JUST IN: Palantir CTO reveals many AI researchers have started smoking cigarettes to demonstrate their confidence that AI will cure cancer.

This is what happens when you mix the royal rumble and a ladder match

The most basic way AI could blow up imo. I'm not saying it does but this is the most obvious way I can see it happening - Per seat subscriptions are massively subsidized. The flat fee was priced way below what heavy usage actually costs - For real business use you have to move to the API anyway. Data protections, work integrations and compliance officer approval - On the API you pay metered rates, and businesses are burning credits way faster than the per seat pricing ever led them to expect - This is everywhere right now. Internally for us, Codex users, Uber torching its entire 2026 AI budget in 4 months, the Microsoft comments. Just go try an API I shared more on this here: xitter.cf/Shaughnessy119/status/… - And I don't think most businesses have the money to keep paying increasing API rates without a real change to how they operate (caps needed) - Because they have a cheap alternative. They can reach open source models through any aggregator (OpenRouter, Venice, Baseten, Together) and still get strong privacy. Venice private data centers, or E2EE/TEE serving GLM 5.1. More on open source inference provider raises here: xitter.cf/Shaughnessy119/status/… - And the discount is enormous. DeepSeek V4 codes within a hair of Opus on SWE bench at roughly 1/30th the price, and the cheapest open models run closer to 1/100th - Chinese labs open source frontier grade models. The model is the single biggest cost an inference provider has, and they get it for free - This idea dies if China goes closed source. That is actually bullish web2 AI labs, because if everyone is closed you pay up for the best intelligence. China goes closed source if they are tired of giving away an asset and they want the revenue and data flow to train new models - Is this showing up in web2 AI lab revenue yet? No. Revenue is off the charts. Anthropic went from 9B to 47B run rate in five months - So go forward, what happens? - I think revenue slowly starts leaking to the open source inference providers (see Venice usage, OpenRouter's $113M raise, Baseten is raising at $11B or triple its valuation in three months, on revenue that went from $200M to $600M annualized in a single quarter) - It doesnt move overnight, but it caps the labs ability to raise prices, and margins are already deeply negative. OpenAI is reportedly running near negative 122% - With margins that bad there is no cash flow, so the labs are fully dependent on outside capital to buy GPUs, train models, and keep subsidizing usage (I.e. see Google tapping $80b equity sale, granted 30b for employee RSU taxes. Clearly they think Equity is overvalued or you wouldn't sell it) - The break comes when that capital stops. Pricing is capped so margins cant improve, and the moment investors lose conviction on payback, the whole flow reverses - Why would they lose conviction on payback? Back to the start - the inability to improve margins or get businesses to pay more - This is also limiting, if we start making new drugs with AI or create entirely new businesses, you better believe people will pay up to the max for AI usage

🚨Accenture Lays Off Over 11,000 Employees in $865M AI-Driven Restructuring

Congrats to Aime!! He said his left forearm is basically broken 😂 Final scores: → F.03: 12,732 packages (2.83 seconds/package) → Aime: 12,924 packages (2.79 seconds/package) This is the last time a human will ever win

Cursor + Claude Opus 4.6 deleted an entire SaaS company’s production database AND backups in 9 seconds is kinda epic. “it’s possible that… the most efficient way to get rid of all the bugs, was to get rid of all the software.”

You can now run your coding terminal from your glasses, wherever you are. Terminal Mode is live. #DevTools #BuildInPublic #coding

🚨 JUST IN: President Trump's Acting AG Todd Blanche has just RECLASSIFIED state-licensed medical marijuana as a less dangerous drug The order does not legalize it federally, but shifts it from Schedule I to Schedule III, and also eases some research barriers on cannabis This comes after Trump recently in Dec. 2025 began the process via executive order: "Marijuana can be legitimate in terms of medical applications when carefully administered." "Prescription pain killers have legitimate uses, but also can do damage." "I promised to be the president of common sense. That's exactly what I am doing."