Daniel 🌵

Software developer @ // Learning @PalantirTech // AI enthusiast // Spicy tech takes

[Daniel 🌵 @drmzio]

@NostalgiaYZ Spongebob

[Daniel 🌵 @drmzio]

@theo Damn, is Terafab really that good???

[Sawyer Merritt @SawyerMerritt]

SpaceX has just announced that they have entered into a $920 million per month agreement with Google to provide compute capacity, according to a new filing.

"On June 5, 2026, we entered into a Cloud Service Agreement with Google with respect to access to compute capacity. The customer has agreed to pay us $920 million per month from October 2026 through June 2029, with capacity ramping up through September at a reduced fee. The compute capacity provided includes approximately 110,000 NVIDIA GPUs, CPUs, memory, and other related components.

After December 31, 2026, the agreement may be terminated by either party upon 90 days' notice. The customer will retain ownership of, and intellectual property rights in, its content, Al models, and related data."

[Peter @peter]

things went from token maxxing to token budgeting real quick

[Daniel 🌵 @drmzio]

@KobeissiLetter It's time to panic

[Daniel 🌵 @drmzio]

@GovPressOffice How's your rail project going?

[Daniel 🌵 @drmzio]

@agrippa_dr 😂

[Daniel 🌵 @drmzio]

@KobeissiLetter It's time to panic

[Daniel 🌵 @drmzio]

@america Bezos is right. This isn't a money problem, it's a spending problem...

[Daniel 🌵 @drmzio]

@SailingBitty @nickshirleyy Crazy

[Daniel 🌵 @drmzio]

@Techniacus Figma in shambles

[Daniel 🌵 @drmzio]

The fact that @zillow decided to use this AI-generated image for the Street View button is so dumb.

Go back to showing us the actual preview image instead...

[Hedgie @HedgieMarkets]

🦔GitHub Copilot switched to token-based billing this morning and users are already out of credits. Pro+ subscribers paying $39 a month are reporting 60% of their credits gone in two hours of normal use. One user lost 20% of their allowance from a single file review with no code changes. Another hit their monthly cap before the calendar even flipped to June.
Orgs with shared token pools have no way to see individual usage, so entire teams get cut off when one person runs a heavy prompt. Users are canceling and moving to Claude Code and Codex. GitHub community forums are on fire.

My Take
Flat-rate AI subscriptions were always subsidized. Everyone in the industry knew it. Today the subsidy ran out for a few million developers at once. The problem is a lot of companies already restructured around these tools. They cut headcount and told remaining engineers to lean on Copilot instead of building skills internally. Those companies now depend on a tool whose cost just became unpredictable and whose usefulness completely changes when you have to ration prompts to stay under budget.

The developers moving to Claude Code and Codex will hit the same wall eventually. Every AI provider faces the same unit economics. Anthropic filed its S-1 this morning, and the durability of its revenue depends on whether customers stick around once real pricing kicks in everywhere. If a $39 subscriber cancels after one day because the tool became unusable, multiply that across millions of seats and the churn risk becomes very real.

Today showed what happens when AI pricing meets reality. The companies that built their workflows around cheap tokens just discovered the tokens aren't cheap anymore and the people who knew how to do the work without them are already gone.

Hedgie🤗

[Daniel 🌵 @drmzio]

@ApeAccountant @TheCineprism Only the first 2 movies were good, everything else is complete garbage

[Daniel 🌵 @drmzio]

@Sadgietv Could have said the same for Twilight or Hunger Games 😂

[Daniel 🌵 @drmzio]

@NEWSYRIA222 @bloodylikeab0dy @CvatikPhoto Idea vs Execution

[Daniel 🌵 @drmzio]

@CvatikPhoto @Albert_Berg Google is free

[Daniel 🌵 @drmzio]

@biggersocks Or when you Google a specific movie and see a netflix link but they don’t have the movie 💀

[Daniel 🌵 @drmzio]

@unusual_whales Why is lunch $28

[Daniel 🌵 @drmzio]

@RulerofNV It’s an IQ test that’s why