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How I Decided Whether to Lock In AI Pricing Before the Custom-Chip Wave Hits Your Bill

🎧 Prefer to listen? Your browser does not support the audio element. Anthropic is hiring chip designers — architecture, design, verification, the whole stack — to build custom silicon for Claude. Google has been doing this for a decade with TPUs. OpenAI, Meta, and Amazon all have their own silicon programs. When every lab that makes the models you use starts manufacturing the hardware they run on, one question lands in your lap that has nothing to do with semiconductors: does this change what you should pay, and when? I gave it 20 minutes instead of a shrug, and the answer changed two of my subscription decisions. ...

October 29, 2026 · 5 min · 1030 words · Manal
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