Who Pays The Cloud Compute Bill?; AppLovin Bounces Back On Ads | AdExchanger
Replit's annual recurring revenue grew 12x after launching generative AI coding agents, but its gross margins dropped from 36% to negative 14% as LLM bills increased with usage.
Anthropic's Claude Max pricing of $200 provided extensive access to advanced coding models, but new weekly rate limits reduce value. Google Gemini CLI faces throttling and errors.
Under CISPE pressure, Microsoft opens the door to fairer cloud competition in Europe
Under the new agreement, CISPE members can offer Microsoft software to customers on a pay-as-you-go basis through the CSP-Hoster program, enhancing privacy for European customers.