Aaron Levie and Daniel Miessler shipped the same diagnosis from opposite angles. Companies that can't describe themselves won't get value from AI.
Microsoft Agent 365 went GA on May 1 at $15 per user per month. Same day, GitHub Copilot doubled the Claude Opus 4.7 multiplier from 7.5x to 15x.
Raphaël Dabadie named the new model: software plus service. Traditional consulting runs sampling. AI transformation needs agents that map the whole organization.
Chamath, Yongfook, Berder converged in 24 hours: AI one-shot does not build a business. Edge cases, retention, trust, distribution do not fit in a prompt.
Jaya Gupta argues experience is now a tax. Half right. Memory is. Pattern recognition across cycles is the actual moat, and the data confirms it.
GitHub paused Copilot Pro. Anthropic pulled Claude Code from the $20 plan. xAI parked Grok 4.3 behind a $300 tier. Three vendors, one week, same wall.
Deloitte cut parental leave, PTO and pensions for its Center tier only. Its Workforce Analyzer product sells that same analysis to Fortune 500 clients.
GPT-5 launched at $1.25 per million input tokens. GPT-5.5 costs $5.00 today. 4x cumulative in 8 months while Blackwell Ultra cut inference 35x.
Anthropic prices agent runtime at $0.08/hour and wipes out a cohort of infra startups. McKinsey: 80% of firms still see no AI impact on earnings.
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