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Start free trial →This Week in Startups · Startups & Venture · November 2026
His co-host had read a report that Apple is cutting engineers' daily AI spending caps. Calacanis says that if the industry is constrained by data centers and energy, flat-rate AI plans built to hook users will have to rise in price.
…going to be token constrained because we are data center and energy constrained, where do the tokens come from? Well, people have been trained to have unlimited tokens. I think you're on a $40 plan for Grok and our team's on a $40 a month plan that gets you all the stuff together. An individual
is on the 40 a month plan, like as part of the team. Yes.
So that's 500 bucks a year. I think they're probably burning 2,000 in tokens a year. 1,000 in tokens a year. Almost certainly, yeah. The people who use it a lot. Then there's some people who don't use it at all. And that's kind of how these software licenses work. On Slack, you might have five people in your company who do 10 Slack messages a week, and there might be people who do a thousand a week. It's just the nature of these programs. I think the flat rate is designed to get you addicted to it and get you to move up the scale. But I think that the usage is getting so high because the value is so high that we're going to see the minimum price of entry for a corporation go to $100, $200, even $300 per month to use these services. It's going to be a $3,000, $4,000, $5,000 a year subscription. This idea that you're going to get away with a $500 one doesn't make much sense to me. I think it's much more valuable than a lot of SaaS software that costs $500 to $1,000 a seat. So if you told me, if you told me right now, you came to me and said, hey, Grockbot wants $100 a month instead of $40, I'd be like, okay, can we just look at everybody's usage? And if…
That actually makes total sense. To be for Apple, just to be model agnostic. Like we, we have the platform and the apps, and then you can choose what version of it you want to run, you know, clawed through the cloud or run, you know, something through a llama directly on your on your device…
you see MacBook release? Speaking of Apple, they released the Pro LED XDR display. No, they say it's gorgeous screen. Um, and then uh, you're gonna be able, it's gonna be a touchscreen, apparently. Oh, wow, I believe that's the one that's the touchscreen. It's it does look
really