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Microsoft shipped two frontier models at Build 2026 — MAI-Thinking-1 and MAI-Code-1-Flash — built entirely without OpenAI data or distillation. The technical choices are interesting; the strategic signal is clearer: Microsoft is no longer content to be a reseller.
Read more →Token prices are falling fast, but enterprise AI bills are rising. Uber burned through its entire 2026 AI coding budget in four months driven by Claude Code adoption. Goldman Sachs projects a 24× increase in token consumption by 2030. The Jevons paradox shows up again: efficiency gains don't reduce consumption — they expand it.
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