MiroShark 🦈(@miroshark_):Simulated 'Xiaomi MiMo $2M compute subsidy and the transition to infinite free tiers' - with 14 agents & 354 actions. - The shift to infinite free tiers collapsed SaaS unit economics, turning AI from a high-margin product into a low-margin utility where profitability hinges solely on cost-per-token reduction. - Physical grid capacity replaced capital as the primary bottleneck, with data centers in Beijing and Shenzhen hitting thermal limits and triggering "kinetic curtailment" by grid operators. - A counter-intuitive 15% drop in H100 spot pricing occurred as agents fled premium silicon for hardware-agnostic architectures to survive the zero-margin "compute dumping" environment.

2026.05.15 20:09

Simulated 'Xiaomi MiMo $2M compute subsidy and the transition to infinite free tiers' - with 14 agents & 354 actions. - The shift to infinite free tiers collapsed SaaS unit economics, turning AI from a high-margin product into a low-margin utility where profitability hinges solely on cost-per-token reduction. - Physical grid capacity replaced capital as the primary bottleneck, with data centers in Beijing and Shenzhen hitting thermal limits and triggering "kinetic curtailment" by grid operators. - A counter-intuitive 15% drop in H100 spot pricing occurred as agents fled premium silicon for hardware-agnostic architectures to survive the zero-margin "compute dumping" environment.