alperb

[zaytung @zaytung]

Kılıçdaroğlu'nun Halkla Bayramlaşma Programı İçin Hazırlıklar Sürüyor: Suratına Tükürülmeden Yürüyebileceği 500 Metrelik Özel Sokak Yapılacak…
https://t.co/TwrXtfal50

[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🤗

[Dustin @r0ck3t23]

Elon Musk thinks the entire education system is built on a broken assumption.

That every student should learn the same thing. At the same speed. In the same order. At the same time.

Musk: “Everyone goes through from like 5th grade to 6th grade to 7th grade like it’s an assembly line. But people are not objects on an assembly line.”

The model was designed for a factory economy. Standardized inputs. Predictable outputs.

That economy is gone. The assembly line is gone.

But the education system still runs on its logic.

A student who masters algebra in two weeks sits through eight more weeks because the calendar says so. A student who struggles gets dragged forward because the schedule doesn’t wait.

Neither is being served. Both are being processed.

Musk: “Allow people to progress at the fastest pace that they can or are interested in, in each subject.”

AI doesn’t teach a classroom. It teaches a student.

One at a time. Every time.

It skips what a student already knows. It finds where they’re stuck and approaches it from a different angle.

It adjusts in real time. Not at the end of a semester when the damage is already done.

A student obsessed with basketball learns fractions through shooting percentages. A student who builds in Minecraft learns geometry through architecture.

The subject doesn’t change. The entry point does.

No teacher with thirty students can do this. Not because they lack skill.

Because the math doesn’t work.

AI doesn’t have that constraint.

Musk: “You do not need to tell your kid to play video games. They will play video games on autopilot all day. So if you can make it interactive and engaging, then you can make education far more compelling.”

The brain isn’t broken. The format is.

Kids learn complex systems and strategic thinking for hours voluntarily. Then walk into a classroom and can’t focus for twenty minutes.

That’s not a discipline problem. That’s a design problem.

Musk: “A university education is often unnecessary. You probably learn the vast majority of what you’re going to learn there in the first two years. And most of it is from your classmates.”

Four years. Six figures of debt.

And the real value comes from the people sitting next to you. Not the institution charging you.

The degree doesn’t certify knowledge. It certifies endurance.

Musk: “If the goal is to start a company, I would say no point in finishing college.”

The system was built to train employees. If you’re not trying to be one, it has nothing left to offer you.

Every lecture. Every textbook. Every curriculum. Now available instantly. Personalized to any learner. Adapted to any pace.

The question isn’t whether the old model survives.

It’s how long we keep forcing students through it while the replacement already exists.

[Vala Afshar @ValaAfshar]

The beauty physics and teachers who work hard to expand our minds

[Evan Kirstel #B2B #TechFluencer @EvanKirstel]

Charted: Where People Trust Each Other Most—and Least in the World https://t.co/hXOalTPdMM

[Massimo @Rainmaker1973]

Possibly the greatest single male athletic performance of all time

[Far From Woke @FarFromWokeShow]

Elon Musk officially announced the "America Party" on the July 5.

I spent the last 6 hours researching it...

The craziest part is how he plans to succeed with it.

Here's everything you need to know about the America Party: 🧵

[ʙᴇʟʟɪ's @portovecchiaaa]

Milletin sırtından geçinen bu hainleri not edelim, unutmayalım

[Massimo @Rainmaker1973]

Only in Japan.

Japan is a country where people feel absolutely privileged to lend a helping hand to each other. So this can actually happen.

[Cem Seymen @cemseymen]

Güzel paylaşım. Müthiş bir hoca. Bu seriyi izleyenin zihni açılır. Işıl ışıl parlar. Her şey berraklaşır. Bize ne yaptıkları anlaşılır hale gelir.

[Massimo @Rainmaker1973]

Exemplary representation of the Ohm's law

[Codie Sanchez @Codie_Sanchez]

The next decade belongs to those willing to earn it:

[Naval @naval]

A good product, like a good explanation, is “hard to vary” and has reach beyond its original intent.

Changing any part of the product makes it worse.

It’s built to the edge of its constraints.

Users use it to solve problems that it wasn’t intended to solve.

[Matt Ridley @mattwridley]

Nope. Only among a small cabal of virologists with a massive conflict of interest. https://t.co/UbsbICjF2j

[alperb @alperburat]

@OzenAlatifozen @cumali_ergun @OneNewsweek @kilicdarogluk İktidar ve beşli çetenin nasıl işine yaramıştır ? Somut bir örnek verebilir misiniz?

[World of Engineering @engineers_feed]

Marriage logic map

[Şahan Gökbakar @sgokbakar]

Mezuniyetlerinde "Mustafa Kemal'in Askerleriyiz" diyen teğmenleri Türk Silahlı Kuvvetlerinden ihraç etmeye kalkıyorsunuz öyle mi? Nedir suçları? Bu ülkenin kurucusuna yürekten bağlı olmaları mı? Bunu dile getirmeleri mi suç?! Herkes bu gencecik teğmenlere sahip çıkmalı! Gururla alkışlıyorum hepsini!!! #TegmeniminYanındayım

[Gül Çiftci @gulciftci]

Hiç kimse yalan ve çarpıtma ifadelerle cumhuriyeti hedef alamaz.

Milli Eğitim Bakanı Yusuf Tekin hakkında kullandığı cumhuriyet ve laiklik düşmanı ifadelerinden dolayı suç duyurusunda bulunacağız.

Tekin derhal görevden alınmalıdır. Bu zihniyetteki kişinin çocuklarımıza sunacağı herhangi bir katkı yoktur.

[alperb @alperburat]

@IBBcozummerkezi Ayrılık çeşmesi Metro durağı çıkışında yürüyen merdiven çalışmıyor

[Massimo @Rainmaker1973]

A pocket-sized Rome travel guide from the year 1658.