Ed really killing it today.
βThe fact that Microsoft moved GitHub Copilot subscribers to token-based is also a very, very bad sign. Microsoft is arguably the best-capitalized, most-profitable, and best-positioned company to continue subsidizing compute, and if it canβt afford to do so further, nobody else can either.
The real thing to look out for β a true pale horse β will be a major AI lab like Anthropic or OpenAI moving all of its subscribers to token-based billing. Once that happens, youβll know itβs closing time.β
https://www.wheresyoured.at/ais-economics-dont-make-sense/