Apple Is Worth $5 Trillion. It Just Capped Engineers' AI at $200 a Day.
32 min
Here's the move: add up what you and your team spent on AI tools last month, divide it by the tasks those tools actually finished, then double that number. Would it still be worth it? If you're thinking about replacing a salary with an AI subscription, price that subscription at twice what you pay today. It's a stress test, not a prediction: find out whether your plan survives it. Oracle now lists AI inside its business software at one cent a unit, 100,000 units for $1,000. On the day Apple closed at a record $5.08 trillion, Bloomberg reported it had cut some engineers' daily AI budgets from $300 to $200, with deeper cuts planned. Microsoft, Tesla and Uber have caps too. Meanwhile Ramp's data shows the blended price per million tokens fell about 27 percent in a month while total token spending still rose about 9 percent. Cheaper by the unit, bigger by the bill. So who is the meter for? Carlo's gut check: watching the meter is good hygiene, but the real risk is what happens to people when the meter becomes the thing management manages. Ainsley's pushback: when a task costs one cent instead of an hourly wage, the instinct is not to keep a human in the loop, it's to remove the human and capture the margin, and the backstop gets rationed. They get into the three kinds of AI meters (employee, infrastructure, customer), why transparency without leverage is a front row seat to your own expenses, Anthropic's $895 billion in compute commitments, vendor lock-in, self-hosting open-weight models (Revolut, 37signals), Gartner's forecast that AI coding could cost more than a developer by 2028, and what happens to the junior pipeline when AI does the entry-level work. Your turn: run the 2x test on one AI tool you pay for. Does it still pay for itself at double the price? Tell us in the comments. CORRECTIONS AND CONTEXT (as of Nov 8, 2026; checked against Apple's 10-K, Ramp, Gartner, Anthropic's amended S-1 as reported, and company statements) - Apple: Bloomberg reported some e...