Cosmin Ene

Founder & CEO @ Supertab | Economic Infrastructure for the AI Usage Economy | Pay-Per-Use, Pay-at-Call, Metering & Settlement @getsupertab

[Elon Musk @elonmusk]

@profstonge No, I want to enable anyone to go to the Moon or Mars so that we secure the future of consciousness

[Cosmin Ene @cosmoene]

Major AI licensing deals expire end of 2026. Content providers are slamming the gates with bot blocks.
Will unauthorized scraping become more expensive than actually paying for it?
If yes, the entire economics of AI flip.
The winners won’t be those who scrape the hardest - they’ll be the ones who build sustainable relationships with creators while delivering value to users in simple, affordable ways. https://t.co/wTJLGziThk

[Cosmin Ene @cosmoene]

@shanaka86 @grok validate this

[Simon Taylor @sytaylor]

Can Anthropic just CHILL for like a day so we can process this stuff?

Shitting hell man

[Cosmin Ene @cosmoene]

@thealepalombo Lecce is stunning, indeed - it has style. And an incredible architecture, well maintained, along with all the infrastructure you‘ll ever need. One of the most underrated cities in Italy.

[successmovers @successmoverss]

Show up always.

[Cosmin Ene @cosmoene]

Subscriptions are a tax on curiosity.
Maine Trust tested pay-as-you-go: $1 for 1 hour, $2.50 for a day, $5 for a week - and got 2,800 short-term pass customers, with 70 converting to full subscribers. Turns out: give people choice → they buy.
https://t.co/SbvUs9c5HT

[Cosmin Ene @cosmoene]

Global news revenue: $125.7B in 2025. Basically zero growth. Print clinging to 65%, digital frozen at ~30% for five straight years. Ads + subs? Plateaued. Hard reality.

Stop waiting for legacy to fix itself. Add a real third engine: Supertab. Already pulling incremental revenue from the 98% who won’t subscribe -> pay-per-use + upsell to subs. Choice wins.

Time to try it out and unlock that third pillar. 🚀

[Ricardo @Ric_RTP]

The AI boom just hit a wall nobody saw coming.

And it's not software. It's not regulation. It's not even energy...

It's memory chips.

Right now, Dell is raising PC prices by 30%. Intel can't ship chips. Nvidia is slashing GPU production by 40%.

And almost nobody understands why.

Here's the "hidden" crisis the AI industry is trying to hide:

AI data centers are hoarding memory.

Not GPUs. Not processors. MEMORY.

Every AI server needs massive amounts of high-bandwidth memory (HBM) to run those models everyone's hyping.

One problem: There are only 3 companies in the world that can make it.

Samsung. SK Hynix. Micron.

That's it.

And all 3 just diverted their entire production capacity away from normal RAM to feed AI data centers.

The math that breaks everything:

1 gigabyte of HBM takes 4X the manufacturing capacity of regular DRAM.

AI will consume 20% of global DRAM production in 2026.

But the thing is, consumer demand for RAM didn't disappear.

PCs still need memory. Phones still need memory. Cars still need memory.

But there's no capacity left to make it.

The price explosion:

RAM prices are up 246% in the last 6 months.

DDR5 contract prices jumped 100% month-over-month in some cases.

Dell's CFO said he's "never witnessed costs escalating at this pace."

SK Hynix and Micron? Sold out through all of 2026.

Micron straight up EXITED the consumer memory market entirely to focus on AI customers.

If you're not building an AI data center, you're not getting memory chips.

AI data centers pay 3-5X margins compared to consumer products.

So memory manufacturers are rationally choosing: Serve Microsoft and Google's AI buildout, or serve Dell's laptop business?

Easy choice.

Every wafer allocated to an Nvidia H100 GPU is a wafer DENIED to your next laptop.

It's a zero-sum game. And consumers are losing.

The dangerous cascade effect:

Nvidia is cutting RTX 50-series GPU production by 30-40% because they can't get GDDR7 memory.

Dell, Lenovo, HP are all raising PC prices 15-30% in early 2026.

Xiaomi and other smartphone makers are cutting shipment targets.

Even Intel's crash last week? Partially driven by memory shortages limiting chip production.

This is a PERMANENT reallocation of the world's silicon capacity.

Not a temporary supply hiccup.

For decades, consumer electronics (phones, PCs, laptops) drove memory production.

Now? AI data centers are the priority customer.

And that priority shift is reshaping the entire tech economy.

The timeline Is worse than you think:

Industry analysts project shortages lasting through 2027, maybe 2028.

Why?

Because building new memory fabs takes 3-5 YEARS.

Micron's new Idaho fab won't meaningfully impact supply until 2028.

Samsung and SK Hynix are too busy ramping up HBM4 production to expand consumer DRAM.

So we're stuck.

AI companies need memory to scale.

But producing that memory DESTROYS the supply chain for everything else.

My question here:

Everyone's betting on AI scaling infinitely.

But what if the AI boom STALLS because there's not enough memory to support it?

What if we're not in an "AI supercycle" but a "memory shortage that kills the AI buildout"?

Intel crashed 17% because they can't manufacture enough chips.

The root cause though? Memory shortages limiting what they can even produce.

Nvidia is cutting GPU production by 40%.

