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I’m tracking how AI is actually changing careers and engineering — in real time.
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We’re entering the era of AI Solution Engineering — where engineers don’t just use AI, they build with it.
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@kekkodamato_@YouTube I’ve been experimenting on spot nodes with RTX 3090s. They handle 7B–14B models pretty well, but once you push longer context windows, the bottleneck shifts from raw VRAM to KV cache growth, memory bandwidth, and retrieval strategy.
@kekkodamato_@YouTube that’s true real AI memory isn’t about storing everything — it’s about deciding what’s worth remembering, compressing, and retrieving when needed.
@kekkodamato_@YouTube Exactly. Bigger context windows delay the problem — they don’t solve memory architecture.
The real unlock for agentic systems is memory selection: - What deserves persistence, what should decay, and what needs summarization.
If you’ve been vibe coding and building something these past few months, stop what you’re doing and read this.
$852 billion.
That's how much OpenAI says it needs in combined revenue and funding by 2030, while projecting to burn $852 billion to get there.
The math doesn't math.
And the bill is now arriving for everyone downstream of it.
For three years, every AI service you used was sold below cost.
The Wall Street Journal reported Microsoft was losing $20 to $80 per user per month on a $10 GitHub Copilot subscription. Anthropic was letting users burn up to $13.50 in compute for every dollar of their plan.
That subsidy is ending soon.
On June 1, GitHub Copilot flips to token-based billing. Anthropic and OpenAI already moved enterprise customers to the same model.
The meter is back on.
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➠ Why "Subprime" Is The Right Word
Ed Zitron called this in September 2024.
His thesis: the entire AI stack is a heavily-subsidized layer cake where the end customer never saw the true cost.
Almost every "AI-powered" startup runs on GPT or Claude. Both labs lose billions. Both labs depend on hyperscaler discounts (Microsoft for OpenAI, Amazon and Google for Anthropic).
Strip the subsidy and the unit economics fold.
❶ Cursor's actual gross margin was negative 23%, or negative 31% including non-paying users
❷ Anthropic's own docs now show Claude Code averaging $13 per developer per active day, up from $6 a few months ago
❸ A 10-person dev team at $30 per working day burns ~$75,600 a year. At $300 a day, $756,000
Goldman Sachs is now flagging that some firms spend 10% of their headcount cost on AI tokens, with a path toward 100% in coming quarters.
Even Uber's CTO publicly admitted they spent the entire 2026 AI budget in months.
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➠ The Stargate Time Bomb
Stargate Abilene was pitched as the largest AI compute campus in history.
1.2GW, eight buildings, ~$52.8B total cost.
As of April 27, 2026: only two buildings are live. The third barely has any GPUs in it. Years behind schedule.
Oracle has taken on roughly $115B in debt for Stargate and needs another ~$150B to finish.
Last quarter's free cash flow: negative $24.7B.
Larry Ellison has personally pledged ~$61.5B of his Oracle stock as loan collateral. For any of this to work, OpenAI must 10x its current business by 2030.
CFO Sarah Friar already told leadership she's worried OpenAI can't pay future compute contracts and that the company "isn't yet ready to meet the rigorous reporting standards required of a public company."
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➠ The Receipts On ROI
MIT found 95% of companies running GenAI pilots get zero meaningful return.
Atlassian put it at 96% with no productivity gain.
Nobel laureate Daron Acemoglu modeled total AI-driven GDP impact at 1.1% to 1.6% over a decade, not the trillions Wall Street has priced in.
The US Census Bureau shows AI adoption at firms with 250+ employees has flattened or fallen in 2026.
Meanwhile NVIDIA invested $100B in OpenAI, which then uses it to buy NVIDIA chips.
Meta raised $30B in bonds and another $30B off-balance-sheet through a Morgan Stanley joint venture. UBS credit strategist Matthew Mish put it plainly: $100B in AI-related debt per quarter "raises eyebrows for anyone that has seen credit cycles."
This is what circular finance looks like right before it stops being circular.
So now you know why your sub tier disappeared, why the price went up, or why your AI quota ran out early?