sLiD₿

Bitcoiner just cruising by

[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🤗

[sLiD₿ @sLiD86]

@ronin21btc

[sLiD₿ @sLiD86]

@DBCrypt0 Who cares about another fork? If there is not adoption of that chain, that will not be real $BTC

[Mark Gadala-Maria @markgadala]

We have reached peak AI.

Someone made an entire short film "Harry Potter by Balenciaga"

Credit: demonflyingfox on YT

[DiscussingFilm @DiscussingFilm]

‘CLAIR OBSCUR - EXPEDITION 33’ has won 9 awards at #TheGameAwards, the most for any game ever

• Game of the Year
• Best RPG
• Best Narrative
• Best Art Direction
• Best Score & Music
• Best Game Direction
• Best Debut Indie Game
• Best Independent Game
• Best Performance (Jennifer English)

[sLiD₿ @sLiD86]

@Beautyon_ I don't understand how you demeanor the inportance of transacting in a permissionless fashion... you cannot separate hard money and permissionless. Bitcoin has to have these, and all the other characteristics that it was born with.

[TFTC @TFTC21]

Number of wallets holding 0.1 BTC went DOWN during the dip.

Wallets with 1000+ BTC? Up.

Newcomers selling into weakness. Veterans accumulating.

This is why most people don't make it. You know the game, freaks. Stay humble, stack sats.

[sLiD₿ @sLiD86]

@CarlBMenger To neighbor Portugal where you have 0% tax after 1 year holding.

[inscribor @inscribor]

The GOAT @aantonop weighs in on the spam debate.

Andreas explains with elegance why @LukeDashjr Knots fork is both futile and detrimental to bitcoin.

Full video on @aantonop Patreon.

[sLiD₿ @sLiD86]

@brian_trollz Step down Sir!

[Megatron @Megatron_ron]

BREAKING:

🇩🇪 Porsche reports a 95.9 percent drop in profits - the company announced

Profit fell to €114 million from €2.6 billion in the same period of 2024.

[Ten31 @ten31funds]

stay humble and stack sats 🫡

[Gemini @Gemini]

THE ULTIMATE SCREENSHOT

[Jameson Lopp @lopp]

The 7 day moving average estimate of the Bitcoin network's hashrate has exceeded 1 zettahash per second for the first time in history! 🚀

[sLiD₿ @sLiD86]

@naiivememe How is that a hard choice? Gimme the BTC and that house now!

[Adam Back @adam3us]

@_DavidSFreeman Censorship resistant tech cuts both ways 🤣 can't censor, seize, freeze transactions 👍 can't stop annoying JPEG spam 👎 but at least we have block size limit and dynamic fee rate for sanity limit and to keep Bitcoin decentralized, unseizable, unfreezable which is amazing🚀

[sLiD₿ @sLiD86]

@AnselLindner So it was always arbitrary.. took them long enough to admit to the world.

[sLiD₿ @sLiD86]

@coinbureau Humm.. no

[sLiD₿ @sLiD86]

@Rainmaker1973 Zelda Ocarina of Time

[sLiD₿ @sLiD86]

@AnimexTwts Gotta go with Kenshin and Guts. Yup.