Andrew Ferenczi

[Andrew Ferenczi @SeismoStats]

@PaulSkallas He scored 2nd place at my local chess club's Saturday tournament. No media, just another player. I think it's refreshing to go out without being recognized

[Andrew Ferenczi @SeismoStats]

@DebrouillardInc @PaulSkallas Was this at the Obelisco anniversary? I live close by and the video reminded me of the crowd there

[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🤗

[Essayful @Essayful]

Carl Jung on avoidance...

[Fusilier @firstfusilier]

I challenge anyone to factually contradict this statement. Anybody?

[Tiberius @tiberiusfiles]

There has never been a better time to watch this video

[Open Source Intel @Osint613]

IMPORTANT 🔴

The contrast between the protected safe room and the rest of the apartment struck by the Iranian ballistic missile.

[Allie K. Miller @alliekmiller]

Had to share the most heartwarming use of AI I’ve seen yet.

A teacher made AI-generated images of her students as adults living their dream careers (ex: astronaut, football player, cartoonist, veterinarian) 🫶

[Caleb | Blackout @blackouttrades]

I know a banger when I see one. Trump and @elonmusk are back.

[Andrew Ferenczi @SeismoStats]

@typesfast The Prize

[Trung Phan @TrungTPhan]

James Dyson dropped the tightest 7-minute product launch you’ll ever see and somehow found new ways to innovate a vacuum.

The Dyson PencilVac FluffyCone is:

▫️world’s thinnest vacuum (38mm, 1.8kg)
▫️has special cones so hair doesn’t get stuck (unreal lol)
▫️new design so cleaner head can go right against walls (also up in cupboards and under sofas)
▫️360-degree illumination so you can see all dirt
▫️powerful new motor entirely in handle (with new dispensing system)

I know about this because my wife watches Dyson demo vids like they are Peak Steve Jobs Appe keynotes.

She sent it and said “we are definitely getting this when it’s out” to add to the fan, OG vacuum, hair dryer and air purifier. Ugh.

[Jules Horn @juleshorn01]

You’re one swipe away from releasing years of tension.

Not on your phone —
But on the roof of your mouth.

It’s called a palate fascia swipe, and it can:
• Unlock your jaw
• Calm your nervous system
• Drain sinus pressure
• And give you instant relief

Here’s how it works

[Andrew Ferenczi @SeismoStats]

@juleshorn01 Just tried it. Helped. Thanks

[Andrew Ferenczi @SeismoStats]

@tferriss Slow down! We're in a hurry

[Deedy @deedydas]

The new Pope has a degree in mathematics from Villanova University.

This guy doesn’t just understand sin. He understands cos.

[Massimo @Rainmaker1973]

The Iberian Peninsula as seen from space yesterday evening

[Master of the Flying Jetski @jetskitosway2]

the papal conclave has now entered the talent portion of the competition

[Frank Luntz @FrankLuntz]

“America would be better off if more people worked in manufacturing.”

• 80% of Americans agree
• 20% disagree

“I would be better off if I worked in a factory.”

• 25% of Americans agree
• 73% disagree
• 2% currently work in a factory

👉🏻 https://t.co/fq1rItVKC2