Tony J

Just because you live in the greatest country doesn't mean there isn't much needed improvement.

[Tony J @alpha_consumer]

@Olamzyloyal @mymixtapez You need more than 2 to make a trend. However, I do have Brazil making it to the final.

[Tony J @alpha_consumer]

@WillHayes_24 @sjs856 Atlantic Station

[Tony J @alpha_consumer]

@Cristiano @Nike SOOOOOOO 🔥🔥🔥🔥🔥❤️‍🔥

[Tony J @alpha_consumer]

On @HalftimeReport with @TheJudgeCNBC, @MalcolmOnMoney not drinking the $SPCX Koolaid! 😁

[Rohit @ai_rohitt]

🚨 Anthropic just showed a 27-minute workshop on how to actually do prompts for Claude.

Taught by the people who built it.

Free. No registration. No paywall.

I've seen $300 courses that don't cover what they teach in the first 8 minutes.

Watch it and bookmark it now.

[Tony J @alpha_consumer]

@andrewrsorkin you can't win an argument with @JoeSquawk if you don't stick to the topic. You were concerned with the probe on Reid Hoffman and Joe wanted to argue about Jean Carroll. He'll get you every time....c'mon man! @BeckyQuick @SquawkCNBC

[Tony J @alpha_consumer]

@HedgieMarkets @carlquintanilla

[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🤗

[Tony J @alpha_consumer]

@shaki_memes Definitely not the first time. "Bad Boys" commercial in 2024: https://t.co/JrVEZvWUGA

[Tony J @alpha_consumer]

@ESPNFC @neymarjr Crazy how one of the best to come out Brazil, 3 World Cups, and was looking like an NFL draft pick.

[ESPN FC @ESPNFC]

Neymar broke down into tears after getting selected for the World Cup ❤️

Look what it means to him 🥹

(via @neymarjr)

[Tony J @alpha_consumer]

@jimcramer Do you know why BLD is down so much from it's acquisition price of $500/share?

[Tony J @alpha_consumer]

Can we get some consistency with the chips @ChipotleTweets?! No hint of lime and absolutely 0% salt. 🤢

[Tony J @alpha_consumer]

"Black American" trending on X and all you see is hate between Africans and Black folks. STOP letting the manipulated algorithm divide you.

[Tony J @alpha_consumer]

@OleTimeHardball HARRY CARAY! All day every day!

[LSPN_FC @LSPN__FC]

messi 1v1 with goalkeepers

peak humiliation

[Tony J @alpha_consumer]

One of, if not the best segments on @SquawkCNBC Thank you! Good job @andrewrsorkin & @JoeSquawk

[Tony J @alpha_consumer]

@Gidi_Traffic Ladies & Gentlemen. I present to you........ @skyeblakely_

[Dustin @r0ck3t23]

Mark Cuban just described the largest wealth transfer of the AI era.

Almost nobody understood what he said.

Cuban: “There are 33 million companies in this country. Aren’t going to have AI budgets. Aren’t going to have AI experts.”

Not tech startups.

The shoe store. The regional trucking outfit. The accounting firm with 12 employees.

The businesses that actually run the physical economy.

They know AI is coming. They have no idea what to do with it.

Cuban: “You’ve got the head of Microsoft saying software is dead because everything’s going to be customized to your unique utilization.”

Software is dead.

The SaaS era ran on one rule. Build a generic product. Force millions of companies to bend their workflows around it. Charge rent forever.

AI ends the contract.

The business stops bending to the software. The intelligence bends to the business.

But customized by whom.

The third-generation manufacturer cannot tell Claude from Gemini. The county hospital is staring at a reactor asking where the light switch is.

Cuban: “Who’s going to do it for them?”

That question is worth more than the frontier models themselves.

Hundreds of billions are being burned to build the foundation. The smartest engineers alive are locked in a bloodbath over who owns the base layer.

Let them fight.

Let them burn the capital. Let them drive the cost of raw intelligence toward zero.

Because the wealth does not collect where the brain is built.

It collects where the brain meets the business.

Every ambitious kid in college right now thinks survival means a seat at OpenAI or Anthropic.

Cuban is staring at the other 99 percent of the economy.

Learn the models. Then learn the messy, unglamorous reality of how a 50-person company actually operates.

Walk through the door. Understand their problems. Wire the intelligence directly into their revenue.

That is not a job title. That is an entire economic class being born.

You do not need to build the brain. You need to build the nervous system.

The biggest winners of the electricity era were not the engineers who built the generators. They were the ones who walked into dark factories and showed the owners where to plug in.

33 million companies are standing in the dark right now.

Silicon Valley is racing to build the god. The fortunes will belong to whoever teaches him a trade.

[Tony J @alpha_consumer]

.@JoeSquawk will pick a political fight with anyone, even the nicest most innocent person in all of CNBCland @KellyCNBC @SquawkStreet SMDH!