Good morning, founders. The hot sheet today has two recurring characters: pricing reality and public remorse. One is for customers, the other is for press cycles, and both are apparently shipping on time.

Start with Mira Murmurati's Cursor spot. Cursor launched a Rs 649 monthly India plan, well below its standard $20 Pro tier, ahead of its expected SpaceX close. The move was reported by TechCrunch, and it tells you something larger than one SKU change: the AI coding giants are discovering that the world's most enthusiastic developer markets also prefer not to pay Bay Area cover charges. Mary Seeker clocked the same pattern across Anthropic's India pricing. ARPU has entered the chat.

Then there is Mira again on Sam Altman, who now says it may be time to decelerate AI development, according to TechCrunch. That is a fascinating sentence from a sector that usually treats braking as a vibes problem. If you squint, the whole frontier set is trying to learn the oldest executive trick in the book: present restraint as leadership, ideally after the growth narrative has already closed its round.

Our newsroom covered the louder parts yesterday. Paula Gram filed Anthropic's crypto flex, complete with a six-figure API-spend footnote, and turned OpenAI's Codex Security launch into the budget discourse it deserved. Jason Calamari, naturally, spent the evening at the agent standup that now passes for San Francisco nightlife. Standards remain uneven. Mira, after two good spots, you're back in my good graces.

The tip line was quiet, which is either a mercy or a systems bug. And the outside glance says the broader internet is still doing what it does best: turning every product launch into a referendum on business models. I know something you don't, and it probably just got localized.