The AI bill lands on the CFO’s desk, Microsoft wants to give your company a single brain, and SpaceX goes public valued like a country. Episode 13 of Tokenizados covers the moment when the hype meets the accounting.

The AI bill: from “tokenmaxxing” to the audit

The AI problem has changed departments: from technical to financial. The most talked-about case is Uber, which burned through its entire 2026 AI budget in just four months and has capped spending at $1,500 a month per employee. The token open bar is over. The episode contrasts reflections like Levelsio’s on the cost of tokens — and the paradox that, while cutting back, Uber is preparing its Robotaxis in Madrid.

Windows Build 2026: the operating system with “hands”

Microsoft presented a total agentic offensive. Highlights include the integration of Hermes and OpenClaw (Windows Companion), capable of running Linux commands and managing files with specific permissions, native Docker virtualization, and the new internal models: MAI-Thinking-1, which already competes with Opus on software-engineering benchmarks, and Majorana 2, its bet on scalable quantum computing.

Microsoft IQ: the common corporate truth

The most strategic piece of the event is Microsoft IQ, an intelligence layer that connects all of a company’s information silos across four pillars: Work IQ (meetings and chats), Fabric IQ (a common data language), Foundry IQ (secure reusable knowledge) and Web IQ (external context). The goal: that agents stop being islands and share a single corporate memory.

SpaceX, Alphabet and the week of trillions

On the investment front, Alphabet’s historic $85 billion raise — with Berkshire Hathaway in — and the countdown to the SpaceX IPO on June 12, with a $1.75 trillion valuation. A revealing detail: Google spends $1 billion a month on compute with Musk’s company.

”Protect the Shire”: security in the agentic era

Matt Mullenweg has launched “Protect the Shire”, a WordPress plugin-review system led by an agent named Gandalf. The week also leaves a vulnerability in GitHub’s web editor that could compromise tokens, and a quiet milestone: AI agent traffic already surpasses human traffic on the web.

Thariq Shihipar: “unhobbling” the model

The profile of the week is Thariq Shihipar, a key Claude Code engineer at Anthropic and former founder of Multiverse (YC W2020). He’s behind the popularization of the “ask user question” feature — the model proactively asks before executing — and the use of HTML files as interactive specifications for agents. The obsession: an AI that doesn’t wait for perfect orders, but collaborates.

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