Here are all the references in this blog post https://sequoiacap.com/article/follow-the-gpus-perspective/ https://sequoiacap.com/article/follow-the-gpus-perspe

Here are all the references in this blog post https://sequoiacap.com/article/follow-the-gpus-perspective/ https://sequoiacap.com/article/follow-the-gpus-perspective/ https://sequoiacap.com/article/ais-600b-question/ https://sequoiacap.com/article/ais-600b-question/ https://www.wheresyoured.at/brokenomics/ https://www.wheresyoured.at/brokenomics/ https://www.wheresyoured.at/exclusive-openai-financials/ https://www.wheresyoured.at/exclusive-openai-financials/ https://www.wheresyoured.at/news-microsoft-to-shift-github-copilot-users-to-token-based-billing-reduce-rate-limits-2/ https://www.wheresyoured.at/news-microsoft-to-shift-github-c... https://archive.is/m5MHe#selection-1483.0-1483.74 https://archive.is/m5MHe#selection-1483.0-1483.74 https://www.youtube.com/watch?v=MNQDrF0HjtI https://www.youtube.com/watch?v=MNQDrF0HjtI https://www.youtube.com/watch?v=VBHSjzHW-C8 https://www.youtube.com/watch?v=VBHSjzHW-C8 https://www.derekthompson.org/p/the-great-ai-cost-panic-of-2026 https://www.derekthompson.org/p/the-great-ai-cost-panic-of-2... https://www.tomshardware.com/tech-industry/artificial-intelligence/ai-cost-crisis-hits-tech-giants-as-employee-tokenmaxxing-backfires-agentic-ai-eats-up-to-1000x-more-tokens-than-standard-ai-sparks-corporate-pullback-at-microsoft-meta-and-amazon https://www.tomshardware.com/tech-industry/artificial-intell... https://www.tomshardware.com/tech-industry/artificial-intelligence/nvidia-exec-says-ai-is-more-expensive-than-actual-workers-yet-some-companies-dont-see-the-extra-costs-as-a-negative https://www.tomshardware.com/tech-industry/artificial-intell... https://blog.dshr.org/2025/10/depreciation.html https://blog.dshr.org/2025/10/depreciation.html https://x.com/ThierryBorgeat/status/2060069195975422281 https://x.com/ThierryBorgeat/status/2060069195975422281 https://wlockett.medium.com/the-ai-industry-is-panicking-db5edfd0b0b1 https://wlockett.medium.com/the-ai-industry-is-panicking-db5... https://www.sofi.com/learn/content/average-salary-in-us/ https://www.sofi.com/learn/content/average-salary-in-us/ https://www.theglobalstatistics.com/united-states-labor-statistics/ https://www.theglobalstatistics.com/united-states-labor-stat... https://www.bls.gov/news.release/pdf/ecec.pdf https://www.bls.gov/news.release/pdf/ecec.pdf https://www.businessinsider.com/ai-bubble-heads-doomers-sam-altman-ai-costs-huge-issue-2026-6 https://www.businessinsider.com/ai-bubble-heads-doomers-sam-... https://www.wsj.com/tech/ai/openai-considers-drastic-price-cuts-anticipating-war-for-users-with-anthropic-9b8c178e https://www.wsj.com/tech/ai/openai-considers-drastic-price-c... https://www.bloomberg.com/opinion/articles/2026-06-11/anthropic-openai-price-war-would-be-brutal-for-both-companies https://www.bloomberg.com/opinion/articles/2026-06-11/anthro... https://arstechnica.com/ai/2026/06/anthropic-pauses-token-based-billing-for-its-claude-agent-sdk/ https://arstechnica.com/ai/2026/06/anthropic-pauses-token-ba... https://x.com/bcherny/status/2040206441756471399?lang=en https://x.com/bcherny/status/2040206441756471399?lang=en https://code.claude.com/docs/en/agent-sdk/overview https://code.claude.com/docs/en/agent-sdk/overview https://windowsforum.com/threads/microsoft-plans-june-30-2026-shift-from-claude-code-to-copilot-cli.425488/ https://windowsforum.com/threads/microsoft-plans-june-30-202... https://www.datacenterdynamics.com/en/news/anthropic-to-use-all-of-spacex-xais-colossus-1-data-center-compute/ https://www.datacenterdynamics.com/en/news/anthropic-to-use-... https://techcrunch.com/2026/06/05/google-will-pay-spacex-920m-per-month-for-compute/ https://techcrunch.com/2026/06/05/google-will-pay-spacex-920... https://backofmind.substack.com/p/tokenalysis-and-john-henry https://backofmind.substack.com/p/tokenalysis-and-john-henry HN commenters quickly attack anything from Ed Zitron these days But this seems to be flying under the radar