The Subsidy Era of Agentic Coding Just Ended. Nobody Built FinOps for It.

The best deal in software just ended, and the replacement bill is non-deterministic.
For two years, flat-rate coding-agent pricing was the deal of the decade. Twenty bucks a month, point an agent at your codebase, let it churn. You were almost certainly consuming more value than you paid for. That wasn’t generosity. It was customer acquisition, financed by venture money, priced below cost on purpose. And in a two-week window this spring, three different vendors quietly clawed it back.
The $965 Billion Number Is a Distraction. Here's What Actually Matters.

The $965 billion number is a distraction. Here’s what actually matters.
Last week, Anthropic raised $65 billion and saw its valuation approach a trillion dollars. Every business publication on the planet covered the number. Almost none of them covered the insight.
The insight came from Simon Willison, posting on May 27 — one day before the funding closed — and it’s worth more to your business than any valuation figure: enterprise AI has found product-market fit. Not “gaining traction.” Not “showing promise.” Fit. The kind where customers stop subscribing and start paying by the token because they’re consuming so much that the subscription ceiling became a constraint on their business.
Your AI Agents Aren't Failing Because the Models Are Bad. You Just Never Built an Ops Team for Them.

The enterprise AI agent story of 2026 is a demo story. Somewhere between “watch this” and “we run this at 2am,” the wheels come off — and almost everyone is blaming the wrong part of the car.
Quick roadmap:
- The headline stat and why the usual diagnosis is wrong
- What actually kills agents in production (it’s not the model)
- What the teams that crossed the gap did differently
- The uncomfortable truth: you can’t buy your way out of this
The Number Nobody Wants to Explain
A March 2026 survey put enterprise agent pilots at roughly 78%. Production deployments below 15%. That is not a rounding error. That is a structural failure, happening industry-wide — across models, across vendors, across use cases.
I Burned Through My AI Tokens by Noon and I Think I Need a Sponsor

Subtitle: On the dark psychology of token scarcity, the $200 plan that still isn’t enough, and why Anthropic’s usage bar is the most stressful thing on the internet
It’s 11:47 a.m. on a Saturday and I am staring at a message in my beloved terminal that has become the most familiar sentence in my life:
Who Becomes the J Dilla of AI Music? That's the Only Question That Matters.

While artists argue about whether algorithms can create “real” music, somewhere right now a producer is learning to use AI the way J Dilla used the MPC 3000 - and that person will define the next decade of sound. The industry already settled the authenticity debate without you: Warner and Universal turned billion-dollar lawsuits into licensing deals, the Beatles won a Grammy for an AI-assisted song, and Apple just embedded machine learning directly into Logic Pro 12. The philosophical question is over. The practical question is everything: who masters this instrument first, and what will they make that nobody has imagined yet? Every revolutionary music technology births a genius who uses it differently than everyone else - Dilla turned off quantization and put his MPC in the Smithsonian, Bambaataa made “Planet Rock” with an 808, Q-Tip sampled jazz and invented A Tribe Called Quest’s entire sonic language. The tool never makes the art, but the right tool in the right hands at the right moment can birth an entirely new form of expression. AI is the most powerful musical instrument ever created. The only question that matters is who picks it up.
Virtual Apple ][ Online Disk Archive
These guys have an entire library of old Apple ][ programs online that run within the browser. They use an ActiveX control that’s an Apple ][gs virtual machine emulator running within the IE… Sweet!
[with Virtual Apple]…”you can now relive, play, and enjoy old Apple 2 games and other disks through the internet and web browser. This web site uses an ActiveX application and Apple IIgs emulator to automatically download and play most Apple 2 disk images online. To play a game, just select the disk from the menu and click on Yes to automatically download the ActiveX emulator and disk images. (Note: Requires Internet Explorer and Windows) Don’t worry, there isn’t any spyware to worry about, and it’s completely free!” (via Boing Boing)
Fax You!
I said it last year around this time and the year before too. Now Ev is saying it and of course Anil had said it way before anyone, but PLEASE let us make sure we rid the world of the bloody fax machine!
Retire the Wretched Fax Machine
Please! Let’s make 2004 the year we retire the wretched fax machine!
This is despite some of the valid points Paul Rubens of the BBC NEWS makes in his article Fax – the technology that refuses to die (via Gizmodo)
“The fax machine is an ancient piece of office equipment – it was invented in its earliest form by one Alexander Bain in 1843. It transmits the contents of pieces of paper, but these days the chances are high that anything on paper started as an electronic document. So why print it out and fax it when you can e-mail the digital version?”
Heliodisplay- Interactive Free-Space Display
IO2 Technology has demonstrated a 42″ prototype of what they are calling “Heliodisplay- Interactive Free-Space Display“, which is essentially display without a “screen” …
“The Heliodisplay projects full color streaming video into free space (i.e. air). It is plug-and-play compatible with most video sources (TV, DVD, computer, etc.). These non-holographic images can be fully interactive, allowing a hand or finger to select, navigate and manipulate — as if it were a virtual touch screen.”
IT on a Budget
I was reminded of this great special report in InfoWorld about IT on the cheap via Lockergnome
“From refurbished hardware and eBay deals to do-it-yourself setups, everything you need to know about buying equipment on the cheap.”
It’s certainly worth a read or bookmark.