Is this the dawn of the Tokenpocalypse?
THE SO WHAT
AI infra is repricing ahead of IPO windows—token costs are becoming a de facto tax on every software margin structure that leans on foundation models. If you're building on third-party LLMs, you either pass this through in your pricing this quarter or start a serious ‘own model’ or ‘own cache’ program now.
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MORE FROM THE WIRE
Applied AI‘Chat Is Dead’: OpenAI Reportedly Planning Radical Changes to ChatGPT
If ChatGPT moves beyond chat into a more agentic, task-first surface, every product that wrapped a UI around a prompt box just lost its differentiation. Assume the default assistant is about to become workflow-native — your moat has to be data, distribution, or deep domain integration, not a prettier chat window.
Applied AINotion restores access to Anthropic after service disruption
One Anthropic hiccup rippling into Notion shows how deeply SaaS UX is now coupled to single-model dependencies. If your core workflows rely on a specific LLM vendor, you need failover and feature flags in place before the next outage, not after the tweetstorm.
Applied AIOpenAI is still working on that ‘super app’
If 'chat is dead' inside OpenAI, your UX assumption that AI lives in a textbox is already obsolete—expect task-centric, multi-surface assistants that sit across OS, comms, and commerce. Product teams building on top of chat-style interfaces are effectively integrating against a deprecated paradigm.
Applied AIInside the early 2025 senior exec meeting where Apple admitted its AI failures; Tim Cook became intimately involved in Apple's AI roadmap around the same time (Mark Gurman/Bloomberg)
When a company at Apple’s scale convenes a top-secret meeting to admit AI failure and pull the CEO directly into roadmap, AI stops being a feature debate and becomes a core strategy reset. If your board hasn’t had its own version of that meeting yet, you’re probably still treating AI as incremental, not existential.