mccallan27

[Thierry from arvy 🇨🇭 @ThierryBorgeat]

Citadel Securities just put institutional weight behind what the AI bulls won't say out loud.

In a new macro note titled "Tokenomics," Citadel makes the argument plainly: even the most powerful technology on earth still has to pass through the boring discipline of cost curves, capacity limits, and marginal returns.

The evidence is piling up:
– Amazon removed its token usage leaderboard
– Microsoft cancelled Claude Code subscriptions
– Multiple companies reporting unexpectedly massive token bills

Their conclusion is the part that matters.

Adoption is no longer about what AI can do in principle. It's becoming about the price and scarcity of the inputs needed to run it at scale. Compute. Power. Cooling. Memory bandwidth. Inference budgets. All real, all binding constraints.

And here's the kicker from the chart.

The Silicon Data LLM Token Expenditure Index, a benchmark for how much the market is actually spending on AI tokens, has started rolling over. Citadel reads it as a shift toward cheaper models. Companies substituting away from expensive frontier AI toward "good enough" alternatives.

That's economics 101 doing what it always does. When the price of something rises, people use less of it, or find a cheaper version.

Citadel sees a bifurcation forming. Frontier AI concentrated among a few firms with the balance sheets to absorb the cost. Everyone else quietly downgrading to simpler, cheaper models.

This is the part of every technology revolution the early narrative ignores.

The technology being real was never the question.

The question was always whether the economics could carry the valuations.

When one of the most sophisticated trading firms on earth starts writing about AI in the language of cost curves and rationing instead of limitless demand, the conversation has quietly changed.

The hype was about what AI could do.

The reckoning is about what it costs.

[Sovey @SoveyX]

Men will do anything to avoid trying on clothes.
He made the clothes try him on.

[Rishabh @Rixhabh__]

This guy used AI to put himself in Game of Thrones and fix everything

[evin @EvinKnowsBall]

This mf wont last another 2 years in the league playing Reese, Abdul, Burns and Kayvon twice a year

[Barstool New York @BarstoolNYC]

Arvell Reese
Kayvon
Abdul Carter
Brian Burns

[mccallan27 @_mccallan]

Wonder what value the Giants could get if they traded back with the number 10 pick. Turn that one pic into two.

[mccallan27 @_mccallan]

@JohnDracy @DDuggan21 You can continue to make excuses to pay the man and you’ll just end up getting overpaid entitled players on your team who are not bought in. Not how you 1. get deep into the playoffs and or 2. win championships.

[mccallan27 @_mccallan]

@JohnDracy @DDuggan21 How about that run defense??

[mccallan27 @_mccallan]

.

[mccallan27 @_mccallan]

@DDuggan21 Give him top 7 DT salary. Heres why!

[mccallan27 @_mccallan]

@DDuggan21 He should not be top paid player for DT! Top paid means consistent top play and numbers!!! While also staying healthy. Set the fair price and hold it. This is also culture too. Where you get paid well if you and your position group put up top tier numbers while remaining healthy

[mccallan27 @_mccallan]

@DDuggan21 Give him top 7 DT salary. Heres why!

[Josh Howerton @howertonjosh]

Only God is capable of knowing *exactly* what will happen 2,000 years in the future. The Bible is absolutely incredible. This is more proof.

What many Christians miss in Genesis 22 👇

[Curiosity @CuriosityonX]

🚨: Imagine winning this hard.

Meet Victor Glover, pilot of Artemis II, now on his way to Moon.

He was already a spacecraft pilot for SpaceX Crew-1. He is a naval captain who has had his naval aviator wings for 25 years. He has three (3) masters degrees, including in flight test engineering and systems engineering. He's been a test pilot since 2007. He has thousands of flight hours.

[SkattaDrt🎯 @SkattaDart]

Let me get this straight, Eli Manning is the only QB in history to win 2 SB's with defenses ranked below 15th in the league not to mention he had the toughest path ever.. and still isn’t a hofer what a fucking joke

[Jack Rolfe @JPR_25]

U10 players don’t need more cones.

They need:

More touches.
More decisions.
More encouragement.
Less adult control.

[mccallan27 @_mccallan]

@theaiportfolios We’ll have to start adding the notion of insider trading to the agents too 😂😂 if people from ELI or FDA used the AI while that was going on 🤦‍♂️