The first company to move to consumption-based pricing for agents wins the enterprise market and loses the consumer narrative simultaneously. Neither wants to blink first.
ECONOMY
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$125B Training Costs: Capital Structure Depends on Perfect Timing
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$125B in training costs by 2029 means the capital structure only works if the timeline is right. No soft landing if it's wrong.
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UAE Stakes in AI and Technology Exceed Regional Competitors
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C’est normal, les enjeux pour les UAE sont absolument considérables, bien au dessus de tous les voisins, bien au delà du Qatar.
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AI transformation requires builders, not just consultants and slides
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This meme is funny because it exposes something real. A surprising number of companies say they want to become AI-first. Then they hire more consultants. More slides. More workshops. More people discussing transformation while very few are actually building it. That might have made sense before. It makes much less sense now. AI has already made a big part of traditional consulting work faster, cheaper, and easier: summaries, formatting, repetitive analysis, deck-building, and a lot of the copy-paste work that used to pass as high-value output. So when a company responds to AI by adding even more consultants, I have to ask: What exactly are they accelerating? Because real AI transformation does not happen in a strategy deck. It happens when builders are embedded inside the business. Close to the teams doing the work. Close to the friction. Close to the messy processes that no workshop can fix. That is where the real use cases appear. That is where systems get tested. That is where value gets created. The companies moving fastest right now are not the ones talking most about AI. They are the ones shipping. If consultants outnumber builders in your AI initiative, that is not a strategy. That is the problem. What are you seeing more of right now: companies building with AI, or companies still making decks about it? #AI #ArtificialIntelligence #BusinessTransformation #Consulting #DigitalTransformation #FutureOfWork #Innovation #AIStrategy
→ View original post on X — @pascal_bornet, 2026-04-07 05:00 UTC
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Community investors funding small businesses globally without influencers
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A community of foodies putting real money into small businesses around the world. No influencers needed.
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Silicon Valley’s Perverse Incentive: Token Explosion Over Actual Productivity
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It's not the dumbest trend I've ever seen silicon valley companies fall for. Remember who we're talking about here. And Meta is absolutely not the only company doing this. But it is the dumbest possible thing you can do. If you want to do nothing, and watch your token budgets explode, all you have to do is put 100 agents on a discord server, or slack, or anywhere, where you're running multiple session contexts, and just start talking. That's it. You don't have to work on anything useful. One token turns into 100 tokens, which turns into a million tokens, which turns into billions and trillions of tokens, while literally nothing other than eyeball emojis is created. Meanwhile, it's that very problem of token explosion that's actually worth fixing, and optimizing around. But if you're incentivizing based on nothing other than token budgets…. why would you want to reduce that token count? It's a perverse incentive. I think this is where it really starts to feel like boom times for developers. Across the board, the powers that be are, whether they know it or not, asking us to use AI incorrectly. When the subsidies stop, and people are no longer drunk on money (this is going to happen sooner than we think), efficiency is going to be the order of the day. The people at the top of these leaderboards are going to be fired when the people up top realize that nothing was accomplished, and lean will be the order of the day. I think, given the history of this, that it's only a matter of time before the chopping block comes down. If you're concerned about that, optimize for measures of code quality, and productivity as though loc and token counts did not exist. That's how you survive this. Jyoti Mann (@jyoti_mann1) The highest ranked individual user averaged 281 billion tokens, which could cost millions of dollars, depending on the type of model used. theinformation.com/articles/… — https://nitter.net/jyoti_mann1/status/2041162769643327596#m
→ View original post on X — @scobleizer, 2026-04-07 03:11 UTC
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Who Will Rule the World? The AI Governance Question
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The primary issue of our time is the question: Who is to rule the world? The answer to that question will determine everything else. (paraphrase of James Burnham, The Struggle for the World (1947)).
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Half of USA AI Data Centers Delayed or Cancelled
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Half of USA AI Data Centers Delayed or Cancelled – AI Bubble Powered by China https://
youtu.be/VcyeiXtPF34?si
=XkQ6_dW4mTXjZVN_
… via @YouTube #AI #artificialintelligence #DataCenters #Data_Centers #AIpowerconsumption #AIbubble @AlbertoEMachado @Eli_Krumova @postoff25 @Khulood_Almani @anand_narang -

Anthropic Surpasses Combined ARR of Three Major Tech Companies
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Anthropic added the combined ARR of Palantir, Anduril, and Databricks—in one month.
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Anthropic’s Revenue Surges to $30B in 15 Months
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$1B to $30B in 15 months 🤯 Anthropic (@AnthropicAI) Our run-rate revenue has surpassed $30 billion, up from $9 billion at the end of 2025, as demand for Claude continues to accelerate. This partnership gives us the compute to keep pace. Read more: anthropic.com/news/google-br… — https://nitter.net/AnthropicAI/status/2041275563466502560#m
→ View original post on X — @ceobillionaire, 2026-04-07 00:17 UTC