Anthropic Is Done Subsidizing Your AI Plan

Microsoft canceled their Claude Code licenses after the finance team saw the bill, and Anthropic somehow posted its first ever profitable quarter on $10.9 billion in revenue the same week. We break down why token pricing is collapsing (Gemini Flash is now $1.50 per million tokens, down from $60 when GPT-4 launched), what Apple is quietly building ahead of WWDC to own the entire agentic pipeline on your phone, and why Pope Leo XIV just dropped a 40,000-word encyclical framing AI as this generation's Industrial Revolution - with Anthropic's Chris Olah speaking at the Vatican.