Two things happened in the same week, and together they tell the real story of AI in 2026. Meta shipped a frontier model priced to undercut everyone, and enterprises started slamming the brakes on their AI bills. Cheap models arriving exactly as buyers get cost-conscious is not a coincidence. It’s the market growing up. I care about this as a cloud person, because it’s the same pattern we already lived through with cloud spend: a land grab, then a reckoning. Here’s what actually happe