@mc_leila Trees grow to over a hundred feet here so proper placement of plants and sites for buildings need to take the sun angles into consideration. Inside the app you can scroll through the days and time to sight the Sun angles looking through the phone like a camera shot.
It’s bad enough to have utilities, insurance and phone bills,
- but -
What happens when your intelligence is dependent on a subscription and you cannot pay the bill?
🦔Sam Altman says OpenAI's top internal user burns 100 billion tokens per month. Six years ago that number was 100,000. An external customer uses even more. Cost complaints are now the second most frequent issue he hears from clients. And his next move is "always on" AI that runs autonomously in the background, which would multiply consumption far beyond current levels. Altman shared this during a livestream on enterprise AI adoption covered by Axios.
My Take
Altman just described a future where consumption goes up by orders of magnitude while his customers are already asking how to bring the bill down. Those two things can't coexist for long. GitHub Copilot switched to token billing two days ago and users burned through a month of credits in hours. Ramp data already shows Anthropic passing OpenAI in enterprise spend, which means the competition for these customers is heating up at the exact moment the customers are pushing back on cost.
IBM's CEO said this week the industry needs $6 to $8 trillion in capex and the revenue to justify it probably doesn't exist. Altman is previewing autonomous agents that would multiply current token consumption without anyone requesting it. Either the cost per token drops fast enough to make that affordable, or enterprises start capping their AI spend. One customer already exceeds 100 billion tokens a month. Scale that across autonomous agents at every enterprise and nobody has budgeted for what comes next. Altman is selling a vision of infinite demand while admitting the customers paying for current demand are already flinching at the price.
Hedgie🤗
🦔Qualcomm CEO Cristiano Amon told Computex this week that AI agents will replace your phone as the center of your digital life. The agent follows you across every device, earbuds, glasses, phone, laptop, and never turns off. 6G networks will "make all of us into walking cameras," and by tracking millions of radio connections, network operators will build a digital twin of every road, car, bicycle, and pedestrian in your city. "Resistance is futile," Amon said.
My Take
A CEO just stood on stage and told investors his company's vision is an AI agent that follows you everywhere, sees what you see, hears what you hear, and feeds it all into a digital replica of your city where every person and vehicle is tracked. He said "resistance is futile" like that was a selling point and not a threat.
This week Ring got sued for labeling people's faces without consent. Microsoft put "make people addicted" in a strategy doc. MicroAGI sent cameras into apartments. And now Qualcomm is pitching the hardware layer that ties all of it together into one continuous feed from your earbuds to a datacenter, running around the clock. Each company sells its piece as a standalone product, but they all benefit from the same outcome: you generate data constantly and it flows through their compute. Amon says economics will drive adoption and he's probably right. But I haven't heard a single person on any of these stages this week ask whether the people generating all that data actually want this future. The pitch is always to investors, never to the public. I feel like that should bother more people than it does.
Hedgie🤗
Welp, that happened faster than I predicted. Thought it would be end of 2027, then early 2027, but agentic traffic growing so fast that bots have now passed human traffic online for the first time in the Internet's history. https://t.co/2zX5bHdhsa