AMD is struggling to get GDDR6 for Radeon cards.

This isn't just a consumer problem. It's an AI infrastructure problem.

And if memory doesn't scale, AI doesn't scale.

The AI industry sold you on infinite scaling.

But they forgot to mention the part where there's only 3 companies making the memory chips that power everything.

And all 3 just chose AI data centers over you.

Even Nvidia can't make enough GPUs to meet demand.

Not because of energy. Not because of regulation...

But because the memory supply chain is BROKEN.

And it won't be fixed until 2028.

[Daractenus @Daractenus]

Because it remains important to show the world what Russia looks like, the country that continues to spent hundreds of millions of dollars every night trying to freeze and terrorize the Ukrainian population, I have compiled a "best of" from my guides through Russia's cities.🧵

[Reads with Ravi @readswithravi]

“The best people in your life are the ones who see potential in you that you didn't see in yourself.”

— Brian Chesky, Airbnb CEO

[Cosmin Ene @cosmoene]

@paulg And the kicker: you can’t shortcut the read-out. If the procedure is “improper” (steering, interruptions, someone not properly informed), parts can be contested - meaning full re-notarization. I once sat through a 13 hour session.
In Switzerland, the same thing takes 20 minutes

[The All-In Podcast @theallinpod]

David Friedberg: California’s “Billionaire Tax” is a Trojan Horse to Go After the Middle Class's Private Assets

@friedberg:

“The reason they're calling it a billionaire tax is to make it easier for people to vote for it, and sign up to this entirely new tax system that they're proposing to put on all Americans at some point, and for the first time ever degrading our private property rights.”

“Forget about how much wealth you have, forget about how rich you are, forget about the term billionaire, millionaire, whatever it is.”

“We're creating, or proposing the creation, of a new tax system that allows the government for the first time ever to come in and audit everything you own.”

“All the jewelry your grandma gave you, the value of all the couches in your house, the value of your car, the value of all your stocks and bonds, and the government can come in, and for the first time, look through the veil into your personal property.”

“And say, ‘Here's how much all this stuff is worth. I'm charging you a percentage of that. That's what I need to get paid.’ And it doesn't matter that it starts with billionaires. What matters is that we're giving the government the right to look into our private property and take a percentage of it every year.”

“The total net worth of billionaires in the US is $8 trillion.”

“The net worth of the US, the middle class, and everyone else is $170 trillion, compared to $8 trillion of the billionaires.”

@chamath:

“They need a way to open the door so that they can go after the real honey pot.”

“The real honeypot is not 200 people.”

@friedberg:

“Just so everyone understands the real goal of this is not to tax billionaires, because there are other ways to tax billionaires.”

“Charge them a capital gains tax if they borrow against their assets that they haven't paid capital gains tax on. Very simple, that can resolve this.”

“Another thing you can do, you can raise the capital gains tax rate. Sounds unpopular. I don't agree with that, but that's another way to deal with this, which is to take the capital gains tax rate from 20% to 30%. You could do that.”

“The real goal of this is to create, for the first time in American history, a private property asset seizure tax. Because they're going after the $170 trillion, not the $8 trillion that the billionaires have.”

[Cosmin Ene @cosmoene]

Ab wann soll Journalismus auf der Homepage eigentlich Werbung querfinanzieren - statt umgekehrt?
Und warum gibt es trotz all der Werbung für Nutzer fast immer nur die Wahl zwischen „Abo oder nichts“?
@MEEDIA

[Cosmin Ene @cosmoene]

Asserting rights and making money with AI is a delicate dance - but someone has to take the first step. Otherwise it’s going to be a very boring party.

RSL gives publishers the ability to assert their rights. Supertab sets the economics so content providers can actually get paid.
It won’t flip overnight, but progress never starts with perfection.
It starts with moving - and this is a first, big step!

[Chubby♨️ @kimmonismus]

Google cooked so hard. Not gonna lie, this feels like the future is here.

Now develop Google Glasses with enough battery power, a good chip, and a look like Ray-Bans, and you'll have an instant hit. 100%.

[Cosmin Ene @cosmoene]

@RnaudBertrand Amazing. The real winners are those who stay humble enough to learn from people who do something better - and bold enough to put that learning into action… @renaultgroup just showed exactly that. Well done 👏

[Mindset Machine  @mindsetmachine]

Orthopedic surgeon Dr. Vonda Wright explains how muscles can save your life 💯👇

[a16z @a16z]

Marc Andreessen's rule of thumb for a successful tech sector: "The principle is just 'Do the opposite of the EU.'"

David Sacks: " When they talk about AI leadership, what they mean is that they're taking the lead in defining the regulations."

"They get together in Brussels and figure out what all the rules should be, and that's what they call 'leadership.'"

@pmarca @DavidSacks

[Ryan Carson @ryancarson]

Just got off the phone with an ambitious, smart 25 year old who asked for a career consult session.

The main thing I said over and over again:

-------> Get technical <-------

Learn how LLMs actually work.

Build a simple real-world product on top of the APIs and ship it.

Don't be one of the people who say "I can't code".

All those folks are getting laid off or will be.

Everyone said coding agents = you no longer need to code.

It's the exact opposite.

The devs are going to control the world even more than before.

Become a dev.