🦔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🤗
This 1 hour lecture from a Carnegie Mellon professor who had 3 months to live will teach you more about living than every self-help book you’ve ever read combined.
Bookmark this & give it 1 hour today. It’s the most productive start you can give your week.
In 2019, MIT professor Patrick Winston gave a legendary 1-hour lecture called “How to Speak.”
It has 18M+ views for a reason.
His frameworks:
• Your ideas are like your children
• The 5-minute rule for job talks
• Why jokes fail at the start
15 lessons on communication:
In 2001, a car company gave 9 women a budget and a simple mission...
"Design a car from scratch"
No male designers, No legacy ideas
Just build the car you think people actually need.
What they created shocked the entire auto industry.
Dear Bhai,
I’ve been doing this for many of my clients though Iam neither a civil engineer nor an architect but I’ve enough masala and useful tops to give you gyaan.
Point 1. When you’re getting the approvals please ensure that you get the max out approvals for construction as per the FSI. Whether you build it or not is surely your choice.
Point 2. Don’t construct without a proper Architect. The following things should be clear about an architect, experience of 10+ years. Prefer architects who only design and not get their own team of contractors.
Point 3. Get the full quote with details of splits from the architect well before you approve.
Point 4. Have ceilings more than 13-17 feet if possible :- This gives the house a super large look.
Point 5. Structural engineers should use steel that can load bear a mild earthquake.
Point 6. List out the things you need as a function,
Example :- enough space for drying clothes. Make provision at a civil level before you start work.
Point 6 :- Use smart furniture for all places - Saves space, looks cool and very functional. Example folding iron table, multi charging table top.
Point 6. Don’t use intricate design patterns because cleaning is extremely expensive. Keep designs functional and straight and simple yet elegant
Point 7. Whatever material like Tiles / Design wall paper etc., you’re using, keep extra stock of it for future use if there is wear and tear.
Point 8 :- Don’t Build Swimming pools and other stuff, most people don’t use it most of the time and the Maintanence is very very high.
Point 9. Use large glass panels, look wise they are superb and adds to a lot of aesthetics.
Point 10. For long lasting stuff like beds use good Burma teak as they will last a few centuries and one varnishing will just help you get the look back.
Point 11. Get all edges carefully done ✔️ so that there are utility injuries.
Point 12. If there is Pile Foundation ensure that you personally see the depth of the pile.
Point 13. Average Cost of Construction should generally not exceed 2400-2750 normal structures and 3000 - 3250 for large ceilings.
Point 14. Avoid Marble flooring. Use Red Oxide flooring if you find vendors for the same and they are today available in multi colour -
Aathankudi tiles is also great. Look an online.
Point 15. Have fire / Thunder protection done ans also ensure that you’ve rain water harvesting.
Point 16. If you’ve space try vertical farming for self sustenance - Called as Hydroponics. You can save your health and loads of money by growing your own veggies.
Point 17. Inside the whole property & Contents.
Please don’t make your house a smart home. It would lead to clear laziness all around.
I hope the above points help. Can add some if you DM me.