Not seeing a way forward for Anthropic and OpenAI revenue growth now that there are about 873 easy ways to bypass their models in favor of free or extremely cheap specialized alternatives. They went all-in on “best” when “sufficient” and “focused” solved 90% of use cases.
ECONOMY
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Agent Coding Speed Challenges Hourly Software Billing
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Billing by time spent when an agent delivers the feature in 20 minutes… that won't hold up for long 😬😬😬 Either you charge for 20 minutes and shoot yourself in the foot, or you charge for a whole day and round up heavily. In my opinion the client is no longer paying for time; they're paying for a [Traduit de FR vers EN]
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Agent Token Demand Could Uncap the AI Compute Growth Cycle
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Many people haven’t understood that this is the first computing cycle that is not capped by human demand — and agents demand for tokens, and useful intelligence is limitless.
— Nina Schick (@NinaDSchick) 23 octobre 2026
There is no dark fibre, the compute hardware is literally melting and serving yesterday’s demand. https://t.co/73pNJir5ANMany people haven’t understood that this is the first computing cycle that is not capped by human demand — and agents demand for tokens, and useful intelligence is limitless. There is no dark fibre, the compute hardware is literally melting and serving yesterday’s demand.
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Reported AI Token Spending Growth Slows Across Two Consecutive Months
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BREAKING: AI token spending grew just +0.2% MoM in September, the lowest monthly growth since November 2025. This follows a +1.0% increase in August, marking two consecutive months of growth at or below +1.0%, the weakest streak in at least 18 months. This comes as falling
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Bill Gates Predicts Disruptive AI Transition and Unequal Labor Outcomes
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Bill Gates thinks the next 20 years of AI will be absolute chaos.
— VraserX e/acc (@VraserX) 23 octobre 2026
Robots building our homes, growing our food, performing surgery. Human labor becoming increasingly optional.
And he’s right about the biggest danger. It’s not where we end up. It’s who gets left behind on the way… pic.twitter.com/DJ0lC36mnuBill Gates thinks the next 20 years of AI will be absolute chaos. Robots building our homes, growing our food, performing surgery. Human labor becoming increasingly optional. And he’s right about the biggest danger. It’s not where we end up. It’s who gets left behind on the way
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Moonshot Reports Kimi Benchmark Gains at Lower Standard Token Prices
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Seriously, this is such an insane release, I did not expect this: Kimi K3.1 Pro beats every listed US frontier model on 6 of 14 benchmarks in Moonshot’s evaluations. At $2 per million input tokens and $10 per million output tokens, its standard token rates are 50% below Opus
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AI Compute Expansion May Be Constrained More by Power Than Chips
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Power, not chips, may be AI’s binding constraint. Bloomberg and BloombergNEF point to China’s renewable capacity and planned grid expansion as an edge for AI compute and Physical AI. Is energy central to your AI roadmap?
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AI Factory Profitability Depends on Token Costs, Utilization and Power
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The AI race is moving from bigger models to cheaper intelligence. Building an #AIfactory is expensive. Running it efficiently is the real challenge. Cost per token, #GPU utilization, power consumption and compute efficiency will increasingly decide who can scale AI profitably.
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Model Distribution Platforms Negotiate API Pricing Below Public Rates
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So, they are so big that they have multiple double digit of the entire API market for each model. it’s the models own distribution channels main way of getting the models out there. the big players all have custom pricing, way below the official rates, every single player
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Musk Forecasts Large Economic Gains From Digital Superintelligence
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Elon Musk says digital #superintelligence could add $30 trillion a year to Earth’s economy.
— Amitav Bhattacharjee (@bamitav) 23 octobre 2026
“Dolphins and whales are actually very intelligent. But because they can’t manipulate complex objects, I think that actually made the value of intelligence much less.
“Once you have a… pic.twitter.com/nX7uoxWOoeElon Musk says digital #superintelligence could add $30 trillion a year to Earth’s economy. “Dolphins and whales are actually very intelligent. But because they can’t manipulate complex objects, I think that actually made the value of intelligence much less. “Once you have a