🐯虎嗅•Stalecollected in 16m
Copilot Switches to Usage Pricing, AI Bubble Fears
💡Copilot pricing ends subsidies—calc your AI tool costs before 2026 hike
⚡ 30-Second TL;DR
What Changed
$19/mo sub becomes $19 token credit; prior losses $20-80/user/mo
Why It Matters
Pricing shift forces AI users to confront costs, potentially bursting hype-driven valuations. Signals end of free growth era, pressuring infra-heavy players like Oracle/OpenAI.
What To Do Next
Audit your Copilot usage now to forecast 2026 token costs and optimize prompts.
Who should care:Developers & AI Engineers
Key Points
- •$19/mo sub becomes $19 token credit; prior losses $20-80/user/mo
- •Usage costs: $11 per large request, devs $13-30/day on Claude Code
- •Data centers: 100MW at 16.7% margin, negative post-loan repayment
- •Oracle Stargate 1.2GW costs $528B; OpenAI needs $852B in 4 years
- •Shift exposes 'subsidies for growth' model unsustainability
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Original source: 虎嗅 ↗