Futurism 2026-05-04-3
The Economics of Using AI to Churn Out Code Are Looking Worse Than Ever
Anthropic doubling its own published Claude Code cost estimate while GitHub Copilot moves to usage-based billing in the same week is the public marker of subsidy-end, not a verdict on AI coding value. Futurism reads the marker as failure; operators should read it as pricing normalization, with the residual mispricing now sitting in equity narratives that still model lab revenue as if flat-rate inference subsidy persists. The mainstream-press leak is itself the signal: the bear thesis is on a four-to-eight week lag from primary sources, and what arrives at Futurism is what gets repriced next.