Now Playing
AI Costs Surge, Microsoft Copilot Repriced & Meta's 6,000 Cuts
Audio is available on Spreaker — see link below.
OpenAI and Google have doubled AI pricing, and hardware relief is 12–18 months away — your cost base is changing now. Meta, Cloudflare, and Cisco are cutting thousands of jobs citing AI efficiency, while Microsoft shifts Copilot to usage-based pricing.
Audio is available on Spreaker — see link below.
OpenAI just doubled the price of GPT-5.5. Google's latest Gemini Flash is three to six times more expensive than its predecessor.
The important distinction here is timing. New inference-optimized hardware from Nvidia, AMD, and Intel is on the roadmap, but "on the roadmap" means late twenty twenty-six at the earliest, with widespread deployment more likely early to mid twenty twenty-seven.
The signal that this isn't temporary comes from where venture capital is moving. Modal Labs, a serverless AI infrastructure company, just raised three hundred fifty-five million dollars at a four point six five billion dollar valuation.
Microsoft just moved GitHub Copilot off per-seat pricing entirely. The reason is straightforward.
On workforce, the narrative has solidified. Meta is cutting ten percent of its headcount, around six thousand positions.
Regulation has moved in the opposite direction from cost pressure. The White House delayed a planned AI executive order that would have required security evaluations of frontier models before deployment.
Chapter summary auto-generated from the verified script. Listen to the full episode for the complete content.