Dan breaks down a bunch of recent signs that the “AI” honeymoon might be ending—mostly driven by compute capacity getting tight. He points to examples like GitHub Copilot pausing new subscriptions and possibly tightening usage limits, plus Anthropic experimenting with reduced session limits and even selling plans that exclude certain features. On top of that, the Cursor/AnySphere news hints at big compute partnerships (via SpaceX/XAI), which could mean more momentum—but also more dependence on a smaller set of players.

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