Vincentius Adi Wahyu

Who you are is defined by the values you're willing to struggle for.

[Vincentius Adi Wahyu @vinctadi]

consistency is just betting that boring repeated actions eventually become unfair advantages

[Paul Saladino, MD @paulsaladinomd]

Wired headphones > AirPods

[Naval @naval]

Good marketing is finding different ways to tell the truth.

[Reads with Ravi @readswithravi]

I’m in love with this sentence:

“The more delusionally optimistic you are, the more life rewards you.”

[Reuters @Reuters]

Indonesian students protest against government policies https://t.co/IIvDElTErV

[Hedgeye @Hedgeye]

🇮🇩 Indonesia's 10-year yield hits highest level since 2022

We remain short in $IDX terms

[talon @TalonXBT]

bangsat lu ari lesmana bikin lagu selalu begini😭

[27. @dimvji]

sometimes you gotta decide that it’s the last time the universe teaches you the same lesson

[(fan) Trey @UTDTrey]

CHAMPIONS OF EUROPE YOU WILL
NEVER SING THAT❤️🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣

[Vincentius Adi Wahyu @vinctadi]

Imagine playing anti-football in a Champions League Final and expecting to win. Arsenal got exactly what they deserved tonight. Leave that boring play in England, you aren't fit to be Champions of Europe. 🥱

[Vincentius Adi Wahyu @vinctadi]

PSG vs Arsenal really gave us a Champions League Final that could cure insomnia. who do I contact to get these 2 hours of my life back?

[Al Jazeera English @AJEnglish]

Indonesian authorities have shut down several screenings of a new documentary about alleged human rights abuses in Papua, including Indigenous land seizures.

Al Jazeera’s @JesWashington explains the controversy.

[Ricardo @Ric_RTP]

Microsoft just banned its own engineers from using AI.

The tool was literally costing MORE than the humans it was supposed to replace.

They lied to you about AI adoption and now the whole narrative is blowing up:

Microsoft gave thousands of engineers access to Claude Code six months ago and encouraged them to use it.

Engineers loved it and adoption exploded. But then the invoices arrived.

Token-based pricing means every query, every code review, every debugging session costs money. At scale across 100,000 engineers, the numbers became so large that Microsoft issued an internal order to cancel nearly all Claude Code licenses by end of June and force everyone onto their own cheaper tool instead.

The company that invested $5 billion in Anthropic just told its own people to stop using Anthropic's product because it costs too much.

Uber's story is even worse...

Their CTO Praveen Neppalli Naga told The Information that the budget he planned for the full year was "blown away already" by April.

Uber had rolled out Claude Code in December 2025. By March, 84% of their 5,000 engineers were using it with 70% of all committed code coming from AI systems.

Heavy users were burning $500 to $2,000 per month each. Naga himself spent $1,200 in a single two-hour demo session.

The company had even built internal leaderboards ranking engineers by how much AI they used. They literally gamified the spending and then ran out of money.

Now look at what Nvidia's own VP of applied deep learning Bryan Catanzaro said to Axios last month. Direct quote:

"For my team, the cost of compute is far beyond the costs of the employees."

This is a VP at the company that SELLS the chips saying that using AI is more expensive than paying humans.

Think about what this means for the entire AI narrative.

Every CEO on every earnings call for the past two years has said the same thing:

AI will make us more efficient, reduce headcount, and cut costs.

The stock market rewarded every company that said it.

Fired workers, stock goes up. Announced AI adoption, stock goes up.

But the actual companies deploying AI at scale are discovering the math doesn't work. The MORE employees use AI, the HIGHER the bill.

Goldman Sachs forecasts a 24x increase in token consumption by 2030 as companies adopt AI agents. Gartner just published a report showing that even though individual token prices will drop 90% by 2030, total enterprise AI costs will go UP because agents consume exponentially more tokens per task than basic tools.

Meta built an internal dashboard called "Claudeonomics" to track which employees use the most AI. Amazon started pushing engineers to "tokenmaxx," their internal term for consuming as many AI tokens as possible.

Both companies are spending hundreds of billions on AI infrastructure this year alone.

And Microsoft, the company that bet its entire future on AI, just told 100,000 engineers to stop using the tool they liked best because the per-token bills got out of control.

The companies building AI are telling investors it saves money. The companies using AI are finding out it costs more than the humans it was supposed to replace. And even the company that makes the chips just admitted it through its own VP.

This is the gap nobody on Wall Street is pricing in.

$725 billion in AI infrastructure spending this year across Big Tech. And the first companies to actually deploy these tools at scale are already pulling back because the economics don't work.

What do you think?

[Vincentius Adi Wahyu @vinctadi]

Stay strong pak Nicko!

[Hanif | AI For Productivity @hanifproduktif]

Nicko Widjaja (Founding CEO BRI Ventures) baru saja dituntut 11 tahun penjara + denda Rp1 miliar karena menyetujui investasi US$5 juta (~Rp73 miliar) ke startup agritech TaniHub.

Dia dianggap merugikan negara karena startup Tanihub yg diinvest gagal.

Ngeri banget ya? Di dunia VC, risiko itu bagian dari pekerjaan. Ada yang 10x, ada yang gagal total. Itu hukum alam inovasi.

Kalau setiap keputusan investasi yang rugi dianggap “merugikan negara” dan dipenjarakan, siapa lagi yang berani ambil risiko?

Menurut kalian vonisnya fair atau ini termasuk kriminalisasi?

[Ekspedisi Indonesia Baru @idbaruid]

PESTA BABI resmi tayang di Youtube. Teman-teman bisa menonton film Pesta Babi di kanal Youtube: https://t.co/DrvX7pvjwA

Jangan menonton bajakan, ya.

[Cointelegraph @Cointelegraph]

🚨 UPDATE: GitHub confirms its security breach was caused by a poisoned VS Code extension on an employee device.

The attacker is believed to have exfiltrated around 3,800 internal repositories, with critical secrets already rotated.

[Vincentius Adi Wahyu @vinctadi]

indonesia really said “risk off” before the market even woke up today.

[Vincentius Adi Wahyu @vinctadi]

one batch, two batch, penny and dime!

[Hunterbrook @hntrbrkmedia]

UPDATE: CSG has reported $2.8 billion in contracts with unnamed “Southeast Asian” customers. Reporting indicates most of this business is with a single counterparty in Indonesia.

We also found a mystery payment… which may help explain how CSG landed some of this business.

[Polymarket @Polymarket]

NEW: Indonesian rupiah crashes to a new all-time low.

[Vincentius Adi Wahyu @vinctadi]

@Mainoo_Xtra @UtdXclusive None of them, Chema Andres instead!