๐จ THE AI BUBBLE IS STARTING TO CRACK.
In the last 30 days:
โ Microsoft cut Claude Code licenses
โ Uber blew through its AI budget in 4 months
โ Uber's COO questioned AI spending
โ Fortune 20 companies started slashing token usage
โ One firm burned $500M on Claude in a month
โ H200 rental prices collapsed from $7/hr to $4/hr
The people actually paying the AI bills are pulling back.
Wall Street is still pricing perfection.
Let me trace the timeline here because nobody's connecting it.
Step 1: Scrape the entire internet. Every book, every article, every conversation, every piece of art, every forum post. Do it without asking. Do it without paying.
Step 2: Train a model on all of it. Call it "artificial intelligence."
Step 3: Go to BlackRock's Infrastructure Summit and announce: "We see a future where intelligence is a utility, like electricity or water, and people buy it from us on a meter."
Step 3 is where you sell people's own knowledge back to them. On a meter.
They took the collective output of human thought, compressed it into a model, and now they want to charge you by the token to access a version of what you and everyone you know already created.
One Reddit user put it perfectly: "They stole all this data from us, the people, our life's work, creativity, art, by devouring the internet and blowing through all copyright laws. Now they want to sell it back to us in the form of a utility."
Imagine if someone photocopied every book in the public library, burned the library down, and then opened a subscription service for the copies.
That's the metered intelligence business model.
And they're pitching it to infrastructure investors as though they invented water.
Trump and his friends are in political trouble.
Their response?
Make it harder for you to vote and disenfranchise tens of millions of Americans.
Trump said it out loud: If they pass the SAVE Act, Republicans will "never lose a race for 50 years.โ
Vote NO.
When Meta trains it models on 80+ TB of pirated books from LibGen and other platforms, it's called 'fair use', without them having to pay penalties and / or receive some form of legal punishment, as proceedings are ongoing.
When Aaron Swartz downloaded 70 GB of articles from JSTOR in 2010 he was facing a $1M fine and 35 years in prison, before taking his life in 2013.
If you don't mind me being a lil sappy for a sec. over a decade ago I was pushed by my good friend Monty Oum to make this show after telling him everything about it. After his passing I was filled with determination to make good on that, even if it felt impossible. You'll be happy to know I'm dedicating this pilot to him.
Absolutely extraordinary moment. Whether you like the Fed or not, their independence, is one of the central features.
If they become a puppet of the executive office, we could see interest rates going *very* low.
Michelle and I are heartbroken by the tragic passing of Rob Reiner and his beloved wife, Michele. Robโs achievements in film and television gave us some of our most cherished stories on screen. But beneath all of the stories he produced was a deep belief in the goodness of peopleโand a lifelong commitment to putting that belief into action. Together, he and his wife lived lives defined by purpose. They will be remembered for the values they championed and the countless people they inspired. We send our deepest condolences to all who loved them.
Sorry its a few days late, but thanks everyone who tuned in or donated to the Extra Life stream last weekend!
We managed to raise over $1,200 for charity, and we had a great stream. Thank you to everyone who donated, and special thanks to everyone that helped out.