Danny Frisco

CEO & Co-Founder at Rapido Solutions Group

[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🤗

[Craig Fuller 🛩🚛🚂⚓️ @FreightAlley]

"AI in logistics" is the new version of "Uber of".

[Danny Frisco @DannyFrisco]

🙌

[Adam Schefter @AdamSchefter]

And so the hiring cycle is now off and running.

Chicago is hiring Ben Johnson.

New Orleans and the Jets both are interested in Lions defensive coordinator Aaron Glenn.

Jacksonville interested in Liam Coen, Robert Saleh and Joe Brady, amongst others.

[Danny Frisco @DannyFrisco]

@garrett_makes Love it! Best of luck!

[Danny Frisco @DannyFrisco]

@AbEzAs123 Truth. So dumb

[Danny Frisco @DannyFrisco]

Is TGL about to flop hard?

[NUCLR GOLF @NUCLRGOLF]

🚨💺⛳️ JUST IN: The TGL Golf league is looking for paid ‘seat fillers’ to fill the stands at the SoFi Center and is paying actors between $150-250 per event, plus free merchandise, according to ad listings from Penguin Entertainment, a 3rd party talent management firm.

Adam Freifeld, a spokesperson for TGL confirmed the plans to @WPTV. “We have a small, intimate venue and like an awards show we use seat fillers to, you know, fill seats.”

[Danny Frisco @DannyFrisco]

@realEstateTrent I'm that kid

[Danny Frisco @DannyFrisco]

@TimothyDooner US would not be the powerhouse they are today without that setup

[Danny Frisco @DannyFrisco]

Happy new year all!

Hopefully 2025 brings us a better freight market than years prior. 🙏🏼

[Danny Frisco @DannyFrisco]

@ColinFBrennan Lol Grok got some work to do

[Danny Frisco @DannyFrisco]

Definitely did this.

Execution > Idea

[Alex Hormozi @AlexHormozi]

First time founder: “You need to sign an NDA before I tell you my idea.”

Second time founder: “Here’s everything I’ve got. No one’s gonna care until I make it happen anyways. And it’ll take money, years, and probably won’t work the way we expect.”

[Danny Frisco @DannyFrisco]

@lostisreed It seems like you have much more to say?

[Danny Frisco @DannyFrisco]

Unsubscribing from all newsletters to end the year.

Fresh start in 2025...what are the must haves?

[Danny Frisco @DannyFrisco]

@BARSTOOLBEEF_ Nuke me

[Danny Frisco @DannyFrisco]

@freight_Dogs

[Danny Frisco @DannyFrisco]

Nothing more motivating than a hater.

[Craig Fuller 🛩🚛🚂⚓️ @FreightAlley]

Haters are the fuel of motivation when self doubt or complacency creeps in.

[Danny Frisco @DannyFrisco]

@NWischoff Rolex day-date

[Danny Frisco @DannyFrisco]

@BeardyBrandon In your opinion, what percent is luck vs what percent is calculated moves?

[Danny Frisco @DannyFrisco]

@FoxNews Won’t happen until Virginia passes away