Model Releases
In the last 30 days alone: – Microsoft cancelled most of its Claude Code licenses, citing cost – Uber burned through its entire 2026 AI budg…
In the last 30 days alone: – Microsoft cancelled most of its Claude Code licenses, citing cost – Uber burned through its entire 2026 AI budget in 4 months – Uber's COO publicly said AI costs are 'hard
In the last 30 days alone: – Microsoft cancelled most of its Claude Code licenses, citing cost – Uber burned through its entire 2026 AI budget in 4 months – Uber's COO publicly said AI costs are "harder to justify" – A Fortune 20 CEO ordered token spending to be "dramatically slashed" – One company spent 500M in a single month on Claude with no usage limits – H200 rental prices crashed from 7/hr to $4/hr in three weeks The stocks: still at all-time highs. How long can the market keep ignoring the receipts? 🚨 The AI ROI numbers are starting to look very ugly. Even under "best case" assumptions — assuming zero costs, just revenue against capex — the Financial Times calculated the implied return on hyperscaler AI investment from 2025 to 2030. Only one of them clears positive. Implied…
Source: Gary Marcus (X) | 2026-05-28