@garrytan This is why we are completely promptless. Plug and play scattered raw data to unified contextual intelligence for humans and agents in a matter of minutes.
This is not a surprise at all… agents eating tokens like crazy because it uses scattered data and constantly has to “synthesize it” to keep its memory and logic in tact, with Cepien AI, your Claude code will be taping into already clean and synthesized intelligence.
🦔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🤗
We have a new member of our team! No, we didn't just get a dog; this is Charlie Brown, our CEO's pup, who just turned 5 years old and felt ready to join the team! 🐶 Welcome aboard our new CHO! 🎉
Ok, today, is a special day... because we get to announce a new addition to our Advisory Board! 🥳 Rudi Anggono welcome aboard!!! 🚀 We are so thrilled to have you join us on our relentless mission to supercharge product and design teams! 2026 will be 🔥