Martax

Dos vidas hacen falta para convencerme.

[VIRUZZ @byViruZz]

si mañana gano la velada sorteo 500€ entre todos los que hagan RT a este tuit

[El Programador Senior @5eniorDeveloper]

Yo ya ni veo el código. Solo veo archivos .md, system prompts, alucinaciones, embeddings y cuántos tokens me quedan

[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🤗

[Aston Martin Aramco F1 Team @AstonMartinF1]

New era, same Fernando.

@alo_oficial completes his first laps in the Adrian Newey-designed AMR26.

#AMR26

[Aston Martin Aramco F1 Team @AstonMartinF1]

The Adrian Newey designed AMR26 breaks cover.

By design.

#AMR26

[DAN KOE @thedankoe]

https://t.co/7l7Jef99QZ

[interesting video @EGA_82]

Father's prank on his child ends in getting caught 😅😅

[Verstappen News @verstappenews]

ITS OFFICIAL! BOTH MCLAREN DRIVERS ARE DISQUALIFIED FROM THE LAS VEGAS GP

THIS MEANS MAX IS 24 POINTS BEHIND NORRIS. OH. MY. GOD.

[Aston Martin F1 updates @startonpole]

Upgraded:

[david friedberg @friedberg]

China just won.