Ákos Török

🤷 Quantitative Asset Manager / Doctoral Student @ WU Wien

[Ákos Török @AkosToeroek]

<3

[Thoughts of Dog @dog_feelings]

i had a long talk. with my fren. about how to spot. a fake ball throw. the optimal strategy. is to follow the ball. with your eyes. instead of your heart

[Ákos Török @AkosToeroek]

@MikeJanela I get the sarcasm but there is actually a better way. Start with instant knockouts. There are 211 federations, 45 get a bye and the remaining 166 play the first round. The winners join the 45 for the round of 128. 210 games in total. Less meaningless group games

[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🤗

[Kyle Neubeck @KyleNeubeck]

I wrote about Joel Embiid, the person and the player

https://t.co/ey0GQbJbDa

[Ákos Török @AkosToeroek]

@tancredipalmeri He is better at his job than you could ever be at yours. Your question had 0 journalistic value and you clearly just wanted to provoke a reaction. Your tweet proves my point.

[Ákos Török @AkosToeroek]

@theMadridZone 95 Minutes in the back pocket of Stanislav Lobotka. Don't worry, people with eyes a have seen this stinker of a game.

[Ákos Török @AkosToeroek]

@MikeDrucker

[Ákos Török @AkosToeroek]

@florianklenk @FranzSchellhorn Weil Benko oder Stadt Wien die einzigen Optionen sind? Was unkonstruktiveres ist Ihnen nicht eingefallen?

[Ákos Török @AkosToeroek]

@kicker_FCU ihr seid peinlich: https://t.co/yenCL0RyPz

[Earvin Magic Johnson @MagicJohnson]

The Phoenix 2 crew put on a Greek god and goddess extravaganza tonight on the yacht! We had so much fun dressing up and dancing and Chef Daisy prepared an outstanding spread for us to enjoy! What a beautiful sunset tonight in Greece 🤩

[Clifford Asness @CliffordAsness]

Yet again the moral hazard here is the depositors. When people are told they’re insured up to X and still deposit 10X and are then bailed out of that, who on earth ever will worry about it again and what does it mean at all to have a limit on deposit insurance?

Well I guess some will worry. It means if you’re small and not connected you WILL lose over the 250k but if you are collectively big and connected there is no limit ur covered.

That’s both moral hazard and just plain immoral.

[Ákos Török @AkosToeroek]

@FootyScran @hartpuryfootbal That crust looks like the perfect mix of crunchy and fluffy. Surely scran

[Ramp Capital @RampCapitalLLC]

You may not like it but this is what peak male performance looks like. Absolute electric factory.

[Ákos Török @AkosToeroek]

@a_sator Die Idee an sich ist super. Einziges Problem ist, dass es für österreichische Investoren ein FX Risiko gibt. Das ist dann potentiell später, wenn das Portfolio großteils aus USD Anleihen besteht und man nahe an der Pension ist, ein Risiko, das man nicht haben möchte/sollte.

[Ákos Török @AkosToeroek]

@daniel_dijk @RafaelR60729908 @a11ymckay @paulmjchilds @Reuters Paredes should’ve been sent off for this

[Ákos Török @AkosToeroek]

@c_lindner Habe ich etwas nicht mitbekommen oder schicken Banken noch Boten mit Bargeld herum wenn man Überweisungen macht?

[Ákos Török @AkosToeroek]

@KennethDredd you missed the part where he pays for the electricity of the antminer

[Ákos Török @AkosToeroek]

@UltraWeedHater We need more leaders like him speaking out👏👏👏

[Ákos Török @AkosToeroek]

@UltraWeedHater @AdamSchefter Omg it is happening!!!

[Ákos Török @AkosToeroek]

@Yasinallam1 @OfficialBHAFC Congratulations and best of luck!!!!

[Ákos Török @AkosToeroek]

@UltraWeedHater 🙏 thank you for this inspirational video