers are HUGE

They want their country back

[CueFacts @Lifepathfacts]

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