Microsoft is cutting most internal Claude Code by 30 June 2026 and Uber burned its 2026 AI budget in four months, because consumption-priced AI costs more the more it works. The decision lesson: budget the fully-adopted case, not the pilot.
Ford spent three years rehiring 350 veteran engineers after leaning too hard on AI for vehicle quality. The decision lesson: the expertise you automate away may live only in people's heads, and letting them leave is irreversible.
On July 2 Mark Zuckerberg told Meta staff that AI agent progress had not accelerated as expected, even as the company plans up to 145 billion dollars of AI spending in 2026. The decision lesson is base rates over vendor roadmaps.
Google's 2026 environmental report pairs record efficiency with a record 37 percent rise in electricity use. The decision lesson for owners: a per-unit efficiency claim never caps a total bill.
One considered note on infrastructure, governance, and measurement, most mornings. No theory.