Jorge Paredes

[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🤗

[Mitchell Hashimoto @mitchellh]

Ghostty is leaving GitHub. I'm GitHub user 1299, joined Feb 2008. I've visited GitHub almost every single day for over 18 years. It's never been a question for me where I'd put my projects: always GitHub. I'm super sad to say this, but its time to go. https://t.co/DQDemHdytV

[Md Ismail Šojal 🕷️ @0x0SojalSec]

Chinese scientists have developed,

The best shortest-path algorithm in 41 years!

A team from Tsinghua University has broken Dijkstra's "sorting barrier" - the first improvement since 1984.

Just use for a world-map 🤯

Paper - https://t.co/0AhR5O7vl4
https://t.co/a9KMVRuYGx

[Yash Bhardwaj @ybhrdwj]

Tailwind lays of 75% of their team. the reason is so ironic:

> their css framework became extremely popular w AI coding agents, 75m downloads/mo
> that meant nobody would visit their docs where they promoted paid offerings
> resulting in 40% drop in traffic & 80% revenue loss

[Neo Kim @systemdesignone]

System Design Playbook:

Giveaway Alert!!

• System design fundamentals.
• Condensed notes to read before the system design interview.
• Must know concepts from real-world software engineering case studies.

(24 hours only!)

To get it:

1. Like, Retweet & Follow @systemdesignone
2. Reply "Playbook"

Then I'll DM you the details.

[Sundar Pichai @sundarpichai]

An exciting milestone for AI in science: Our C2S-Scale 27B foundation model, built with @Yale and based on Gemma, generated a novel hypothesis about cancer cellular behavior, which scientists experimentally validated in living cells. 

With more preclinical and clinical tests, this discovery may reveal a promising new pathway for developing therapies to fight cancer.

[Mi Otra Versión @MiOtraVersion85]

La verdadera dimensión de los animales
Este hilo puede resultar aterrador para algunos.
Prepárate para verlos como nunca antes. 🧵

[Alex Pérez. @honordetigre]

Advertencia: Este hilo tiene el 100% de probabilidades de iluminar tu fin de semana...

¿Lo comprobamos?

1. Esto va dedicado a todos los héroes llamados papás🧡

[Tiger Mindset @yosoyhonor]

Sabías que el mapa que usas a diario está lleno de errores...?

Prepárate para ver el mundo desde ángulos que nunca imaginaste. 👁‍🗨

1. Un dato curioso sobre la cercanía de Rusia y EE. UU.

[MentalidadFeroz @MentalidadFeroz]

En 1238, los ingenieros granadinos realizaron la mayor hazaña de la historia medieval:

Construyeron un sistema de abastecimiento de agua autosuficiente a 200 metros de altura.

Pero lo que crearon a continuación estuvo a punto de destruir la física para siempre.

Aquí está la historia completa: 🧵

[𝑽𝒂𝒍𝒆𝒓𝑰𝑨 @ValeriA_Tech]

En 2022, Apple intentó destruir X (Twitter)

Retiraron sus anuncios y amenazaron con bloquear Twitter de la App Store

Pero en lugar de retroceder, Elon Musk declaró la guerra a Tim Cook

Lo que pasó después cambió las redes sociales para siempre...

🧵 Aquí la historia completa:

[TusMedios @tusmedios]

No se acaba hasta que se acaba

🧵 Atletas que celebraron demasiado pronto

[Zed @zeddotdev]

We've had a great year here at Zed Industries. We can't thank you all enough for your support, feedback, and contributions. We've got big plans to continue making Zed better in 2025, but let's take a few minutes to check what all has happened in 2024.

https://t.co/MqDMW49W1T

[Deedy @deedydas]

The five startups OpenAI doesn't want their investors to fund are:

Anthropic
xAI
SSI (Ilya's company)
Perplexity
Glean

[Web Design Museum @WebDesignMuseum]

On December 15, 1994, The Netscape Communications Corporation released the web browser Netscape Navigator 1.0.

#WebDesignHistory

[Michal Malewicz @michalmalewicz]

People on linkedin all sound AI generated.

[Juan Carbajal 🇵🇪 @juank23_7]

#Enterate 🇵🇪
Desde enero a octubre del 2024, el despacho presidencial ha gastado más de MEDIO MILLÓN DE SOLES en carnes, pescados y mariscos.

Gastos totales en suministros de alimentación: S/1,394,841.49

Fuente: Portal de Transparencia al 31/10/2024

[MATT GRAY @matt_gray_]

Leonardo da Vinci once said:

"Simplicity is the ultimate sophistication."

Here’s how to simplify your life (in 6 months):

[Baptiste @BaptisteVicini]

In 1998, Google and Yahoo started the biggest war in corporate history.

Yahoo tried to destroy Google with a ruthless $3 Billion takeover.

Google's response? A business masterclass I can't believe hasn't been studied before.

Here's what happened: 🧵

[MentalidadFeroz @MentalidadFeroz]

Todo el mundo se rió cuando Google compró una startup de 22 meses por 50 millones de dólares...

Ahora, esa «startup» tiene 3,9 BILLONES de usuarios.

Gana más dinero que Snapchat, Airbnb y Uber JUNTOS.

Así es como una «minúscula» compra alimenta ahora a medio mundo: 🧵