RoboRubin

We live in an unraveling sci-fi movie. Let’s make sure it’s a good one.

[RoboRubin @RickRoboRubin]

What we’ll likely see because of this:

-focus on efficiency rather than pure capability, think composer 2 rather than claude mythos

-more efficient models slowly replacing current sota models

-exodus towards cheap chinese models

[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🤗

[Erik Voorhees @ErikVoorhees]

More likely story:

The "jailbreak" wasn't super serious (a situation anyone who has ever received bug reports is familiar with), Anthropic thought the demand to halt model was absurd, and Fed Gov used opportunity to punish and humiliate Anthropic for the prior sins of not bending knee.

Anthropic has more credibility on such topics than Washington

[RoboRubin @RickRoboRubin]

If AnThrOpiC dIdN’t FeaRMoNgER ThiS wOuLdNt HaVe haPPenEd

[NIK @ns123abc]

🚨US government’s action to shut down Anthropic’s top AI models was actually triggered by an unnamed rival company claiming it could break Mythos’s security, not by China

[RoboRubin @RickRoboRubin]

@PromptedSpiral @VictorTaelin This is a naive take. Its not like everybody who’s ever used fable didnt realize how powerful the model is.

Being upfront about the risks helps people prepare instead of being blindsided

[RoboRubin @RickRoboRubin]

@KingBootoshi @VictorTaelin You really think the us gov wouldnt have come to that conclusion themselves?

[RoboRubin @RickRoboRubin]

@weswinder I dont get that people are shitting on Anthropic so much for fear mongering.

Yes that probably contributed to this ban, but its better to be upfront about risks than just ignore them.

[RoboRubin @RickRoboRubin]

@interaction Bro got me with the rick roll ☠️

[RoboRubin @RickRoboRubin]

@hkgmb991 @marcelkargul

[RoboRubin @RickRoboRubin]

@saen_dev @hyperbrowser @Abhinavstwt Make web.md a mandatory step in your context files

[RoboRubin @RickRoboRubin]

@NousResearch Another W for Nous

[RoboRubin @RickRoboRubin]

@finn_hulse The masculine urge to give it all up and start an Uzbekistani goose farm

[RoboRubin @RickRoboRubin]

@shubham10j @UiSavior Thats what i call a happy little accident

[RoboRubin @RickRoboRubin]

@jason_blum Expand to other genres with low budget/excellent writing indie movies please

[RoboRubin @RickRoboRubin]

@Be_Believing That cloudy water is the coconut oil from last time

[RoboRubin @RickRoboRubin]

@Cine_vichaar Send help is literally the worst movie of the year

Intellectually insulting

[RoboRubin @RickRoboRubin]

@NateValuetw @HedgieMarkets @chudmogged Exactly. The models are good enough right now to unlock millions of different use cases.

Even if improvement would halt here, there’s still so much untapped potential for implementation

[RoboRubin @RickRoboRubin]

@rayzorfold @ns123abc Tell me you’re a bad leader without telling me you’re a bad leader

[RoboRubin @RickRoboRubin]

@jedpolglase @thePartyPartyUS @ns123abc Its bad etiquette. Practicing contempt in communication regularly is not beneficial to society.

Its also childish as hell. You drafted the prompt, that means you’re responsible for the shit output.

[RoboRubin @RickRoboRubin]

@DzambhalaHODL @JackFarley96 A moment of silence for microsoft employees 😔