Microsoft canceled Claude Code licenses over token costs; Uber burned its 2026 AI budget in 4 months; AI prices up 20-37% — concrete enterprise data points marking the end of the AI cost subsidy era.
OpenAI Guaranteed Capacity lets enterprises reserve compute access for 1–3 years at discounted rates — signaling that enterprise AI is maturing from experimental to mission-critical infrastructure.
Claude Agent SDK credits launch June 15: Pro $20/mo, Max 20x $200/mo. Covers claude -p, own scripts, and third-party SDK apps. Resets monthly, no rollover.
xAI's Grok 4.3 launches with 1M-token context, native video input, always-on reasoning, and the most aggressive long-context pricing in the frontier tier.
After Claude rate limits, a researcher ran 10M+ tokens on DeepSeek V4 and was shocked by the cost gap. swyx: 'Efficiency is back on the menu again boys.'
NVIDIA B200 spot rate doubled from $2.31 to $4.95/hr in six weeks. Blackwell supply squeeze widens the price gap vs prior-gen H200 chips.
DeepSeek V4 drops two open-weight models with 1M-context by default, CSA+HCA hybrid attention, and V4-Pro priced at roughly 1/7 Opus 4.7's output cost.
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