u/actias_selene

I see that the deal about Strategy rather than straight owning btc is the leverage it can provide, no?

Then why Strategy has started buying back STRC if the bet is btc is going up 30% yearly? I get that they buy it below 80 or similar, at extreme discount, but at current price levels, I feel like that they shouldn't reduce btc owned per share holder. Or the idea is timing the market now?

If anything, I would expect Strategy to push STRC above par by increasing dividends and issueing more stock to increase the leverage to buy more btc at current levels.

Disclaimer: I bought and sold btc, and briefly traded strc , but I dont own any mstr at the moment.

- Microsoft has announced that they are ending fixed monthly subscription for Github Copilot and switching to token and model based AI credits.

- Anthropic announced that they are ending fixed API subscriptions and will charge based on usage.

While fixed pricing is maintained for some use cases and providers, it seems like there is a shift towards usage base billing.

How do you think it will affect the demand and revenues for big AI?

Do you think it will drastically change how some companies approach AI or make self hosting models like Llama more popular?

In an anectodal case, the company announced with this change they are bringing 1000€/month limit to AI credits where previously it was 20€ fixed price. Surpassing this limit will be also allowed with special permission from the leadership. So I think it is bullish for Big AI, but I wonder what others experiencing or expect to experience on other companies.