AI Hype Schedule
1/7
#1 Consumer AI
2026: Chatbots behalten riesige Nutzerzahlen. Umsatzwachstum & Zahlungsbereitschaft normalisieren sich.
#2 Developer AI
2027: Coding-AI erlebt eine Bewertungsblase, die realen Umsätze bleiben aber hoch. Danach starke Konsolidierung.
Who wins the race? Managers or Developers? 😁😃
we’d say both:
a core business suite like aBusiness needs AI Enthusiasts on the forefront who can scale and integrate rapidly evolving business needs.
🦔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🤗
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A truly #OpenAI would actually have to work on crowd computing, not on Microsoft servers. Anyone who provides performance on their computer, receives tokens that can be traded via Coinbase. And the source code would have to be via GIT for everyone for participation available.
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Zwischen unsicherer Versorgung mit IT-Hardware, #Fachkräftemangel und #Nachhaltigkeit kommen auf die IT-Abteilungen vielfältige Aufgaben zu. Um angemessen mit den Herausforderungen umzugehen, sind die richtigen Strategien gefragt: https://t.co/5h9Te9fQsu
@Sarah_Wyss@20min@SPBaselStadt Mit Direktabzug gehts leichter aber bitte durch die Banken, und nicht durch die Unternehmen. Sonst müssen die Unternehmen die ganze Arbeitslast tragen und niemand zahlt sie dafür.