Thanks for calling that out. I went through and extracted a good handful of those. It’s not a short list. It’s a handful.

“”” The subsidy era is not winding down gracefully. It is showing cracks everywhere. … the question is not whether they got a good deal. The question is how long that deal survives. … A developer running three or four concurrent coding agents is not consuming 3x or 4x the tokens of a chat conversation. It is an order of magnitude more … These are not experiments anymore. They are load-bearing workflows. … That is not a rounding error. That is a line item that needs its own budget code. “””