← /news·[MARKETS]·JUN 26·2 min read

OpenAI and Anthropic Confront the Efficiency Turn as Enterprise AI Buyers Rein In Token Spend

Corporate buyers of artificial intelligence services are rewriting their procurement logic, moving away from high-volume token consumption — what the industry has taken to calling "tokenmaxxing" — toward disciplined, ret…

$Marcus Cole·NewsNTech

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Tesla shares slide 11% as discount pricing squeezes profits while capex doubles on AI and robotics push

The unit economics of vehicle manufacturing leave little room for price concessions.

Owen Gallagher·2 minJUL 25

[MARKETS]02

AI spending signals send Tesla and Alphabet sharply lower

The constraint investors are now explicitly pricing is this: artificial intelligence infrastructure spending accrues upfront, at scale, and the revenue it is supposed to generate arrives later, with significant uncertain…

Marcus Cole·2 minJUL 25

[MARKETS]03

Cloud gaming's subscriber acquisition gap pushes Amazon and Microsoft toward separate models

The first-session gap has defined the ceiling for cloud gaming since the category emerged: to reach a new player, a service must clear the hardware prerequisite and the subscription decision before a single session occur…

Mara Whitfield·2 minJUL 25