Chevolec

[Chevolec @Chevolec]

A veces creo que la IA es un proyecto de la 4T

[Yoshik @AskYoshik]

The AI bubble math doesn't add up.

Anthropic spends $3 to make $1 and that’s before you include any and all other costs like staff or electricity.

Microsoft dumped $300B in capex, made ~$18B in AI revenue. OpenAI and Anthropic alone make up 43-54% of Microsoft, Google, Amazon and Oracle's entire revenue backlogs.

Enterprises are burning through annual AI budgets in 4 months with zero measurable ROI.

This is the most expensive science experiment in history, funded by your SaaS subscriptions.

[Chevolec @Chevolec]

Muchas empresas apostaron a que los costos de IA bajarían pero pasó lo contrario.
Ya son muchas empresas que se están teniendo el “Efecto Klarna”

[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🤗

[Chevolec @Chevolec]

@Jtfawver There are two different eras of football. It’s like trying to compare timing in a 80s F1 races against 2025 F1.

[Carlos Loret de Mola @CarlosLoret]

Les pido un par de minutos para ver esto.
#Loret en @latinus_us

[Chevolec @Chevolec]

@qtf mi esposa está en la arena CDMX y me dice que sonó la alerta ahí!!! Era premeditado o es un área de oportunidad? Por qué está en un evento público… si no fuera simulacro, que pasaría?

[Chevolec @Chevolec]

@mohitmishr93531 Done

[Mohit Mishra @mohitmishr93531]

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[Chevolec @Chevolec]

@JavyCrowley @Felipe_GT17 @Ben_escrito Las que no tiene Samsung es la 5,7 y 8

Todo la edición de imágenes está desde el s20 y lo de inteligencia “humanizada” desde s24

[sysxplore @sysxplore]

Linus Torvalds could not afford a UNIX license

So, he created Linux.

BitKeeper revoked free license for Linux development

So, he created Git.

This guy is the definition of genius 👏

[Chevolec @Chevolec]

@estarc62 pero el tipo del metro no es el primer video que hace, en su cuenta de Twitter @sr_indomable tiene varios videos ahí

[Lilly Téllez @LillyTellez]

La de hoy con Ciro:

Los programas sociales y el aumento al salario mínimo se hacen agua en las manos porque AMLO subió los impuestos: incrementó la inflación.

Morena elevó 44.15% la canasta alimentaria.
Vean cómo el precio del limón, la cebolla y otros, se fueron a las nubes:

[Libro Negro @Libro_negro_]

🟥 Hoy les traigo un hilo de videos épicos del Internet en México.

Abro hilo🧵 👇

[Rebeca @RebecaOyerbides]

@epigmenioibarra Aquí una inteligente respuesta

https://t.co/QaXasvvmEC

[Chevolec @Chevolec]

Actually I the defensive line, on average Hurts had 2 seconds to throw the ball, there was no protection on him and also, the defense is a strainer.

[HonestMichaelJackfan @durburner2321]

@Eagles @UnibetUS Let's be real Eagles fans, are we sure that we can win with Hurts as our best player. This game proves that Hurts isn't a championship level player or the best player on this team. I speak for all Eagles fans that we want Hurts traded and build around Penix Jr

[Chevolec @Chevolec]

@ChumelTorres la historia se repite

No tengo pruebas pero tampoco dudas.

En 1939, Hitler fingió ser atacado por Polonia y dio inicio a las WW2

Hamas estará haciendo lo mismo?

https://t.co/AH3QGhHFIB

[Chumel Torres @ChumelTorres]

Hamás reclama bombardeo a hospital en Gaza que en realidad bombardearon ellos.

Más estúpida esta guerra no se puede poner.

[Chevolec @Chevolec]

@reachvaldo 🙏

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[Chevolec @Chevolec]

@alifcoder Send

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[Chevolec @Chevolec]

@Funticketmx Me llegaron mis boletos pero no tienen lugar, estan en blanco! he intentado ponerme en contacto con ustedes por correo y telefono y no contestan!