by Keith McCammon

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Assorted links 2026-05-19

Every AI Subscription Is a Ticking Time Bomb for Enterprise - “OpenAI, Anthropic, Google, and the rest are running an industry-wide loss-leader program at a scale that has no precedent. They are selling enterprises filet mignon at gas station hot dog prices and calling it a business model. The gap between what your company pays for AI subscriptions and what it actually costs to serve those seats is not a rounding error. It is a gulf. And every organization that has built workflows, products, or entire business units on top of these subsidized prices is standing right on the edge of it. ❡ This should be front of mind for every CTO, CFO, and head of operations reading this. Because when the pricing corrects, and it will, the companies that treated AI as a permanently cheap utility are going to wake up to bills that make their current SaaS spend look quaint.”