Philipp Ebneter

Co-Founder and Director at @apilio. Loves to find creative solutions for uncommon software engineering challenges.

[Anthropic @AnthropicAI]

The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.

The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.

Access to all other Claude models is not affected.

We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.

Read our full statement: https://t.co/bwn0sximKZ

[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🤗

[Mimi 🇫🇷🇪🇺 @FacciniMyriam]

Marco Rubio:
"European leaders have said the war in Iran is not their war. So trump wonders why is the war in Ukraine our war?"

Because the U.S. gave Ukraine security guarantees in 1994.
That’s why.

[Hedgie @HedgieMarkets]

🦔 A creator is running 150 TikTok accounts with just three interns, all posting AI-generated videos. The setup uses racks of phones running automated content generation and posting. One account alone showed a $7,000 payout request.

My Take
Engagement farms aren't new. They've been a huge industry for over a decade, particularly for social manipulation and content theft. What's changed is the economics. Previously you needed people to steal and repost content, or create something. Now three interns can manage 150 accounts because the content generates itself.

This is where the AI video tools we keep covering end up. Not just deepfakes of celebrities or one-off viral clips, but industrialized slop production running 24/7. The platforms pay out based on engagement, and the algorithms don't distinguish between content a person spent hours making and content a script churned out in seconds. So the incentives push toward volume over quality, flooding feeds with generated noise. The creators making actual content are now competing against operations that can produce thousands of videos per day at near-zero marginal cost. I don't know how that competition ends well for them.

Hedgie🤗

[Matt Shumer @mattshumer_]

https://t.co/ivXRKXJvQg

[Maria Avdeeva @maria_avdv]

Kyiv Metro is down because of the blackout. No water or heating in the city either. This is the hardest winter for Ukraine so far.

People show incredible resilience but the situation is extremely difficult. Ukraine needs more support now. 🇺🇦

📷 Nastya Nagorna

[Illia Ponomarenko 🇺🇦 @IAPonomarenko]

I’m genuinely shaken to my core by how the Trump administration is ABSOLUTELY FINE with the fact that, right in the middle of yet another round of “peace talks,” literally while delegations are sitting across from each other discussing “compromise,” Russia is launching devastating missile strikes on heating and electricity in Ukrainian cities, leaving millions of people in a humanitarian catastrophe in the middle of a freezing winter.

And there isn’t the slightest objection, condemnation, or demand to stop. Nothing. Nobody appears bothered by these mass war crimes unfolding live.

Nothing, except regular Trump outbreaks in claiming that “Zelensky doesn’t want peace.”

And it’s easy to see why: they think that every Ukrainian apartment block demolished by a Russian missile in the middle of the night, along with the people inside it, helps them “pressure Zelensky into a deal.”

It’s astonishing. Down to the darkest depths of moral collapse. I genuinely can't wrap my head around how things could end up this way in this regard.

[Philipp Ebneter @pebneter]

@MrPooni @hexidethmal @MHTruthUltra https://t.co/4aQ5BpPikj

[Philipp Ebneter @pebneter]

@gepardtatze Die Sektflaschen im Kreml sind schon kalt gestellt.

[Philipp Ebneter @pebneter]

@mel__aura Den Prompt zum Bild würde ihh ca mal gerne sehe 😄

[Philipp Ebneter @pebneter]

@1954x1887 😂 Er hat die Lugel die ganze Zeit in der Hand und macht nebenbei noch etwas Krach mit der anderen !!

[Philipp Ebneter @pebneter]

@the_aeschli Die Kommentare auf X zu dem Thema zeigen es auch. Viele sind ausser Rand und Band und zeigen grossen Hass.

[Philipp Ebneter @pebneter]

@Ruedi600xxx89 @KoeppelRoger Natürlich. Aber das ist Teil des „Spiels“. Unter den Strich profitiert Stadler und die Schweiz von Handel und Wettbewerb.

[Philipp Ebneter @pebneter]

@Ruedi600xxx89 @KoeppelRoger Wenn das so wäre, könnte Stadler nur im Heimmarkt Schweiz verkaufen. Fragen Sie mal Herrn Spuhler, ob er das toll fände.

https://t.co/qUYKjc8m0V

[Philipp Ebneter @pebneter]

@Ruedi600xxx89 @KoeppelRoger Dann hätten Sie mit einem Zug aus den USA kein Problem?

[Philipp Ebneter @pebneter]

@Ruedi600xxx89 @KoeppelRoger Das stimmt nicht. Wir hatten einen Handelsbilanzüberschuss von 60 Mrd in 2024. https://t.co/sKS3ws7Mw7

[Philipp Ebneter @pebneter]

@littlewisehen Die Kommentare unter diesem Post… 😳

[Richard Branson @richardbranson]

The utter irony of Putin and Trump meeting soon in Budapest to jointly seal Ukraine’s fate should not be lost on anybody. This is the very same city where the US, the UK, and Russia came together 31 years ago to give Ukraine ironclad assurances that its territorial integrity would be respected and protected within existing borders in exchange for giving up a third of the world’s nuclear weapons (to Russia!). Ukraine trusted the US, trusted the UK, transferred all its nuclear weapons to Russia, and joined the Non-Proliferation Treaty.

Within 20 years, Putin effectively ripped up the Budapest Memorandum, ignored Russia’s pledge, and invaded and annexed Crimea. In 2022, Russia’s full-scale invasion of Ukraine finally removed all remaining doubts about Putin’s imperial greed.

If treaties and agreements between countries are to be trusted, the US and the UK must stand by the original Budapest Memorandum and give the Ukrainians everything they need to push Russia out of Ukraine, as President Trump said he would do before taking Putin’s latest call. It is the only way for Ukraine to get its territory back and put an end to this brutal invasion.

If the US and Russia continue to ignore the Budapest Memorandum of 1994, how on Earth can Ukraine be expected to have any faith in yet another Budapest memorandum signed in the same city between Russia and the United States? They can’t.