Axel

[GB Politics @GBPolitcs]

🚨NEW: Dominic Cummings, former Chief Adviser to Boris Johnson:

"Whitehall will break the law to prevent Reform UK winning power. They'll leak medical records, tax records. They'll bug [Farage's] phone and leak that. They'll do anything that they need to."

[@spectator]

[Cody @Obii_cubana_ZSN]

Bro pranked the cashier that he paid with the Juice 💀😹

[Moving Home with Charlie @moving_charlie]

How to say house price crash without saying house price crash.

[Axel @Axel_747]

@antisadh If the restriction is due to TPM then there is a way around that which you can search up

[GB Politics @GBPolitcs]

🚨NEW: Kent police has thanked a van driver for assisting an armed officer chasing a suspect in Thanet

[Prompter @PromptLLM]

Crazy take from Claude

[Piers Morgan @piersmorgan]

BREAKING: President Trump confirms Keir Starmer is resigning as Prime Minister… before Starmer has confirmed it himself. The final humiliation.

[Rapid Response 47 @RapidResponse47]

"You walked in and you said, 'I'm the boss.' How many of them believed that?"

@POTUS: "All of them, but I was just being funny." 😏

[Grace Cathedral Park @gracecthdralprk]

I didn’t used to think advertising worked on me, but the World Cup has made me want to buy some crude oil from Saudi Aramco

[Ankur @AnkurMessi_]

I’m crying man😭😭

[MJTruthUltra @MJTruthUltra]

Tucker Carlson appears to be struggling with the level of 5D Chess that President Trump is playing..

“Someone who knows Trump very well once told me 15 years ago, in the end, Trump disappoints everyone. His ex-wives, former political allies— and it looks like it’s Benjamin Netanyahu’s turn— Trump is saying the Israeli’s are such Inhumane savages, who do not consider non-Israeli life fully human, that we’re going to trust the Al-Qaeda guy over them.”

Clip
https://t.co/KyYFcT1aa1
Full Tucker Show
https://t.co/eMNuWAzF87

[Cristo @cristo_radio]

I’m not sure ITV are massively advancing the idea of women’s equality in football by having Emma Hayes give her analysis from a set which looks like she’s stuck in a kitchen?

[Daily Wire @realDailyWire]

An undefeated glow up 😤

[johnny maga @johnnymaga]

Trump walked into a room full of European leaders and exclaimed “I’m the boss!”

This goes crazy.

[Sky News @SkyNews]

Donald Trump and other G7 leaders: What does their body language reveal?

Our Europe correspondent @AliBunkallSKY analyses the body language of the leaders who attended the G7 summit in France and how they behave around the U.S. president

[Eric Daugherty @EricLDaugh]

🚨 LMFAO! President Trump is hilarious 🤣

UAE PRESIDENT: *Speaking very low*

TRUMP: "See, when you're that RICH, you can speak THAT LOW."

"I was wondering, can anybody hear that? But when you're so rich, you have such confidence, you don't have to do any strain to the voice!" 😂

[Axel @Axel_747]

The state of the UK

[Chris Menahan 🇺🇸 @infolibnews]

Q: "Are you frustrated with Netanyahu, sir?"

Trump: "No. We have a great relationship."

*Rants for four minutes about Israel defying him on Lebanon despite all he did for them*

[Clash Report @clashreport]

Trump criticizes Israel's methods in Lebanon:

You don't have to knock down an apartment house every time you are looking for somebody.

There are a lot of people in those houses, and they are not all Hezbollah, that I can tell you.

[Aakash Gupta @aakashgupta]

Let me explain exactly why OpenAI will sell you $14,000 of compute for $200, because the margin math only looks suicidal until you read it like an actuary.

A subscription is a premium. Tokens are claims. The weekly limit is the coverage cap. Insurance books get priced on the pool's average utilization, and that $14,000 figure is the maximum.

Back out the breakevens from SemiAnalysis's 75% gross margin assumption. A chatgpt-pro-20x subscriber stays profitable for OpenAI up to 5.7% utilization. Anthropic's max-20x plan holds to 10%. Meanwhile the median $20 subscriber asks a few questions a day and burns low single digits of their cap. Whales blowing through weekly coding limits get carried by millions of quiet users who barely touch theirs.

The caps hide the best detail. $700 vs $400. $3,500 vs $2,000. $14,000 vs $8,000. OpenAI's ceiling sits at exactly 1.75x Anthropic's at every single price point. One constant ratio across three independent tiers. Somebody set these limits with a competitor's spreadsheet open.

Rate limits do the actuarial work too. The worst possible whale costs OpenAI about $3,300 a month and Anthropic about $1,800, and the loss stops there by design. A hard ceiling on claims, written directly into the product. Actuaries spend entire careers wishing for that clause.

Now the deflation argument, and the catch inside it. a16z measured inference cost falling 10x per year, but that decline holds for a fixed level of intelligence. Whales never sit at a fixed level. They ride each new frontier model the day it ships, so the cost curve never catches up to them.

Which makes the model behind the plan the entire game. Cutting limits triggers public backlash that trends for a week. Routing the $200 tier to a model deflation already made cheap is silent and repairs the book overnight. SemiAnalysis predicts labs will withhold new models from subscriptions, and the actuarial math agrees. Last year's frontier at this year's serving cost turns every whale profitable without touching a single limit. Insurers take claims costs as given. AI labs choose theirs.

Limits are the lever everyone watches. The model behind your plan is the lever nobody sees.