Dave Liu

[Slightly Rational Knicks Fan @RationalKnickFn]

Orange and Blue from the skies #NewYorkKnicks

[Dave Liu @noredl]

@joinshiftX Shift

[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🤗

[Lentejodependiente @maslentejas]

Este video explica a la perfección porque la equidad en los recursos, no garantiza la igualdad en las condiciones

[James Walker @jwalkermobile]

I get asked fairly often on how to secure reservations at NYC's hottest & hardest to get restaurants, nothing is for certain, I do believe knowing their reservation policies, and WHEN to try, will help. Here's a list of the hardest reservations to secure, and when to try and make your reservation.

[Rain Drops Media @Raindropsmedia1]

AI is really getting out of hand—they’ve got Tupac Shakur linking up with Kobe Bryant, Michael Jackson, Biggie, Bruce Lee, Elvis & Fidel Castro. 😳😭🎤

[NBA Memes @NBAMemes]

It was on this day LeBron himself created this monster

Now Jokic is 10-0 against LeBron

[NBA @NBAWAY0FFS]

I swear this guy should be coaching the Lakers instead of Darvin Ham 😭😭

[Mario Nawfal @MarioNawfal]

ELON: WHY SO MANY PEOPLE ARE UNHAPPY

“The average person right now has access to more information than the most powerful person on earth did in 1980 or 1990. It’s in human nature that our expectations recalibrate.

We keep setting our expectations higher; we keep moving the goalposts. As the saying goes, happiness is reality minus expectations. But if our expectations keep rising, then reality has to keep rising too.”

Source: fwdxtech

[Bootleg Liquor on a Sunday Night 🥃 @Mike_Modulator]

Might be the greatest return on investment in the history of mankind

[𝑨𝑪𝑼𝑭𝑭 @RunWithFox]

LeBron James. No education, father, training and few role models. They handed this young poor kid $420,000/week at the age of 18.
Married his highschool sweetheart. Never arrested. Never used drugs. Never humiliated his family scandals and stories. Only strived for greatness.

[Tyler Todt @tyromper]

A BOY becomes a MAN when:

•He’s no longer a slave to his impulses.
Chooses DISCIPLINE over dopamine.

•He takes OWNERSHIP of everything.
Doesn’t pass the blame.

•His EMOTIONS don’t dictate his ACTIONS.
Expresses emotions, but they don’t LEAD him.

•He pursues a MISSION BIGGER than himself.

•He has a couple things he is willing to DIE FOR at a moments notice.

I know 18 year old MEN & 50 year old BOYS.

[Nat Miletic @natmiletic]

This is what a great Friday night looked like when I was a teenager

[Reed Strength & Mobility @CoachGeoffReed]

🧵
All of us spend too much time SITTING in modern life.

Here are four ATG movements you can use to help reverse the effects of excessive sitting:

1. The ATG Split Squat on a chair or the floor:

[rgpoulussen.bsky.social @rgpoulussen]

You want to run, but you can't. (6 June 1944, D-Day, Omaha Beach, sector Easy Red. #WW2 #HISTORY)

[ClutchPoints @ClutchPoints]

“[Jayson Tatum] called me up for an iso & tried to iso me, & I’m like ‘I play defense I just got 5 fouls’... He was talking smack at jump-ball in OT, & I told him like ‘I’m coming again.’”

Anthony Edwards is built DIFFERENT 😤

(via @robsreels

[Dave Liu @noredl]

@DanBesbris Would you trade Ben Simmons for oubre or cam Thomas? Roto league

[NBA @NBA]

Wemby blocked this shot.

[Kyle🇹🇹 @kyleburndley]

WHITES WERE LOOSELY USING THE N WORD IN PUBLIC SETTINGS LAST TIME WE SEEN SHIT LIKE THIS!!!