Joe Crowley

[Joe Crowley @jfcrowley]

@JustineBateman It’s a numbers game. Do it enough times and enough people will respond.

[Joe Crowley @jfcrowley]

@LloydLegalist Don’t tell your wife that mowing the lawn is just like vacuuming.

[Joe Crowley @jfcrowley]

@DevLeaderCa MVP

[Joe Crowley @jfcrowley]

@ryanlpeterman When I was young and doing C++ we used to “C++ gives you enough rope to shoot yourself in the foot”.

[Joe Crowley @jfcrowley]

@WallStreetApes 1. We are still in biblical times
2. That is literally modern English

[Joe Crowley @jfcrowley]

@HedgieMarkets

[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🤗

[Joe Crowley @jfcrowley]

@MLBONFAX @HollyBaylorMLB What’s considered “inappropriate and abusive language” in Chicago?

[Joe Crowley @jfcrowley]

@dom_lucre Obviously he never saw The Empire Strikes Back

[Joe Crowley @jfcrowley]

@JonathanRoss321 No

[Joe Crowley @jfcrowley]

@Samaytwt Unpopular opinion: “AI makes everyone a developer” is true the same way “knives make everyone a surgeon”

[Samay @Samaytwt]

Unpopular opinion: "AI makes everyone a developer" is true the same way "cameras makes everyone a photographer"

[Joe Crowley @jfcrowley]

@innoutburger_ Are you hiring? Asking for a friend.

[Joe Crowley @jfcrowley]

And so it begins….

Changes to GitHub Copilot Individual plans https://t.co/wJxibqAUUF

[Joe Crowley @jfcrowley]

@housecor @unclebobmartin From cognitive decline to cognitive suspension.

[Joe Crowley @jfcrowley]

@StellarArtoisGB Now I know where to get emergency supplies from.

[ᶠᵃⁿ In-N-Out Burgers @innoutburger_]

Newlyweds at In-N-Out.

[Joe Crowley @jfcrowley]

@greg16676935420 We have all the money because we get discounts

[Joe Crowley @jfcrowley]

@PR0GRAMMERHUM0R I guess the Army is safe.