
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.
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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.

Every AI lab is losing money serving your company right now. They know it. And they are doing it on purpose.

Sam Altman offered $2 million in OpenAI tokens to every startup in Y Combinator's current batch. It looks like generosity. It's a distribution play disguised as an investment.

Andrej Karpathy joined Anthropic today. Not quietly. Not after a gardening leave cool-down period. Not after a year on the bench while lawyers negotiated.

Slack, Fireflies, HubSpot, and the quiet data lockdown reshaping the build vs. buy debate.

Over 150,000 tech workers have been laid off in 2026. Nearly half were attributed to AI. PayPal is cutting 20% of staff. Coinbase cut 14%. Meta dropped 8,000. Oracle shed up to 30,000. Dow, 4,500.

Microsoft launched Claude Code internally in December. Engineers loved it. Finance killed it six months later. The company that writes 30% of its code with AI just learned what that costs at scale.