It's painfully obvious to me, after 12 years of shipping production code, that:
We are massively overestimating AI and massively underestimating it at the same time.
→ 96% of the code I write today is AI-generated
→ but I review every single line like my job depends on it
→ the developers who win won't be the ones who prompt the fastest but be the ones who know what "good" looks like
Here's what nobody wants to admit:
AI didn't make engineering easier.
It made judgment the entire job.
The bottleneck was never typing.
It was knowing what to build, what to throw away, and what will break at 3am six months from now.
Juniors are shipping 10x more code.
And introducing 10x more bugs they can't explain.
The skill isn't writing anymore.
It's reading. Reviewing. Saying no.
Taste is the new 10x.
The engineers who treated coding as typing are panicking.
The ones who treated it as thinking have never been more valuable.
Adapt accordingly.
🦔GitHub Copilot switched to token-based billing this morning and users are already out of credits. Pro+ subscribers paying $39 a month are reporting 60% of their credits gone in two hours of normal use. One user lost 20% of their allowance from a single file review with no code changes. Another hit their monthly cap before the calendar even flipped to June.
Orgs with shared token pools have no way to see individual usage, so entire teams get cut off when one person runs a heavy prompt. Users are canceling and moving to Claude Code and Codex. GitHub community forums are on fire.
My Take
Flat-rate AI subscriptions were always subsidized. Everyone in the industry knew it. Today the subsidy ran out for a few million developers at once. The problem is a lot of companies already restructured around these tools. They cut headcount and told remaining engineers to lean on Copilot instead of building skills internally. Those companies now depend on a tool whose cost just became unpredictable and whose usefulness completely changes when you have to ration prompts to stay under budget.
The developers moving to Claude Code and Codex will hit the same wall eventually. Every AI provider faces the same unit economics. Anthropic filed its S-1 this morning, and the durability of its revenue depends on whether customers stick around once real pricing kicks in everywhere. If a $39 subscriber cancels after one day because the tool became unusable, multiply that across millions of seats and the churn risk becomes very real.
Today showed what happens when AI pricing meets reality. The companies that built their workflows around cheap tokens just discovered the tokens aren't cheap anymore and the people who knew how to do the work without them are already gone.
Hedgie🤗
Thanks to dumb government policies, even buying a car feels like a gamble now.
Petrol car - kab kitna ethanol mix kar dein, koi clarity nahi.
Diesel car - kab uski lifespan aur resale khatam kar dein, pata nahi.
EV - city ke bahar proper infrastructure hi nahi hai.
Consumer bas experiment ka subject ban ke reh gaya hai.
Happening with me.
If you need proof that you’re living inside the most powerful propaganda system in human history, consider the fact that almost nobody can afford anything & yet this is somehow not — by far — the top issue covered by the press, discussed in politics or trending on social media.
#Hyderabad records highest night-time temperature not because of El Nino.. it’s because we have lost so much greenery that we don’t have a natural over night cooling mechanism.
Trees provide a natural cooling system that control over night temperatures. Our ground water too is depleting drastically… Ground water helps moisture content in the air with trees being the carriers… Its not rocket science. Hyderabad is losing on both the fronts and we have t even started serious work on rectifying the issues..
But looks like our planners believe in ACs to keep us cool.
@GemsofAcademia The BJP appears to recognize that it may not secure victory in the next election using the same communal approach, so this seems like an attempt to reinvent its strategy.
Society, when I was growing up, had a moral foundation that curbed the selfish drive of capitalism.
From the '90s that moral core gradually eroded, and pure, naked self-interest replaced it.
Today, the sociopath with no ethics, is at the top of every branch of life.