AI growth and tokenmaxxing
It is difficult to convey the abundance of warning signs suggesting that the AI boom of the mid-twenties is in fact an AI bubble. Note, I'm ...
Perspective: AI demand is inflated, and only Anthropic is being realistic
cnbc.comThe main usage metric for artificial intelligence, called tokens, looks explosive on paper, but it may be significantly overstated.
The Time Bomb Went Off: AI's All-You-Can-Eat Era Just Ended in Real Time
Six days ago, we published a piece arguing that every AI subscription is a ticking time bomb for enterprise. We did not expect the fuse to be quite this short.
The April every AI plan broke
Five panicked moves in three weeks. One Anthropic exec quote that explained all of them. And the financial engineering reckoning the whole industry has been deferring.