They reduced the price of Opus from $15/M input and $75/M output (at the time of Opus 4.1) to $5/$25 starting with version 4.5 in November… but apart from that, nothing. Haïku costs more than GPT-5.4 Mini and is more expensive than many Geminis.
MARKET TRENDS
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Gary Marcus questions pronoun reference and investor returns in AI companies.
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In “most of the companies that invested massively in them will have massive returns:” does “them” refer to LLMs? and companies = OpenAI, Anthropic, xAI, Google, Meta etc?
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ByteDance Reportedly Building AI Inference Chip Modeled on Groq’s LPU Architecture
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ByteDance is reportedly building its own inference chip modeled on Groq's LPU, the same architecture Nvidia paid roughly $20B to license in December. The LPU keeps the model in on-chip SRAM and skips high-bandwidth memory. HBM is the component the US restricts most tightly for
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Model Release Cycles: Anthropic & OpenAI Speed Advantage
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The model release cycles from Anthropic & OpenAI are genuinely insane, previously we had 6-12 months between updates, now models are released every 1.5 months. This is an under-appreciated reason why Anthropic & OpenAI are in the lead. Google's releases are not as fast,
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Rapid Monthly AI Model Releases from Major Labs
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It still feels crazy to me that releases are now happening on a monthly basis – and, within a single month, a significant model from almost every major AI lab.
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Setbacks in Major Companies’ AI Deployments
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Rough week for the "AI is taking our jobs" narrative.
— Charly Wargnier (@DataChaz) 29 mai 2026
> Amazon just axed its AI leaderboard as costs soared with no clear payoff
> Starbucks' AI can't even count coffee cups right
> Uber burning a $3.4B AI budget in just 4 months with nothing to show for it
WE ARE SO BACK. https://t.co/c242lnbww1 pic.twitter.com/MVxtdTlF5cRough week for the "AI is taking our jobs" narrative. > Amazon just axed its AI leaderboard as costs soared with no clear payoff
> Starbucks' AI can't even count coffee cups right
> Uber burning a $3.4B AI budget in just 4 months with nothing to show for it WE ARE SO BACK. -
Salesforce AI spending signals SaaS disruption from coding AI
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Salesforce dit prévoir de dépenser 300 M$ en tokens chez Anthropic en 2026. Mon analyse, ce n’est pas qu’ils font bien les choses ou que c’est la preuve qu’ils innovent. C’est surtout qu’ils n’ont pas le choix. Le modèle des SaaS est plus menacé que jamais. Avec l’IA qui code
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Hot take on AI companies after tokenmaxxing decline
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Hot take on what comes next, after the sudden decline of tokenmaxxing:
– OpenAI will struggle – with the decline of tokenmaxxing Anthropic will struggle (aside from this quarter) to make a profit – Google will catch up to Anthropic – some Chinese companies might, too
– LLMs -
Skepticism toward rumors about Uber’s AI budget
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I am skeptical of this whole story that Uber spent its AI budget and is disappointed with the results – I dug into the question and it seems that it rests on very shaky ground.